Start fast with pre-built conversation templates
Quick-start templates give you a ready-made foundation for common client scenarios. Each template includes suggested notes, must-ask, and must-avoid guidance, which you can edit anytime.
Available quick-start templates
- Getting Started (Intake): discover goals and preferences before kickoff.
- Welcome Aboard (Onboarding): confirm logistics and expectations.
- Find Your Style (Style calibration): refine aesthetic direction using visuals or palettes.
- Pulse Check (Check-in): gauge satisfaction and momentum mid-project.
- Refine & Reflect (Feedback): collect constructive comments on deliverables.
- Looking Back (Wrap-up): close out smoothly and gather testimonials.
- Stay in Touch (Reconnect): keep relationships warm for future work.
Why templates help
- For personal stylists: turn repeat processes like wardrobe updates into repeatable conversations.
- For interior designers: speed up client discovery and calibration before design exploration.
- For wedding & event planners: standardize how you collect details while keeping every exchange personal.
How to use templates
- Go to Concierge → Create Concierge.
- Choose a template from the modal.
- Edit notes or questions if you’d like to customize further.
- Save and preview before activating.
Why templates help
They save time, ensure tone consistency, and reduce the guesswork of crafting good questions — especially during client onboarding and feedback collection.
