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Description
Bonfire BBQ – Enjoy golden hour into sunset with healthy bbq and drinks
Stargazing – See the universe as it was meant to be seen. Journey with us to the East Cape to an area where there is no light pollution.
Astrophotography – Our professional photographer will teach you how to get good results using only your iphone.
Massage – Set yourself free with wing work massage, a technique mastered by …
Private chef – We don´t just feed you. We tailor a diet to meet your specific goals.
Yacht Charter – Enjoy the magic of the Sea of Cortez from the deck of a luxury yacht.
Business Plan – First Draft
Business Plan: Serene Cabo Concierge
1. Executive Summary
Serene Cabo Concierge is a premium, wellness-focused concierge agency in Los Cabos, Mexico. We provide high-net-worth travelers and residents with seamless access to luxury yachts, private villas, holistic wellness services (massages, personal chefs, yoga instructors, etc.), and curated lifestyle experiences. Our mission is to create effortless, rejuvenating stays rooted in Cabo’s natural beauty and healing culture.
2. Mission Statement
To deliver unparalleled wellness and luxury through personalized concierge services that foster relaxation, connection, and peace of mind in Los Cabos.
3. Services Offered
🛥️ Yacht & Ocean Experiences
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Private luxury yacht rentals (sunset cruises, snorkeling, deep-sea fishing)
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Onboard chefs, massages, yoga
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Whale-watching excursions
🏡 Luxury Villas & Estates
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Curated vacation home rentals with optional wellness add-ons
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24/7 concierge availability
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Pre-arrival grocery stocking
💆 Wellness Services
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In-home or villa massage therapy (Swedish, deep tissue, lymphatic)
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Yoga, pilates, and sound healing sessions
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Reiki, breathwork, and alternative therapies
🍽️ Private Chef & Nutrition
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Gourmet in-home dining
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Personalized wellness-focused meal plans
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Chef-led cooking classes
💼 Lifestyle Management
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Airport transfers (with cold towels, coconut water, etc.)
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Errand running, bookings, and logistics
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Event planning (sunset dinners, engagements, birthdays)
4. Target Market
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Affluent vacationers and digital nomads aged 35–65
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Retreat leaders or wellness influencers
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High-end travel agents & property managers
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Part-time Cabo residents
5. Revenue Model
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Commission-based income from partner providers (yachts, chefs, massage therapists)
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Service fees (flat or % based on booking amount)
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Premium memberships for frequent clients (includes perks, upgrades, and 24/7 service)
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Retreat concierge packages (customized for wellness retreats)
6. Marketing Strategy
🔹 Digital Presence
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Instagram showcasing serene experiences (@serenecabo)
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SEO-optimized website with online booking portal
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Google Ads + Meta ads targeting luxury travelers
🔹 Strategic Partnerships
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Work with villa owners, retreat leaders, Airbnb hosts
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Collaborate with wellness resorts & boutique hotels
🔹 Referral Program
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Exclusive incentives for realtors, tour guides, and travel agents who refer clients
7. Operations Plan
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Concierge coordinator(s) for bookings & customer service
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Partnerships with vetted providers (NDAs & contracts in place)
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Back-end booking and scheduling system (e.g. HoneyBook, Trello, or Notion)
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Emergency protocols and bilingual staff support
8. Team & Roles
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Founder/CEO – Business development, partnerships
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Concierge Manager – Daily bookings, VIP service
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Provider Network – Massage therapists, chefs, captains, etc.
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Marketing Consultant – Social media, content, ads
9. Financial Projections (Year 1)
Revenue Stream | Monthly Estimate | Annual Estimate |
---|---|---|
Yacht Bookings | $10,000 | $120,000 |
Villa Bookings | $6,000 | $72,000 |
Wellness Services | $5,000 | $60,000 |
Private Chefs | $3,000 | $36,000 |
Memberships & Packages | $2,000 | $24,000 |
Total Estimated | $26,000 | $312,000 |