Agent Persona · Live Now

Concierge.

Client ops, fully handled.

The Client Concierge is an AI agent persona with one job: making sure every person who enters your ecosystem is properly received, moved through your process smoothly, and never left waiting. Built for practice-based practitioners who deliver high-touch work and can't afford to let client experience slip.

No lead goes cold
No manual follow-up
One-time payment
Works standalone or with Runa
One-Time
$67
One-time · Yours forever
You'll receive
CONCIERGE.md
Intake Flow
Onboarding Sequence
Follow-up Templates
NS
Nathaniel Solace
Founding Operator · Austin, TX
The Reality

Your best clients deserve more than a dropped ball.

You deliver high-quality work. But between calls and client delivery, the operational layer, intake, onboarding, follow-up, gets inconsistent. And inconsistency costs you trust.

01
Your best prospects go quiet
A lead comes in. You mean to follow up. Life happens. By the time you circle back, they've signed with someone else. Not because your offer was weaker, because your response time was.
02
Onboarding is a manual drag
Every new client means the same emails, the same intake questions, the same onboarding steps, written fresh, sent manually, tracked in your head. You've done it a hundred times and it still takes hours.
03
Post-call momentum dies
The session ends. The insight is fresh. Three days later you send a follow-up that's half as good as what you said on the call. The window where a client could take action has closed and nothing captured it.
What The Client Concierge Actually Is

A dedicated agent for the entire client journey.

The Client Concierge is not a scheduling tool or an email template. It's an AI agent persona, a configured identity with a specific job scope, behavioral rules, and the memory to track your clients individually.

It plugs into your existing Claude setup, or runs standalone, connects to your calendar and intake forms, and manages the full arc from first inquiry through post-call follow-up without needing you to initiate each step.

When you buy The Client Concierge, you're buying a pre-built agent persona file plus the flows, sequences, and templates needed to run it, documented in enough detail that you can have it live in an afternoon.

What The Concierge is and isn't
A scheduling tool that just books appointments
A generic email template pack
Something that requires a VA to manage
A persistent agent that knows each client's history
Handles the full intake-to-follow-up arc
Gets more useful as it learns your client patterns
📋
New inquiry arrives
You
🤝
Your client ops agent
Concierge
📝
Capture info
Intake
🚀
Welcome them in
Onboard
📩
Keep momentum
Follow-up
What's Inside

Six systems covering the full client arc.

Every flow built for the way coaches and practitioners actually work, not how project management software assumes you work.

📋
Intake & Qualification
A structured intake flow that qualifies leads before they reach your calendar. Captures what you actually need to know, not a generic form, and routes responses appropriately.
Discovery call intake form
Lead qualification scoring
Automated acknowledgment sequence
Calendar invite trigger
🧠
Pre-Call Intelligence
Before every call, Concierge generates a client brief: a summary of what they shared, what stage they're at, and what they likely need from this session. You show up prepared without doing the prep yourself.
Client history summary
Session goal extraction
Relevant background pulled from memory
Prep note delivered to you automatically
🚀
Onboarding Sequence
A 5-part email sequence that runs automatically when a new client signs. Sets expectations, delivers key resources, builds rapport, all without you writing a word after initial setup.
Welcome and orientation email
Tools and access setup guide
Working agreement and expectations
First session prep instructions
"You're ready" confidence email
📩
Post-Call Follow-Up
After each session, Concierge sends a follow-up that recaps key decisions, confirms next steps, and keeps the client in forward motion. Sent while the session is still fresh.
Session summary email
Action items and accountability prompt
Next session reminder
Check-in trigger at 48 hours
🌱
Lead Nurture Drip
For prospects who weren't ready to start, a patience-based nurture sequence that keeps you present without being pushy. Runs automatically, stops when they book.
7-touch warm nurture sequence
Value-focused content cadence
Soft CTA at each touch
Auto-pause on booking trigger
🔁
Re-Engagement Triggers
Inactive clients, people who finished a program, went quiet, or haven't booked in a while, get a re-engagement sequence that surfaces naturally. No awkward manual outreach required.
Inactivity detection trigger
Personalised re-engagement email
New offer or continuation prompt
Optional referral ask built in
The Full Package

Everything you receive.

🤝
CONCIERGE.md
The complete agent persona file, identity, scope, behavioral rules, and memory architecture configured for client management
📋
Intake Flow
Full intake and qualification flow with form structure, routing logic, and automated acknowledgment
🚀
Onboarding Sequence
5-part email series, fully written, structured for customization with your voice and brand
📩
Follow-up Templates
Post-call follow-up, check-in, and re-engagement email templates with usage notes
📖
Setup Guide
Complete installation walkthrough, from persona file to live intake flow in one afternoon
Your first afternoon with The Client Concierge.
Most practitioners are live and receiving their first automated intake within two hours of purchase.
0 – 15 min
Download and read the persona file
Understand how Concierge is structured and what you'll be customizing.
15 – 40 min
Customize the scope and voice for your practice
Fill in your specialty, your client types, your tone. The structure is done.
40 – 70 min
Set up your intake flow and connect your calendar
Drop in the intake form, connect to your booking tool, configure triggers.
70 – 120 min
Activate the onboarding sequence
Customize the 5-part email series, connect to your email platform, set the trigger.
Built For

Anyone delivering high-touch work to individual clients.

🎙️
Coaches
You've built the practice. Client experience should match the quality of your delivery, without you manually managing every touchpoint.
"My intake and onboarding now run without me. I only see a client after Concierge has handled everything up to the first call."
💼
Consultants
High-value engagements require a professional client experience from first contact. Concierge ensures nothing falls through between proposal and kickoff.
"Prospects used to go quiet because my follow-up was inconsistent. That problem is gone."
🧠
Therapists & Practitioners
Your energy is for the session itself. The administrative layer, intake, reminders, follow-up, should handle itself so you arrive at each session present and prepared.
"I was spending 3 hours a week on intake admin. Concierge runs it. I spend that time on client work now."
🤝
Mentors
Mentorship is high-context. Concierge tracks each relationship individually, so you always show up knowing exactly where each person is and what they need next.
"The pre-call brief alone was worth it. I walk into every session knowing exactly what we left off on."
How It Stacks Up

Concierge vs. the alternatives.

There are other ways to handle client ops. Here's what each actually costs you.

Capability Manual + Templates The Client Concierge
Consistent intake for every prospect ✕ ✓
Pre-call brief generated automatically ✕ ✓
Onboarding runs without you ✕ ✓
Post-call follow-up sent same day Partial ✓
Lead nurture that pauses on booking ✕ ✓
Re-engagement without awkward outreach ✕ ✓
Learns client context over time ✕ ✓
Setup time Ongoing Under 2 hours
Cost Time + inconsistency $67 once
Questions

The honest answers.

For client ops specifically, yes. It handles everything a VA would do in this category: intake, onboarding, follow-up, re-engagement. What it doesn't replace is judgment-based tasks that require your specific expertise. But the administrative client-facing layer runs without human intervention.
Yes. The Client Concierge is a standalone product. It uses Claude directly through the Claude API or Claude.ai and doesn't require Runa or Make.com to function at a basic level. If you want the full automation layer, intake triggers, automated email sequences, you'll need an email platform and a simple Make.com setup. The guide covers this.
Fully. The intake form structure is a starting point, you'll edit the questions for your specialty, your client type, and what you actually need to know. The CONCIERGE.md file has a section specifically for intake customization, with examples from coaching, consulting, and therapy practices.
The email templates are platform-agnostic, they're written content, not platform-native sequences. You'll import them into whatever you use: Kajabi, ConvertKit, ActiveCampaign, Mailchimp, or any other platform. The setup guide includes import instructions for the most common platforms.
The Client Concierge is a one-time purchase. Ongoing costs are minimal: Claude API usage typically under $5/month for a normal client volume, and whatever email platform you already use. There's no subscription tied to the product itself.
The client experience you've always meant to build.

Every client, properly handled.

You do the work. Concierge handles the infrastructure around it. $67, one afternoon to install, and your client ops run without you from that point forward.

Browse the vault
🔒 One-time payment · No subscription · Works standalone or with Runa