Coworking Lead Management and Enquiry Tracking

Lead management collects walk-in, broker and website enquiries in one place, each with what was asked for and the next action. Every enquiry has one owner and a dated follow-up.

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Where enquiries arrive

Enquiries reach a centre through a broker’s message, a walk-in, the website form and a member’s referral. Each lands in a different place, such as a phone, a notebook or a shared inbox. Lead management brings all four onto one list.

What an enquiry carries

How they found you

A broker, your website, a member’s referral or the board outside the building. The source is recorded at the first conversation, and it is not guessed at later when the quarter is reviewed.

What they need

Seats or a cabin, how many people, and the date they want to move in. That is enough to build a quote.

Whose it is

One name is attached. An enquiry that belongs to the whole team belongs to nobody.

The tour

When the prospect came, which floor was shown, and what they liked.

The quote

What was offered, at what rate, and which version the prospect is holding.

Why it was lost

Price, location, a competitor or silence. The reason is entered in a word, and the reasons can be reviewed together at the end of the quarter.

Keeping it moving

A date, not an intention

Every open enquiry has a next action with a day against it, and an enquiry without one shows up as a gap. Nothing is left open-ended.

Festival and holiday callbacks

A prospect who asked to be called after a festival comes back on that morning, in front of the person who promised the call.

Handover

When the community manager is on leave, whoever takes over can read what was said and offered.

A record does not phone anybody

The module ends forgetting and does no selling. A lead that nobody phones stays a lead.

Where an enquiry goes next

The pipeline

Stages, desks at stake and deals that have stalled.

Joining

What happens on the day somebody signs.

Plans and rates

What is being quoted from.

FAQ

Frequently asked questions

Can enquiries come in from our website automatically?

Yes. The enquiry form on your site can create the record directly with the source already set. Nobody has to forward an email.

How do we handle brokers?

The broker is recorded as the source, by name. You can then see which broker sends people who sign, and not only which one sends the most messages.

What about someone who only wants a day pass?

They can be logged the same way, though most centres take day passes as a booking. The enquiry record is for anything that needs a tour or a quote.

Does it chase the lead for us?

The follow-up surfaces when it falls due, and a reminder message can go out where that has been set up. The call itself is still made by a person.

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