Define Structure.
Then Expand AI.
Most firms introduce AI tools before defining how review, approval, and escalation should occur.
Concierge Instruction Set™ helps leadership define that structure first, so AI-assisted work can expand without creating uncertainty about responsibility.
Each engagement is privately prepared and delivered in person.
One department is reviewed at a time.
Leadership determines the structure.
• no systems access
• no automation implemented
Technology alignment occurs after structure is defined.
Option 1: Single Task Concierge Engagement
A complete Concierge Instruction Set™ created for one recurring professional task.
These are tasks where professionals interpret information, explain findings, or produce written analysis.
Examples include:
• drafting a client explanation
• summarizing a regulatory update
• preparing an analysis memo
• writing an advisory response
The engagement defines:
• how the task is reasoned through
• who reviews the work
• who gives final approval
• how AI tools may assist
The result is a written instruction set allowing teams to perform the task consistently while using AI tools with greater clarity.
Investment: $6,000
Option 2: Volume 1: Pattern & Prep Baseline Review
A leadership review examining how reasoning work across a department is currently reviewed and approved.
Multiple recurring tasks are examined across roles.
The review identifies:
• review expectations
• approval ownership
• escalation points
• AI usage boundaries
This establishes the baseline structure for AI-assisted work across the department.
Departments can then proceed through Volumes II and III to create written instruction for recurring reasoning tasks.
Investment: Starting at $12,000