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From 200 hours of OTA
management work
to a fully automated
inquiry system
One of the biggest luxury short-term rentals in Chicago was running on inefficiency instead of insight — inquiries coming in from OTAs, direct channels, building partners, and returning guests, but no unified system to understand who was booking, why they were booking, or how fast the team was responding. Operational excellence was there. Revenue intelligence wasn't.

Because guests know the reservation — but your system should know the guest, the booking partner, and the entire journey.
How Chloe fueled a luxury short-term rental commercial engine
The team couldn't reliably answer simple operational questions:
Where do our highest-value reservations come from?
Which building rentals bring the biggest profit?
How many inquiries do we lose to slow response, on an individual level?
Why do guests return — and which guests leave reviews?
What actually drove revenue: OTA exposure, direct marketing, or partner communication?

Because guests know the reservation — but your system should know the guest, the booking partner, and the entire journey.
How Chloe fueled a luxury short-term rental commercial engine
Chloe designed a unified HubSpot architecture built specifically for luxury short-term rentals — one that consolidates the difference between B2C guests, B2B building owners, and corporate clients. The entire journey became measurable for the first time: every inquiry, response time, booking made, every ticket raised during the stay, and every post-stay review, stitched together into one clean system.
Then Chloe layered in intelligence. Rate negotiations are tracked from first outreach to signed agreement. Repeat guests are recognized the moment they return. Reservation probability is no longer a guess but a measurable signal. And for the first
time, revenue can be attributed to its exact source — an OTA, an ad campaign, or a referral partner.
When Chloe builds the system, your reservations finally have context, your team finally has clarity, and your entire commercial engine finally has control.
Complete visibility from inquiry → reservation → stay → review → revenue.
The results
What changed after go-live
Numbers this project delivered after the AI-driven CRM automation went live.
Saved weekly by automating intake forms, lead qualification, and renewal follow-ups through connected Jotform–HubSpot workflows.
Contacts reactivated through segmented nurture campaigns for B2B, B2C, and Entertainment audiences.
Industries fully automated — each with unique Jotforms that route submissions instantly to the right pipeline in HubSpot.
Fields mapped per form, turning every submission into a structured PDF ready for carrier review and processing.

Full HubSPot CRM implementation
& GTM foundations
Every one of these ships documented, tested against your real data, and owned by
your team — not us.
Situation
Vitamin Software, a product-development agency serving
healthcare clients, was rebranding and launching its
first marketing department. They needed a new visual
identity, foundational CRM infrastructure, and support
standing up a team — fast.
Solution
We implemented HubSpot from the ground up — custom
pipelines, lifecycle automations, and training across roles.
We also stepped into a fractional leadership role to define
the strategy, guide hiring, and coach the team
through the build.
Results
CRM workflows are fully live, sales and marketing are
aligned, and the company now has a clear playbook
and a lead-gen engine — enough to scale the lean model.
What our clients say
Hear it from the people who use it

Chloe's lead gen system completely changed how we grow Better AMS.
We work with 7- and 8-figure Amazon sellers, which is a niche, high-bar market—and her system got us in the door with them, fast. Within 30 days, we booked 3 to 5 sales calls with top-tier sellers doing over $3M/month. One of those turned into the biggest retainer we've ever closed—$5K to $6K/month. Her process is structured, repeatable, and super sharp. If you're an agency or service provider in the Amazon space, I highly recommend working with her. It works.
Taylor Benterud
Co-Founder @ BetterAMS
Marketing blames Sales.
Sales blames the CRM.
We fix the system — so everyone stops pulling in the same direction.
