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Concierge by Vai
Best practices for using Concierge with clients
Best practices for using Concierge with clients

Make every client interaction feel intentional

Concierge is designed to turn ordinary forms into meaningful conversations. When used well, it builds trust, reveals deeper insights, and saves you time at every stage—from onboarding to feedback.

Set the stage for success

  • Introduce the Concierge clearly: tell clients this is your personalized Q&A experience, not a generic form.
  • Keep purpose focused: each Concierge should guide one moment in your workflow (intake, check-in, feedback).
  • Use clear language in your description: clients engage more when they understand what’s in it for them.
  • Preview before sharing: ensure Vai’s tone feels like your brand and fits the context of the project.

Personalize, don’t overload

  • Limit your must-ask questions: aim for quality over quantity—Vai will handle the probing naturally.
  • Avoid repetition across Concierges: link follow-up flows to avoid clients answering the same things twice.
  • Use visuals for calibration: upload boards or palettes to make style conversations feel collaborative.

Keep the experience human

  • Acknowledge responses: after a session, send a short note or summary so clients know they’ve been heard.
  • Let Vai help, but stay visible: Vai facilitates conversation — your expertise brings it home.
  • Adjust tone by stage: early sessions should feel open and warm; feedback sessions can be more structured and concise.

Why this matters

  • For personal stylists: make onboarding effortless while keeping your client’s tone and style top of mind.
  • For interior designers: turn discovery and feedback into well-structured, inspiring exchanges.
  • For wedding & event planners: keep communication flowing smoothly without endless back-and-forth emails.

Common questions

  • What if a client doesn’t finish a Concierge? Vai still saves partial responses and can follow up politely later.
  • Can I run multiple Concierges with the same client? Yes. Each serves a different purpose and builds a richer understanding over time.
  • How often should I update my Concierges? Review them seasonally or after major workflow changes to keep tone and questions current.
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