The first meeting should establish the property, owner goals and operating gaps. Gather enough information to decide whether a deeper review is useful.
A practical approach
- Ask about inventory, channels and current responsibilities.
- Clarify the main problem.
- Agree the documents or access needed for the next step.
An example to consider
An owner seeking higher revenue may actually lack reliable availability records. Identify that foundation before presenting a pricing solution.
What to track
Record unresolved facts and a concrete next action.
Part of the Marbella Hospitality practical-note collection. About this collection.