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Updated 11 months ago,

User Stats

31
Posts
17
Votes
Merritt Harris
  • Rental Property Investor
  • Syracuse New York
17
Votes |
31
Posts

Onboarding new clients

Merritt Harris
  • Rental Property Investor
  • Syracuse New York
Posted

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?


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