One-on-One Private Training without leaving your desk!!!

Triangle’s President’s Club is not a cookie cutter seminar.

It’s two (2) uninterrupted extremely intense days with Katharine Giovanni, award-winning author and the world’s leading concierge and lifestyle management trainer. 

Many entrepreneurs start out with a great attitude but end up stalling a few months later. Why? Mostly because they either have no plan of action or they’re implementing the wrong one. Many haven’t identified exactly where they want to go or how they’re going to get there. In your private session, Katharine is going to take the time to find out who you are and help you create the perfect plan of action for your new business. Her methods are used by hundreds of concierge around the world. It’s a road map that will completely eliminate the guesswork and will get you up and running fast.

Katharine will help you design a booming company that will survive and thrive in this challenging economy!

Katharine also provides you with follow-up conference calls to help you implement all the strategies that come up in your private session. With Katharine’s help, you’ll develop a focused and realistic plan of action so that you can make the right choices and put together a profitable company you can be proud of.

Katharine’s private sessions are VERY thorough programs where the focus is entirely on you.

Katharine has trained many of the most successful concierge companies in the world today. From small start-ups to large international companies, she has trained them all.

If you want to be the best in the business,  then you need to be trained by the leader in the concierge industry. Success breeds success.

The President’s Club is perfect if you would like individual attention where the entire focus will be on you and your company. Not only will Katharine take you through the process of how to create your own concierge company, but she’ll also …

• Answer all your questions
• Give you the tools you need to develop your pricing
• Help you figure out what services you want to offer and much more
• Help you find out what’s been holding you back and will help you turn that around.
  

You will receive personalized attention and will be able to take home the start up tools and ideas that you need to get you started in your new business almost immediately! Although the program is personalized, some of the topics include …

• How to set your fees
• Help you decide what services you should offer and how to price it
• Who are you marketing to and how do you reach them? What’s your niche?
• Your staffing requirements
• Logistics of running the service
• Service vendors – outsourcing
• Finding your niche
• Sales, marketing – how to get clients
• Staffing
• Customer service
• How to Grow your business using Social Media
• PR and the Media
• How to network … your 30 second elevator speech
• The logistics of being a local, national or international company.
• Business basics including legal issues, insurance, accounting set up, business cards, brochures, website, financial needs
• How to ACT and THINK like a concierge
• Body language, verbal and non-verbal communication
• Your professional image
• Communication Skills
• How to find what a client is looking for – exactly where do you find things?  Restaurants?  Gifts? Unusual items?
• International protocol – how to work with clients from other countries
• How to use your intuition to grow your business – there are no boundaries to success!

Thank you again for showing us the way to being a great concierge business in our President’s Club session!  The Savvy Group shall not let you down!  We are chipping away at all the things you taught us about and our Social Director is in full force!  We shall keep you updated and can’t wait to have a toast with you at our success!  You changed our lives forever, so Thank you!!!!

Lori Nash, The Savy Group, Wilmington, NC

This unique workshop is a series of SIX 2-hour workshops conducted online via webcam over the course of 2 days via the internet and your telephone. Visual components may be viewed by your PC or laptop. No special hardware is needed. 

Katharine, we cannot thank you enough for our private session.  It was very well worth it!  You not only gave us guidance and inspiration but also the REAL HOW TO that seems to be missing from a lot of seminars.  It seems that a lot of programs offer the motivation and tools but not always the nitty gritty of how to actually “do it”.  We came away with a much more focused and educated plan of what to do.  Although we had read your book before the seminar, having a live session with you was invaluable.  It really reinforced the book and gave us specialized help for our specific situation. Again, thank you so much Katharine!  We feel honored to work with you!

Amy Olson
Oceano, CA

The President’s Club Includes …

 Two (2) days of intense one-on-one private training with Katharine Giovanni for up to 5 people from one company.

Taught LIVE via webcam, you’ll sit down with Katharine and together you’ll create your dream business. She’ll create a road map for you to follow and will show you exactly how to get there. She’ll help you find out what roadblocks you have and then will help you blast through them so you can start your successful business immediately. Katharine will share with you all the techniques and secrets she’s learned over the course of her career. 

I did a private session with Katharine Giovanni from Triangle Concierge and it was much, much more than I expected. Katharine is a true professional and incredibly knowledgeable about the concierge industry. She has this intuitive way of directing your ideas to develop a sound business concept that fits your personal desires and goals, furthermore the material provided outlines all that is needed to structure your business. When I arrived I had a number of scattered ideas and feelings about starting my business, throughout the session Katharine managed to take my ideas and encapsulate concise and exciting options available. As well as providing sound business advice, Katharine also provided genuine support and guidance to help me believe in myself.  Triangle’s private sessions are a great investment to anyone seeking to start a new business, and or to enhance their current business. The whole experience was inspiring and powerful, it has enriched my professional life and gave me the courage to pursue my passion. Thank you, Katharine!

Denise BW Christopher
Just Breathe – Calgary, Alberta, Canada

The Concierge Manual by Katharine Giovanni

Written by industry expert Katharine Giovanni, this extraordinary guide provides all the tools you need to create a successful concierge, lifestyle management, errand service or personal assistant company. Do you want to create an on-site, lobby or corporate concierge service? Or are you looking to serve individuals? From small boutique concierge services to large corporations, this manual will help everyone. The information is all here, presented in a simple, step-by-step format. To see more information about this book, please click here

The Concierge Manual was everything I could have asked for and more. All of the reviews from the book are dead on. Most book reviews seem like words put together to sell the book. However your book is amazing and the people were right. I want you to know that you have changed the life of my entire family. I know now with your book, tons of hard work and careful planning I can become successful. I must admit I am little scared of the unknown. I have never done anything like this before. I have always worked for someone else. There are several quotes from your book but my favorite is by Elbert Hubbard. It speaks volumes to me. Thank you again for your life changing book and valuable time.

JoJuana Turner
Dallas, TX

Going Above and Beyond

Katharine’s Award Winning Book …winner of the Eric Hoffer Award AND the National Best Books 2010 Awards

According to a 2007 article in the Harvard Business Review entitled “Understanding Customer Experience”, Bain and Company surveyed customers in 362 firms. They found that only 8% of customers described their experience with the company as great. Yet incredibly over 80% of those same companies believed they provide incredible customer service!

Delivering customer service like a Concierge will give you the “edge” you’re looking for in today’s competitive business world. Concierge are known to provide over-the-top customer service. Whether you’re a business owner or an employee, you can offer that level of professionalism to your clientele. Going Above and Beyond will teach anyone who works with the public the core beliefs and values that lead to extraordinary customer service. With this book you will learn how to act like a Concierge, discover the keys to customer service excellence, read interviews with top concierge,review body language and non-verbal communication, polish your professional image, refine your communication skills, compare internal versus external customer service and become acquainted with International Protocol. To see more information about this book, please click here

I just want to say thank you for all of your books, advise, tips and motivation. If it not had of been for your books, “Going Above and Beyond”, and “The Concierge Manual”, I would’ve been lost at my start-up last year. I started my concierge six years ago and after a tragic loss in my family, I stopped and just recently started back in June of last year. Your books motivated me and gave me the courage and skills I needed to offer my clients the First Class service I’ve dreamed of giving and you are the reason why, next to my great fiance who is my support system and helps with everything! I just want to say thank you so much for just being you and we wish you many blessings to your family and business!

Shemaine A. Fox & Herbert Pickens

Concierge Training Workbook

Katharine will provide you with a workbook that contains all the PowerPoint screen shots and handouts she’ll give to you. It also has generous space for you to take notes.

I can’t say enough wonderful things about Triangle Concierge. I spent 20 years as an executive assistant in the legal and medical communities and finally decided that if I applied my educational and practical experience to building my own business I would be very successful.  Well, fast forward almost two years and I am extremely happy to state that with Triangle’s incredible resources and a lot of tenacity, I have been able to achieve my dreams of business success.  Your books, seminars and motivation are the main components necessary to succeed in our industry.  Initially, I purchased another “concierge how to” book and was, fortunately, given your guide as a gift and I must admit it was one of the best gifts I have received.  I will never be able to thank you enough for assisting me in achieving my dreams.  With your leadership and resources, I know that ExecuStaff will continue to thrive.  Anyone who is thinking of starting/expanding a concierge/virtual assisting business must take the time to study your methods.  You have the proven skill set to put anyone considering joining this industry on the path to success.  Triangle Concierge proves that even in our current economy, our services are not only needed but absolutely necessary and welcome.  Thank you Katherinefor making ExecuStaff the success it is today!!!  You are an undeniable asset to our industry.  Keep up the great work.  We wouldn’t be where we are today without your leadership.

Jacqueline Butler
ExecuStaff Concierge Services, LLC

Multi-Use Contract

Meeting/Event Planning contract

Contract Service Vendor Agreement

Confidentiality and Non-Disclosure Agreement

Our four contracts are all designed to protect you from many liability issues that every concierge business faces in the world today. Our multi-use contract is a great contract designed for lobby concierge, corporate concierge and individual concierge companies … three contracts all in one. The service vendor agreement is a must-have if you plan on outsourcing services to your local vendors. If you plan on adding meeting and event planning to your list of services, then our meeting/event contract is vital. Never plan an event for someone without a contract. If you are planning to disclose confidential or proprietary information about your company to another person and/or company, then this non-disclosure agreement will work for you. This is a form of Confidentiality Agreement to be used when one company is planning on disclosing confidential or proprietary information to another party in connection with a possible transaction. All document are in Microsoft Word format. To see more information about the contracts, please click here

We use The Concierge Manual and Triangle’s resources on a regular basis here at LFC inc.  These tools and Katharine’s advice over the past year helped us successfully launch or corporate concierge division… during a recession!  Last month, we were invited to serve two luxury condominium communities in our area.  This great success followed a year of hard work.  Katharine’s  support was crucial to these gains.  When you purchase products or join a class, you enjoy more than access to Triangle’s expert advice- every time I’ve sent Katharine a question, she has personally responded.  We’ve had phone consults and pep talks before meetings.  These resources have been priceless to us, and I feel very calm knowing that as we grow, I can continue to turn to Triangle’s services and products for support.

Julia Dawson, LFC Inc., Marketing Director and Concierge Coordinator,
lfcbalance.com

Seven On Demand Webinars

emailed to you after the private session

(Each webinar is approximately one hour)

ON DEMAND WEBINAR 1 – Business Basics

Join international concierge training expert Katharine Giovanni as she talks to you about the basics of starting up a concierge business. Learn all about how to set up your business including insurance and legal issues, financial requirements, office set up, software, business cards, brochures, business plans and your website.  If you’ve never started a business before, then you can’t miss this session!!

ON DEMAND WEBINAR 2 – How to set your fees – Part 1

In this webinar, Katharine talks about how to set your fees.  In part 1 you will learn about the different types of concierge businesses, what fee styles are being used the most in the industry, and how to set your hourly rate. This webinar will eliminate the guesswork on how to set your fees.

ON DEMAND WEBINAR 3 - How to set your fees – Part 2

In part 2, Katharine will talk about how to price your corporate and lobby concierge services. She’ll show you a great math formula you can use to figure out your monthly service rate, and you’ll learn what services you can provide. Plus Katharine will go over the logistics of actually doing them! How are you going to do this?

ON DEMAND WEBINAR 4 - Setting Up Your Service Vendors

Join Katharine as she talks about how to set up your preferred vendor network. Learn who your service vendors are, how to interview them, what to look for and how to get them pay you a commission.

ON DEMAND WEBINAR 5 - Beyond the Basics

Katharine takes you beyond the basics as she talks about setting up your staff. She’ll also discuss how to target the corporate and lobby concierge world as well as how to write your business proposal. If you have plans on going into the corporate world, you can’t miss this one!

ON DEMAND WEBINAR 6 – Sales and Marketing Basics

Join Katharine as she talks about how to sell and market your new concierge business.  This is the perfect session for people who have never owned their own business before. She’ll also deliver concierge specific tips on selling your new service.  Plus, she’ll give you some social media tips and you’ll actually visit some of the sites that you need to be a part of!

ON DEMAND WEBINAR 7 - Social Media

Join Katharine as she gives you a social media tour and takes you to Facebook, Twitter and LinkedIn. She’ll teach you all about it and will give you valuable tips and explain why you absolutely have to sell and market your business via social media!!!

Many thanks for offering the Concierge Webinars! Words of encouragement, insight and knowledge is clearly proven in the presentation. It was refreshing to know that there are endless possibilities in the Concierge industry. The detailed information and thorough examples you had given allowed me to put together an extremely detailed list for myself. You exemplify what it means to go “Above and Beyond” expectations. You have increased my excitement and enthusiasm to make my business a real success. To take part of your Webinar is truly Inspiring, Empowering, and Informative! Again, Many Thanks.

Angee Wayashe
Phippsburg, ME

When you envision a plan to make a difference in the lives of people daily, you want to be at the feet of great wisdom, honesty and integrity. Katharine has been an excellent teacher, mentor and encourager to me in my business start-up several years ago as well as recently as I was “polished” by finally taking her class. Katharine sets the standards we in the same industry should follow. She becomes kindred spirits with her students, being “candidly real” and passing on life lessons to assist in the measure of success. I have worked with her personally one on one to seek out direction, as well as I am a proud graduate of Triangle. Sharing information to help others become a star in their own right… PRICELESS!”

Earlena Morris
TIME AVE, Bakersfield, CA

16 Templates/Forms including …

Forms & Templates
Written by Jackie Murphy
Exclusively distributed for Ms. Murphy by Triangle Concierge

Grocery Shopping Template

This Template includes Grocery Shopping Agreement template with two options for performance. An Agreement that covers valuable coverage for such things as spoilage, authorization to be at and enter residence, terms and conditions, liability of products purchased, when a deposit may be necessary and much more.

House Sitting Template

This Template includes House Sitting Agreement addressing various details of house sitting visits including normal procedures for visits, emergency situations, when others have access to the home, security company procedure and information, liability, cancellation and so much more. It sets out information, procedures and terms for just about any instance that could arise when performing house sitting visits. The template can be altered to include overnight house sitting visits easily. Also includes a complimentary and useful Before You Leave Home Checklist for owner in preparation of their absence.

New Client Form (Personal)

Obtaining various information about your client will assist you in servicing them in the future.  This is an internal form, in WORD format and may be updated at any time.

New Client Form (Business)

Retaining information on your business clients is essential to better serve them.  This is an internal form, in WORD format and may be updated at any time.

Service Request Worksheet

Use this worksheet to record various pertinent information when performing a service to make billing easy when the task is complete and attach it to your copy of the invoice.  With this form you record client information specific to the task, mileage, narratives, time recording, reimbursements and totals.

Bad Check Notice & Final Notice (2 Forms)

Two letters to use for remittance to the client when receiving bad checks.  The first is basically to advise of receiving a bad check and requesting the client make the check good and the second is a final notice indicating if payment is not received forthcoming collection will be pursued.

Credit/Debit Card (3 forms)

Three forms:  First form is for client to sign giving authorization to use their credit card and may be produced to vendor where credit card is being used if questioned.  Second form is for client to sign giving authorization to use credit card information on behalf of the client (such as online or telephone purchases) if client does not provide you with the actual credit card.  Third form is for internal use for recording and retaining credit card information for billing purposes.

Hourly General Services Agreement

Use this agreement when performing services on an hourly basis only.  It covers such things as permission to enter the home, relationship of the parties, terms of service for hourly arrangements, company and client obligation agreements, rates, liability, modification and much more.  It may be set up for one time or ongoing services and requires authorized signature of the company and the client.

In Home Request for Service & Key Release Agreement

This agreement is designed for one time services like home waiting for repairs, maintenance, delivery, etc.  It covers key arrangements, authorization to be on the premises, terms of service, relationship of the parties and obligations, rates, liability and much more.

Package General Services Agreement

Use this agreement when performing services based on a client purchasing packages of time or a membership basis only.  Language is specific to package/membership arrangements and covers such things as permission to enter the home, relationship of the parties, terms regarding package/membership service, company and client obligation agreements, rates, liability, modification and much more.  It may be set up for one time or ongoing services and requires authorized signature of the company and the client.

Pharmacy Agreement, Authorization & Waiver, Labels

This agreement is specific to performing services related to pickup up and delivery of prescriptions.  It sets forth a process and terms for pickup/delivery, promised security from the time prescriptions are picked up from the pharmacy and delivered to the client.  Additionally it contains information for creating labels to be affixed to the prescription upon pickup which will ensure your pledge prescription has not been tampered with.

Non-Owner Auto Agreement for Auto Services & Release

This agreement is specific to performing services where the client’s auto is taken for service, maintenance, car wash, etc. and/or when using the client’s auto is used to perform services.  Addresses permission to drive, use and posses vehicle, relationship of the parties, insurance obligations, liability, expenses advanced on behalf of client regarding the vehicle and other services, rates, and much more.

Proof of Pick-up/Delivery

Use this form when hired to pickup and deliver packages, documents and other items.  Record client and delivery information pertinent to the request.  Serves as proof of pickup and delivery with a signature required for both.  It may be provided to client for their files if necessary (but be sure and keep a copy for your files in case a question arises!)

Triangle’s Graduate Logo, recognized for excellence throughout the industry

Katharine’s client’s are proven success stories and rank among the most successful in the concierge industry!

One year of mentoring with Katharine Giovanni to help get you through your first year. Conducted via email and/or telephone

Katharine will be there for you every step of the way. Submitting a proposal and need someone to look at it before you send it?  Just shoot it to Katharine and she’ll help you. Need someone to run some ideas by?  Look at your website?  Give you a pep talk?  Katharine will be there. You can email your questions or call (up to 60 minutes a month which can be spread throughout the month).

So to summarize, if you join the President’s Club you will get …

1. Two (2) days of intense one-on-one private training with Award Winning Author and Consultant Katharine Giovanni
   
2. The Concierge Manual by Katharine Giovanni
3. Going Above and Beyond – Katharine’s Award Winning Book …winner of the Eric Hoffer Award AND the National Best Books 2010 Awards
4. Concierge Training Workbook
5. Multi-Use Contract
6. Meeting/Event Planning contract
7. Contract Service Vendor Agreement
8. Confidentiality and Non-Disclosure Agreement
9. ON DEMAND WEBINAR 1 – Business Basics
10. ON DEMAND WEBINAR 2 – How to set your fees – Part 1
11. ON DEMAND WEBINAR 3 – How to set your fees – Part 2
12. ON DEMAND WEBINAR 4 – Setting Up Your Service Vendors
13. ON DEMAND WEBINAR 5 – Beyond the Basics
14. ON DEMAND WEBINAR 6 – Sales and Marketing Basics
15. ON DEMAND WEBINAR 7 – Social Media
16. Grocery Shopping Template
17. House Sitting Template
18. New Client Form (Personal)
19. New Client Form (Business)
20. Service Request Worksheet
21. Bad Check Notice & Final Notice (2 Forms)
22. Credit/Debit Card (3 forms)
23. Hourly General Services Agreement
24. In Home Request for Service & Key Release Agreement
25. Package General Services Agreement
26. Pharmacy Agreement, Authorization & Waiver, Labels
27. Non-Owner Auto Agreement for Auto Services & Release
28. Proof of Pick-up/Delivery
29. Triangle’s Graduate Logo, recognized for excellence throughout the industry
30. One year of mentoring with Katharine Giovanni to help get you through your first year. Conducted via email and/or telephone

(ALL products will be emailed to you one week prior to your session)

What does the President’s Club Cost?

Before we tell you the price, please understand that this program is only for people who really want to launch a successful business, and are willing to work for it. It’s an opportunity for you to brainstorm with Katharine for two uninterrupted intense days so you can launch your incredibly successful business.

With all due respect, please know that this program is not for people on a tight budget. Further, Katharine only takes on a few President Club clients a month, so space is on a first-come first-serve basis.

This information rich program is only right for you if you’re willing to make a serious investment in your future. You also have to be ready to be a success and willing to do some serious work to get it. If you have a fear of failure (or a fear of success), you have to be willing to break through that wall. Katharine will show you how. Together you’ll discover what’s been holding you back. With her help, you’ll design a detailed road map to your business success. Katharine will share how she did it for her own businesses (as well as the association she founded) and will teach you all her secrets and techniques.

Once you decide to do this, we’ll ask you to make a non-refundable deposit. Why non-refundable?  Because we’re going to book those dates on Katharine’s calendar and will close them off to any other clients. The full amount is due one week prior to your training.

Are you ready to be a huge success?

Are you ready to turn your life around?

Are you ready to live your passion?

Then buckle your seat belt because your life is about to change …