Three Steps
One structured outcome
Each step is independently scoped, priced, and delivered.
Clients choose how far to proceed and may repeat steps for additional departments as needed.
Step 1: Pattern & Prep™ Audit
What this is
A private diagnostic review that examines how your work is currently described, decided, and carried out.What is reviewed
Your intake survey
Public-facing materials such as programs, services, and website content
Observable patterns in how work is represented versus how it operates internally
Purpose
To identify gaps, friction points, and decision risks that could affect future hiring, training, or technology investments.
What you receive
A structured summary of observed patterns
Clarity on what is stable, unclear, or misaligned
No recommendations are implemented at this stage
Step 1 is a standalone service with its own scope and fee.
Step 2: The Concierge Instruction Set™
What this is
An in-person working session where findings from Pattern & Prep™ are translated into a written instructional system for your business.
What happens
Instructions are developed in real time
Language is clarified for consistency and reuse
Decision ownership is explicitly defined
What you receive
A printed and licensed Concierge Instruction Set™
Written instructions designed to be used across your team
No systems are accessed or configured
Step 2 is optional and contracted separately from Step 1.
Step 3: The Technology Addendum
What this is
A supplemental instruction layer showing how the Concierge Instruction Set™ may be applied within tools your organization already uses.
Examples
ChatGPT Enterprise
Microsoft Copilot
Other internal AI or workflow tools
Important boundaries
No tools are selected, configured, or managed
Technology use remains optional
Decision authority remains with your team
Step 3 is a separate, optional service and may be repeated by department.
Concierge Instruction Set™
You’ll leave with a licensed Concierge Instruction Set™, a structured instructional guide that provides clear, step-by-step support for completing your work with confidence.