A sample agenda for owner decisions, guest issues, contractor work and financial review.
Example structure only. This is not a completed client record, financial forecast, legal contract or tax opinion. Actual scope and required records depend on the engagement and adviser review.
Review details
Property: To be completed
Period: To be completed
Owner: To be completed
Purpose: Document operating decisions and follow-up actions
Guest and property review
Owner-defined guest acceptance profile, booking criteria and house rules
Guest issues requiring owner decisions
Bot escalations and updates to approved property information
Cleaning and maintenance work completed or outstanding
Advisor review of the listing, amenities and photos
Owner-approved pricing and calendar changes
Financial review
Revenue and costs for the period
Bills awaiting owner approval
Cash balance and upcoming obligations
Financial questions for the CFO within the agreed scope
No financial results are shown in this sample
Decisions and participation
Decision / rationale / supporting record / owner / follow-up date
Administrative coordination remains with the owner
AI records participation from activity evidence; owner reviews, corrects and approves
Actual work, actual time, supporting evidence and owner approval status
Combined owner and qualifying spouse participation total, compared with each other individual’s participation
Actual hours against agreed scope; exceptions requiring review
Automated messages and software activity are not owner work