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Updated 11 months ago,
Onboarding new clients
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?