Prepare prospect tour briefs
Assemble verified prospect needs, relevant product availability, site constraints, and open questions so the host can conduct discovery without exposing irrelevant personal details.
| Field | Value |
|---|---|
| Business area | sales-leasing |
| Primary role | sales-leasing-manager |
| Frequency | per-interaction |
| Privacy sensitivity | high |
| Security sensitivity | low |
| Compliance review | not normally required |
Trigger and handoff
Trigger: A prospect tour is confirmed and due for host preparation.
Inputs
- Qualification notes
- Current inventory and product facts
- Site changes and approved claims
Outputs
- Concise tour brief
- Verification questions
- Flagged constraints or approvals
Current manual methods
- Reading the full CRM timeline
- Memory
- Generic tour script
Human judgment and approvals
-
Choose relevant context and discovery questions
-
Identify claims requiring operational confirmation
-
Approval: Operations owner confirms nonstandard facility or capacity claims
Failure modes
- Stale inventory is presented
- Sensitive notes are included without service need
Success metrics
- Host has current need and inventory context
- Tour commitments require no factual correction