VIP concierge service proposal: Free template
Customize this free VIP concierge service proposal with Cobrief
Open this free VIP concierge service proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your offer, the client’s profile, and the level of exclusivity required. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.
Once you're done, send, download, or save the proposal in one click — no formatting or setup required.
This template is fully customizable and built for real-world use — ideal for pitching personalized concierge services, responding to RFPs from high-net-worth individuals or luxury brands, or outlining membership-based service tiers. Whether you’re creating proposals daily or occasionally, this version gives you a structured head start and removes the guesswork.
What is a VIP concierge service proposal?
A VIP concierge service proposal outlines a tailored offering designed to meet the personal, professional, or lifestyle needs of high-profile or high-net-worth clients. This may include luxury travel arrangements, restaurant reservations, private access experiences, event planning, relocation support, or 24/7 assistance.
This proposal is typically used to win or onboard elite clients, position high-touch service packages, or establish service-level agreements for ongoing support.
A strong proposal helps you:
- Clearly define what services are offered (and how).
- Demonstrate discretion, responsiveness, and attention to detail.
- Set expectations on response times, coverage hours, and booking access.
- Show how your service saves time and simplifies the client's life.
If you’re offering white-glove support to VIPs, executives, or UHNW clients, this is the right kind of proposal to use.
Why use Cobrief to edit your proposal
Instead of copying a static template, you can use Cobrief to tailor and refine your proposal directly in your browser — with AI built in to help along the way.
- Edit the proposal directly in your browser: No setup or formatting required — just click and start customizing.
- Rewrite sections with AI: Highlight any sentence and choose from actions like shorten, expand, simplify, or change tone.
- Run a one-click AI review: Get instant suggestions to improve clarity, fix vague sections, or tighten your message.
- Apply AI suggestions instantly: Review and accept individual AI suggestions, or apply all improvements across the proposal in one click.
- Share or export instantly: Send your proposal through Cobrief or download a clean PDF or DOCX version when you’re done.
Cobrief helps you create a polished, persuasive proposal — without wasting time on formatting or second-guessing your copy.
When to use this proposal
This VIP concierge service proposal works well in scenarios like:
- When onboarding a new private client or executive who needs ongoing lifestyle support.
- When pitching to a hotel, real estate group, or luxury brand looking to offer concierge services to its clientele.
- When responding to a corporate request for high-level executive assistance services.
- When outlining custom service tiers for membership-based concierge offerings.
Use this proposal whenever you need to communicate how your concierge support works — and how it adds ease, privacy, and prestige to the client’s experience.
What to include in a VIP concierge service proposal
Each section of the proposal is designed to help you explain your offer clearly and professionally. Here's how to use them:
- Executive summary: Share your service philosophy and how it aligns with the client's lifestyle. Highlight responsiveness, access, and the ability to anticipate needs before they’re voiced.
- Scope of work: List the specific services you offer — travel bookings, restaurant access, event coordination, wellness services, personal shopping, relocation support, private transportation, and more. Group services by category or frequency (e.g., on-demand vs. scheduled).
- Timeline or availability: Instead of project timelines, clarify availability (e.g., 24/7 access, business-hour concierge, weekend support). Define how clients can request assistance and what response times to expect.
- Pricing: Present service tiers or flat-rate retainers. You can also offer membership packages (monthly, quarterly, annual) or usage-based pricing. Clearly state what’s included and what incurs additional fees (e.g., last-minute requests, external vendor charges).
- Terms and conditions: Outline response times, booking windows, confidentiality, cancellation or refund policies, and boundaries around scope (e.g., international services, large-scale events).
- Next steps: Prompt the client to begin — e.g., “Approve this proposal to begin onboarding” or “Schedule your welcome consultation to personalize your service plan.”
How to write an effective VIP concierge service proposal
Clients expect seamless, private, and proactive service. Use these best practices to make your proposal match that standard:
- Make the client the focus: Emphasize how your service removes friction from their daily life — saving them time, opening doors, and delivering peace of mind.
- Personalize where it matters: Refer to the client’s travel patterns, business pace, or lifestyle demands. Mention key pain points (e.g., managing itineraries, securing reservations, time zone coordination).
- Show results, not just responsibilities: Highlight past support provided to similar clients, or outcomes like “secured priority access to high-demand events” or “arranged international relocation in under 48 hours.”
- Be clear and confident: Use polished, elevated language that reflects the caliber of your clientele — but keep it simple and direct.
- Keep it skimmable: Use bullet points, short paragraphs, and clean formatting to reflect the professionalism of the service.
- End with momentum: Finish with a next step that makes it easy to say yes — “Activate your plan today” or “Confirm and we’ll begin within 24 hours.”
Frequently asked questions (FAQs)
How much detail should I include about specific services?
Include a sample of common requests in each category (e.g., “restaurant access” → fine dining, chef’s table, private bookings). This gives clarity without overwhelming the client.
Can I offer different service tiers?
Yes — and it’s often expected. Offer tiered memberships or flat retainers with different levels of access, response time, and service scope.
How should I handle requests outside standard scope?
Define your boundaries in the terms section (e.g., “We do not offer medical or legal advice”) and offer a policy for special requests or additional fees.
What if I’m offering this through a brand partnership?
Clarify roles — whether you’re white-labeling under their brand or providing service as a named partner. Mention collaboration points or shared responsibilities.
Do I need to list all vendors I use?
No — you can simply mention that all third-party providers are vetted for discretion, quality, and professionalism. Clients trust your curation, not your Rolodex.
This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.