Workflow — Tour to close

Stages

1. Capture — forms/chat into CRM with spam control.
2. Tour — Cal.com/Easy!Appointments + show-up reminders.
3. Close — proposal, negotiation, win/loss reasons.

Metrics

• Response time to first touch
• Lead→tour and tour→member conversion
• No-show rate

Common failure

Marketing captures leads into a personal inbox nobody else sees. Use a shared inbox or CRM from day one.