Step 03 · Owner context

Full owner history

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EM

Elena Marchetti

Casa del Mare · 4BR villa · Positano, IT

With you since Mar 2021 · Cohort: Original portfolio

Trailing revenue

$18.4k

Occupancy

92%

Next scheduled send

Dec 3

AI briefing

60-second context · updated Nov 3, 2025

Long-tenured original-portfolio owner in Positano — strong relationship, 92% YTD occupancy and revenue tracking +14% vs. last year. October was slightly softer (down 4% MoM) but a boiler repair on Oct 22 was resolved same-week and communicated. Heads-up: pool house renovation blocks bookings Feb 1–20, and she asks that her daughter Chiara be copied on quarterly reports.

Communication history

Every touchpoint delivered, on cadence or on trigger.

  1. Monthly update

    EmailNov 3, 2025

    October performance — 94% occupancy, €19,120 net

  2. Personal note

    EmailOct 28, 2025

    5★ review from the Hoffman family — auto-forwarded with note

  3. Personal note

    EmailOct 22, 2025

    Boiler repair completed — resolution confirmed to owner

  4. Quarterly report

    EmailOct 5, 2025

    Q3 detailed report — YTD +14% vs. last year

  5. Monthly update

    EmailSep 3, 2025

    September performance — 89% occupancy

  6. Call log

    CallAug 14, 2025

    Kickoff call for shoulder-season pricing strategy

Property performance history

Six months of revenue and occupancy — the same data the owner sees.

Jun

Jul

Aug

Sep

Oct

Nov

81% occ.97% occ.98% occ.89% occ.94% occ.92% occ.
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