Hotel CRM-Lite Toolkit | Free Download

Stop losing leads to spreadsheet chaos.

A complete pipeline tracker, follow-up dashboard, and account log — plus a 15-minute companion read on the 7 reasons hotels lose deals they should have won. Both free. Both built by a hotel operator who got tired of watching deals slip through the cracks.

No credit card is required to get this product. 

What you get

The CRM Lite Toolkit (Excel)
A 40-lead pipeline tracker with status dropdowns, a live follow-up dashboard that surfaces overdue leads, an account log, and a pre-built call notes template. No software. No contract. No login.

The Lead That Got Away (PDF)
A 15-minute read on the 7 reasons hotels lose deals they should have won. Every reason is one you have probably seen — or done — at your own property.

Built for

GMs, owners, directors of sales, and operators at independent and franchised properties that don't have a CRM yet and need an easy way to track your sales pipeline.

How it works

Add to cart. Check out. The toolkit and PDF download instantly. Total time: under 60 seconds.

Thank-you gift: 10% off your next purchase

When you complete checkout, you will receive code FOUNDER10 for 10% off any item in the Hotel Toolkit — including founding-customer pricing. Valid for 14 days. One use per customer.

Built by an operator who has sat in every seat that matters — line level, GM, regional director of operations, and brand franchise performance — across extended stay, select service, and full service properties.