Tour confirmation
Confirm an agreed coworking tour with accurate time, location, host, accessibility, and change instructions after staff review.
Primary roles: sales-manager, community-manager
Stages
1. Verify and confirm
Check appointment details and issue an approved confirmation to both prospect and host.
Manual tasks
- review exceptions
- verify the host
- correct conflicting details
Automation opportunities
- populate an approved template and record delivery
Suggested tools
Risks
- An incorrect confirmation can send a visitor to the wrong place or time.
Success metrics
- Confirmed tours have matching prospect and host details
- failed delivery receives staff action.
Last reviewed: 2026-07-18