Tour to close
Lead capture, tour scheduling, follow-up, proposal, and conversion to member—without losing context between sales and community.
Primary roles: sales-manager, community-manager, owner-operator
Stages
1. Lead capture
Website or referral enquiry enters the pipeline.
Manual tasks
- Qualify fit
- Spam filtering
Automation opportunities
- Form to CRM
- Auto-reply
Suggested tools
Risks
- Duplicate leads
2. Tour
Schedule and conduct tour (physical or virtual).
Manual tasks
- Prepare space
- Listen for needs
Automation opportunities
- Calendar booking links
Suggested tools
Risks
- No-shows without reminders
3. Proposal & close
Send offer, negotiate, win/loss reason coded.
Manual tasks
- Pricing judgment
- Relationship building
Automation opportunities
- Proposal templates
- Task reminders
Suggested tools
Risks
- Discounting without policy
Success metrics
- Lead→tour rate
- Tour→close rate
- Median response time
Last reviewed: 2026-07-17