YouTube panel discussion (Mark J. Podolsky) about hiring and structuring an intake manager for a land-buying/selling business. Speakers distinguish intake management from due diligence: intake focuses on person-facing work (phone negotiation, triage, handing off deals), while due diligence is research-focused (online county records, title checks) and can be a separate VA. They recommend separating the roles as volume grows and list key intake traits: strong phone skills, good English, organization, teamwork; due-diligence roles need less personality and more research/technical ability.
Chapters
Very cool. We got some questions rolling in already. So before we even get to topic two, look what happens. This is from Facebook user and for the. For the Facebook people. I apologize, I can't see the names right offhand, but it's. But the question is, what all does the intake manager do? And do you have another VA to do due diligence or is that part of the intake? So that's a good question. Do you have what's intake due? And does that kind of spill over into due diligence, or is that a separate person altogether?
Oh, you know, in the beginning to what Matt was saying, when you're just buying and selling land, that could in fact be the same person, that's fine because you're growing at a slow pace. Maybe in the beginning, but I think when you start to do a lot, your intake manager is going to be busy and they're going to want to be able to hand that task off to someone who can take the ball and run with it. Right. It's like a baton race, what we call the relay race. And so the intake manager is like, okay, I got this deal going. It's time for the due diligence. Where's my due diligence assistant? And hand it off. They don't, you know, if you're doing a lot of mailings and a lot of deal flow, you don't want to clog up the system with having your intake manager having to do due diligence, in my opinion.
Yeah. They're also two different disciplines.
Right.
Intake manager is all about talking to people and negotiating and doing all that. And due diligence is all about online research.
Yeah. So you don't have to have a real personality to be a due diligence, do you?
Not as far as I can tell.
From my people who do dd, who I've never not called county, if you need to call them. But it's not like. Like people often ask what stuff qualities of a good intake manager. I'm like, well, someone who's good on the phone, good English skills, who's organized and, you know, just works well with others.
Yeah. That's it. It's not much more than that. Right. Because you can teach them the business. It's not.
