Map each Concierge to a moment in your workflow

Concierge stages help Vai understand when and why you’re talking to a client, shaping the tone, phrasing, and depth of the conversation. Each stage corresponds to a key step in your client journey, from first contact to final reflection.

The available stages in Visualist

• Intake (pre-kickoff): learn about goals, preferences, and expectations before starting.
• Onboarding: confirm scope, communication style, and next steps.
• Style calibration: align on visuals, taste, and creative direction.
• Project check-in: reconnect mid-way to clarify progress and uncover blockers.
• Feedback & refinement: gather thoughtful, actionable feedback on work-in-progress.
• Wrap-up & reflection: reflect on the process and capture testimonials or lessons.
• Reconnect / reactivation: reach out to past clients to re-open the relationship.

Why stages matter

• Help Vai strike the right tone for the moment. Is it exploratory, focused, or reflective?
• Keep projects organized and easy to reference later.
• Make it simpler to reuse successful Concierges across clients or projects.