How it Works
A Thoughtful, Streamlined Onboarding Process — Tailored to You.
Whether you’re bringing on a single property or managing a multi-home portfolio, our onboarding process is designed to bring clarity from day one. We start with a discovery phase, then take the lead on building systems, documenting your property, and coordinating ongoing preservation and services.You’ll know exactly what’s happening, who’s handling it, and how your home is being cared for — without having to manage it yourself.
The Onboarding Process
1
Discovery & Intake
We start with a discovery call and client intake form to understand your property (or properties), priorities, and any known issues.
2
Property Walkthrough
We schedule an on-site walkthrough to assess current conditions, flag urgent issues, and begin documenting key systems and service needs.
3
Build the Foundation
We create your property folder in our internal system, begin logging locations, assets, vendors, and preferences, and develop your seasonal service calendar.
4
Prioritize & Activate
We flag any deferred maintenance, gather estimates, and begin coordinating service. We also begin building manuals or enhancements if included.
5
Follow-Up & Fine Tuning
Your Preservationist stays on-site during scheduled work, handles vendor communication, and begins establishing routines. Your Account Manager oversees quality and helps you set long-term strategy.
6
Ongoing Management
Once onboarding is complete, we transition to ongoing support: recurring maintenance, vendor coordination, seasonal planning, and special projects — all tracked in your dashboard.
What's Included in Onboarding?
Property Documentation
Preferred Vendor Coordination
Maintenance Planning
On-site Walkthrough
Property Dashboard
Prioritization & Planning
Optional: Enhancements (manuals, guides, activations)
What Makes Our Onboarding Different?
We build systems, not just solve problems.
We provide strategy, not just support.
We work discreetly alongside assistants or staff.
You don't have to train us, we come trained.
We scale with you, from one home to many.
