Agreement-signature follow-up
Track an unsigned coworking agreement and prompt appropriate human follow-up without treating delivery or e-sign events as legal advice.
Primary roles: sales-manager, owner-operator
Stages
1. Verify and follow up
Confirm the agreement is current and unsigned before a person approves the next action.
Manual tasks
- review terms and recipient
- resolve questions
- approve reminder or expiry
Automation opportunities
- check status and prepare a neutral reminder
Suggested tools
Risks
- An automated reminder can pressure a recipient or reference superseded terms.
Success metrics
- Only current unsigned agreements enter follow-up
- exceptions reach an accountable person.
Last reviewed: 2026-07-18