Digital Concierge Services & Personal Operations Support

Digital Concierge Service (Non-Cyber).

Clients work with us because they want a trusted, consistent point of contact — someone who understands both the technical and human sides of digital risk, communicates clearly, respects boundaries, and prioritizes discretion. Our role is to reduce noise, provide clarity, and ensure clients feel supported, informed, and in control.
Clients work with us because they want a trusted, consistent point of contact — someone who understands both the technical and human sides of digital risk, communicates clearly, respects boundaries, and prioritizes discretion. Our role is to reduce noise, provide clarity, and ensure clients feel supported, informed, and in control.

Tier 1 - Digital Organization & Clean-up

  • Email inbox organization guidance, (folders, labels, cleanup support)

  • Subscription and account inventory (what exists, what's active)

  • Documentation of vendors, services and open items

  • Light digital file organization and guidance (cloud or local)

Tier 2 - Digital Concierge & Coordination

  • Includes everything in Package 1, plus:

  • Acting as a coordination point for

  • Banks, service providers, vendors, and support teams.

  • Scheduling calls and managing follow-ups

  • Tracking case numbers, reference IDs, and required actions

  • Preparing call summaries and next-step notes

  • Email triage and prioritization support 

  • Monthly written summary of completed and outstanding items

Overview

Digital Concierge & Personal Operations Support is a non-cyber service designed to help individuals reduce administrative burden, confusion, and day-to-day digital friction. These services focus on organization, coordination, documentation, and follow-through — not cybersecurity, monitoring, or technical configuration.

This offering is ideal for clients who want a trusted, remote point of support to help manage digital tasks, vendor interactions, and ongoing to-do items without needing to handle everything themselves.Support for completing, reviewing, and interpreting Standardized Information Gathering (SIG) and SIG Lite questionnaires. Services include response validation, gap identification, risk scoring support, and advisory guidance to help organizations respond accurately and defensibly.

Tier 3 - Personal Operations Advisor

  • Includes everything in Packages 1 & 2, plus:

  • Ongoing task and priority tracking

  • Decision support (talking through options, pros/cons, next steps)

  • Drafting and reviewing emails and correspondence 

  • Travel and logistics coordination (non-security)

  • Weekly or bi-weekly check-ins as needed

  • Acting as a consistent point of contact across multiple issues

Tier 4 - Dedicated Digital Concierge

Includes everything in Packages 1–3, plus:

Priority availability and faster response windows

Proactive monitoring of open items and follow-ups (non-security)

Acting as a primary digital liaison across vendors and service providers

Real-time support during calls or complex coordination efforts

Short-notice assistance when issues arise

Customize cadence (weekly  standing check-ins + ad hoc support)