Planning Management

Capitol Budgeting

  • Planning services for new asset openings or existing assets being renovated, relaunched with re-branding

Operational Expenses

  • Planning stage or currently operating property
  • Scaled for client’s specific needs based on aspects of developing or future projects or full servicing of operating property
  • Specialized planning for downturn strategies

Maintenance – “Cap Ex and Preventative”

  • Project planning and execution of soft renovations or full remodel of asset
  • Physical structure or asset expansion construction assessment
  • Sourcing and project management of construction
  • Procurement and shipping

Marketing Expenses – Pre-Opening and Current Operational

  • Comprehensive budget planning based on class and style of asset
  • Yearly budgeting and execution of existing asset budget
  • Strategy planning for planned asset repositioning
  • Brand and independent marketing planning
SMS lodging Planning management SMS lodging Planning management

Marketing & Revenue Management

Property Marketing

  • Paid media placement
  • Website design / review
  • Social media management
  • Customer review management
  • Website optimization
  • Email marketing and creation
  • Package and promotion efforts

Brand Affiliation

  • Contract negotiations
  • Brand marketing management
  • Brand sales affiliation marketing
  • Consortia / Travel Agency / Consortia management
    • Group sales management
    • Membership rewards management & redemption
  • Revenue management
    • Channel management
    • Monthly reporting
    • Booking engine management
    • PMS management & maximization
    • OTA contract assessment and management
    • Forecasting & Comp-Set intelligence reporting
SMS lodging Marketing & Revenue management SMS lodging Marketing & Revenue management


Marketing Expenses – Pre-Opening and Current Operational

  • Comprehensive budget planning based on class and style of asset
  • Yearly budgeting and execution of existing asset budget
  • Strategy planning for planned asset repositioning
  • Brand and independent marketing planning

Talent and Recruitment

  • Management search/Hiring for asset leadership positions
  • Hiring and onboarding for assets
  • Sourcing and contracting for temporary/seasonal/outsourced labor
  • Training for all departments

Guest Experience

  • Training on-site operational team
  • Reputation management
  • Guest satisfaction survey


  • Employee benefits packages for owned and managed hotels
  • Training for H.R. teams of managed hotels
  • H.R. services review.

Information Technology

  • Current system review
  • Procurement of systems
  • Third-party management & regulatory requirement management (PCI, ADA, GDPR)
  • Managing through your preferred Digital Marketing partner
  • E-commerce and digital marketing
  • Website development and optimization
SMS lodging operations SMS lodging operations

Investment & Operational Financial Services

Investment Opportunities

  • Feasibility studies for new projects
  • Portfolio of investors engaged in current assets and available for investment in new assets
  • Experience in international destinations for investment
  • A diverse portfolio of assets under SMS Lodging including limited-service hotels owned, full-service hotels managed, consulting projects for underperforming assets and Assets purchased for Airbnb model use

Financial Reporting

  • Monthly statements
  • Profit and loss
  • Cash flow analysis and balance sheets
  • Income verification
  • General ledger reporting – ownership and investor

Payroll and Vendor Billing

  • Cash and credit processing
  • Payroll
  • Payroll tax reporting
SMS lodging Investment & Operational Financial Services SMS lodging Investment & Operational Financial Services

Specialized Services

Closed Project Management

  • Property management while the asset is closed during transition or up for sale
  • Security contracting
  • Sustainable maintenance contracting
  • I.T. support for needed functioning systems

Brand Transition Services

  • Support with sales/marketing/I.T. during the process of transition
  • Connectivity and website support pre-post transition
  • Sales connectivity and training for the on-site team for transition

Short and Mid Term length Management Contracts

  • Existing hotel with an immediate exit from brand needing management support
  • Project management for hotel renovations or construction remodels planning and oversight
  • Procurement services for hotel products, services, or labor
  • Planning services for hotel investment in an international destination
  • Financial
  • Procurement
  • Shipping regulations
  • H.R. regulations and hiring requirements
SMS lodging Specialized services SMS lodging Specialized services

Seamless Transitions Managed by Experts

Making a change often requires a leap of faith. We ensure a seamless transition that prioritizes each project’s needs, from evaluating current staff members to assessing rate positioning to optimizing digital assets. Our proven, hands-on approach ensures maximized profitability and efficiency. Our core expertise is recognizing ideal opportunities within the following types of
• Hotels with absentee owners
• Underperforming hotel assets
• Properties with owners where hotel management is outside their core competency
• Hotels for sale where cash flow optimization results in a higher sales price