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Last Quarterly Session

Meeting Notes — March 11, 2026

Summary of the prior quarterly IDS session. Attendees: Troy, Kim, Leslie, Mike · Facilitator: Mark-Xavier Treas. Source: session recording (Otter transcript), organized by topic.

01

Headline Decisions

02

Issues Solved (IDS)

People & Accountability

The team worked through several personnel issues on the property-management side. The common thread: a need to set clear expectations directly, hold managers accountable, and make sure no one is surprised by feedback.

Solve: Leslie spearheads the clear-the-air / same-page meetings for the PM team; Kim partners on the Wendy transition. Set explicit expectations so improvement is measurable.
Lead Simple — Keep or Discard Decision

Lead Simple solved the original problem (managers not knowing the process), but adoption is uneven, workflows have too many steps, and it can't write back to AppFolio — creating double entry. The contract renews in June (notice required by end of March).

Solve: Give notice to move month-to-month, survey the PMs with pointed questions (potential as workflows improve?), and weigh it against the in-house tech ("Landmark 2.0") the dev/AI team is building. Don't shut it off without evidence. Became the "Analysis of Lead Simple" Rock — Complete
Applications & Screening

Biggest cost/time issue: not income-screening everyone up front, manual uploads, and criminal-screening expense. Turn time is ~5 business days (down from ~10 a year ago) but multi-applicant files and criminal searches slow it.

Solve: Push SafeRent for income verification, cut back on criminal searches to control cost, and move Applications under Leslie. Loop in the AI team on the data hand-off between systems. "Applications — automated & instant" Rock — On Track
Showings & Advertising

Showings aren't run "smart" — every unit in a building is listed and shown five days a week, clogging the calendar and killing urgency. Photos are old/inconsistent and branding needs work.

Solve: Limit what's advertised (a few units / unit-types per property), reduce showing frequency, and audit twice a month so nothing gets missed. Move to pods with per-agent ShowMojo calendars. Capture better photos at move-out. "4 Active Pods" & "ShowMojo mastery" Rocks — Complete
Google Reviews / Swell

Swell (~$250–300/mo in payouts) may be going away. Want reviews credited to Landmark, not individual employees, and a simpler push.

Solve: Evaluate replacing Swell with the website company's review flow (happy → Google), or pivot to internal "core-value champions." Parked for a near-term follow-up.
Training — "The Landmark Way"

Lots of great content is being created (Amber, podcasts, safety meetings) but it has no single home and isn't searchable. The prior attempt with an outside hire didn't land because the scope ballooned.

Solve: Pick one home (Notion vs. Circle), assign an owner, and record/document everything so it's searchable. Start with a simple, high-level framework — onboarding modules (core values & focus → the role → the basics) — before diving into detail. Tie it into the onboarding checklist.
Commission & Profit Sharing Deferred

Commission structure and profit-sharing/bonus design were left on the long-term issues list — revisit around review time (Q3/Q4). No commission expected for the leasing coordinator at this time.

03

To-Dos Out of the Meeting

These notes informed the current Rocks and the pre-loaded Issues List in the Quarterly Session tool.