Onboarding new clients

[Merritt Harris]

Hey friends,

Was recently talking with my friend who manages 100+ STRs and he was sharing his onboarding PDFs which I found very helpful.

Would love to know what you do to help the onboarding process go smoothly. Do you any documents and requirements for new clients? 

Personally, I require Schalge Encode locks and have a google sheet checklist of amenities/items that need accomplished before a launch. I have a short list of items needed to move forward such as contract signed, W9, launch ready checklist and I need to be added to the homeowners insurance policy as "other insured". 
My startup fee is $500. It does not include photography expenses. 

On that note, do you have any red flags when onboarding a new client that make you reconsider accepting them as your client?

[Matthew Metros]

The clients that I get very concerned about are the ones that are telling me how to do my job.

Overtime, they become the most expensive in your business because they take an emotional toll as well as more actual time.

These people are almost never satisfied and are quick to jump the gun on everything.


For onboarding we use our virtual assistants to do all the on boarding. We have an entire intake process, they take a zoom call, and they’ll setup the entire listing and vendor team.