Short Intake Form

STR Intake Form

Prepare for your consultation by providing your details and goals. Then schedule your call on the next page.
Client Information
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Property Details
Property Status
Property Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Number of Bedrooms
Number of Bathrooms
Property Type
Square Footage
Why did you choose this location?
Have you looked at comparable listings?
Is the property already furnished?
Target Guest

Other
Ownership Type

Other
Does the unit need renovation or repairs?
STR Plans
Have you hosted short-term rentals before?
Which platform will you use?

Other
What are your goals for this STR?

Other
What made you interested in short-term rentals?
Target Launch Date

MonthDayYear
Date
Budget for Furnishing (USD)
Revenue Goals (per month, USD)
Are you planning to self-manage or hire help?
Support Needed
What part of launching an STR feels most overwhelming right now?
Do you have a support system?

Other
Which areas do you need support with?

Other
Identify the Gap

This step builds trust and authority. Now summarize what you heard.
What issues are you facing?

Other
Provide Quick Value

Give them one or two useful insights
Notes, etc. (What would be of most value to them?)
Introduce the Program
Which program fits best?

Other
Explain the Outcome

Focus on results

Example Results for a Typical STR

STR Intake Form