New Member Onboarding
- 1Membership agreement is signed digitally
- 2Automated welcome email sends Wi-Fi and door codes
- 3Introduction to the member portal is delivered via SMS
- 4Internal notification alerts the team to set up the desk
Systems for Coworking Spaces
Flexible workspaces generate revenue through recurring memberships, hot desk day passes, and meeting room rentals. Money often slips away when touring leads do not receive immediate follow-up or when expiring office leases are not identified early for renewal outreach.
Real Estate & Property
How the business actually works
Inquiry
A prospect submits a request for a day pass or a private office tour.
Site Tour
The community manager hosts the lead to showcase amenities and available desks.
Onboarding
The member signs the service agreement and receives building access credentials.
Engagement
The member utilizes the space and participates in community events or networking.
Retention
Active monitoring of space usage helps identify members at risk of churning.
Renewal
The system prompts a discussion for extending the private office term or upgrading a membership.
Where it leaks
Prospects often book tours and fail to arrive, wasting the community manager's time. Without automated reminders, these high-intent leads disappear without ever experiencing the space.
Meeting rooms sit empty while members struggle with manual booking calendars. Lack of visibility into real-time availability leads to lost revenue from external non-member rentals.
Forgetting to track office anniversary dates leads to last-minute vacancies. Without a proactive renewal system, spaces sit empty for weeks between occupants.
Sending Wi-Fi credentials, house rules, and door codes manually is prone to error. New members feel unsupported when their digital access is delayed by administrative bottlenecks.
Many people who tour are not ready to commit to a dedicated desk immediately. If these leads are not nurtured with community updates, they eventually sign with a competitor.
What LATTICE can build
Allow leads to book physical or virtual tours directly from the website with automated calendar syncing.
Automatically reach out to former members or day-pass users with special offers to return for a monthly plan.
Handle inbound inquiries about mail handling or desk availability even when the community manager is giving a tour.
Trigger a request for a public review after a member has been active for thirty days to build social proof.
Identify hot desk users who frequent the space daily and suggest the benefits of a dedicated desk or office.
Systematically remind members about failed credit card charges or overdue invoices to maintain cash flow.
Send bulk SMS or email updates regarding building maintenance, networking events, or holiday hours.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
We implement a multi-channel reminder sequence. Prospects receive a confirmation immediately, followed by an SMS reminder two hours before the tour, allowing them to easily reschedule if their plans change.
Yes, by capturing information from casual inquiries and nurturing them with local business content. We can also automate the delivery of day-pass codes upon payment, requiring no staff intervention.
We can set up alerts based on engagement markers. If a member stops booking meeting rooms or visiting the portal, the system flags them for a personal check-in from your community team.
The AI receptionist and chat tools answer common questions about pricing and location instantly. They can even book a tour for the next morning, ensuring no lead is left waiting until the next business day.
Absolutely. You can send invitations, track RSVPs, and follow up with attendees after the event to gather feedback or encourage membership upgrades.