Virtual-office continuity or downsell
Review whether an exiting or reducing workspace member needs a compliant virtual-office continuity option or a simpler plan.
Primary roles: sales-manager, virtual-office-mailroom, owner-operator
Stages
1. Review and decide
Assess continuity need and eligibility before a person presents or declines an option.
Manual tasks
- confirm member intent
- review compliance and terms
- approve the proposed path
Automation opportunities
- surface eligible approved plans and unresolved checks
Suggested tools
Risks
- Commercial retention pressure can override compliance or the member’s stated intent.
Success metrics
- Service changes are consented and eligible
- rejected or declined options proceed cleanly to offboarding.
Last reviewed: 2026-07-18