A business you run with AI

Start a relocation concierge business with AI doing the groundwork

People relocating face hundreds of hours of research, admin and coordination. Actionist builds a task plan per client and works through it in the background while you manage the conversations.

Actionist researches the destination, tracks the paperwork and coordinates the bookings. You approve what matters.

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Your AI workforce

$1,500+per client engagement, you set it

$36,000a year at 2 clients a month

6phases Actionist runs

Actionist operatesActionist App Store

People relocating to a new city or country face hundreds of hours of research, admin and coordination. Actionist is an AI agent that operates real apps the way a person does: it researches the best neighborhoods, compiles visa and registration requirements, shortlists housing from live listings, books the viewings and keeps the client informed at every stage. You focus on the conversations and the relationships that make the difference. Starting a relocation concierge service with AI means you serve more clients than a solo consultant ever could, without burning out.

You do not need a research team or deep expertise in every destination. You bring knowledge of the markets you cover, the trusted contacts in your network, and the judgment to match what you know to what each client needs. Actionist does the research, the logistics tracking and the client updates in the background. You approve the client-facing moves and the bookings that commit real money or real time.

start a relocation concierge businessrelocation concierge service with AIhow to become a relocation consultantmoving services for expat familiesrelocation research and coordination

Your opportunity

The opportunity

Why this works

Millions of people relocate each year for work, family or lifestyle, and most find the process overwhelming. A concierge who does the legwork is something they will pay well for, and the referrals from one satisfied client can fill your pipeline for months.

Because Actionist handles the research and the logistics for each client in the background, you can run more engagements than a solo consultant ever could, without adding headcount or burning out on admin.

What matters to you

A large, underserved market
Corporate transfers, expat families and domestic long-distance moves all need help navigating an unfamiliar place, and few good concierges exist.
High-value, complex engagements
Clients pay for your network and judgment. The research and coordination that justify the fee are exactly what Actionist handles.
Referral-driven growth
A settled, happy client refers friends and family. Good concierge work compounds over time without cold outreach.
Low overhead to start
No office, no team, no inventory. You need your network, a laptop and Actionist to get going.

Your projection

Run your own numbers

Your projection

Set the numbers, see the picture

Price per client engagement

$1,500

clients a month

Per month

$3,000

Per year

$36,000

Illustrative, based on the numbers you enter. Plus optional monthly retainers for settled clients.

Getting started

What it actually takes to start

Starting a relocation concierge used to mean a full team, deep expertise in every destination and an expensive setup. Actionist does the research for you, so the bar to launch is far lower than most people assume.

What you don't need

To be an expert in every destination
Actionist researches the area, the paperwork and the services for each client.
A team of researchers and coordinators
Your agents handle the legwork across every active engagement.
An office or registered agency
You run this as a solo operator from your laptop.
Deep immigration or visa knowledge
Actionist compiles requirements for each move type and flags what to do.
To quit your day job to start
Actionist works through the plan in the background while you keep your schedule.

What you bring

Knowledge of one or two destination markets
Your local insight is what clients pay for. Actionist adds the depth.
A trusted network of contacts
Estate agents, movers, local specialists. Your relationships are the edge.
A few hours a week for calls and approvals
The conversations and the key decisions stay with you.

If you know a destination and what families or professionals need when they arrive, Actionist handles the research, tracking and logistics.

How Actionist works

How it works

How Actionist builds the business

You do not run the day-to-day of each engagement. Actionist does. Here is how it works: you pick the business and the clients you want to serve, the agent plans every task, then works through them and brings you the few that need a human.

01
You set the scope and your specialisms
You choose the destinations you cover, the types of moves you support (corporate transfers, family relocations, international expats) and what you charge per engagement. That is the only setup thinking you need to do. Everything from client research to booking coordination, Actionist maps and runs.
A clear service brief Actionist plans each client engagement against.
02
Actionist maps every task for the engagement
For each new client, Actionist breaks the engagement into a full plan: the research stages, the paperwork steps, the bookings to make and the deadlines to hit. You see the full scope in one place before the work starts, from first consultation to client settled.
A complete task plan for every client, from enquiry to settled.
03
It works through the research and coordination
Actionist works through the plan in the background, researching neighborhoods and schools, pulling housing listings, compiling visa and registration requirements and tracking every booking and deadline, while you are at your job or with your family.
Research and logistics moving forward without you driving it.
04
It assigns you the human moments
Some steps need you: the discovery call, the relationship with the estate agent, the moment a client needs reassurance. Actionist assigns those moments with everything you need, then carries on with the rest of the plan once they are done.
A short, clear list of the moments only you can handle.
05
It asks before anything that commits the client
Before Actionist books a viewing, sends a service agreement or confirms a moving date, it stops and asks you to approve. Client-facing actions and bookings that commit real money or real time always wait for your yes.
You stay in control of every commitment made on the client's behalf.
06
You keep your day job and check in
The business runs between your check-ins. You review progress over Telegram or Slack, approve the moves that matter, and talk to clients on your schedule. The research and the coordination happen in the background.
A concierge business that grows around your existing life.

Your agent team

Actionist is your whole team

You are one person. Actionist is the whole team. Here is every role it plays to run each client engagement, and the one part of each that stays with you.

~49 hrs/week of work by hand, run by your agents instead

Design the service

turns your specialisms into a client offer and journey

Executive Agent

Before you take a single client, your assistant builds the service structure: your offer, your pricing tiers and the step-by-step client journey from first enquiry to settled.

If you did this by hand

Research what relocation packages to offerSet your pricing for each type of moveBuild the client onboarding processWrite the service agreement templatePlan what to deliver at each stage

~5 hrs/ week

designing the service, pricing and client journey for each new destination from scratch.≈ 3 days a month you do not have, handled for you.

What your agent does

One planfrom first enquiry to settled client

Day onescoped before your first call

Map the service journey
Breaks each type of move into stages, from first enquiry to client settled and referred, so every engagement follows the same reliable path.
Draft the offer and pricing
Writes your pricing tiers, the services included at each level and the clear statement of what clients can expect.
Keep the playbook current
Updates the client journey as you learn what works for different move types and destinations.

Your part

You set the destinations you cover and the clients you want to serve. That is the anchor everything else is built from.

Apps your agent could useSee full Actionist App Store →

Find clients

outreach to corporate HR teams and expat communities

Sales Agent

Your sales agent identifies companies with relocation programs and expat communities in your destination markets, then drafts the outreach that starts the conversation.

If you did this by hand

Find companies with international transfer programsFind expat forums and community groups onlineWrite each outreach message from scratchTrack who you have contacted and what they saidChase warm corporate contacts who go quiet

~6 hrs/ week

researching prospects, writing outreach and following up with HR and individual enquiries.≈ 3 days a month you do not have, handled for you.

What your agent does

A pipelineof corporate and individual relocation prospects

Draftedoutreach ready for your approval before it sends

Research the right prospects
Identifies HR departments at companies with international transfer programs and expat communities active in your destination markets.
Draft the outreach
Writes the first message in your voice, speaking to the specific type of move each prospect handles, whether that is corporate transfers or individual family relocations.
Follow up systematically
Sends a polite follow-up to prospects who did not reply, so warm corporate contacts are not lost while you are busy with active clients.

Your part

Outreach to HR contacts and corporate accounts waits for your yes. You approve the message before it goes, every time.

Apps your agent could useSee full Actionist App Store →

Book consultations

handles enquiries and schedules discovery calls

Reception Agent

When a potential client reaches out, your receptionist answers, covers the standard questions about your services and books the discovery call straight into your calendar.

If you did this by hand

Reply to every new relocation enquiryAnswer the same questions about services and pricingOffer available times that work for youSend the calendar invitation to both sidesChase no-shows and rebook the slot

~4 hrs/ week

answering every enquiry and arranging discovery calls without dropping a lead.≈ 2 days a month you do not have, handled for you.

What your agent does

Answeredevery enquiry, in your voice and tone

Bookedstraight into your live calendar

Answer the enquiry
Responds to potential clients, covers the standard questions about your services and pricing, and keeps them warm for the call.
Book the discovery call
Offers real times from your calendar and sends the confirmed meeting invitation to both sides, with a brief on the client ahead of your call.
Rescue no-shows
Spots a missed slot and drafts a same-day rebooking message so the lead does not go cold while you are occupied.

Your part

You take the discovery call itself. The agent makes sure it is in your diary with everything you need to know about the client beforehand.

Apps your agent could useSee full Actionist App Store →

Research each destination

builds area guides, shortlists and paperwork for each client

Technical Agent

For every client, your technical agent builds the bespoke research package: the area guide, a ranked housing shortlist and the full paperwork checklist for the move.

If you did this by hand

Research every neighbourhood by hand for each clientPull housing listings from multiple property sitesTrack visa and registration requirementsCompile school options for families with childrenMap cost of living, commute times and local services

~10 hrs/ week

researching destinations, housing markets and paperwork for every active client.≈ 5 days a month you do not have, handled for you.

What your agent does

Per clienta bespoke area guide and housing shortlist

Completepaperwork requirements mapped before the move

Build the area guide
Researches the neighborhoods, commute options, cost of living, school rankings and local services relevant to each client's specific situation and budget.
Shortlist housing options
Pulls live listings from property platforms, filters by the client's brief and presents a ranked shortlist ready for your review before it goes to the client.
Compile the paperwork checklist
Maps the visa, registration and admin requirements for each move type and builds a step-by-step checklist the client can follow from day one.

Your part

You review the housing shortlist before it goes to the client and add the local color and context your agent cannot find in a listing.

Apps your agent could useSee full Actionist App Store →

Handle client updates

keeps clients informed and calm at every stage of the move

Support Agent

Your support agent keeps every client informed as the engagement moves forward, answering the steady flow of questions so you focus on the relationship moments that matter.

If you did this by hand

Reply to every client message and progress questionSend stage-by-stage updates proactivelyAnswer the same timeline questions for every clientChase service providers for booking confirmationsKeep anxious clients calm during unexpected delays

~7 hrs/ week

answering questions and sending progress updates throughout each move.≈ 4 days a month you do not have, handled for you.

What your agent does

Informedclients at every stage of the move

Answeredclient questions with context from the live plan

Send stage updates
Tells clients when their housing shortlist is ready, when viewings are booked and when paperwork is filed, so they always know where things stand without asking.
Answer the questions
Handles the timeline, what-happens-next and logistics questions using the client's plan and the live progress board.
Flag the escalations
Routes the questions that need your personal judgment or a real conversation to you over Telegram or Slack, with the full thread so you can pick up instantly.

Your part

You handle the relationship moments and the conversations that need your personal touch. The agent handles the steady flow of updates and routine questions.

Apps your agent could useSee full Actionist App Store →

Coordinate the logistics

tracks bookings, deadlines and service providers

Operations Agent

Your operations agent tracks every booking, deadline and service provider across all your active engagements, so nothing slips and every client's plan moves forward.

If you did this by hand

Book property viewings by emailing estate agentsChase agents and service providers for confirmationsTrack every appointment and deadline per clientSend service agreements and chase signaturesInvoice each milestone and follow up if unpaidArrange removals quotes and coordinate moving dates

~9 hrs/ week

tracking every booking, deadline and service provider across all active clients.≈ 5 days a month you do not have, handled for you.

What your agent does

Trackedevery booking and deadline across all clients

Confirmedproviders chased and logged before deadlines

Book the appointments
Arranges property viewings, utility appointments and service provider meetings on behalf of each client, from your confirmed list of trusted contacts.
Chase every confirmation
Follows up with estate agents, movers and local services until every booking is confirmed in writing and logged against the client's plan.
Handle the paperwork and billing
Sends service agreements for signing, raises invoices at each agreed milestone and follows up on anything that remains unpaid.

Your part

You approve every booking confirmation and invoice before it goes to the client. Money and commitments never move without your sign-off.

Apps your agent could useSee full Actionist App Store →

Win repeat referrals

keeps past clients warm and grows the referral network

CRM Agent

Your CRM agent keeps every settled client warm over time, so referrals and returning clients come to you without cold outreach or chasing.

If you did this by hand

Remember every client's story and move detailsKnow exactly when to check back inWrite the anniversary or settling-in noteAsk happy clients for referrals at the right momentTrack who owes you a reply and when to follow up

~3 hrs/ week

following up with settled clients and timing referral asks at the right moments.≈ 2 days a month you do not have, handled for you.

What your agent does

Trackedevery past client and when to contact them next

Timedfollow-ups that actually land and get replies

Keep the client record
Logs every client, what move they made, when they settled and when the next check-in point should be, so no one slips through the gap.
Draft the check-in
Writes the settling-in note or the anniversary message that keeps you front of mind for referrals without it feeling like a cold pitch.
Time the referral ask
Identifies the happy, settled client at the right moment in the relationship and drafts the referral request for your approval before it sends.

Your part

You approve the messages that go to people who trusted you with their move. The agent never sends behind your back.

Apps your agent could useSee full Actionist App Store →

Build client resources

creates relocation packs, area guides and moving checklists

Developer Agent

Your developer agent builds and maintains the documents every client receives: the bespoke relocation pack, the moving checklist and the destination guide, assembled from the latest research.

If you did this by hand

Build a tailored area guide per destinationCreate a moving checklist for each clientWrite and format the service agreement templatePrepare the neighbourhood comparison documentUpdate destination guides as information changes

~5 hrs/ week

building and updating the documents and resource packs each client receives.≈ 3 days a month you do not have, handled for you.

What your agent does

Per clienta bespoke relocation pack on day one

Readyto share as soon as the brief is agreed

Build the relocation pack
Operates Notion and Google Sheets to pull together the area guide, housing shortlist and paperwork checklist into a single client-ready document.
Create the moving checklist
Builds the step-by-step checklist the client follows from first viewing to settled in, tailored to their move type and destination.
Maintain the resource library
Keeps the destination guides and template documents current so each new client gets accurate, up-to-date information for their specific move.

Your part

You review the relocation pack before it goes to the client and add the local detail and personal recommendations that only you would know.

Apps your agent could useSee full Actionist App Store →

Your task plan

The task centre

Every task it takes, and who does it

This is the plan Actionist builds for each relocation engagement: every stage, task and subtask, split across your agent team. From finding the client to settling them in, the bulk of the work is handled. Only a handful of approvals and calls are left to you.

30 tasks·90 subtasks

Actionist 24You 1Approval 5Actionist handles ~80%

TaskStatusAssignee

Done

Executive Agent

Choose the move types you will support

Done

Set your pricing tiers for each type

Done

Write a one-line offer you can repeat

Done

Operations Agent

Draft the intake questions for each move type

Done

Add destination, timeline and budget fields

Done

Set up the form in Typeform and test it

Done

In progress

Executive Agent

To do

You

Done

Operations Agent

An example plan Actionist builds for a relocation engagement. Yours adapts to your destinations, your client types and the complexity of each move.

Under the hood

What one automation looks like

Trigger·You mark a client's housing shortlist as approved and ready to share in your tracker.

read

Step 1

Google Sheets

Read the approved housing shortlist and the client's viewing preferences

write

Step 2

Gmail

Draft viewing request emails to the estate agents on the shortlist

Confirmation

Step 3

Human

You review the viewing request drafts before any estate agent is contacted

write

Step 4

Gmail

Send the approved viewing requests to each estate agent

write

Step 5

Calendly

Book the confirmed viewing slots into the client's calendar

write

Step 6

Gmail

Send the client their confirmed viewing schedule with agent contacts

Saved per run

~1 hrs

Runs / week

~2×

Viewings booked and confirmed without a single email from you.

The payoff

Your week

All it asks of you

Here is what a week looks like once you have active clients. Your agents research and coordinate every day. You step in for the calls, the approvals and the moments that need your personal touch, and the rest of your week stays yours.

You

About an hour

across the whole week, mostly in the evenings

5 touchpoints · about 80 min all week

Your agents

Every day

researching destinations, tracking bookings and keeping clients informed in the background

8 jobs running in the background

Your team

Mon

Your part

10 min

Approve this week's outreach batch

On shift

TASACAEA

11 tasks today

Builds area guides, housing shortlists and paperwork checklists per client

Keeps every active client informed at each stage of their move

Tue

Your part

All handled

On shift

OADASARA

12 tasks today

Tracks every booking, deadline and service provider across all active clients

Builds and updates relocation packs, area guides and moving checklists

Wed

Your part

15 min

Review a client's housing shortlist

On shift

EATASACA

13 tasks today

Plans and updates each client's engagement brief as new information comes in

Builds area guides, housing shortlists and paperwork checklists per client

Thu

Your part

10 min

Approve the client update emails

On shift

RAOADASA

11 tasks today

Answers new enquiries and books discovery calls straight into your calendar

Tracks every booking, deadline and service provider across all active clients

Fri

Your part

30 min

Take one discovery call

On shift

CAEATASA

12 tasks today

Follows up with settled clients and times the referral asks at the right moment

Plans and updates each client's engagement brief as new information comes in

Sat

Your part

15 min

Skim the weekly progress board

On shift

SARAOADA

13 tasks today

Researches companies with relocation programs and drafts tailored outreach

Answers new enquiries and books discovery calls straight into your calendar

Sun

Your part

All handled

On shift

SACAEATA

11 tasks today

Keeps every active client informed at each stage of their move

Follows up with settled clients and times the referral asks at the right moment

Your full team runs in the background, every day.

Approve this week's outreach batch10 min
mon · A quick review before the agent sends.
Review a client's housing shortlist15 min
wed · You add local context before it goes out.
Approve the client update emails10 min
thu · A fast check before the agent sends progress notes.
Take one discovery call30 min
fri · The agent booked it and prepared your brief.
Skim the weekly progress board15 min
sat · What moved, what is next, any blockers.

Your team, every day

SA
Sales Agent
Researches companies with relocation programs and drafts tailored outreach
TA
Technical Agent
Builds area guides, housing shortlists and paperwork checklists per client
RA
Reception Agent
Answers new enquiries and books discovery calls straight into your calendar
SA
Support Agent
Keeps every active client informed at each stage of their move
OA
Operations Agent
Tracks every booking, deadline and service provider across all active clients
CA
CRM Agent
Follows up with settled clients and times the referral asks at the right moment
DA
Developer Agent
Builds and updates relocation packs, area guides and moving checklists
EA
Executive Agent
Plans and updates each client's engagement brief as new information comes in

The payoff

What you walk away with

No research team
You never spend hours on property sites
Actionist pulls the listings, filters them and builds the shortlist for each client. You review, not search.
Around your job
Run it while still employed
Actionist coordinates and researches in the background while you take the calls in your free time.
Referral-led
Every happy client sends others
Because Actionist tracks the timing and drafts the asks, you never miss the right moment to grow your network.
High-value
Complex engagements, not low-margin volume
One well-served relocation client pays well and refers others. Actionist lets you run more without running out of hours.

Before and after

Doing it alone vs with Actionist

On your own

~24h / week

every job below lands on you

With Actionist

minutes to review

it runs all 10 in the background

1Researching destinations
5h/wk
Hours on property sites and government pages
You comb listings, school league tables and visa guidance pages for each client, rebuilding the research every time.
ActionistOff your plate
A bespoke area guide, ready per client
Actionist pulls the research, filters housing listings and builds the area guide for your review before it goes to the client.
2Housing shortlists
3h/wk
Manual browsing across listing sites
You search Rightmove, Zillow or local portals for every client brief, manually noting what fits and what does not.
ActionistOff your plate
A ranked shortlist, ready to share
Actionist pulls live listings, filters by the client's brief and presents a ranked shortlist for your approval before it reaches the client.
3Finding clients
4h/wk
Cold searching for corporate and expat prospects
You manually identify HR teams with relocation budgets and expat communities, writing every first message from scratch.
ActionistOff your plate
A pipeline of qualified prospects
Actionist researches companies with transfer programs and expat communities and drafts the outreach, which you approve before it sends.
4Booking property viewings
2h/wk
Email chains with multiple estate agents
You coordinate availability between your client and three or four estate agents, re-emailing whenever a slot falls through.
ActionistOff your plate
Viewings booked and confirmed
Actionist contacts each agent, confirms the client's availability, books the slots and sends both sides the schedule.
5Paperwork and visa research
3.5h/wk
Hours on government and embassy sites
You navigate visa guidance, residency registration pages and admin checklists for each move type, starting from scratch each time.
ActionistOff your plate
A step-by-step paperwork checklist
Actionist maps the visa, registration and admin requirements for each move and builds a checklist the client can follow from arrival.

1Client progress updates
2.5h/wk
Manual emails at each stage
You draft a progress update for every client at every stage of their move, often forgetting to send them when you are busy.
ActionistOff your plate
Proactive updates at every stage
Actionist sends stage updates as the plan moves forward so clients are always informed without you having to remember.
2Booking discovery calls
1.5h/wk
Back-and-forth on availability
Every new enquiry turns into an email chain to find a time, with no-shows that you have to chase to rebook.
ActionistOff your plate
Calls booked and briefed
Actionist answers the enquiry, books the call with your real availability and sends you a brief before the call.
3Invoicing at milestones
1h/wk
Invoices you remember to raise too late
You raise invoices manually at each milestone, often after a delay, and chase overdue payments only when you notice.
ActionistOff your plate
Invoices raised on time, every time
Actionist prepares the milestone invoice in Stripe for your approval, then sends the payment link and follows up if unpaid.
4Settling-in follow-up
1h/wk
Check-ins you never find time to send
You intend to check in with settled clients at two weeks and one month, but the next engagement takes over and you forget.
ActionistOff your plate
Timed check-ins, drafted and sent
Actionist drafts the settling-in note at the right moment for your approval, then sends it and logs the touchpoint.
5Referral outreach
45m/wk
Awkward asks you put off making
You know which clients would refer others but never find the right moment or the right words to ask.
ActionistOff your plate
Referral asks timed and drafted
Actionist spots the settled client at the right moment, drafts the referral ask in your voice and waits for your approval before it sends.

That is roughly 24 hours of work handed off every week, while you keep your day job

The tools

The apps Actionist operates

View Actionist App Store

Stay in control and start

Already run this business?

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Trust and control

You stay in control

This is your client's biggest life change. Before Actionist books a viewing, sends an agreement or confirms a service provider on their behalf, it stops and waits for your yes. Your clients trust you, and you stay in control of every move that matters.

You approve every client-facing move

Booking a viewing, sending a proposal or invoicing a milestone always waits for your sign-off before it goes.

Everything is logged

Every action Actionist takes is recorded so you can trace and trust the work across every active engagement.

Your accounts, your network

Actionist works inside your own email and app logins. You keep full ownership of every client relationship and service contact.

Choose how hands-on to be

You can approve every update or let routine progress messages run. You set the level per client and per task type.

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FAQ

Questions about this idea

Do I need to be an expert in every destination I offer?

No. You bring knowledge of the markets you know and the contacts you have built. Actionist researches the details for each client: neighborhoods, school rankings, visa requirements and cost of living. You bring the judgment; Actionist adds the depth. Starting a relocation concierge business works best when you specialise in one or two destinations rather than trying to cover everywhere.

Can I run this alongside my current job?

Yes, that is the point. Actionist works through the research and the logistics in the background. Your part is discovery calls, approval moments and the relationship conversations, all schedulable around the hours you already have. Most operators handle a handful of active clients at a time using just evenings and weekends.

How much of my time does each client actually need?

A discovery call, a handful of approvals at key stages (the housing shortlist, a viewing booking, an invoice) and a settling-in check-in. The research, the coordination and the progress updates are handled. Most engagements need a few focused hours from you across the whole process.

Does Actionist contact estate agents or service providers without me seeing it first?

No. Every client-facing action, from a viewing request to a service agreement, waits for your approval before it goes out. You stay in control of every commitment made on your client's behalf.

How does the payment process work?

Actionist prepares an invoice in Stripe at each agreed milestone, such as after the consultation or after the research pack is delivered. You approve it before it goes to the client, and the payment link is sent once you confirm. Nothing is charged without your yes.

What if a client's situation is complicated, like a complex visa or an unusual destination?

Actionist flags what it does not know and routes those questions to you over Telegram or Slack, with the full context so you can advise quickly. Your network and your judgment handle the exceptions; Actionist handles the standard research and logistics.

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Your opportunity

Why this works

Run your own numbers

Set the numbers, see the picture

What it actually takes to start

How Actionist works

How Actionist builds the business

You set the scope and your specialisms

Actionist maps every task for the engagement

It works through the research and coordination

It assigns you the human moments

It asks before anything that commits the client

You keep your day job and check in

Actionist is your whole team

Design the service

Your task plan

Every task it takes, and who does it

What one automation looks like

The payoff

All it asks of you

What you walk away with

Doing it alone vs with Actionist

The apps Actionist operates

Stay in control and start

Already run this business?

You stay in control

Questions about this idea

Start the business you keep thinking about.