Travel Award Point Consulting Studio & Business Operating System

Executive Summary & Niche

Value Proposition

B2C & B2B

High-touch luxury award booking concierge & points wealth management. We monetize the spread between retail cash premium cabins and points redemption value, saving clients $5,000–$40,000 per trip.

Core Target Audience

High-Income Professionals & SMB Owners

Monthly credit card spend > $15k; 500k+ orphaned bank points.

Acquisition & Funnel Channels

Lead Generation Vector

Growth

B2B Accounting / CPA Alliances: Tax-deductible biz card point audits.
Executive Travel Workshops: "Unlocking $25k in First Class Flights".
Points Audit Lead Magnet: Free 15-min Points Portfolio Valuation.
Referral Kickback: $250 booking credit per referred high-spend peer.

Competitive Moat

Why Clients Pay $350–$4,500+

Arbitrage

1. Zero Friction: End-to-end seat holds, transfer execution & call-in management.

2. Expert Routing: 5th freedom routes, mixed-cabin unlocks, unpublished partner award chart sweet spots.

3. Elite Availability: 24/7 seat alert scrapers + airline ticketing desk relationships.

Target Client Personas Matrix

Segment Economics, Pain Points & Pitch Strategy

Persona Profile	Point Inventory Profile	Primary Motivation & Pain	Recommended Package	Average Deal Value
The Small Business Rainmaker E-comm, Tech Agency, Construction SMBs	1.5M – 8M Amex MR / Chase UR / Capital One annually from inventory/ad spend	Has millions of points sitting idle; zero time to search award calendars; wants annual family vacations in lie-flat seats.	Annual Points Wealth Concierge	$3,500 – $6,000 / year
The Luxury Honeymooner / Bucket-Lister Doctors, Lawyers, Tech Leads, Couples	300k – 900k mixed bank points & airline miles	Dream trip to Japan, Maldives, or South Africa; overwhelmed by transfer partners and phantom availability.	Signature Roundtrip Flight Concierge	$450 – $850 / redemption
The High-Yield Corporate Exec VP / C-Suite frequent travelers	500k – 2M airline status miles & hotel balances	Wants optimal upgrade strategy, status matches, and companion certificate utilization without corporate travel restrictions.	Quarterly Strategic Advisory Retainer	$2,400 / year

Client Pre-Consultation Intake

Live Diagnostic & Points Inventory

Client Name / Business Entity

Email & Direct Phone

Passenger Count

Desired Cabin

Target Route & Travel Window

Date Flexibility

Current Points Balances

Amex Membership Rewards

Chase Ultimate Rewards

Capital One Miles

Citi ThankYou / Bilt

Airline/Hotel Specific Balances

Automated Portfolio Audit & Routing Feasibility

Real-time Transfer Partner Synergy Engine

High Feasibility (96%)

Total Liquid Points

1,110,000

Flexible Transferable: 91%

Est. Redemption Value

$24,420

Based on 2.2¢/pt premium benchmark

Cabin Trip Capacity

3.5 Trips

Long-haul Business for 2 pax

Target Route Sweet Spot Transfer Paths

Airline / Loyalty Program	Transferable Source Pools	Standard Biz Rate / Pax	Estimated Surcharge	Feasibility Status
ANA Mileage Club (Star Alliance)	Amex MR	75,000 – 90,000 pts RT	~$480 (Fuel)	Ready (480k MR Available)
Virgin Atlantic (Air France/KLM/ANA)	Amex MR Chase UR CapOne Citi	47,500 – 60,000 pts OW	~$220	Optimal Transfer Hub
Air Canada Aeroplan	Amex MR Chase UR CapOne	75,000 pts OW (No YQ)	~$65 (Zero Fuel)	High Availability Star Alliance
Singapore KrisFlyer / Cathay Asia Miles	Amex MR Chase UR CapOne Citi	84,000 – 95,000 pts OW	~$140	Supported (OneWorld & Star)

Pre-Meeting Advisor Protocol

1. Verify client does not transfer points before award space is placed on temporary phone hold.
2. Check ANA 355-day vs Air Canada 360-day calendar availability windows.
3. Prepare 3 structured itinerary options (Non-stop direct, luxury 1-stop with lounge access, backup departure date).

Arbitrage & Valuation Calculator

Cash vs Award Comparison

ROI Justifier

Itinerary Label

Retail Cash Fare ($ Total)

Total Points Required

Award Taxes & Surcharges ($)

Your Advisory Fee ($)

Client Point Acquisition Basis (¢ / pt)

Arbitrage Proof & Fee Justification Summary

Client Presentation Telemetry

8.80¢ / Mile (Outstanding)

Gross Cash Savings

$14,960

Retail ($15,800) – Taxes ($840)

Net Client Savings

$14,310

After deducting your $650 fee

Client ROI Multiple

23.0x

Net Savings / Consulting Fee

Cost Breakdown vs Retail Cash Price 90.6% Out-of-Pocket Saved

Airline Taxes: $840

Advisory Fee: $650

Direct Savings: $14,310

Saved Comparison Scenarios

Itinerary	Retail Fare	Points + Taxes	Net Savings	CPM	Actions
SFO → HND (Roundtrip Biz, ANA The Room)	$15,800	170k pts + $840	$14,310	8.80¢

Tier 1: Single Trip Concierge

Transactional Booking

Entry

$350 – $550 / passenger

Best for couples or families with specific vacation destination and fixed date range.

Pre-trip award inventory audit
Flight routing & live seat-hold coordination
Step-by-step points transfer protocol
Seat selection & meal preference reservation
14-day flight schedule change monitoring

Tier 2: Executive Annual Retainer

Points Wealth Management

Stage 1: Client Intake & Balance Validation Checklist

Primary Objective: Ensure 100% data fidelity and secure client credit card authorization before searching award space.

Confirm exact legal names, dates of birth, and passport expiration dates (must have 6+ months validity).
Audit live point balances across Amex, Chase, Capital One, Citi, and airline loyalty accounts.
Execute signed Client Agreement with non-refundable $100 intake retainer credit applied toward final fee.
Document client preference for direct routing vs superior cabin product (e.g., Qsuite vs nonstop United).

Recommended Software Stack & Scraper Architecture

Tools to execute with 99.5% seat discovery accuracy

Award Search & Alerts

Seats.aero Pro: Real-time 60-day availability sweeps.
Point.me Enterprise: Multi-program instant comparison.
ExpertFlyer Premium: Specific flight seat-map alerts.

Client CRM & Payments

Stripe Invoicing: Card-on-file milestone payments.
Airtable / Notion: Client points inventory & booking pipeline.
DocuSign / PandaDoc: Client service agreement & liability waiver.

Travel Experience

TripIt Pro: Automated itinerary sync.
LoungeBuddy: Departure & layover lounge access guide.
WhatsApp Business API: Direct concierge client comms.

APEX TRAVEL ADVISORY & AWARD CONCIERGE

Points Portfolio Management & First/Business Class Redemption Architecture

CONFIDENTIAL CLIENT PROPOSAL

Generated: October 2024

Prepared For

Harrison & Claire Sterling

hsterling@sterlingdesign.io | (415) 890-4421

Target Itinerary: SFO / LAX → HND / NRT (Tokyo)

Selected Service Package

Tier 2: Executive Annual Retainer ($2,800/yr)

Engagement Scope: End-to-End Search, Hold, Points Transfer & Ticketing

Arbitrage & Financial Realization

Routing & Product	Retail Cash Equivalent	Required Points & Program	Airline Taxes	Net Client Savings
SFO → HND (Roundtrip Business Class, ANA The Room)	$15,800	170,000 Amex MR (via ANA Mileage Club)	$840	$14,310 (90.6% Saved)

Engagement Terms & Advisory Protocols:
1. Transfer Irreversibility: Points transfers from bank loyalty programs to airline partners are strictly final and non-refundable per airline rules. Transfers are executed only after direct flight holds or real-time seat confirmation.
2. Award Inventory Guarantee: Award seats are dynamically controlled by operating carriers. The advisory fee covers custom search, routing strategy, and booking execution.
3. Client Approval: By executing below, Client authorizes Apex Travel Advisory to act on their behalf for loyalty program reservation bookings.

Client Authorization Signature:

Harrison Sterling, Principal

Advisory Lead Acceptance:

Managing Partner, Apex Travel Advisory