To maintain precision & protect operational quality, Handled Concierge strictly caps total active client capacity. Onboarding is executed through a deliberate, highly secure process.
1. Preliminary Consultation:
Click "BOOK A CONSULTATION" below to schedule a complimentary 30-minute introductory call. We will discuss your organizational pain points, evaluate your lifestyle needs & confirm compatibility.
You will receive a Mutual Non-Disclosure Agreement (MNDA) that we must fully execute prior to our call. This protects all shared sensitive or proprietary information.
2. Agreement Execution:
Within a week of our call, I will email a tailored service agreement detailing deliverables, a transparent retainer breakdown & project timelines. You will have seven business days to review & sign. We can easily schedule a second call to review the details together & answer questions.
3. Strategic Alignment:
Once the agreement is signed & the initial retainer is paid, we will hold a single, high-efficiency call to review your digital space, answer any final questions, & recap the timeline. Depending on your scope of service, this step may be optional.
4. Ongoing Communication:
I routinely request constructive feedback to make adjustments along the way. This ensures my support continuously aligns with your evolving priorities, preferences & lifestyle needs.