The Concierge Manual

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Just finished reading your Concierge Manual book and thought it was fantastic. At the beginning of reading it I kept thinking “Am I being silly thinking I can go ahead and actually do this and not fail at it” but by the end all I can think is GO FOR IT! Thank you, your book and the way it was written has put a lot of negative thoughts out of my head and butterflies in my stomach. True star! You are a true inspiration and I mean that from the bottom of my heart. You have helped me start my journey and I cannot thank you enough for that. Amanda D.


The Concierge Manual

  • Paperback: 246 pages – $29.95
  • EBook – $19.99


The Concierge Manual is an AMAZINGLY AWESOME resource. I go back to it again and it again!! It’s been my best friend during the first year and a half of building my business. Jamie Bennett

Industry expert Katharine Giovanni gives you all the tools you need to create a successful concierge, lifestyle management, errand service, or personal assistant company.

In this definitive and popular guide, now in its fourth edition, Giovanni covers the basics of starting a new company—from creating a business plan to handling the day-to-day logistics to developing attention-grabbing marketing materials. PLUS, she packs this valuable resource with sales ideas, marketing tips, sage advice on topics such as insurance, and much more.

“Just wanted to let you know that i bought your book here in the UK “The Concierge Manual” it changed my life. In my life i was trying many different businesses, with variable results. Your book made me realize the skills i really possess, that was in the first few pages. I was doing lots of positive thinking, audio listening, writing notes & learning about the “The Law Of Attraction” it really works, because it led me to your book & that is no coincidence. The book arms you with a barrel of information, which can go unnoticed by the conscious mind. But reading the book reprogrammed my subconscious mind so deeply that i become aware of the unnoticeable. I have not launched the business yet, as i am still building the roots & building my website. I am following your instructions from the book. I cannot even think of a price to put on the book, because it’s an industry that is still a mystery to many people so the information is small. The book is really a classic book, one that guides you to be yourself & create your own ideas. Thank you Katherine for writing the book, you have played a role in my life development & my contribution to the universe. I can extend my value further than i even realize. Sending you blessings & love for your life.” Lee Webbe

Here’s what you’ll learn:

  • Why people and companies use concierges and why it is a business poised to explode in the coming years.
  • How to find your niche market. Do you want to create an on-site, lobby, or corporate concierge service?  Or are you looking to serve individuals?
  • How to run a concierge business and structure your company for success.
  • What services to offer.
  • How to set fees.
  • How to sign up top vendors and negotiate commissions from them.

From small boutique concierge services to large corporations, this manual will help everyone.

Giovanni started her own concierge business in 1998. She is an internationally recognized concierge consultant, who has worked with thousands of companies and individuals from more than forty countries and every U.S. state. Tap into her knowledge and experience. She knows what she’s talking about—and it’s all in The Concierge Manual.

Just wanted to let you know how much I enjoyed reading The Concierge Manual. It was extremely helpful as I have been considering opening my own concierge service. Your book opened my eyes to a couple of things I hadn’t considered.Thank you for sharing your insights and I look forward to reading your other books soon!  Kari

concierge manual workbook coverThe Concierge Manual E-WORKBOOK

This workbook is filled with 44 pages of worksheets designed to use with The Concierge Manual.

Each section follows the chapters of the book and it provides plenty of space to keep all your notes and thoughts.

Whether you are starting a new company, or you are an industry veteran looking to go to another level, this workbook can help you get there.

Table of Contents for The Concierge Manual



Chapter 1: What Exactly IS a Concierge?                         

Chapter 2: Fifty-Two Ways to Use a Concierge   

Chapter 3: Niche Markets                                                  

  • Hotel Concierge
  • Hospital Concierge
  • Dry Cleaners Offering Concierge Services
  • Meeting/Event Concierge
  • Mall and Airport Concierge
  • Wedding Concierge
  • Concierges Specializing in Divorcées and Singles
  • Corporate Concierge
  • Seniors Are a Huge Market Right Now!
  • Funeral and Hospice Concierge
  • The VIP Concierge
  • Partnering
  • Security and Valet Parking Companies
  • Just Choose One or Two Niches

Chapter 4: What Skills Do I Need to Become a Successful Concierge?

Chapter 5: Business Basics

  • Company Formation
  • Sole Proprietor
  • Partnership
  • Corporation
  • S Corporation
  • Employer ID Numbers (EINs)
  • Company Name and Logo
  • Legal Issues and Contracts
  • Accountant
  • Insurance

Chapter 6: Your Business Plan

Chapter 7: Getting Started

  • Letterhead and Business Cards
  • Brochure
  • Setting Up Your Databases

Chapter 8: Website Creation Made Easy

  • Basic Computer and Internet Skills
  • Creating Your New Website
  • E-mail vs. URL
  • Internet Service Provider
  • Setting Up Your URL
  • Building Your Website
  • Finding a Web Hosting Company
  • Web Publishing
  • Search Engines
  • Preparing Your Site for Submission
  • Submitting the Site
  • Link Exchange
  • Other Options to Drive Traffic to Your Site
  • A Marketing Caveat

Chapter 9: How to Set Your Fees

  • It’s All about the Money
  • How to Set Your Fees
  • Establishing Your Daily Labor Rate
  • Establishing Your Overhead
  • Fees: How Much Do I Charge?
  • Individual Concierge Services
  • Corporate Concierge Service
  • On-Site/Lobby Concierge Service
  • How Is the Client Going to Pay for Services?
  • Concierge Accounts

Chapter 10: What Services Should I Offer?

  • Concierge Services
  • Personal Assistant Services

Chapter 11: Event Planning (this chapter is included in the revised 4th Edition, ONLY available on this website)

  • Budgets and Clients: Important Questions to Ask
  • Site Selection: How to Find the Perfect Site
  • Contracts: Look for What Is and Isn’t There
  • Logistics: Creating the Event
  • Food and Beverage
  • Registration: Nametags
  • Registration: Location and Staff
  • Photographers, Florists, and Decorations
  • Entertainment

Chapter 12: Business Proposals

  • Media Kit

Chapter 13: Logistics

(What to Do When the Call Comes In)

  • Sample Scripts

Chapter 14: Service Vendors and Commissions

  • Commissions
  • Interviews and Contracts
  • Where Do I Find Service Vendors?
  • List of Service Vendors
  • How Do I Get Commissions from Vendors?

Chapter 15: Errand Service

  • Setting Up Your Errand Service
  • Should I Hire Independent Contractors or Employees?
  • Finding Errand Runners/Personal Shoppers
  • Accepting Credit Cards and E-commerce

Chapter 16: Staff

  • The Hiring Process

Chapter 17: Sales and Marketing

  • Know Your Business
  • Professional Image
  • Speech
  • Manners and Etiquette
  • The Handshake
  • Sales Presentations
  • Sales Techniques and Tips
  • Relationship Marketing
  • Your Marketing Plan
  • The Six-Step Marketing Plan
  • Thirty-six Ways to Market Your Business
  • The Ten P’s of Success

Chapter 18: Customer Service Can Make or Break Your Business

  • A Few Customer Service Tips
  • The Customer’s Basic Needs
  • Unhappy Clients
  • Competition

Chapter 19: The Media and Press Releases

Chapter 20: Nothing Ventured, Nothing Gained

Chapter 21: Half-Empty or Half-Full? It’s Up to You!

Chapter 22: Emerging Trends in 2014

Chapter 23: Helpful Information

  • Websites
  • Books
  • Bibliography

Appendix: Sample Forms and Applications

  • Sample Employment Application
  • Sample Client Application
  • Sample Vendor Application
  • Sample Vendor Proposal
  • Sample Driver Trip Sheet
  • Sample Errand Order Sheet
  • Sample Errand Order Sheet
  • Sample Daily Dry Cleaning Trip Sheet
  • Before You Leave Home Checklist
  • Sample Services Questionnaire
  • Sample Services Questionnaire
  • Sample Concierge Job Descriptions
  • Sample Concierge Job Descriptions
  • Sample Concierge Company Employee Handbook
  • Sample Performance Evaluation
  • Example of a Concierge Service Business Plan

Sample Chapter


Chapter 1


What Exactly Is a Concierge?

What exactly is a concierge? It really depends on who you ask. Entrepreneur magazine’s Concierge Start-up Guide gives the following definition. It’s really the best one I’ve ever read, and I’ve read a lot of them!

“Although more and more people are becoming familiar with the term ‘concierge,’ very few know where this customer service based profession originated. The word ‘concierge’ evolves from the French comte des cierges, the ‘keeper of the candler,’ a term that referred to the servant who attended to the whims of visiting noblemen at medieval castles. Eventually, the name ‘concierge’ came to stand for keeper of the keys at public buildings, especially hotels. There is even a famous prison in Paris that is  called The Conciergerie, in honor of the warden who kept the keys and assigned cells to the inmates.”

Merriam-Webster Online Dictionary offers this definition: 1: a resident in an apartment building especially in France who serves as doorkeeper, landlord’s representative, and janitor. 2: a usually multilingual hotel staff member who handles luggage and mail, makes reservations, and arranges tours.

Lastly, a client of mine from Mexico tells me that in his country, the word “concierge” means janitor!

Regardless of the origin, hotels around the world were the first ones to adopt the concierge idea and offer the service to their guests. Today, independent concierge companies have brought this ancient service to the modern world so that now everyone has access to concierges.

So what exactly is a concierge? I think the short version here is that it is simply another word for personal assistant. The independent concierge business is growing by leaps and bounds, and concierge companies are literally popping up all over corporate America. Concierge services have been available for some time but were historically only found in hotel lobbies. Recently, however, these services have begun to emerge in the corporate world.

The independent concierge industry itself is only about twenty to twenty-five years old and started with a few brave pioneers who took the hotel concierge idea and decided to offer it to the corporate world. I have been in the field since 1998, and when I started, there were perhaps two dozen or so concierge services around the United States. Today, I suspect there are thousands. I have nothing to base these numbers on except my personal experience in the field. You can actually see the phenomenal growth by looking at my company’s numbers. Triangle Concierge began in 1998 with a dozen clients. Today, we have thousands of clients from more than fifty countries and every U.S. state.

You can now find concierge services everywhere—in hospitals, malls, corporations, apartment buildings, office buildings, airports, colleges, associations, churches, and on and on. You could sum up the state of the industry in two words: extraordinary growth.

We all do a balancing act every day, and since most of us don’t have a personal assistant to make the phone calls and run the errands for us, we try to cram them into the weekend and on our lunch hour during the week. In fact, many people feel that there are simply not enough hours in the day to get everything done. Right?

Well, help has arrived!

Although the concierge industry is fairly new, the number of companies that are catering to time-starved people is skyrocketing as is the customer demand for such businesses. Why? Simple. People are

trying to squeeze thirty-six hours into a twenty-four-hour day, and when you do that, you don’t do it well. If you continue to go at this pace on a regular basis, then eventually your body will resent it and you’ll get sick. Concierges are here to give you your health back. They’re here to do what has to be done and give you the extra hours that you have been craving, so that you can do what you like—whether it’s spending more time with your children or squeezing in a few extra hours at work.

Companies around the world are also getting into the act. They are not only starting to use corporate concierges, but they are making them a part of their corporate benefit packages. Companies are reasoning correctly that the less time people spend running personal errands during the workday, the more time they can spend focused on their work, which increases productivity, and focused on their personal lives in their off hours, which boosts morale.

We all have to do that balancing act every day, and although everyone’s schedule is different, it may go something like this: Once you get breakfast on the table and pack the children off to school, you rush off

to work only to get slammed by rush-hour traffic. At lunch, you make some personal telephone calls, check your e-mail, run to the drug store or dry cleaners, and quickly buy your son a new book bag for school. Then you grab a fast-food sandwich on the way back to work. Sound familiar yet?

After work, you pick up the kids; take them to their various after school activities; make appointments at the doctor, dentist, and vet; and cook dinner. Then you make more telephone calls, set up a golf tee time for next weekend because your father-in-law is coming, and deliver groceries and a prescription to your elderly mother’s house. You then put her groceries away, tidy up her house, feed the cat, walk the dog, and make her a quick meal.

Tired yet? Wouldn’t it be great to have a personal assistant who could do this stuff for you? Someone efficient, reliable, and affordable? Most people, unfortunately, do not have their own assistants, so they try to cram these little errands into their after-work hours and already busy weekends. More often than not, however, these chores creep into regular work time. After all, most people who you need to do business with do business during regular work hours, right?  In fact, sometimes it just seems like there are not enough hours in the day. We are simply exhausted from the increasing demands placed on us at work and by the daily commute, so at the end of the day, we drag ourselves home to give only sleepy-eyed attention to our families.

According to a study of the U.S. workforce released by the Families and Work Institute in the late 1990s (statistics found online at

  • The average worker spends forty-four hours per week on the job.
  • Thirty-six percent of workers say they often feel completely used up at the end of the workday.
  • Eighty-five percent of workers go home to daily family responsibilities.
  • Seventy-eight percent of married workers have spouses who are also employed.
  • Weekends are consumed by errands and housekeeping.
  • Seventy percent of all parents feel that they don’t spend enough time with their children.

Downtime? What’s that? No one has the time for it anymore.

When looking at these statistics, it is easy to see why time has become the commodity of the century and will be even more so in the decades to come. The popularity of concierge services stems from the fact that people are stressed out, overworked, and need help dealing with life so they can spend their free time nurturing themselves and their families. As good workers become harder to find, businesses are offering concierge services as perks to keep valuable employees happy and productive.

Recently, I e-mailed my good friend Jackie Farley, professor of women’s studies at the University of Oklahoma as well as CEO and founder of Wise Women Incorporated. I asked her if she has noticed any new trends in the concierge industry. Her answer confirms what I’ve been seeing for a few years now:

As for the trends, I’ve been doing a good deal of research while formulating my Inter-generational Workplace workshops and have found the concept of concierge services and work/life balance issues to be quite prevalent when discussing expectations in the workplace, especially in relationship to Generations X and Y. Linda Gravett, PhD, SPHR, and Robin Throckmorton,MA, SPHR, wrote the book, Bridging the Generation Gap,published in 2007. Between 2000–2004, they interviewed five hundred individuals from four generations, and it is interesting to note that their research indicates that both Gen X and Gen Y will expect work/life balance issues to not only be addressed but implemented. Among the priorities for these two generations are concierge services. Gravett and Throckmorton believe that in order for businesses to attract and retain the best and brightest of these workers, they will need to provide concierge services (chapter 7).

Again, in chapter 9, Gravett and Throckmorton address the changing workplace in relationship to Gen Y by saying that businesses must “continue with concierge services but make certain to ask this group what type of services they want or need” because they may be different than what Gen X expects. I think it is important to realize that work/life balance is discussed in this book in relationship to the changing of the guard of generations. There are multiple discussions—eight mentions according to the index—on the importance of work/life balance, which is one more than the discussion on technology. Almost every serious publication examining generations recognizes the growing importance of work/life balance, and concierge services are a natural and often noted part of the process by which businesses will achieve their goals.

I don’t think there is any doubt that there are multiple opportunities in hospitals, private healthcare assistance, urban living, collegiate services, personal assistant, corporate, business errands, real estate, travel industry, luxury, and seniors.

As Farley clearly points out, work/life balance and concierge services are not just new trends that will disappear in a few years. They’re trends that are clearly here to stay. Working Mother Magazine published a list of the top 100 companies to work for, and they all seem to have one thing in common: they all offer work/life benefits to their employees. Companies are finally focusing on the fact that people cannot do it all; they need help. Consequently, companies are adding work/life benefits such as day-care centers, job sharing, dry cleaning pick-up/delivery, leave for new parents, and telecommuting (allowing employees to work from home). Some companies are even adding on-site company chefs who will cook dinner for you to take home at the end of the day! Others are developing programs to help you care for your elderly parents, and, of course, concierge services are being added as part of corporate benefits packages.

The work/life idea is taking off like a brush fire and is reaching almost every corner of the United States. When we started in 1998, there were only a handful of concierge companies around the nation. Today, with work/life programs becoming increasingly popular, there are probably thousands of concierge companies, with more popping up every day. In-house (or corporate) concierges are also appearing, as are on-site (or lobby) concierges.

People are embracing concierge services because they give individuals more time to spend both at their desks and with their families at night. It is the classic win-win situation. In addition, real estate management companies are offering on-site/lobby concierge services to their tenants to add value to their properties and increase their marketability.

These “lobby” concierge companies are placing concierge services in office buildings to provide personal and business services to tenants. The concierges offer a host of services that include picking up dry cleaning, managing catered business lunches, procuring theater tickets, ordering dinner, and shopping for clothes. They become the friendly faces that clients see on a daily basis that can help them manage their lives. Personal service is the hallmark of the concierge business.

One question the media always seem to ask me when they call is: Where do you think the concierge industry will be in a few years? Well, I can best answer that question through a little history.

After I graduated from college in 1984 (I’m seriously dating myself here), I found a job working as an administrative assistant to a meeting planner. After a few months, I discovered that not only did I enjoy

the work, but I had an aptitude for it. In those days, however, there were no books on meeting planning or courses you could take to learn meeting planning. You just learned it from the bottom up while in the field. Not many people knew what a meeting planner was back then, and certainly no one was teaching the subject in college.

Today, meetings are a billion-dollar industry. Colleges are offering majors in meeting planning, seminars are being taught around the world on the topic, associations have been created for meeting planners, and hundreds of books have been written on the subject.

The independent concierge industry is going to go the same way as the meeting industry; it just isn’t going to take fifteen years to do it. It’s already a billion-dollar industry as I sit here writing this. Quite soon, I think you are going to see colleges and universities offering concierge courses. The industry already has books, software, conferences, workshops, business opportunities, franchises, and associations (such as ICLMA) dedicated to the industry.

Soon, most companies around the nation will provide concierge services as part of a benefits package. It will be standard for apartment buildings and businesses to offer concierge services to tenants and businesses, and everyone will not only have access to a service near them, but they will be able to afford it. Most of all, they will also be able to finally spell and pronounce the word “concierge.”

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