Client intake isn’t just paperwork - it’s the foundation of a successful auction. It’s where you decide which projects to take, verify seller and asset details, set realistic timelines, and align your team. Skipping diligence here can lead to missed documents, unrealistic reserves, rushed catalogs, and removal day headaches.
What This Guide:
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Step-by-step instructions and intake best practices to set timelines and expectations your team can meet
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Ways to feed accurate, useful intake details to every department: cataloging, marketing, operations, and finance
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Real-world tips to prevent “downstream surprises” and keep projects on track
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