Unfortunately, Disney just doesn't seem to have one set of guidelines that are followed for all their concierge pre-planning departments. It seems like it all depends on where you stay, as to what kind of assistance and materials you receive. Our first GF SL experience was many years ago and we had absolutely no idea what that to expect. I never got a phone call or anything. Just checked in and got escorted to the CM who explained it all to us. The next time, I got called at about 30 days out. After that, whenever I book concierge, I get their contact information and I initiate the introductions. Even then, we've gotten great assistance from the GF staff, but I was wowed by the YC department who sent out a huge packet complete with park maps, recreation guides, entertainment and resort info, in addition to a very nice pre-planning questionnaire.
I would definitely give them a call, or drop an e-mail.
Tammi