Read first
Before the first call: qualify and gather
A good onboarding starts before you agree to anything. Confirm the property is a fit for how you work and gather the basics, so your first real conversation is about terms, not fact-finding.
- Confirm the property type, location, and bedroom count
- Confirm the owner actually has the right to let it short-term (lease, HOA, local rules)
- Ask which platforms it is or will be listed on
- Ask whether it is already operating or a fresh listing
- Confirm the owner's goals: maximize revenue, minimize hassle, or a balance
- Confirm this property fits the services you actually offer
Do not skip this
Do not skip the right-to-let check. If the property cannot legally be let short-term, every hour you invest is at risk, and you do not want to discover that after you have taken it on.
The agreement
Scope, fee, and term
This is the conversation that prevents most future disputes. Agree exactly what you do, what you charge, and who pays for what, in writing.
- Define the services included: guest comms, calendar, cleaning coordination, pricing, reporting
- Define what is explicitly NOT included, so there is no assumed scope
- Agree the management fee: percentage of revenue or flat, and on which figure
- Agree who pays for cleaning, supplies, and maintenance, and how those are billed
- Agree the maintenance approval limit you can spend without asking first
- Agree the term, the notice period, and how either side can end it
- Put all of the above in a written agreement both sides sign
Be specific about the fee base. "20% of revenue" is ambiguous; "20% of net booking revenue after platform fees and refunds, excluding cleaning fees collected" is what an owner can actually verify against a statement.
Locked in the full checklist
Handover
Credentials and access
Operations
Cleaner, suppliers, and the house manual
Money
Payouts, approval limits, and reporting
Sign-off
Handover sign-off and the first-month plan
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