⭐VIP Buckhorn Saloon — June 15 · 6:30–9:30 PM · 150+ RSVPs confirmed (at goal — pause promotion). 318 E Houston St.
🎯Paul Wood (Pyramid) confirmed dropping by the booth. Goal: convert stop-by to committed meeting with Stephen German + Pritesh Patel.
⚠️Scott Barker (Sage) — email bounced, fix in Salesforce before Monday
📈Market: Q1 RevPAR +8.7% · GOP 41.8% · H2 forecast -4.2% vs budget · Pricing problem, not demand
Confirmed Meetings — June 16
Walk-Up Prep — One Tap
Confirmed Meetings
4
All June 16
Contacts on Roster
20+
9 companies
ARR at Risk
$803K
Pyramid Global
Expansion TAM
$397K+
Marriott whitespace
Your Edge
"I didn't just sell this — I ran it. I know what 3am looks like and what a bad labor report costs the next morning."
25 years luxury ops — Ritz, Fairmont, Hyatt, IHG, Marriott. Hotel Manager at The Newbury Boston. Lead every conversation from operations first, technology second. No one else at Booth 1238 can say that.
Quick Access — Actabl Team at HITEC
AA
Andrew Arthurs
Actabl · Sales
Brief
JM
Josiah Mackenzie
VP Marketing · Attending Noble House meeting
Brief
SM
Steven Moore
CEO · Actabl
Brief
LH
Lisa Honaker
VP Account Management · Kevin's VP
Brief
TW
Tim Work
Sr. Director AM · Kevin's Direct Manager
Brief
Confirmed — June 16, 2026 · Booth 1238
10:20 Tbl C
Sage Hospitality
Jeff Parker + team · 10:20–10:40
Confirmed
⌄
PSHEAlice
Attendees
🎯 Conversation Focus
Doc Objective (Col M)
OPs Cross-sell
Kevin's Priority
Transcendent #1 priority — all Sage hotels. Alice for non-branded hotels (Independent Collection).
Who Actually Attended? Tap to check/uncheck
🧊 Ice Breaker
Natural — not salesy
Jeff, Daniel del Olmo just gave a quote in the press about the ProfitSword–Craftable integration: "It's given us a new level of visibility into operations and financials." You're literally referenced in a press release for your CEO's company — that's your opening. "Did you see that Daniel quoted the Craftable integration? I thought that was a great signal of where Sage's head is at."
Open With This
After the icebreaker
"Jeff — you've been in property tech long enough to see every vendor promise the moon. I want to skip the pitch. Where is the actual friction right now — the thing your team still solves manually that shouldn't be?"
Whitespace
Transcendent
Marriott-flagged Sage properties — zero on TR today. Confirm count with Jeff.
New Rev
HE Premier
RevSync for independent portfolio — Todd Marzano angle
Upgrade
PS Premier
Digital Night Audit + Premium API — Matt Schwartz CTO angle
Upgrade
"New CEO — priorities are changing"
Response
"New leadership creates re-evaluation cycles. I'd rather be the platform that survives the review than get caught off-guard. What's changing under Daniel?"
Value Proposition for Sage
Tie to del Olmo's mission
"Daniel del Olmo said connection is the real currency of hospitality. Actabl makes that connection visible in data — your labor performance, your financial results, and your guest ops workflow all talking to each other for the first time. And the Craftable integration he publicly praised? That is the financial-to-operations connection made real."
ROI Context for Sage
HE across 60+ Sage properties: 5% labor cost reduction = $3M+ annually at Sage's scale
PS Premier Digital Night Audit: 3–5 hours returned to finance teams daily per property — across 60 properties that is a full FTE equivalent
Transcendent on Marriott-flagged Sage properties: GXP brand standard compliance — the cost of non-compliance exceeds the platform cost
HotelData Context for Sage
Independent segment tracking -0.2pp vs market in H2 2026. Todd Marzano's independent portfolio is the angle: "Your compset is underperforming the branded segment right now — HotelData.com shows you exactly where the gap is."
H2 forecast: RevPAR -4.2% vs budget. Frame: "The operators who navigate H2 without real-time labor intelligence are flying blind. That's the conversation we need to have before August."
Notes
12:00 Tbl C
Davidson (1 of 2)
Joe Eberhart + Matthew Bright · 12:00–12:40
BI/Strategy
⌄
PSHEAliceTR
⚡Kevin + Pritesh attending. Separate from Chris Richardson (1:20) — don't conflate verticals.
Attendees
🎯 Conversation Focus
Doc Objective (Col M)
LA Upsell
Kevin's Priority
HE Labor Analytics expansion — 43 Marriott-flagged Davidson properties. Joe Eberhart / Matthew Bright angle.
Who Actually Attended? Tap to check/uncheck
🧊 Ice Breaker
For Harris White at Buckhorn — use this one
Harris was Sage's CFO from 2011–2019 before joining Davidson. He knows Jeff Parker personally. "Harris — I just came from the Sage booth. Small world — I know you built a lot of the finance and tech infrastructure there. What's different about doing that job at Davidson's scale versus what you built at Sage?"
For Joe Eberhart — use this one
Davidson just launched a luxury division and announced European expansion. "Joe — I saw Davidson is moving into luxury and looking at Europe. That's a meaningful strategic pivot. How does the performance intelligence story change when you start managing properties you're defining rather than properties with a brand book?"
Open With This
After the icebreaker
"With Nautic Partners in the picture and Jason Reader driving the COO agenda, the pressure on performance visibility must be at a different level. How has the data conversation changed at Davidson in the last 12 months?"
"Budget is locked for 2026"
Response
"We're building Q1 2027, not 2026. That conversation starts now — with Jason Reader in the room."
"Tech stack under review post-Nautic"
Response
"PE operators need faster performance visibility, not slower. The review is the reason to move, not wait."
Value Proposition for Davidson
Tie to Nautic + luxury push
"Nautic Partners brought Davidson into a new chapter — and PE ownership means one thing above everything: performance visibility. Actabl gives your ownership group a real-time financial picture across 86 properties, your GMs labor intelligence tied directly to RevPAR, and your engineering teams an asset management platform that supports brand compliance as you push into luxury. That is the infrastructure for the next stage of Davidson."
ROI Context for Davidson
HE across 86 Davidson properties: 1% labor improvement = $2M+ annually at Davidson's revenue scale
Transcendent on 43 Marriott-flagged properties: zero TR today = $397K+ ARR opportunity plus brand compliance value
PS Premier + DaaS for Nautic: owner-ready portfolio reporting without building a data team
AI Asset Setup for new property onboarding: 3 new properties in 2026 alone — setup in days, not weeks
HotelData Context for Davidson
Upper Upscale Q1: GOP +3pp YoY. "Is Davidson capturing that improvement, or is the variance hidden in your current reporting?"
H2 2026: RevPAR -4.2% vs budget. Pricing problem, not demand collapse. HE RevSync connects labor planning to RevPAR in real time — your GMs adjust before the gap widens.
Notes
1:20 Tbl B
Davidson (2 of 2)
Chris Richardson · VP Engineering · 1:20–1:40
TR/AI Asset
⌄
AliceTranscendent
Attendees
🎯 Conversation Focus
Doc Objective (Col M)
OPs Expansion
Kevin's Priority
Transcendent expansion at Davidson full-service/upper-upscale Marriott hotels. 43-property TAM. Chris Richardson is the decision-maker — push for commitment.
Who Actually Attended? Tap to check/uncheck
🧊 Ice Breaker
Natural opener — engineering to engineering
Davidson just took on the Cadillac Hotel, Homestead Midway, and The Valorian in 2026. "Chris — you've got three new properties in the portfolio this year. I always wonder what that asset setup process actually looks like on the engineering side for a management company your size. Walk me through what that first 30 days actually looks like for your team."
Open With This
After the icebreaker
"You're running 85+ properties. When a new one comes in — how long does your engineering team spend building the asset database from scratch? And how accurate is it six months later?"
"GXP reliability — we've heard it doesn't always work"
Response
"2026 new builds are clean — I'll be direct about what happened in 2025 and why it's resolved. New properties going live today have a clean setup."
Value Proposition for Chris Richardson
Engineering-first frame
"You are onboarding new properties manually right now — asset databases built from scratch, PM schedules entered by hand, compliance documentation maintained in spreadsheets. AI Asset Setup changes that completely. Your engineer takes a photo of a nameplate, the AI reads it, creates the full asset record and PM schedule automatically. For Davidson's pace of growth — three new properties in 2026 alone — that is not a nice-to-have."
ROI Context for Chris
AI Asset Setup: new property database from weeks to days — $50–100K engineering labor savings per new build
Preventive maintenance compliance: 15–20% extension of asset useful life when PM runs on schedule — deferred CapEx across 86 properties is significant
43 Marriott-flagged properties: GXP integration = brand standard compliance. Cost of a failed brand inspection > cost of Transcendent
Alice-TR two-way: guest complaint to work order to asset record automatically — zero manual handoff between guest services and engineering
Notes
3:00 Tbl D
Noble House Hotels
Steven Marais · VP Rooms · +Josiah · 3:00–3:20
+Josiah
⌄
PSHEAlice ✓
⚡Josiah Mackenzie (VP Marketing, Actabl) attending. High-visibility. Alice already live — don't re-pitch it. James Colee is the new CEO — next-gen family leadership.
Attendees
🎯 Conversation Focus
Doc Objective (Col M)
OP Upsell
Kevin's Priority
Alice deeper expansion — already live. James Colee is new CEO. Angle: $100M Paradise Valley new build (fall 2027) as Transcendent opportunity.
Who Actually Attended? Tap to check/uncheck
🧊 Ice Breaker
They just refreshed their entire brand — use it
Noble House just completed a brand refresh in Aug 2025 — new logo, new website, next-gen Colee family leadership. James Colee is now CEO. "Steven — the new Noble House brand identity is really compelling. 'Growth has never been about scale for the sake of scale' — that's a pretty distinct positioning for a management company in 2026. How is that philosophy showing up in how you approach ops technology?"
Open With This
After the icebreaker
"You're running rooms across 29 properties that each have their own personality and no brand playbook. That's a fundamentally different challenge. What does labor consistency actually look like for you when every hotel has a different DNA?"
Value Proposition
Say this
"Alice is how your hotel talks to itself. A guest makes a request — it routes to the right team member in real time, they complete it, the guest sees the status, and the data feeds back to your labor management system automatically. That full loop — guest to staff to completion to learning — happens in one platform. No radio calls. No text chains. No missed requests."
ROI
#1 Best Concierge Software and #1 Best Housekeeping Software — HotelTechAwards 2022
Housekeeping ROI: room turn time reduction of 15–20% documented at properties using Alice Housekeeping — faster turns = more sellable rooms per day
Guest messaging: reduces front desk call volume by 25–40% at full adoption — front desk handles guests who need human interaction, not requests that can be texted
CleanSync: for customers with both Alice + HE, housekeeping data flows to labor intelligence automatically — eliminates 30–45 min/day manual feed per property
"Alice + Transcendent together means a guest complaint creates a work order that creates an asset record automatically. That loop took three systems before. Now it takes one."
"We already have Alice"
Response
"Exactly — so this isn't about Alice. Are your housekeeping updates flowing to your labor management system via CleanSync? If not, you're leaving labor intelligence on the table."
Value Proposition for Noble House
Independent luxury frame
"Noble House's whole identity is that every property is distinct — growth has never been about scale for scale's sake. Your labor intelligence needs to be as flexible as your portfolio. HE gives each property its own standard built from actual performance data, not a brand average. Alice is already running your operations. CleanSync connects Alice to HE so your housekeeping data becomes labor intelligence automatically — and with eight new builds in the pipeline, AI Asset Setup means your engineering team isn't spending weeks on setup for Paradise Valley."
ROI Context for Noble House
HE for independent luxury: labor typically 38–42% of revenue. 3% improvement on a $15M property = $450K–$600K annually
CleanSync (Alice already active): eliminates 30–45 min/property/day of manual housekeeping data feed — zero incremental cost
AI Asset Setup for Paradise Valley ($100M new build, fall 2027): engineering database in days — $75–100K+ in setup labor savings on a single new build
HotelData Context for Noble House
Independent segment H2 2026: -0.2pp vs market. "Every one of your properties is competing in the segment that is underperforming right now. HotelData.com gives you the actual independent luxury compset — not a brand average."
Q1 GOP +4pp industry-wide. Frame for Steven: "Is Noble House capturing that improvement? HE makes sure labor is not eroding the margin gain."
ProfitSword renewal — Enhanced API, Digital Night Audit, StrCast, ProfitPlan in scope. Shannon Wade is day-to-day contact. Martin Hanson (CIO) context is INTERNAL ONLY — never surface externally.
Who Actually Attended? Tap to check/uncheck
Key Context
250+ hotel portfolio — AutoCamp and Common House club properties coming on board
Sam Grabush (COO) is personal contact from Highgate/Newbury days — separate champion track
13-hotel expansion in play alongside the renewal
Notes
11:00 Thu 6/18
HHM Hotels
Luke Stackow + Jordan Godby • Table B (6)
BI Upsell/Renewal
⌄
Open With
"Luke — Jeremiah Galvin has been a champion for getting us to this conversation. I know you are focused on the eCommerce side — what I want to show you today connects marketing data directly to financial performance in a way that makes your attribution story much cleaner to ownership."
Value Proposition for HHM
Tie to Jeremiah Galvin's financial visibility mandate
"HHM runs a complex portfolio across multiple ownership structures. ProfitSword gives your finance team a unified view of actual performance across every property — and with Shawn Tuli as signer, the story has to be about security, reliability, and integration, not features. ProfitSword Premier delivers that."
ROI Context for HHM
PS Premier Digital Night Audit: nightly audit automated — finance team gets hours back every night at every property
HotelData.com compset: benchmark visibility across HHM's mix of full-service and select-service flags
GUARDRAIL: Never quote specific ARR figures — hotel mix has changed. Never reference Folio or Maidbot with Shawn Tuli. Daniel McMann is always the hero on any TR or HE slides.
Key Context
Jeremiah Galvin (EVP/CFO) is your champion — personal contact since 2019 at Highgate. He set this up.
Shawn Tuli (CIO) is the signer. Tech/security buyer, not a business buyer.
Luke Stackow is Senior Manager, eCommerce — marketing/revenue lens. Connect what you show him to eCommerce attribution and ownership reporting.
Echelon portfolio angle: Confirm if Luke's scope includes the Echelon portfolio — if so, frame BI and ownership reporting to the portfolio lens, not just individual property ops.
For HE expansion Greenlight handovers: include Jake Paugh (jake.paugh@hhmhotels.com) alongside Daniel McMann.
Attendees
🎯 Conversation Focus
Doc Objective (Col M)
BI Upsell/Renewal
Kevin's Priority
BI renewal + Premier bundle upsell. $507K opportunity. Champion: Jeremiah Galvin (EVP/CFO). Signer: Shawn Tuli (CIO). Never reference Folio/Maidbot. Never show HE adoption gap numbers.
Who Actually Attended? Tap to check/uncheck
Notes
12:00 Wed 6/17
Davidson Hospitality Group
Chris Richardson + Megan • Table D (4)
OPs Expansion
⌄
📌This is your SECOND meeting with Chris Richardson — Tuesday 1:20pm was the intro. Wednesday 12:00pm is the deeper technical conversation. Pick up where Tuesday left off.
Open With (continuation frame)
"Chris — from Tuesday: you had questions about the GXP integration reliability and the AI Asset Setup rollout timeline for new properties. I want to address both of those directly today and then show you what the actual onboarding flow looks like for your first Davidson property."
Value Proposition for Chris (Day 2)
Go deeper on the engineering story
"Tuesday was the overview. Today is the specifics. For 43 Marriott-flagged properties, Transcendent is not optional — it is the brand standard. What we need to figure out together is the rollout sequence, the AI Asset Setup deployment plan, and how Alice feeds Transcendent automatically so your engineering team is not managing two systems."
ROI Numbers to Hit Today
AI Asset Setup: first property database in days, not weeks — $50-100K engineering labor savings per new build
GXP integration: for Marriott-managed Davidson properties, cost of brand standard violation > cost of Transcendent
Alice → TR two-way: guest complaint becomes work order becomes asset record automatically — zero manual handoff
GUARDRAIL: GXP reliability is not a close mechanism until Lisa Honaker confirms all-clear.
Attendees
🎯 Conversation Focus
Doc Objective (Col M)
OPs Expansion (follow-up)
Kevin's Priority
Continue Transcendent expansion at full-service/upper-upscale Marriott hotels. Second session with Chris — move from interest to commitment.
Who Actually Attended?
Notes
Walk-Up Prep
Ad Hoc Meetings — Started on Floor
💡Tap Brief to open full contact card. Tap +Mtg to add to a booked meeting. ⭐ = VIP Buckhorn confirmed.
Davidson Hospitality 2 Meetings Jun 16
PSHEAliceTR CSM: Diana Osuna
Sage Hospitality Meeting 10:20
PSHEAlice CSM: Diana Osuna
⚠ Scott Barker email bounced — fix in Salesforce
Noble House Hotels Meeting 3:00
PSHEAlice✓ CSM: Diana Osuna
Pyramid Global At Risk $803K
PSHEAlice CSM: Collier Mathis
💡 Brian Berry + Paul Wood cross-registered from HSMAI — seek them out
Schulte Hospitality
PSHE CSM: Jordan Godby
⚠ Martin Hanson CIO context = internal only
HHM Hotels
PSHEAliceTR CSM: Jordan Godby
Atrium Hospitality $1.8M Whitespace
PSHEAliceTR CSM: Corey Lens
Contact titles unknown from tracker — approach all as potential champions
Waterford Hotel Group Sep Renewal
PS CSM: Natalie Villamar
Sandpiper Hospitality $1.3M Gap
PS CSM: Natalie Villamar
AD1 Global
PSHE CSM: Natalie Villamar
Texas Western Hospitality
PSHE CSM: Natalie Villamar
Floor Targets — Walk-Up Opportunity
Heritage Hotels & Resorts
Not in current book — relationship building. Independent luxury portfolio.
McKibbon Hospitality
⚠ McKibbon = named Quore key client. Transcendent + Alice displacement opportunity.
LBA Hospitality
⚠ LBA has used Quore since 2017 for PM. Transcendent displacement play. Glassdoor: 3.4/5 — staffing issues flagged. HE opportunity.
StepStone Hospitality
⭐VIP confirmed attendees at HITEC. Buckhorn Saloon tonight 6:30–9:30 PM · 318 E Houston St.
VIP Event Strategy
Harris White (Davidson CFO) — Sage CFO 2011-2019. Bridge: Transcendent investment case from CFO lens. Sets up Richardson meetings.
Matt Schwartz (Sage CTO) — If Jeff Parker was warm today, confirm Transcendent appetite at CTO level.
Martin Hanson (Schulte CIO) — Brief warm touch. Handle carefully. Never surface CIO context externally.
Paul Wood (Pyramid) — Goal: lock in meeting with Stephen German + Pritesh Patel before conference ends.
VIP Notes
Tap any account for full brief — one tap away
⚡One kill line per competitor. Tap to expand full context. These are floor conversations, not decks.
Alice Competitors
SynergyMMS Tier 1⌄
They Claim
Cloud ops + maintenance + housekeeping. ~$1.50/room/mo, no annual contract.
Gap
Isolated. No labor intelligence loop, no asset management bridge, no guest request connection.
"SynergyMMS handles work orders in a silo. Alice handles your entire guest ops workflow and feeds Transcendent asset records automatically."
Enterprise brand legacy (Marriott, Hilton, IHG). Deep task management pedigree.
Gap
Standalone — no Transcendent bridge, no HE CleanSync, no asset management loop.
"Knowcross manages tasks. When that task creates a work order that becomes an asset record in preventive maintenance — that's Alice + Transcendent. One flow, zero handoff."
"Quore is great for internal checklists. If your guest makes a request, sees a status update, and it feeds your engineering work order — that's Alice. Quore doesn't close that loop."
"If your whole portfolio is on Opera Cloud, Amadeus is worth a look. Mixed PMS — and most management companies have it — you need PMS-agnostic ops. That's Alice."
Kipsu Schulte Risk⌄
Intel
Won GM advisory evaluations at Schulte. Guest messaging focus only.
Kipsu Exceed FCX New — Watch Closely⌄
What It Is
Kipsu's back-of-house add-on connecting their "Engage FCX" (guest messaging) with "Exceed FCX" (maintenance/engineering). Positions as: guest maintenance request → PM task → resolution — all in Kipsu ecosystem.
Why It's Dangerous
Enticing for existing Kipsu customers (many in upper-upscale/full-service). Low switching cost perception. Marketed as simple add-on. Seen as Quore + Alice + Transcendent in one click for current Kipsu users.
Weakness
Kipsu is fundamentally a guest messaging company. Exceed FCX is a lightweight workflow tool — NOT a full asset management platform. No AI, no CapEx, no GXP, no Drill Down Dashboards, no PM lifecycle management.
Target Accounts
Most dangerous at: Schulte (Kipsu wins on evaluations), any account currently on Kipsu for messaging but not on Alice or Transcendent.
"Kipsu Exceed is a guest messaging company adding a maintenance ticketing module. Transcendent is a hotel-specific asset management platform with AI setup, CapEx planning, GXP integration, and ownership dashboards. Ask them: do you want to track maintenance requests or actually manage your asset lifecycle? Those are different products."
"Kipsu Exceed handles our maintenance and we already have Kipsu"
Response
"Great — what does your PM compliance report look like? What does your CapEx planning workflow look like? Who generates the ownership report for asset health? Exceed doesn't answer those questions. Transcendent does."
Counter
Messaging tool vs. full ops platform. No housekeeping, no maintenance, no asset management.
"Kipsu does guest messaging. Alice does messaging, housekeeping, service delivery, and connects to engineering. Those aren't the same product."
Inn-Flow (+ Lilo) Watch⌄
Intel
Acquired Lilo (procurement ~$1M ARR). Actabl evaluated Lilo and passed. Expanding scope.
Counter
Two stitched-together acquisitions vs. Actabl's built-to-integrate suite.
"Inn-Flow + Lilo is two acquisitions calling themselves a platform. Actabl was built to work together from day one."
1,000+ early customers. PMS-native — only works if hotel is on Mews PMS. No mixed-PMS support.
Counter
Most management companies have mixed PMS. PMS-native BI = unusable for most of your book.
"If your whole portfolio is on Mews, maybe. Mixed PMS — which you have — you need PMS-agnostic BI. That's ProfitSword."
Duetto Different Category⌄
Distinction
RMS = rate decisions. ProfitSword = financial BI. Complementary. Michael Schaffner named CSO 2026.
Reframe
Complementary, not competitive. One without the other is half the picture.
"Duetto helps you make the rate decision. ProfitSword shows you whether it made money. You need both."
Amaze Insights Watch — Atrium⌄
Intel
Startup. ProfitPace competitor. Flagged at Atrium specifically. Unproven at scale.
Counter
350+ integrations, 5,000-hotel benchmark network, 20+ years. Not replicable by any startup.
"We're the only BI platform where your compset benchmark is built into the product. That took 20 years to build."
Otelier / OTA Insight Watch — Stonebridge⌄
"Otelier gives you revenue analytics. ProfitSword gives you financial intelligence across every revenue center — rooms, F&B, meetings, the full P&L."
Transcendent Competitors
Maintenance Connection / Accruent Tier 1⌄
Strength
Enterprise CMMS pedigree. Healthcare and facilities. Broad generic feature set.
Gap
Generic CMMS — not hotel-first. No AI Asset Setup, no GXP integration, no Alice two-way.
"Maintenance Connection manages facilities. When your housekeeper marks a room clean, that should link to asset records and PM. Generic CMMS doesn't do that."
Quore (Maintenance) / CapEx.io Tier 2⌄
"Quore tracks tasks. CapEx.io tracks capital. Transcendent manages the full asset lifecycle — preventive maintenance, AI setup, CapEx planning, and ownership reporting. One platform."
Service Orders + Housekeeping in one. Deep Opera Cloud integration. 6-8 week implementation. 24/7 support included. Charges $1.70/room/yr for data retention >18 months.
Gap
Operations-only. No CapEx/PM asset lifecycle, no AI Asset Setup, no Alice two-way workflow, no ownership reporting layer. Amadeus backs it but it's a division, not a hospitality-first company.
"HotSOS handles service orders. When a guest request creates a work order that becomes a preventive maintenance record tied to an asset with a $50K replacement value — that's Transcendent + Alice. HotSOS stops at the ticket."
Key Clients
Hyatt, Loews, Marriott, Interstate
Pricing
Monthly per-room or per-user. Min 100 rooms for per-room pricing. 10% bundle discount.
Corrective tickets in Alice → automatic Transcendent work orders. Zero manual handoff.
Room status (dirty/clean/inspected) shared via webhook — front desk always has current state.
CleanSync — Alice HK data flows to HE labor intelligence. Most underused feature in the portfolio.
"Alice runs the request. Transcendent runs the asset. When they talk to each other, your hotel runs itself."
GXP — Marriott Properties Only
2026 new builds: Fix applied. Clean setup for all new Marriott implementations.
2025 historical: GXP-side cleanup required from Marriott — not an Actabl issue. Manage expectations.
Do NOT use GXP reliability as a close mechanism until Lisa Honaker confirms all-clear.
Troubleshoot: Does Marsha code in TR match Marriott's system? If GXP never worked — confirm with Implementations it was configured, not just connected.
AI Asset Setup
Engineer snaps photo → AI reads nameplate → asset record + PM schedule created. Live H1 2026.
Cuts new property setup from weeks to days. Zero manual entry.
"Your team spends hours entering what a camera reads in 3 seconds. That's not an ops problem — it's a software problem. We fixed it."
"Does it talk to your guest services platform? A guest complaint → work order → asset record in one flow. Most systems break that chain."
"Alice and Transcendent seem redundant"
Response
"Alice is guest-facing ops. Transcendent is asset-facing. They share data, not function. Think: front-of-house and engineering speaking the same language for the first time."
✨Lead with outcomes, not buzzwords. Show one real thing. AI Insights is in BETA launching June 15 — today at HITEC.
What Is Live at HITEC 2026
AI Asset Setup (Transcendent) — Engineer photos nameplate on mobile, AI reads it and creates full asset record + PM schedule automatically. Launched H1 2026. Zero manual entry. New property setup goes from weeks to days.
AI-Powered Forecasting (ProfitSword) — Forecasting model trained on 5,000+ hotels via HotelData.com dataset. Anomaly detection, automated variance flagging, demand-driven labor recommendations.
AI Insights (Hotel Effectiveness) — BETA June 1, Phase 1 release June 15 — AI-generated daily labor recommendations delivered to GMs inside the Daily Labor Check-In + morning email digest. 6 categories: Punch Exception Detection, Actual vs Plan Variance, Overtime Risk, Housekeeping MPR Variance, Data Quality, Forecast Accuracy. Managers get top 3-5 actions each morning without digging through reports. Above-property leaders get a portfolio digest email showing which properties need attention.
Actabl Insights (General) — Proactive monitoring and accountability system. Closes gap between labor planning and execution. Prioritized insights delivered to on-property managers.
Alice Digital Itineraries — Launched early 2026. Simplifies management of guest schedules, promotes sustainable practices (paperless).
Alice Ticket Dispatch V1 — Active on roadmap. Addresses notification gaps and inefficient escalations for all Alice customers.
AI Insights Deep Dive (HE) — Customer-Safe Talking Points
"AI Insights turns labor data into immediate action — OT risk, data quality, housekeeping variance, and more — without digging through reports."
"Built-in guidance helps less-experienced managers make stronger labor decisions and drive more consistent cost control."
"Surfaces missing punches, OT risk, scheduling overages, and data errors early — with clear evidence and recommended actions."
"Best with full portfolio coverage — benchmarking and outlier detection work best when every property is in the system."
⚠ DO NOT say to customers (internal only)
Pricing TBD — do not quote. AI vendor is Vivi (say "large language model" externally). Delivery time SLA is still being optimized (do not commit to 9am). Union property roadmap TBD. Mobile delivery not in Phase 1.
Josiah's Official Framework — Use This
📋Goal of every HITEC AI conversation: start an AI discovery process. Not sell a product. Start a process.
1. The Problems (set the stakes)
"Hotel profits are still about 20% below 2019 levels and expected to keep falling through 2027. AI is promising performance — but the market is splitting. Some operators are using AI to deliver real results and that advantage compounds. The longer you wait, the harder they are to catch."
2. How Actabl AI solves it (the core pitch)
"We believe AI can fundamentally raise your profitability floor. Actabl works for you on every level: Data that unlocks AI potential — 400+ integrations and our patented normalization process brings every system into one place. AI in the products you already use — AI Asset Setup in Transcendent, AI Insights in Hotel Effectiveness. Trusted answers today — Actabl Altitude lets you ask about any hotel or your whole portfolio and get an accurate answer in seconds with sources shown. And AI engineering talent — our forward-deployed engineers build custom advantage on your normalized data."
3. Why Actabl (the differentiators)
"Bringing data together is table stakes. Doing it well enough to earn a US patent is not. Our normalization approach is the industry's only patented one — that is the foundation you can trust. We build guardrails and workflows that keep AI working for you: costs that do not get out of hand, data security that gives you peace of mind. More than 90% of the top 50 US management companies and 180,000 hoteliers already use Actabl daily."
4. Why Now (the urgency)
"Profit pressure is pushing owners to switch management companies and brands — and they are choosing those with AI capabilities to outperform. Early adopters are winning management contracts and growing their businesses. The AI advantage compounds. The sooner you start, the sooner you pull ahead and the wider the moat around your business gets."
5. Next Steps (close every conversation here)
"Ask what they want to do with AI and what business problem they are trying to solve. Map what you hear to what we offer. End by agreeing on a next step and putting it on the calendar before they walk away — a demo on their own data, a working session, or a call with their team."
⚠ Pricing + Custom Build Rules
If asked about pricing: "It's coming. The next step is a conversation. Don't quote a number."
For custom AI builds: preview what's possible (custom dashboards, custom insights, agentic workflows) → discovery call → scan them and connect with Joseph Benjamin (primary). Stephen German is secondary contact.
Legacy Floor Scripts
Opening frame (any persona)
"We took a deliberate position on AI. We were not going to ship a chatbot and call it AI. Our AI does real work: asset setup that takes seconds instead of weeks, and labor intelligence that tells your managers exactly what to do tomorrow morning without digging through reports."
For the skeptic
"Let me skip the buzzwords. Your engineer takes a photo of a water heater nameplate. The AI reads it, creates the asset record, links it to the PM schedule. Zero manual entry. Most customers stop arguing about AI the moment they see it."
GrowthScript (Actabl internal)
"At Actabl, we believe AI only belongs in a hotel if it helps a leader know faster, decide smarter, or act sooner. In 2026, execution discipline is the primary differentiator for hotel operators."
AI Account Dashboard — For Stephen German (SVP Product)
👤Show Stephen this section directly. Pull up on your phone, hand it to him. These are the AI interest signals from Kevin's accounts at HITEC.
AI Per Account — Detailed
Davidson — AI Posture ⌄
Chris Richardson (VP Engineering) is the AI Asset Setup buyer — 43 Marriott props with zero TR, new property onboarding is manual and painful. Joe Eberhart (VP BI/Strategy) wants AI forecasting: "AI trained on 5,000 hotels tells you where the RevPAR gap is before GMs feel it." Matthew Bright (SVP IT) needs to understand infrastructure implications: "AI already embedded in the platforms you are running — not a new tool to manage." JD Power #1 culture = they value data-backed performance claims.
Sage — AI Posture ⌄
Daniel del Olmo leads with "people-first" not RevPAR. Do not lead with AI efficiency cuts. Lead with: "AI that helps your team serve guests better." Matt Schwartz (CTO) is the infrastructure conversation: "AI forecasting already embedded in the platform you are paying for." The Craftable quote from del Olmo shows financial visibility appetite — AI Insights for HE is the natural next conversation.
Noble House — AI Posture ⌄
8 new-build pipeline. $100M Paradise Valley fall 2027. AI Asset Setup is perfect: "When Paradise Valley comes online, AI Asset Setup means your engineering team builds the asset database in days, not weeks." Independent luxury with no brand AI mandate = Actabl AI is more differentiating. James Colee (CEO, development background) will appreciate the new-property efficiency story.
Pyramid — AI Posture ⌄
David Perko has MIT Sloan MS in Management of Technology and built data/analytics platforms at Raytheon and MIT Lincoln Lab. He is building NEO — an 8-person data team, an AI/analytics initiative. KEY FRAME: "ProfitSword's AI forecasting is the clean data source NEO depends on. Replace ProfitSword and you replace the data foundation for NEO." For Brian Berry (CCO) at HSMAI cross-over: "AI-powered revenue forecasting from 5,000 hotels is the only benchmarking tool that puts Benchmark Resorts and Hotels data in context."
Sandpiper — AI Posture ⌄
John Barrar is new SVP Technology Strategy and Innovation — "Innovation" in the title is a direct signal. He is in a discovery and evaluation mode. Lead with the AI roadmap and product vision, not current features. Show him the full picture: AI Asset Setup, AI Insights, AI forecasting. This is a relationship-building conversation, not a close.
🤝All active Actabl partners. Tap a partner to see full brief + HITEC conversation hook. Craftable, Netchex, Canary, and more are at HITEC — help make introductions.
⭐ Essential Partners — Full Marketing + Sales Support
🔧 Craftable AT HITEC
Procurement + F&B cost management integrated with ProfitSword. Two-way feed between financial forecasting/budgeting and real-time procurement data. Daniel del Olmo (Sage CEO) publicly praised this integration.
Use with Sage: "Jeff — Daniel quoted the Craftable integration in a press release. How is that visibility rolling out across your properties?" | Any account with F&B complexity: "Craftable connects your ProfitSword financials directly to procurement — your F&B cost variance shows up before month-end close, not after."
Payroll + HR platform built for hospitality. Integrates with Actabl HE for scheduling/payroll sync. Alternative to ADP and UKG for properties wanting hospitality-native HR. June 2026: Netchex joined AHLA as Allied Member. They will be at HITEC.
Use for any account on ADP, UKG, or M3 payroll: "Have you looked at Netchex? It's built specifically for hotels — not an enterprise HR tool adapted for hospitality. Integrates with HE so your schedule data flows directly to payroll." | Schulte has UKG — Netchex already flagged as alternative.
📅 Canary Technologies Alice Integration
Digital tipping, contactless check-in, upsells, guest messaging. Creates Alice service requests inside Canary messaging — guest sees ticket status updates. No vendor fee for the Alice integration. Strong Marriott, Hilton, and IHG footprint.
"If you're on Canary, Alice is already pre-wired. Guest text → service request → status update — it's one flow, no integration work." | For Marriott properties: Canary + Alice + Transcendent = full guest-to-asset loop.
🎙️ FourteenIP — EVA Voice AI Alice Integration
AI voice virtual agent for hotels. Guests call → AI routes request → Alice service ticket created automatically. Zero staff intervention. Reduces front desk call volume. Works with any PMS.
"Your front desk is still answering calls they should never have to take. EVA handles those calls, routes the request to Alice automatically, and your staff handles it — no voice interaction required from them."
🅿️ Ocra New Partner 2026
Dynamic hotel parking revenue management. Helps hotels price and distribute unused parking inventory. High-margin ancillary revenue from non-guest demand. Listed on Actabl's existing partners page as of April 2026.
Any urban hotel or resort with parking: "Are you monetizing your parking inventory dynamically? Ocra prices it in real time and Actabl surfaces the revenue in ProfitSword. It's a revenue line most hotels leave on the table."
🔌 Engaged Partners — Referral Relationship
🏨 Maestro PMS Two-Way Alice Integration
Two-way integration with Alice: HK status auto-syncs, 7-day reservation resync, real-time check-in/out/room-move events. Preferred PMS for independent hotels, luxury resorts, conference centers. Cloud and on-premise.
Noble House, Waterford, independent portfolios: "Maestro two-way means your front desk and housekeeping are never looking at stale data — live, both directions, zero manual handoff."
🍽️ OpenTable Alice Integration
Alice concierge users make OpenTable reservations on behalf of guests directly inside Alice. No vendor fee. Seamless for full-service and resort properties with F&B.
Davidson, Sage, Noble House (all have F&B): "Your concierge team makes OpenTable reservations inside Alice — no app-switching, one platform for the whole guest journey."
💰 Tripleseat PS Integration
ProfitSword ↔ Tripleseat integration provides real-time insight into catering and group sales data. Eliminates manual reporting for F&B sales teams. Seamless connection between group booking and financial performance.
Any account with group sales: "Your group booking platform and your financial BI platform should be talking to each other. ProfitSword + Tripleseat closes that gap — your DoSM sees group pace and your CFO sees the financial impact in real time."
🧪 Avalara for Hospitality PS Integration
ProfitSword integrates with Avalara to streamline tax compliance — automates revenue reporting for hotel tax purposes. Reduces manual reconciliation. Particularly relevant for portfolio-level finance teams.
CFO/finance persona: "If your team is still manually exporting data for tax compliance, the Avalara-ProfitSword integration handles that automatically. Your revenue data flows directly to Avalara without anyone touching it."
⚡ Integration Partners — Ecosystem Additions
👥 ADP (Workforce Now / Run) HE Integration
Hotel Effectiveness Schedule Export + ATO Import integrates with ADP WFN (Workforce Now, 50-999 employees — most common hotel version) and ADP Run. Schedules flow from HE to ADP automatically. Eliminates double-entry.
"If you're on ADP WFN, your HE schedules can flow directly to ADP — no re-entry, no errors. What T&A system are you on today?"
⏱️ Paylocity / Paychex / Paycom HE Integration
Hotel Effectiveness Schedule Export integrates with multiple T&A platforms. Check Monday.com board for full list of which T&A companies have Schedule Export + ATO Import integration confirmed.
"What time and attendance system are you on? We likely integrate. Let me pull up the integration board to confirm." | Check integrations board ↗
📊 HotelData.com Actabl-Powered
Actabl's proprietary benchmark network powered by ProfitSword. 5,000+ hotels. Q1 2026: ADR $202.63 (+6%), RevPAR $129.46 (+8.7%), GOP 41.8%. Your compset benchmark is already in there.
"We're the only BI platform where your compset benchmark is built into the product — 5,000 hotels, 20+ years of data. That's not replicable by any startup or new entrant." | Use the data tab for per-account talking points.
T&A integration question: "What time and attendance system are you on? If it's ADP, Paylocity, or Paychex — HE likely integrates directly so your schedules flow automatically."
Procurement/F&B: "Are you on Craftable? The ProfitSword integration is live and Sage's CEO publicly said it changed their visibility. Worth a look if you have F&B complexity."
Payroll: "Netchex just joined AHLA and is here at HITEC — they're hospitality-native payroll that integrates with HE. If you're struggling with ADP or UKG for hotels, worth a 15-minute conversation."
Make an intro: Fill out the Actabl Partnerships Tracking Form when you make an introduction to any Actabl partner. Partnerships Form ↗
Tech Partners
🔔 Chexology AT HITEC
Digital check-in/out and luggage management. Integrates with Alice for service delivery continuity — guest arrives, bags tracked, room ready notification flows through Alice.
Use when: prospect mentions front desk congestion or arrival experience. "Chexology handles check-in — Alice handles what happens after the key is in the guest's hand." Find them on the floor and introduce yourself.
🏗️Actabl-delivered products and services. These are not partner companies — they are capabilities Actabl provides directly.
🧠 Forward Deployed Engineers (FDE)
Custom AI workflows built by Actabl engineers, embedded at the customer level. Not a packaged product — an engagement model for accounts with complex or proprietary data needs.
Primary contact: Joseph Benjamin (CTO) — both at HITEC
Secondary contact: Stephen German
Never quote pricing. The next step is always a discovery call.
Entry point
"The next step is a discovery call — not a product demo. Let's put 30 minutes on the calendar before you leave HITEC." → Joseph Benjamin or Stephen German.
Best fit accounts
Hotel Equities (Brian Jenkins referenced FDEs directly in his HITEC meeting brief). Montage (DaaS + data unification pathway). Any account with a proprietary analytics stack they don't want to abandon.
📊 DaaS — Data as a Service
Actabl's normalized data layer exposed as a clean, structured feed into the customer's own analytics stack (Snowflake, Microsoft Fabric, Power BI, etc.).
Live customer: Atrium Hospitality — active implementation as of Jan 2026
Emerging capability — confirm scope and availability with Stephen German before committing to a prospect
Relevant for: Pyramid (NEO/Fabric), Davidson (engineering-led), any account with a data team already building
Positioning
"Once your data is normalized inside Actabl, you can expose it directly to your BI stack. You stop fighting the data and start using it." Frame as the natural next layer after platform adoption — not a standalone sell.
📊HotelData.com benchmarks. Use these in conversations — cite the source.
Q1 2026 Performance (5,000 ProfitSword Hotels)
ADR $202.63 (+6% YOY)
RevPAR $129.46 (+8.7% YOY)
TRevPAR $174.83 (+9.4% YOY)
GOP 41.8% (+4pp)
Occupancy 64.3% (+1.5pp)
H2 2026 Forecast vs 2025 Actual
RevPAR -1.3% vs 2025 actual
TRevPAR -2.6% vs 2025 actual
RevPAR -4.2% vs budget (occupancy slightly above budget = pricing/capture problem, not demand collapse)
Nov/Dec sharpest risk months
Top Untapped Revenue Opportunities
Meetings & Events 28.9% of untapped revenue potential
F&B 23.7% of untapped revenue potential
H2 Operating Prescriptions
Manage as revenue efficiency challenge — not demand collapse
Protect rate in strong windows: June/July, World Cup/October