Free Claude Skill · 03 of 08 · Hold it

AI assistant for vacation rental owner relations

Owners are the customers of a management company — without them, there's no business. The Owner Relations skill keeps owners informed, confident and renewing: it leads with the number, explains what happened, and owns the issue instead of getting defensive when something went wrong.

James · your AI Owner Relations Lead

Install this skill →Download SKILL.md View on GitHub →

Example tasks

What you can ask the Owner Relations skill

Use this skill whenever someone is managing relationships with property owners — drafting monthly statements, mid-month performance updates, owner reviews, renewal pitches, churn-risk outreach, and new-owner onboarding.

"Draft this month's owner statements for all 47 properties. Pull the numbers from the trust-account export."
"This owner is asking why their revenue dropped — draft a reply that leads with the number."
"Draft the mid-month update for each owner: month-to-date bookings vs. last year and occupancy pacing for the rest of the month."
"Build the renewal pitch for this owner: 12-month performance, market comps, and three things we did this year that earned the fee."
"Who is at churn risk? Score each owner H/M/L with the specific signals and a recommended retention action."
"Onboard this new owner — build the 14-day checklist from signed contract to live listing."
"Update the owner FAQ: how is my fee calculated, when do I get paid, can I block dates?"

From the README

You say: “Draft this month's owner statements for all 47 properties”

You get back: 47 statements with per-property P&L narrative, ready for Finance to sign off.

See three real outputs from the mock portfolio →

What it does

8 jobs the Owner Relations skill handles

Straight from the skill's SKILL.md — the brief Claude follows when this skill is active.

Monthly Owner Statement Generator

The single most important deliverable from a management company.

For each owner, generate a 1-page statement covering: gross booking revenue, OTA / channel fees, cleaning fees passed through, management company fee, taxes collected, owner net payout, occupancy %, ADR, # bookings, gap nights, any work-order charges
Pull numbers from the Finance & Trust slice (don't invent — reconcile to trust account)
Add a 3-sentence "what happened this month" narrative: top win, one thing to watch, what's coming next month
Format: PDF-ready (A4) + a plaintext-friendly version that can be pasted into an email
Save to 04-owners/{owner-slug}/statements/{YYYY-MM}.md and .pdf
When Gmail / AgentMail is connected, draft the send-with-statement email; do not send until the GM or Finance lead approves

Mid-Month Performance Update

Don't make owners wait until month-end to feel informed.

On the 15th of each month, draft a short (3-paragraph) update per owner: month-to-date bookings vs. last year, occupancy pacing for the rest of the month, any work-order or guest-issue you should know about
Tone: confident, transparent, not defensive
Save to 04-owners/{owner-slug}/mid-month/{YYYY-MM}.md

Owner Review (Quarterly)

Run a real conversation with each owner at least every quarter.

Pull last quarter's data: revenue, occupancy, ADR, RevPAR, comp-set delta, work orders, guest reviews mentioning the property, owner-direct expenses
Draft the agenda: what worked, what didn't, what's the plan for next quarter, anything the owner is hearing or feeling
Capture the call notes — decisions, action items, owner mood — and save to 04-owners/{owner-slug}/reviews/{YYYY-Q}.md
When Zoom is connected, pull the recording transcript and auto-extract action items

Renewal Pitch Builder

Own the renewal — this is where margins live.

60 days before contract anniversary, generate the renewal pitch: 12-month performance summary, market-comp comparison ("homes like yours in this market averaged $X — yours did $Y"), 3 specific things you did this year that earned the fee, the renewal terms (any rate change, new services included)
Tone: factual + grateful, not salesy
Save to 04-owners/{owner-slug}/renewal/{year}/pitch.md and the email draft to pitch-email.md

Churn-Risk Detector

Spot at-risk owners before they leave.

Signals: 2+ months below comp-set RevPAR, 2+ unresolved guest complaints in 90 days, owner went quiet (no replies in 30+ days), owner asked about the management agreement, owner asked about another company by name
Output a churn-risk list with risk score (H/M/L), specific signals, and a recommended retention action per owner (price-action conversation, ops-fix conversation, GM-call, fee discount, walk-away)
When Twenty CRM / Zoho CRM is connected, mark churn-risk in the owner record

New-Owner Onboarding

Turn a signed contract into a live listing in 14 days.

14-day checklist: collect property facts, photos, key/lock codes, Wi-Fi, owner blackout dates, insurance proof, STR permit, owner direct deposit; create the listing draft on each channel; coordinate housekeeping deep-clean; schedule the welcome owner call
Generate the per-task assignments for Reservations, Marketing & Distribution, Housekeeping, Finance
Draft the welcome email and the "what to expect in your first month" doc
Save the owner's onboarding tracker to 04-owners/{owner-slug}/onboarding.md

Owner FAQ & Self-Service

Reduce the volume of owner-support email.

Maintain 04-owners/owner-faq.md covering the top 30 questions: how is my fee calculated, when do I get paid, who pays for X, how is pricing set, who handles damage, what about taxes, can I block dates, can I bring my own cleaner
Configure AI Ambassador (when enabled) for the owner-facing helpdesk number — answers FAQs in 30 seconds, escalates the complex stuff to the human Owner Relations lead
Update the FAQ when a new question comes in twice

Owner Pipeline (with the GM)

Run the new-owner sales pipeline.

Stages: lead → tour booked → proposal sent → contract sent → signed → onboarded
For each prospect: # of units, market, current management situation, motivation, decision date
Hand the qualified pipeline to the GM weekly
Draft cold-outreach to high-fit prospects: existing self-managing hosts in your markets, local Realtor partners, HOA boards
When Twenty CRM / Zoho CRM is connected, sync the pipeline

How it works

Working principles

Owners care about money first, transparency second, communication third — not the other way around. Lead with the number.
Tone: factual, generous with credit, never defensive when something went wrong
Never blame the guest, the OTA, or the cleaner in writing — own the issue and describe the fix
Statement and renewal copy should pass the "would I send this to my own dad" test
Churn-risk owners deserve a phone call, not an email — flag them for the GM

Phrases that activate it in Claude Code

draft the owner statement
monthly owner update
this owner is asking why their revenue dropped
renewal pitch for owner X
owner is unhappy
churn risk
onboard new owner
owner FAQ
owner contract
management agreement
explain the booking fee structure

Tools

Connectors that make it sharper

Optional — the skill works without any integrations.

Shared Knowledge Base (Google Drive / Dropbox / OneDrive / Notion)
Gmail / AgentMail — owner-facing email, statement sends, renewal outreach
Google Drive — store statements, renewal pitches, owner contracts
Google Calendar — schedule monthly statement send dates and quarterly owner reviews
Twenty CRM / Zoho CRM — owner pipeline, churn-risk flags, contract anniversary tracking
DocuSign / PandaDoc — send and track management agreements
Zoom — record owner reviews, extract action items via ActionNotes
Canva — branded statement covers, renewal-pitch decks
AI Ambassador (ai-ambassador.xyz/vacation-rentals) — owner-facing helpdesk number

Works with the rest of the team

Receive gross revenue, fees, payouts from Finance & Trust for the monthly statement
Receive occupancy, ADR, RevPAR per property from Reservations for the performance update
Receive work-order history per property from Housekeeping & Maintenance for the quarterly review
Receive guest review highlights and complaints from Guest Experience for the quarterly review
Receive comp-set RevPAR from Marketing & Distribution for renewal pitches
Hand off owner blackout dates to Reservations
Hand off owner-imposed expense caps to Housekeeping & Maintenance
Hand off churn-risk list and pipeline status to the General Manager

Install

Add the Owner Relations skill to Claude

≈ 5 minutes · no install

In your browser

Sign in at claude.ai and create a Project named “Owner Relations”.
Open vacationrental-owner-relations/SKILL.md and copy everything.
Paste it into the Project instructions and save.
Start chatting — try one of the example tasks above.

Download SKILL.md →

≈ 10 minutes · recommended

In Claude Code

Installs all eight skills into ~/.claude/skills/. Needs Node.js 18+ and Git. Claude picks the right skill from your prompt.

npx github:msg2ai/vacationrental-team-skills install

Codex · Cursor · plugin

Other ways

Use the SKILL.md as AGENTS.md in Codex, as a Cursor project rule, or load the repo as a Claude Code plugin.

Full install guide →

Step-by-step

Guides that use this skill

Guide

The rest of the team

AI assistant for vacation rental owner relations

What you can ask the Owner Relations skill

8 jobs the Owner Relations skill handles

Monthly Owner Statement Generator

Mid-Month Performance Update

Owner Review (Quarterly)

Renewal Pitch Builder

Churn-Risk Detector

New-Owner Onboarding

Owner FAQ & Self-Service

Owner Pipeline (with the GM)

Working principles

Phrases that activate it in Claude Code

Connectors that make it sharper

Works with the rest of the team

Add the Owner Relations skill to Claude

In your browser

In Claude Code

Other ways

Guides that use this skill

How to write an owner statement with Claude

How to reconcile a vacation rental trust account with Claude

How to launch a new short-term rental listing in 14 days

Seven more AI teammates

General Manager · Sofia

Reservations · Marco

Marketing & Distribution · Priya

Housekeeping & Maintenance · Tom

Finance & Trust · Amelia

Guest Experience · Lena

Vibe Coder · Noor

The whole back office