Simple process, real progress.

You complete the intake and payment; we handle the heavy lifting. After checkout, you’ll get a project dashboard that shows how your tech, ops, and marketing fit together—and where the gaps are.

Step 1 — Intake & Payment

Finish the short intake and payment. This unlocks your dashboard and lets us tailor the work to your portfolio and goals.

Step 2 — Your Project Dashboard

Includes:

• Discovery Questionnaire – required to start. Once submitted and access is granted to key systems, we build your dashboard in 7–10 business days.

• Systems Map Starter – outlines current tools and workflows.

• Integration Blueprint – how platforms should pass data.

• SWOT Workspace – quick scan for immediate wins and long-term plays.

• Progress & Files – status, notes, and deliverables in one place.

Why this discovery matters

• Identify opportunities to increase direct bookings and reduce OTA reliance.

• Map tools/workflows to eliminate duplication and inefficiency.

• Clarify data handoffs for a seamless guest + team experience.

• Prioritize moves with a focused marketing SWOT.

• Lay the foundation for a repeatable growth engine (lead capture, nurture, tracking).

What we deliver

• Systems & data architecture

• Conversion funnel map (website → booking → post-stay) with prioritized fixes

• Direct-booking playbook (quick wins + foundations across listings, pricing, UX, email, influencers)

• Single source of truth dashboard tailored to your business

After you submit

We review your intake, confirm access, and begin building your architecture, integration plan, and prioritized roadmap. You’ll see progress and deliverables roll into the dashboard—plus clear next steps you can implement immediately.

Bottom line: you’ll see exactly how tech, ops, and marketing work together—and leave with a practical plan to close blind spots, boost visibility, and grow direct bookings.

Need ongoing help? We offer support solutions to meet your operational and tech-stack goals.