Pro Checklist

Owner Onboarding and Handover Checklist

Take on a new owner as a client cleanly: scope, fee, access handover, financial setup, and expectations, ending in a sign-off both sides confirm.

38 checkpoints7 pages2 to 4 hours across onboardingFor co-hosts, virtual assistants, and property managers
One-time payment. All 4 checklists. Lifetime access.

Why this beats every free checklist

  • Onboards the OWNER, not just the property: the scope, the fee, and the responsibilities that a property setup checklist never covers.

  • A credentials handover that is safe and complete, so you are not chasing a lockbox code or a platform login in week two.

  • A financial setup section that pairs with the free Owner Monthly Statement Builder: payout flow, expense approval limits, and reporting cadence agreed before money moves.

  • The expectation-setting conversation scripted into a checklist, so the awkward "who pays for that" questions are answered on day one.

  • A handover sign-off both sides confirm, the document that protects the relationship if a disagreement comes up later.

What is inside

  • 1Before the first call: qualify and gather
  • 2The management agreement: scope, fee, and term
  • 3Credentials and access handover
  • 4Operations setup: cleaner, suppliers, and the house manual
  • 5Financial setup: payouts, approval limits, and reporting
  • 6Handover sign-off and the first-month plan

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

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

Unlock all 6 phases, plus 3 more checklists

STR Co-Host Operations Pack includes 4 professional checklists, all unlocked once, yours forever. $9.99 once. No subscription.

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