Step 03 · Owner context

Full owner history

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HT

Haruko Tan

Kailua Bay Bungalow · 3BR · Kailua, HI

With you since Feb 2023 · Cohort: Coastal Retreats acquisition

Trailing revenue

$12.8k

Occupancy

91%

Next scheduled send

Dec 1

AI briefing

60-second context · updated Nov 6, 2025

Kailua owner migrated from Coastal Retreats in Sep 2025 — cadence has held and November opened with a 5★ review from the Alvarez family (auto-note sent Nov 6). Property is running hot at 91% occupancy with revenue slightly down MoM. Deliver monthly updates with a bilingual (JP/EN) header, and tee up a solar-upgrade discussion in Q1.

Communication history

Every touchpoint delivered, on cadence or on trigger.

  1. Personal note

    EmailNov 6, 2025

    5★ review from the Alvarez family — forwarded with a personal line

  2. Monthly update

    EmailNov 1, 2025

    October — 93% occupancy, $13,120 net

  3. Onboarding

    EmailSep 20, 2025

    Migrated from Coastal Retreats · cadence honored

Property performance history

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

Jun

Jul

Aug

Sep

Oct

Nov

84% occ.96% occ.97% occ.87% occ.93% occ.91% occ.
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