Concierge Consulting

Foundations Mastery

Concierge Consulting & Coaching

This program is designed for valued clients seeking to take their business to an elite level. Our Concierge  Consulting & Coaching Program provides continued elevated support ensuring your operations consistently outperform at every level. Members find continued guidance maximizes opportunities while minimizing risks through every phase of growth.

Schedule a discovery session

For select clients committed to sustained excellence through this distinguished partnership.

Our Concierge Consulting & Coaching offers comprehensive support and solutions for ongoing Business Management, Business Development, Operations, Leadership, Team Support & Team Culture, as well as continuous review and improvement of Core Business Operations:

Client Classification & Analysis

Client Experience

Review Meetings & Financial Planning Integration

Onboarding & the Introduction Process

Branding & Messaging

Team Management 

Working with Strategic Partners

Other Business Development Initiatives

Core Operations & CRM Integration


In addition, priority will be given to areas and initiatives identified in the Annual Strategic Planning Session, as well as any planned or unplanned changes and transitions.

This program is exclusively available to Leaders who have worked with WilsonPerkins previously in either the Level-Up or Thrive programs.



What's Included...

Annual Strategic Planning

This is facilitated virtually with all the necessary guidance provided.

Annual Business Assessment

A detailed, comprehensive assessment of all core areas of the business. This is the basis for all areas of coaching and consulting.

Annual Team Assessment

An annual survey will be conducted with each team member to collect valuable information regarding the team and its operations.

Quarterly Strategic Team Meeting

Delivered as a virtual meeting every quarter, to assess progress on goals/initiatives identified in other sessions.

Team Insights Communication

The Team Insights is a quarterly communication dedicated to reinforcing, motivating, and inspiring your team.

Monthly Activity Summary Report

Management will be provided with a monthly report summarizing the coaching & consulting activities for the month.

Ongoing Sessions

Ongoing team, individual & management sessions will be, as required, based on what the team is focused on achieving.

Lifeline Provision

On-demand rapid response support for Leaders in Emergencies, providing immediate consulting and coaching assistance when urgent support is needed.

WP Library

Everyone on your leadership team will have access to the best practices Library.

Program Duration: 1 Year (renewable annually if desired)


Get in touch and together we'll create the most effective plan to move you forward.

If you struggle to find a suitable time for your discovery call, please let me know via the Contact Us form, and we'll seek to find a time that works for both of us.

Share by: