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Concierge-Start Offer

Hand new customers a done-for-you first phase so their first experience is a result, not a setup screen.

Pro simple Special Offer Structures

What it adds

The AI builder uses your onboarding checklists, implementation notes, and support playbooks to construct an offer where your team performs the initial configuration and delivers a working state. It converts because the buyer's largest unspoken fear — that they will buy and then stall — is answered before purchase. The goal is higher activation and lower early churn on a product or service with meaningful setup.

What your builder is told to do

7

The actual instructions, in order.
  1. 1

    Read the supplied onboarding and support files and identify the specific stall points new customers hit in their first period of use.

  2. 2

    Define the concierge phase as the set of tasks that eliminates those stall points, listing each task and who performs it, from the runbook.

  3. 3

    Name the end state explicitly: what will be configured, connected, populated, and working when the phase completes. Vague "we help you get started" language fails this structure.

  4. 4

    State the customer's minimum involvement — decisions, approvals, access grants, and estimated time — because buyers must know this is not effortless.

  5. 5

    Publish the duration and handoff moment from the runbook, marking undocumented durations as [VERIFY: concierge phase length].

  6. 6

    Describe what happens after handoff, including which support tier takes over and what self-service resources exist.

  7. 7

    Set breakpoints: on mobile the task list is a checklist card with owner badges per row and the end-state summary pinned above the CTA; on tablet tasks and end state render as parallel columns; on desktop a timeline of the phase runs alongside the task list with the end state as a terminal card.

Edge cases it handles

5

The things an agent skips when you only say "build a concierge-start offer".
  • The customer's environment blocks parts of the setup; define the partial-completion state and how it is communicated.
  • Concierge capacity is limited; state the intake constraint factually without converting it into urgency copy.
  • Required access is withheld by the customer's security policy; document the alternate guided path.
  • Customers expect ongoing concierge service; the boundary of the phase must be stated before purchase.
  • Setup complexity varies by segment; branch the task list rather than averaging the duration.

Definition of done

7

Your builder is required to check every one of these before reporting the work finished.
  • The concierge task list maps to documented stall points from the source files.
  • The end state is named as specific configured outcomes, not general assistance language.
  • Customer time and decision involvement are stated numerically or as documented ranges.
  • The handoff moment and post-handoff support path are described.
  • Phase boundaries are stated above the purchase action.
  • Mobile, tablet, and desktop each show the full task list with owner attribution.
  • The builder reports which onboarding files it used and which durations or capacities remain unverified.

Related offer files

How it works

  1. 1

    Copy the link

    Grab the Markdown blueprint URL for this offer type.

  2. 2

    Give it to your builder

    Paste it into Claude Code, Cursor, Codex, or whatever AI builder is already working in your app.

  3. 3

    It maps, then builds

    Your agent reads the blueprint first, then builds the offer into your app around the product, audience, and stack.

Works with your stack

These blueprints are written to adapt. They tell the agent to detect your framework, match your existing design system, and use your source files instead of guessing the offer.

Need it tighter than that? Customize the offer file and tell it exactly which source docs and stack to use.