Lead qualification
Assess a coworking enquiry against transparent service fit and capacity criteria without automated exclusion or discriminatory inference.
Primary roles: sales-manager, community-manager
Stages
1. Assess and decide
Gather missing context and let authorized sales staff decide fit and next action.
Manual tasks
- speak with the prospect
- assess fit fairly
- approve status and rationale
Automation opportunities
- surface missing fields and matching inventory for review
Suggested tools
Risks
- Rigid scoring can discriminate
- conceal uncertainty
- or reject viable enquiries.
Success metrics
- Every status has a human owner and rationale
- exceptions are reviewed rather than auto-rejected.
Last reviewed: 2026-07-18