Step 03 · Owner context

Full owner history

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PN

Priya Natarajan

Aspen Ridge Chalet · 5BR · Aspen, CO

With you since Dec 2020 · Cohort: Mountain Stays acquisition

Trailing revenue

$31.2k

Occupancy

88%

Next scheduled send

Dec 2

AI briefing

60-second context · updated Nov 4, 2025

High-value Aspen owner (Mountain Stays acquisition), YTD +22% vs. last year and coming off a strong October (90% occupancy, $32.4k). Two >$10k holiday bookings triggered personal notes in November; she approved a +8% peak-season price bump on the Oct 18 call. Critical: chalet is owner-occupied Dec 22–28 — must stay held from inventory, and any deal above $20k warrants a call, not an email.

Communication history

Every touchpoint delivered, on cadence or on trigger.

  1. Personal note

    EmailNov 4, 2025

    $14,200 holiday booking confirmed — note sent same hour

  2. Monthly update

    EmailNov 2, 2025

    October — 90% occupancy, $32,400 net

  3. Call log

    CallOct 18, 2025

    Season pricing review — owner approved +8% peak

  4. Quarterly report

    EmailOct 5, 2025

    Q3 report — YTD +22% vs. last year

Property performance history

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

Jun

Jul

Aug

Sep

Oct

Nov

62% occ.78% occ.71% occ.68% occ.90% occ.88% occ.
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