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CoworkingSpace.aiOpen Coworking Stack

Sales and leasing manager

Guides qualified prospects from need discovery through an accurate commitment, using structured pipeline support while retaining human ownership of fit, fairness, negotiation, and disclosure.

Responsibilities

  • Maintain a truthful, consent-aware pipeline and timely next actions.
  • Match needs to available products without promising operationally infeasible outcomes.
  • Coordinate nonstandard terms with authorized finance, operations, and legal reviewers.

Daily tasks

  • Qualify inquiries, prepare tours, follow up commitments, and update material pipeline facts.
  • Confirm availability and constraints before making offers or commitments.

Weekly tasks

  • Review pipeline aging, conversion barriers, upcoming capacity, and renewal signals.
  • Coach tour and discovery quality using sampled records rather than activity volume alone.

Monthly tasks

  • Reconcile forecasts to signed outcomes and investigate systematic forecast bias.
  • Review discount use, lost reasons, lead sources, and product-market feedback.

Revenue-impacting work

  • Conduct discovery, negotiate within authority, and protect value through accurate fit.
  • Identify expansion, renewal, and product opportunities grounded in expressed needs.

Member-experience work

  • Set clear expectations so onboarding begins with accurate terms and service understanding.
  • Hand off context without making new members repeat important requirements.

Repetitive administrative work

  • Scheduling, reminders, proposal assembly, pipeline hygiene prompts, and forecast compilation.
  • Recording standard requirements and routing approvals to named owners.

Dangerous tasks to automate blindly

  • Lead scoring, eligibility, pricing, discounting, or rejection using opaque proxies.
  • Generating contractual commitments without checking inventory, authority, and special terms.

Stack choices

  • Easiest hosted: [Hosted CRM and coworking inventory with scheduling, approved proposal templates, and explicit approval stages.](../../../stacks/generated/Hosted CRM and coworking inventory with scheduling, approved proposal templates, and explicit approval stages./)
  • Hybrid: [Hosted CRM connected to controlled inventory, e-signature, reporting, and approval workflows through reviewed integrations.](../../../stacks/generated/Hosted CRM connected to controlled inventory, e-signature, reporting, and approval workflows through reviewed integrations./)
  • Self-hosted: [Self-hosted CRM, scheduling, document workflow, and analytics with consent, audit, backup, and support ownership.](../../../stacks/generated/Self-hosted CRM, scheduling, document workflow, and analytics with consent, audit, backup, and support ownership./)

KPIs

  • Qualified inquiry to tour and tour to signed agreement conversion by validated segment.
  • Forecast accuracy and pipeline records with a dated, owned next action.
  • Commitments requiring operational correction after sale.

30-day improvement plan

  • Define qualification evidence, disallowed proxy criteria, and approval thresholds.
  • Map inventory truth from source system through proposal and signed handoff.
  • Standardize tour briefs and post-tour notes while preserving conversational judgment.
  • Audit a sample of won and lost opportunities for fairness, accuracy, and handoff quality.

Implementation owner: Sales and leasing manager, with finance and operations approving exceptions within documented authority.

When to get expert help

  • Lease, consumer, fair-access, advertising, tax, or e-signature obligations are uncertain.
  • Automated scoring or identity data could create discriminatory or opaque outcomes.