In this episode, I walk you through the essential tools and systems to simplify client onboarding for your short-term rental management business. From scheduling and invoicing to pricing and property care, discover how to create a seamless process that sets you and your clients up for success.
Tools mentioned in this Episode:
PriceLabs – Dynamic pricing automation for seasons, events, and demand.
Hospitable – PMS with smart lock integration and guest messaging.
Monday.com – Onboarding boards and checklists for consistent client tracking.
Calendly – Client scheduling with booking links to simplify onboarding calls.
QuickBooks – Invoicing, profit/loss tracking, and automated billing.
ClickUp – Alternative project management for onboarding workflows.
Notion – Flexible workspace for documentation and checklists.
Breezeway – Operations tool for guest messaging and housekeeping coordination.
Shout out to our sponsor - Revedy, @revedystr
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