Setup Concierge
Explain it once. Never explain it again.
An assistant that answers new customers’ setup questions from your documentation, so you stop being the help desk.
30 minutes, no cost. You’ll leave knowing whether Setup Concierge is the right first step.
Sound familiar?
- “I answer the same setup questions every week.”
- “Our docs exist, but nobody reads them.”
- “The most expensive person here is doing support.”
If that’s your week, Setup Concierge was built for it.
What changes
Every new customer asks the same setup questions, and they all land on the founder. We collect those questions, write the answers once, and put a grounded assistant in front of them.
Before
- The same setup questions every week.
- Answered by the most expensive person in the company.
- Docs that don’t match what customers actually ask.
After
- First-week questions answered instantly.
- Anything it can’t answer goes to a person.
- Gaps in the docs flagged every week.
Why it’s worth doing
Four things decide whether anything is worth your time: how big the result is, how sure you can be that it works, how long it takes, and how much it asks of you. Here’s how Setup Concierge measures up.
The result (bigger is better)
You’re off the help desk, and customers get unstuck faster.
Why it works (more certainty is better)
It answers from docs rewritten around the questions your last 10 customers actually asked.
How fast (less waiting is better)
Live in 1–2 weeks.
Your effort (less is better)
Review the rewritten answers once, then glance at the weekly gap report.
Everything you get
Setup Concierge, piece by piece. Built on tools you already use or can buy off the shelf.
The Question Harvest
Every setup question from your last 10 customers.
Docs rewrite
Your setup docs fixed and rewritten around those questions. Most of the value is here.
The Concierge
A grounded assistant in your app, by email or on a help page.
Human escalation
A clear route to a person when it can’t help.
Weekly gap report
What it couldn’t answer, so the docs keep improving.
Ongoing care
Monitoring, tuning as your business changes, fixes when a connected tool changes, and a 30-minute review with me every month. Cancel with 30 days’ notice.
Plus two bonuses
- Bonus 1
Setup video script
A short walkthrough script for the most common setup.
- Bonus 2
First-week email sequence
Emails that answer questions before they’re asked.
Want to see it on your own work? Bring a real example to the call.
Book a free consultationHow it works
Collect the questions
From your last 10 customers.
Write each answer once
Properly, in your docs.
Ground the assistant
On those answers, with a person as backup.
The math
Once
is how often you explain each step
The measure is how many first-week questions still reach a person. It should drop in the first week.
Every figure here is an illustration. On the call, I run it with your hours, your rates and your deal sizes.
Run the numbers with meIs it right for you?
It’s for you if
- New customers need help getting set up.
- The founder or a senior person answers most setup questions.
- You have docs, even rough ones, or you’re willing to write them.
Skip it if
- Setup is completely different for every customer.
- You bring on very few customers.
Questions about AI help for new customers
How do I reduce repetitive customer setup questions?
Collect the questions your last 10 customers asked, rewrite your setup docs to answer them, and put a grounded assistant in front of those docs.
Can AI answer customer questions from our help docs?
Yes. An assistant grounded in your documentation answers only from those docs and hands off to a person when it isn’t sure.
What should customer setup documentation include?
Step-by-step instructions for the most common setup, answers to the questions customers actually ask, and who to contact when they’re stuck.
How do I stop being the help desk as a founder?
Write each answer once, make it easy to find, and let an assistant handle the repeat questions so only the new ones reach you.
What does an AI help assistant cost to run?
For a small customer base, the ongoing AI costs are usually modest. Most of the investment is the one-time work of writing good answers, which pays off whether or not AI is involved.
We don’t have good docs. Is that a problem?
No. Rewriting the docs is part of the work, and it’s where most of the value comes from.
What if it gives a wrong answer?
It answers only from the docs, and hands off to a person when it isn’t sure. The weekly gap report shows where it struggled.
Does it work with our support desk?
It can sit alongside it. If support is a big load beyond setup, Support Desk Copilot covers the rest.
What does it cost?
It depends on the tools you use and how much setup is involved. Every solution is a one-time setup plus optional ongoing care, and you get a fixed quote before anything starts. On the free call, I’ll tell you honestly whether it’s worth it for your numbers.
List the three setup questions you’re sick of. I’ll show you how they’d get answered without you.
30 minutes, no cost, no pressure.