✕ The problem we find
Nobody has written down how an inquiry becomes a booking. Who answers a group request? Who sets the price? Who tells housekeeping? Buying a CRM, a booking engine, or a website before those answers exist means paying to automate confusion.
✓ What changes
One Blueprint the whole team can follow. You know which tools to buy, who owns each step, and how each type of guest is handled, before you spend a dollar on software.
- A map of how inquiries and bookings work today
- An intake path for each type of guest: stays, groups and events, partner requests
- Qualification questions and routing rules
- Roles and handoffs for owners, staff, and family
- Shared inbox, CRM, and booking-system requirements
- PMS and booking-engine requirements
- A shortlist of the right platforms
- A direct-booking readiness roadmap
- Website requirements and a sitemap
- Group and event calendar and pricing workflow
- Automatic reply and follow-up requirements
- An implementation plan
- A fixed scope for the build phases