Harold VA for land and development teams
For land promoters, land agents, housebuilder land teams and development teams managing opportunities through personal and shared inboxes.
See one site introduction move from inbox to organised opportunity
60–90 second Harold VA walkthrough
Before Harold
Open the site-introduction email. Download the agent’s particulars and title plan. Rename and file them in SharePoint or OneDrive. Find the site in the opportunity register. Copy the new information into the site record. Create a task or diary reminder to follow up.
With Harold VA
The email and attachments are captured. Documents are filed using the agreed structure. The correct site or opportunity is matched. The site record is updated. Missing information is flagged. The task, owner and follow-up date are created.
INBOX
Site introduction
Agent email with particulars and title plan attached
FILES
Documents filed
Agent’s particulars → Sites / Alderley Edge
OPPORTUNITY
Alderley Edge — 12 acres
Site record updated · Title plan retained
TASKS
Follow up before bid date
Owner: Land team · Reminder: 14 May
From email to organised action
01
Capture
Harold reads the email and attachments and files the documents into the agreed folder structure.
02
Connect
Harold matches the correspondence to the correct site or opportunity and updates the relevant record.
03
Progress
Harold flags missing information and creates the right task, owner, reminder and follow-up date.
Email retained · Documents filed · Opportunity matched
Site record updated · Missing information flagged · Follow-up created
Assisted onboarding
Typical configuration period: three to four weeks.
We will show you the full journey from incoming email and attachments to an updated opportunity and a clear follow-up.
