Owners leave the manager who only talks to them when something breaks. The Business Review Planner prepares the quarterly owner review before they ask: how the property performed against the market, what care went into it, what guests said, and the three to five decisions you need from them. Not a statement, a retention artifact.
Connect your PMS, QuickBooks, AirROI, and your review feed
Set the review cadence per owner, quarterly or annual
Go live in draft, every packet waits for your review
What this does
Compares the period to the prior one, year over year, and against the market benchmark
Rolls up the care behind the numbers, the maintenance done, the preventive work, the open risks
Summarizes guest feedback as themes, not a dump of raw reviews
Ranks three to five owner decisions by value and urgency, always phrased as options, never commitments
Builds the packet, the meeting agenda, and the 'here is what we will cover' email
Saves
The half-day of pulling numbers, expenses, and reviews into a deck for each owner review
The owner who churns from silence, kept in the loop before they start asking questions
Workflow
Trigger
On the review cadence, or when churn risk shows
Runs quarterly or annually per owner, and kicks off early when an owner asks repeated revenue questions or a property lags for two months.
Tool call
Pull the whole picture
pms.get_property_performance() + qbo summary + breezeway.list_tasks() + revyoos review summary + airroi benchmarks · performance, expenses, care, and guest sentiment for the period.
Prompt
Turn it into a story with decisions
Explains what happened and what it means, keeps underperformance calm and plain, and separates what you control from what the owner needs to approve.
Draft
Build the packet
pdf.render() · an executive summary, performance against the market, the care record, guest themes, and three to five ranked recommendations, plus a meeting agenda and owner email.
Approval
You review before it goes out
Every packet is yours to check. It only schedules the meeting or sends the email once you approve, and every spend recommendation stays an option, not a commitment.