Boutique Hotel & Homestay Startup Kit: Small Hotel Startup Workbook
Full description
This kit is for people opening a small hotel, guesthouse, boutique property or homestay with 5 to 30 rooms. You may be an owner-manager, a first-time operator or a manager hired to launch a property. The workbook answers the money questions: what will it cost, what rate and occupancy do you need, and when does cash turn positive. The Word files give you the daily procedures and guest-facing text so the first guests meet a working operation.
Save with a bundle: this template is also in the Alternative Lodging Bundle, 10 templates for $29 instead of $74. All 141 templates are in the All-Access Hospitality Template Library for $79.
All sample figures are illustrative. You replace them with your own quotes, rates and local costs.
What is inside
- Startup_Workbook.xlsx: 10 tabs and 1,261 formulas, with 4 native charts on the Dashboard. Tabs: Start Here, Dashboard, Inputs, Startup Budget (41 sample lines), Pricing (room types, rates, monthly occupancy), Staffing (11 sample roles), Year 1 P&L (12 months with cash), Break-even, Launch Checklist (48 dated tasks), Suppliers (33 categories).
- Operations_SOP_Starter.docx: 25 SOPs in one format (purpose, tools and records, steps, standards, escalation), 31 pages. Areas: front office (8), housekeeping (5), breakfast (3), guest care (4), safety and security (5).
- Guest_Materials.docx: 14 pages in 6 parts: welcome guide, house rules, listing description templates, review responses, check-in instructions and messages, notices and signs. 36 copy-and-edit text boxes.
- Checklists.docx and Checklists.pdf: 16 checklists, 16 printable pages (opening week, front desk shifts, check-in, check-out, room cleaning, inspection, breakfast, safety walk, cash close, fire drill, complaint record).
- README.txt and LICENSE-and-Terms.txt.
How it works
- Open Startup_Workbook.xlsx and read Start Here.
- Enter your room types, rates and opening date on Pricing and Inputs.
- Replace sample costs on Startup Budget and Staffing with your quotes.
- Read the Dashboard for start-up cost, funding gap, occupancy, break-even and cash.
- Edit the SOPs, guest materials and checklists: replace the [square bracket] fields, print or share.
Details
- Formats: XLSX, DOCX, PDF. English only. A4 layout, metric units.
- Software: Excel 2016 or later, or a compatible spreadsheet app. Word or a compatible editor. Any PDF reader.
- Currency is an editable input and has no symbol. Dates move when you change the opening date.
- Digital download. No physical item is shipped.
Good to know
- Sample data is illustrative, not a benchmark.
- Tax, licences, wages, insurance and fire rules vary by location. Each is an editable input marked "Verify local requirements".
- This is a planning and training tool, not legal, tax or financial advice.
- Single-user license. Do not redistribute.
FAQ
Do I need Excel? Excel 2016 or later is the tested option. The workbook uses standard formulas and should open in other spreadsheet apps.
Does it work in Google Sheets? You can upload it and the formulas should calculate. Charts and some formatting may look different. Check the Dashboard after upload.
Can I edit everything? Yes. The files are not locked. Blue cells are inputs.
Is it a physical product? No. You download the files after purchase. Because they are digital, please read the description before buying.
Who is it for? Owners and managers of properties with 5 to 30 rooms, including homestays and guesthouses. It is not a plan for a large hotel with several departments.
Does it include my local rules? No. It gives you the places to enter them.