← All case studiesHospitality
A four-property hotel group
Duty managers across four properties were writing the same guest replies and the same shift handovers by hand. Templating both cut the correspondence load roughly in half and made handovers consistent between properties.
Duty-manager admin per shift
- Sector
- Hospitality
- Scope
- 4 properties, 9 duty managers
- Tools
- Shared inbox, existing PMS, shared docs
- Time to result
- 5 weeks
What the day looked like before
- Pre-arrival questions, late-checkout requests, and post-stay complaints all arrived in one shared inbox with no standard reply.
- Tone varied by property, which showed up in review scores.
- Shift handover notes were written free-form, so the next manager had to reconstruct context.
The four steps, applied
- 01
One scaffold, one voice
A single scaffold captured the group's voice in five explicit rules, with escalation rules for anything involving refunds or safety.
- 02
Where the shift already happens
Guest replies live as saved templates in the shared inbox; handover prompts live in the existing handover doc template, so nobody changed tools.
- 03
Handover written for you
At the end of a shift, the day's notes become a structured handover: five-bullet summary, table of open items with owners, and a RISKS block for decisions with no owner.
- 04
One set across four properties
Templates are owned centrally and reviewed monthly, so a fix at one property lands everywhere instead of drifting into four dialects.
≈50%
Less time on guest correspondence
Consistent
Handover format across 4 properties
Escalations
Refund and safety cases routed to a human by rule
“The handover is the part I would not give back. Whoever walks in next knows exactly what is open.”
What we'd repeat
- • Escalation rules had to be written into the prompt, not left to judgement on a busy shift.
- • Central template ownership is what kept four properties speaking with one voice.
- • Handover structure delivered more value than reply speed did.
Client name withheld by agreement. Figures are drawn from representative engagements and rounded.
Want this mapped to your business?
Take the free 30-minute discovery call and we'll pick the one task worth templating first.
Book a discovery call