Client Engagement Process

1. Introductory Consultation

A 30-minute conversation (phone or virtual) to understand the client’s goals, lifestyle, challenges, and priorities. We clarify what level of support they’re seeking. Ongoing household management, project coordination, event planning, organization, or personal assistance.

2. On‑Site or Virtual Assessment

For households or estates requiring deeper insight, we conduct a structured walkthrough or virtual review. This includes:

• Understanding current systems and gaps

• Reviewing property needs

• Identifying safety, maintenance, or organizational priorities

• Mapping out household rhythms and expectations

3. Customized Proposal & Scope of Work

We prepare a written proposal outlining:

• Defined scope of services

• Deliverables and responsibilities

• Service tiers or package options

• Estimated hours or retainer structure

• Timeline and milestones

• Fees and billing terms

4. Engagement Agreement

Once the client approves the proposal, we issue a formal agreement covering:

• Confidentiality

• Access and security protocols

• Payment schedule

• Communication expectations

• Cancellation or rescheduling terms

5. Onboarding & Setup

We begin the relationship with a structured onboarding process:

• Collecting key household information

• Establishing communication channels

• Setting up shared calendars, task systems, or vendor lists

• Coordinating access (keys, codes, contacts)

• Scheduling the first service dates

6. Service Delivery & Management

We execute the agreed‑upon services with professionalism and discretion. 

This may include:

• Household operations

• Vendor coordination

• Project oversight

• Organization

• Personal assistance

• Errands and logistics

• Travel preparation

• Family support

7. Ongoing Communication & Reporting

Clients receive consistent communication through their preferred method. We will provide:

• Weekly summaries

• Monthly check‑ins

• Budget or expense tracking

• Maintenance reminders

• Project updates

8. Review, Adjustments & Continuity Planning

As needs evolve, we revisit the scope and adjust services. This ensures long‑term alignment with the household’s priorities.

9. Project Closeout or Transition

For project‑based engagements, we provide:

• Final deliverables

• Recommendations

• Updated household systems

• Optional ongoing support plan