Broker pipeline
Manage coworking opportunities introduced by brokers with clear ownership, permission-aware communication, and reviewed commercial obligations.
Primary roles: sales-manager, owner-operator
Stages
1. Accept and manage
Verify the introduction and commercial context before staff own the opportunity.
Manual tasks
- verify broker and permission
- review fee terms
- approve communications and claims
Automation opportunities
- detect duplicates and create owner-assigned review tasks
Suggested tools
Risks
- Unreviewed introductions can create privacy
- attribution
- or payment disputes.
Success metrics
- Every broker opportunity has permission
- owner
- and reviewed commercial context.
Last reviewed: 2026-07-18