Concierge MVP Playbook

Member completes questionnaire

Member shares content preferences, conversation interests, style, interaction modes, availability, and budget.

Member selects content, chat, or both

Member tells us which paths they want recommendations for.

Founder reviews preferences

Founder reads the questionnaire and confirms it's complete and answerable.

Suitable approved creators are identified

Founder runs the compatibility score against active, approved creators.

Member receives up to three recommendations

Founder sends the highest-scoring matches with a short explanation for each.

Member views creator profile and exact offer

Member sees price, format, duration, and interaction mode before deciding.

Member accepts or declines

Member responds to the recommendation with a clear yes or no.

Payment or refundable reservation is collected

Founder manually records payment or a refundable hold against the accepted offer.

Content is delivered or conversation is scheduled

Founder coordinates delivery timing or books the session slot.

Interaction is completed

Content is delivered or the session runs to its scheduled end.

Member and creator provide feedback

Both sides answer a short post-interaction feedback form.

Creator payout is recorded

Founder logs the earnings owed and schedules payout.

Member may rebook, follow, subscribe, or join a circle

Founder offers the next step that fits how the interaction went.

Creator applies

Creator submits the application with basic details and what they'd offer.

Application is reviewed

Founder checks the application against acceptance criteria.

Identity verification is marked pending

Founder opens an identity verification case and tracks its status.

Creator interview is completed

Founder talks with the creator about expectations, boundaries, and fit.

Content ownership and boundaries are reviewed

Founder confirms the creator owns what they plan to share and documents their boundaries.

Creator chooses products and prices

Creator sets which offers they'll list and at what price.

Host Training is completed if chat is offered

Creator completes Host Training before any live chat or voice offer goes live.

Creator profile is approved

Founder approves the finished profile for matching.

Match invitation is sent

Founder sends the creator a proposed match with a member.

Creator accepts or declines

Creator responds to the match invitation.

Product or session is delivered

Creator delivers the content or runs the scheduled session.

Feedback is collected

Founder collects the creator's feedback on the match and interaction.

Payout is scheduled

Founder schedules the creator's payout for the completed order.

Creator may pause availability

Creator can pause new matches at any time without leaving the platform.