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Today's Concierge Briefing
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Showing: Rack Openings (stores with vacancy in 30 days)
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To Go Fully Live — Phase B Unlocks
What's needed after the demo
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OneDrive admin access
Enables live two-way sync with your Vendors.xlsx. Every change in the spreadsheet reflects here within minutes.
Microsoft Graph API auth
30-minute wiring session at Prospect HQ. Connects the CRM directly to your Microsoft 365.
Anthropic API key on Netlify
LC Concierge goes from canned answers to live AI that knows your whole vendor database in real time.
GoHighLevel sync
Vendor data flows into GHL contacts automatically. One record, everywhere.
Mac Mini head-office hub setup
On-site visit to Prospect HQ. Sets up the central brain that runs sync, alerts, and reporting 24/7.
Add New Vendor
This vendor is saved locally for this session. Phase B wires live sync to your Vendors.xlsx.
Existing vendor?
Business Identity
Contact
Locations
Placement
Lease
Negotiated Terms
Category & Notes
Build block:
Assign a vendor to a rack
Edit Vendor
Business Identity
Contact
Locations
Placement
Lease
Finance (Dece)
Vacate notice is set and the recurring invoice is NOT confirmed cancelled. Tick the cancel box once Dece stops the invoice, so this vendor is never charged after notice.
Negotiated Terms
Notes
Hold Status
(Mel's vendor recovery workflow)
Defaults to +3 days from now. Min 1 hour, max 30 days.
Add Vendor
LC Concierge
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LC Concierge
Vendor intelligence · instant answers
Hi! Ask me anything about your vendors — rack availability, leases ending, VIP vendors, or new applications. Try: "What's free at Marion?"