Conduct prospect tours

Explore the prospect’s actual working needs, demonstrate relevant spaces and services accurately, and record agreed next steps without pressuring or making unauthorized promises.

Field	Value
Business area	sales-leasing
Primary role	sales-leasing-manager
Frequency	per-interaction
Privacy sensitivity	high
Security sensitivity	medium
Compliance review	not normally required

Trigger and handoff

Trigger: A confirmed prospect arrives for an in-person or remote tour.

Inputs

• Tour brief
• Current site readiness
• Approved product and availability information

Outputs

• Prospect-specific discovery notes
• Accurate next-step commitment
• Operational questions for follow-up

Current manual methods

• Standard route and pitch
• Business card exchange
• Memory-based notes afterward

Human judgment and approvals

• Adapt discovery and route to expressed priorities

• Recognize concerns that require specialist confirmation

• Approval: Authorized owners approve any commitment beyond published products and current inventory

Failure modes

• Tour emphasizes features unrelated to need
• Host promises inventory or changes without authority

Success metrics

• Prospect receives relevant and accurate information
• Next actions and unresolved questions are recorded