Hartwell HoldingsLet’s talk
All automations

Hartwell Concierge

Customer questions, clearer next steps, and you in control.

Your business. Your assistant. Set up.

Made for Owners who want a business-specific inbox assistant and a practical introduction.

  • Approved business information and FAQs, organized.
  • Agreed email-review, reply-draft and callback-coordination workflow.
  • Owner review, setup testing and a practical handoff.
A look at the workflowFictional example · not a live integration
CUSTOMER QUESTION

“Could someone call me back about your services this afternoon?”

  • Customer question
  • Draft-first workflow
  • Owner approval
PREPARED FOR YOUR REVIEW
Reply draft
“Thanks for getting in touch. What’s the best number to reach you, and which service would you like to discuss? We’ll confirm a callback time.”
Suggested next step
Review the message and confirm who should call. The assistant does not promise a time or book without your approval.
Owner summary
A customer requested an afternoon callback. A phone number and service details are still needed.

Your team stays in controlYou approve the draft and confirm the next action. Available routines depend on the agreed platform setup.

Your concierge setup

One business. One agreed setup.

$199USD · one-time setup
  • One business-specific setup with your business information and FAQs.
  • Supported email/calendar connection guidance and draft-first configuration.
  • Agreed workflow testing and a practical handoff.

Confirm the supported platform and required plan with Zach before purchasing. Features depend on supported connections; no Hartwell recurring plan is included.

Get setup · $199 Questions first?

Your own platform account is required. Subscription and usage fees are paid separately to the provider and are not included in $199. Hartwell does not host your assistant. Ongoing maintenance is optional and quoted separately.

Zach coordinates setup using your checkout email after payment is confirmed. This is a setup service, not an instant download. Cancel before setup work starts for a full refund; once setup begins, the fee is nonrefundable except where law requires otherwise. Setup terms · Privacy

SEE IT IN MOTION

A closer look at Hartwell Concierge.

Illustrative workflow with example information. Your setup is tailored to the agreed platform and scope. Use fullscreen for a closer look, or explore the written example above.

Set up together. Yours to run.

  1. Agree the setup

    Your workflow, platform and information handling, confirmed in writing.

  2. Configure & test

    Check the agreed workflow together in your own account.

  3. Hand it over

    A practical walkthrough, with checks after our temporary access is removed.

Handoff included. Help when you need it.

Your business-specific configuration, agreed workflow testing and practical handoff are included. Custom integrations and ongoing support are quoted separately; see the existing Concierge setup terms before purchase.

Optional ongoing maintenance

Want help keeping the setup current? Ask for a separate maintenance quote covering agreed updates, check-ins and support. No maintenance plan is required, and no monthly fee starts with this purchase.

Discuss ongoing help
Setup scope & boundaries

What’s included

One business-specific setup: business information, supported email/calendar connection guidance, draft-first configuration, testing and handoff. We agree the workflow and confirm the supported platform and required plan before purchase. Features depend on supported connections and routines.

Where your team takes over

You approve replies and bookings and handle questions needing personal judgment. Phone answering, custom website integrations, ongoing support and any Hartwell recurring service are not included. Existing Concierge setup terms apply.

Supported connections, information handling and provider costs are confirmed in your written quote before work begins. Later changes and ongoing maintenance are optional and quoted separately.