STEP 1: Client Agrees to Work with [Your Company]

• [ ] Send Co-Hosting Agreement
  • Send the co-hosting agreement to the client.
  • Set a reminder to follow up in 72 hours if it’s not signed.

STEP 2: Agreement Signed – Prepare for Onboarding

• [ ] Save Client Info & Create Google Drive Folder
  • Save client contact info.
  • Create a dedicated Google Drive folder for the property.
• [ ] Send Onboarding Email
  • In the email, outline the following:
    • Complete the Property Organizer excel sheet (or Google Sheet).
    • Request for door lock access for guest management (Schlage, Eufy, etc.)
    • Schedule initial clean and maintenance walkthrough.
    • Develop and send a recommended inventory list for approval.
    • Notify about ordering items and scheduling photos once approved.
    • Timeline overview: property goes live within 48 hours after photos are ready.

Include in Onboarding Email:

• [ ] Payment Structure
  • Explain payment method: Airbnb sends payments to the owner; monthly invoices from us.
  • Or the owner will have the PM list it under the PM profile and have payments go into a special bank account in Relay. Make sure to create a Relay checking account for this property.
  • Urgency on Payment Authorization to avoid processing delays to owner.
• [ ] Inventory Check
  • Ask about currently stocked items (e.g., blender, coffee maker, books, games).
• [ ] Vendor Scheduling
  • Confirm with the owner about scheduling pest control, lawn care, and pool maintenance.
  • Ask if they currently have a system for trash disposal. It is important to note who is handling trash. If they do not, you can look into either Can Monkey, a runner to handle trash, your cleaner, look on Facebook if a teenager in the neighbor will do it for cheap, or have the guest take it out.
  • Ask if they have a system for refilling propane tanks. If they do not, you will have to provide a solution for this. ie. a runner completes this task
• [ ] Manager starts to build out Team - Boots on the ground
  • Build your Dream team - cleaners, handymen, runners, plumbers, lawn care, pest control, HVAC, pool maintenance.
• [ ] Utility Check
  • Confirm all utilities are under the owner’s name and set to autopay.
• [ ] Community and Permit Details
  • Ask if the home is in a community and note any specific STR permits or access needs.
• [ ] Move-in Preparation
  • Confirm if the property is ready to go live or if there are any pending items.

STEP 3: Scheduling and Preparations

• [ ] Create Onboarding Schedule
  • Plan dates for the following:
    • Initial clean and inventory walk.
    • Initial maintenance walkthrough.
    • Property photos.
    • Schedule a day for creating and approving the listing draft.
    • Set a target go-live date.

Task Details:

• [ ] Initial Clean and Inventory Walk
  • Coordinate with the cleaner, send SOP, and request an inventory log.
  • Register the property on Turno.
  • Register the property on Hospitable.
• [ ] Maintenance Walkthrough
  • Confirm and schedule the first maintenance visit.