Agent Concierge
Your on-demand marketing, ops + admin team.
Meet your behind-the-scenes operations, marketing, and implementation team — designed to help you execute faster, stay organized, and focus on serving clients and growing your business.
With Agent Concierge, your team just grew — you now have an administrative assistant, graphic designer, and operations manager exactly when you need them, without the long-term commitment, vetting, or training.
Collaboration that creates leverage.
Membership inside the CEO Agent Academy keeps getting better. The Academy was built on the belief that collaboration multiplies results — that building together is better.
Instead of every agent wasting time and money trying to find, vet, and train their own support team, we’ve done the heavy lifting for you.
Agent Concierge gives members instant access to a pre-trained, in-house team that understands systems, standards, and the CEO Agent Academy ecosystem. Our Agent Concierge team is your hands-on implementation support, built for agents who want to move faster and operate smarter.
What can my new Agent Concierge help with?
The team helps you bring ideas to life — from marketing to systems, from implementation to execution.
Think of them as your admin, designer, and operations partner — without the hiring, contracts, or overwhelm.
Marketing + Visibility
Create branded templates (presentations, social, email, print)
Design property marketing — flyers, postcards, listing graphics
Audit + update online profiles for consistency and SEO
Set up + manage lead magnets + email funnels
Create + send digital newsletters
Customize Buyer, Seller, or Community Guides
Systems + Operations
Create automations + drip campaigns
Organize Google Drive or Dropbox systems
Set up contact databases (exporting, collating, clean-up, tagging, segmenting)
Create workflows and SOPs
Set up email signatures + email templates in Google Drive
Integrate tools (Zapier, Calendly, ManyChat, etc.)
Admin + Executive Support
Organize meeting notes and help with follow-ups
Manage vendor lists and service directories
Assist with event communications, set up, invites
Assist with setting up client outreach processes
Organize logins
Agent Success + Implementation
Troubleshooting tech issues (logins, connections, forms, etc.)
Help agents execute marketing strategies from coaching content
Ensuring agents actually implement — not just learn
Implement anything that is covered inside of the CEO Agent Academy
AI customization and implementation happens in the Studio.
Your Concierge team handles marketing, operations, and admin. What they don’t do is build AI into your business — setting up your Claude foundation, connecting AI to the tools your business runs on, or customizing AI agents around the way you actually operate. That’s Studio work.
The Studio is Business Architecture. It’s six months of guided implementation where we get the business out of your head, document how it really operates, hand off the work that shouldn’t require you, and build AI in as leverage on top of it. That’s the Studio — not a Concierge block.
The Academy helps you run a better business. The Studio helps you re-engineer your business to give you time back.
Simple by design. No hiring required.
Purchase a time block
You purchase 3-hour time blocks for $147.
Scope it with Jessica
Our Director of Operations, Jessica, will follow up with an email to clarify your project scope. You’ll provide as much detail as possible, and she’ll schedule a quick 15-minute consultation to confirm everything.
The team gets to work
Once she has what she needs, our team gets to work. If another time block is needed to complete the scope, the team will let you know before proceeding.
Just support — exactly when you need it.
