Schedule prospect tours
Agree a tour time, site, attendees, access needs, and purpose that match staff and space availability, with a human route for nonstandard requirements.
| Field | Value |
|---|---|
| Business area | sales-leasing |
| Primary role | sales-leasing-manager |
| Frequency | per-interaction |
| Privacy sensitivity | medium |
| Security sensitivity | medium |
| Compliance review | not normally required |
Trigger and handoff
Trigger: A qualified prospect agrees that a site tour is the appropriate next step.
Inputs
- Prospect availability and needs
- Staff calendar
- Site and room availability
Outputs
- Confirmed tour appointment
- Arrival instructions
- Internal preparation request
Current manual methods
- Email negotiation
- Personal calendar
- Separate reception message
Human judgment and approvals
-
Select the right site and host for the need
-
Resolve unusual attendee or access requirements
-
Approval: Site owner approves tours outside normal operating or security boundaries
Failure modes
- Calendar shows availability but site is unsuitable
- Accessibility request does not reach the host
Success metrics
- Tours occur as confirmed
- Arrival and accommodation requirements reach responsible staff