1 · Today's context (Mon 5/11)

2 · Today's Schwab 898 fills · 10:47–10:51 AM ET

Theme: trimmed equities (MRVL/DAL/AFRM exits) · rotated into commodities (silver + nat gas) · added Boeing. Net cash out ~$461. AFRM exit closes Friday's only-executed reco. MRVL exit aligns with MIS deep-review flagging it REJECTED by VolPenalty=40 despite gains. DAL exit was on a RIDE in Friday's deep-review — taking profit, not following the engine.

3 · Fidelity context (new in workspace map)

Architecture note: Fidelity is separate from Schwab 898 (which is what MIS tracks). Not yet in the workspace architecture map. Decision pending: do we want these in workspace tracking, or kept off the books?

4 · Alex / gutters (in motion today)

• Vendor: Alex Betancourt · C & A Gutter Solutions of Mid-Florida · Leesburg FL · 407-663-9358
• Scope: 9312 fascia/soffit/Florida screen $1,359 · 9332 soffit/fascia $543 · total $1,902
• Paid today 11:34 AM: $400 Zelle deposit · noted as "from 9332 Deposit" in HSC Business expenses WhatsApp (clarify: bank screenshot shown was 9312 Sommerset 6651 $5,843.44 — typo or actually paid from a 9332 account?)
• Balance due on completion: $1,502
• Status: Alex said install may not be today — gathering materials. Want to do both homes in one day.

5 · HS Services site · lead-gen punch list

Repo zee78900/hookstreetservices-site · live at hookstreetservices.com. Currently 100% villa-focused, zero detail on consulting offerings. That's the lead-gen gap.

6 · 9312 + 9332 property data sheet

7 · Vendor / ops stack (both properties)

8 · Pricing diagnostic

Symptom: Both villas $459/night flat through May, ZERO bookings. June stepped down to $399 weekday / $429 Fri-Sat, also empty as far forward as visible.

Target (per MASTER_HANDOFF): $85–110K gross/property/year · $170–220K combined · $55–80K net.

Reality: at zero May bookings, current trajectory = $0 May revenue per property. Even at low end target ($85K/yr ÷ 12 = ~$7K/mo per property), May at zero is a $14K combined miss.

9 · Critical gaps before real pricing strategy

Ordered by impact:

1. Historical ADR + occupancy + RevPAR per month for both villas, last 12-24 months. Not in repo.
2. Booking-channel mix · Airbnb / Vrbo / direct / OVH legacy · net-of-fees take per channel
3. Comp set — 5-10 nearby 8BR ChampionsGate villas with current ADR + reviews
4. Cost basis per stay · cleaning charged vs paid to Luciana · pool/lawn/HOA/mortgage P&I + escrow
5. Property attributes not in repo · sq ft · exact BR/BA layout · game-room/theme-room inventory · hot-tub yes/no
6. Listing health metrics · review count · avg rating · photos count · Superhost · listing rank/visibility
7. Smart-pricing tool in use? PriceLabs / Wheelhouse / Airbnb Smart Pricing · current floor/ceiling
8. Minimum-stay rules + cancellation policy currently set
9. Why zero May bookings — calendar blocked? price? listing buried? photos/reviews?
10. OVH / Camille role today — terminated co-host or still managing some functions?

10 · Jewish holiday calendar · 2026 STR pricing relevance

Operational rules (Sam to refine): arrival 1–2 days before YT for kasher + groceries + cooking · departure morning after final YT day · YT-into-Shabbos = 3-day no-electronics block (premium + extended stay) · day-of-week of YT shifts travel demand into surrounding weekdays.

Implication for calendar: September has THREE consecutive 3-day premium blocks (RH / Sukkos / Shemini Atzeres) plus chol hamoed week between Sukkos days. That's a 4-week premium window with 5-night-min capability. Current calendar shows $459 flat through end of June — need to surface September pricing strategy soon.

11 · Open loops (Mon 5/11 bench)

12 · Excel cadence test — your homework

Smallest first step (no migration commitment):

1. In Google Sheets: Monthly Obligations v1 · File → Download → Microsoft Excel (.xlsx)
2. Same for Monthly Obligations v2
3. Open both side-by-side in desktop Excel
4. Install Claude for Excel add-in: Insert → Add-ins → search "Claude"
5. Prompt: "Compare these two Obligations sheets. What's duplicated, what's unique, what's the cleanest unified structure for a single canonical Obligations table?"
6. If consolidation insight is worth the friction: stay in Excel for that one file. Apps Script keeps firing emails from source-of-truth v1 in Sheets.

Hard stop: don't migrate MIS, BOS triggers, or CM scripts. Apps Script doesn't port. The migration is only about consolidation/architecture work, not killing the existing system.

13 · Codex prompt scaffold (for deep-archive sweep)

Paste-ready for a longer-running Codex / Claude session when you want focused archive dig:

FOCUS: 9312 + 9332 Sommerset Hills Drive, Davenport FL (ChampionsGate)
GOAL: Build a complete pricing + listing strategy for both Airbnb properties using
all available historical context. Owner is Sam Treitel (sam@hookstreetcapital.com).

REPOS allowed:
- zee78900/hookstreet-workspace (primary)
- zee78900/hookstreet-bos-sheets
- zee78900/hookstreet-business-os
- zee78900/hookstreet-skills

LOCAL FOLDERS to dig (if available):
- C:\Users\ztrei\OneDrive\2. Hook Street\05. 2026 BH\
- C:\Users\ztrei\OneDrive\2. Hook Street\04. 2025 BH\
- C:\Users\ztrei\OneDrive\2. Hook Street\03. 2024 BH\
(2024 + 2025 BH folders likely contain prior STR ops history,
booking exports, expense breakdowns, vendor communications)

STARTING CONTEXT (read first):
- HOOKSTREET_MASTER_HANDOFF.md § Lane A
- docs/WORKSPACE_AUDIT.md
- STR-Operations/ folder (currently only has 9332 payment receipts + ChampionsGate HOA)
- This briefing: outputs/2026-05-11_13-15_briefing_monday-context-airbnb-hs-services.html

GITHUB ISSUES to scan:
- zee78900/hookstreet-workspace (any STR/Airbnb/HOA labels)
- zee78900/mis (not directly relevant unless backtest tooling applies)

TASKS:
1. Find historical Airbnb booking data (CSV exports, screenshots, calendar dumps)
   for both villas, ideally 12-24 months back.
2. Reconstruct ADR + occupancy + RevPAR per month if data exists.
3. Find any prior co-host arrangement (OVH / One Vacation Home / Camille / Edney)
   and document what services they ran + what got unwound + when.
4. Identify the comp set: 5-10 nearby 8BR ChampionsGate villas. Pull their current
   nightly rates from Airbnb (no scraping ToS violations; just visible-listing data).
5. Read all 2024 + 2025 BH folder content for STR-related budgets, P&L, or strategy.
6. Build a pricing recommendation by month for May 2026 → April 2027 covering:
   - Off-peak weekdays / weekends
   - Memorial Day / July 4 / Labor Day / Thanksgiving / Christmas-NYE peaks
   - Spring Break
   - 8 specific Jewish holiday windows (per holiday calendar in source briefing)
7. Recommend Smart Pricing setup (PriceLabs, Wheelhouse, or Airbnb native) with
   floors/ceilings per season.
8. Flag every photo / description / amenities / review fix needed before pricing
   moves are likely to land bookings.

OUTPUT: single comprehensive document, all sections numbered, with file paths cited
for every claim. Goal is a strategy Sam can hand to Mildred (his VA) for execution
without needing further interpretation.

CONSTRAINTS:
- Respect Shabbos/Yom Tov: no work commits between Fri sundown and Sat night,
  or on any of the 8 YT day-blocks listed in the source briefing.
- Don't fabricate. If data doesn't exist, flag the gap.
- Don't propose Airbnb tooling that costs more than $50/mo without flagging it.

14 · Drafts currently sitting (from Sun 5/10 evening, do not lose)

1. Re: Weekly Wrap-Up to Mildred · road-summary of Camille / smart devices / Alex / Eden / tracker / sit-down framing
2. Architecture Map briefing (Sun) · sheets / scripts / clasp IDs / outputs / inbox · timestamps stale by 1 day
3. Session 30 Recap (Sun) · 9 production fixes + MIS deep-review findings + PWA runbook · timestamps stale by 1 day

15 · What I still need from you

1. HOA decision Thu 5/14: opt into e-voting (Path C) or run? — needs your call this week
2. Confirm pricing move on 5/20-5/25 window — bump to $599-699 with 5-night min? Or you want a different number?
3. Jewish holiday teaching — when you're not driving, walk me through the day-of-week mechanics + per-holiday arrival/departure rules so I can encode them properly
4. 9 Airbnb gaps from §9 — even partial answers (especially ADR history + comp set + photo count) unlock the real pricing strategy
5. Fidelity $8,711 pending — what is it?
6. 9312 vs 9332 deposit source — Alex $400 came from which account actually?