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Done for you in 2 minutes.
A professional, itemized service proposal and pricing quotation ready to present to prospective clients. You walk away with a polished, formal document outlining your management scope, pricing tiers, and service terms.
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Stepping into a family’s private world to manage their home requires an immense amount of trust, and your service proposal is the first physical proof that you respect their sanctuary. Whether you are pitching to a busy dual-income household, a multi-property estate, or a family navigating a major transition, a polished proposal bridges the gap between chaos and calm. A truly great proposal doesn't just list tasks like grocery shopping or vendor coordination; it paints a picture of reclaimed time and restored peace. It speaks directly to the family's unique friction points—like chaotic weeknights or neglected home maintenance—and outlines exactly how you will shoulder those burdens. A standout document balances warm, relational understanding with rigorous, corporate-grade professionalism. By clearly detailing your scope, setting transparent pricing tiers, and establishing healthy boundaries from day one, you transform a simple transaction into a deeply reassuring partnership. This document is your opportunity to show them that their home, family, and peace of mind are in the most capable hands.
A flat monthly retainer is the industry standard for full-time household management because it secures your dedicated availability and simplifies budgeting for the family. Hourly rates are best reserved for short-term trial periods or ad-hoc project management, such as supervising a major home renovation. Retainers should be calculated based on an estimated range of hours per week, with a clear clause for overtime compensation if those hours are regularly exceeded.
You should explicitly state that household expenses are funded entirely by the client via a dedicated credit card, joint bank account, or a prepaid debit card with a set monthly float. Your proposal must outline a weekly or monthly reconciliation process where you present digitized receipts for approval. Never fund client expenses with your personal money, as this complicates accounting and risks delayed reimbursements.
The confidentiality clause must legally bind you to protect the family's personal information, daily schedules, financial data, and home security protocols. It should explicitly state that no photos or videos of the home, family members, or children will ever be shared on social media or with third parties. This builds immediate trust and assures the client that their domestic sanctuary remains completely private.
Your proposal must include an additional services clause stating that tasks outside the agreed scope will be billed at a specified hourly rate or require a formal addendum to the contract. When a request for an out-of-scope task occurs, gently refer the client back to this clause and offer to adjust the monthly retainer to accommodate their evolving needs permanently. This keeps your relationship professional and prevents resentment from building on either side.
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