Getting more leads, increasing memberships, and boosting revenue are all the top priorities for pretty much any coworking space.
And in order to achieve them, you need to consider each stage of your customer journey — from the moment people first learn about your space, to their decision to book a tour and become members.
Every step of the journey is critical because it can either push customers forward or cause them to drop off. That’s why, in this article, we’ll show you 6 proven ways to accelerate your coworking sales pipeline, based on each stage of a customer’s journey.
#1 Speed Up Lead Generation With Aggregation and Marketplace Websites
This first tip is about targeting people who are already looking for a space like yours. Because their intent is high, selling to these customers is usually much faster and easier, provided they can find your business.
Search engine optimization (SEO) and search engine marketing (SEM) are two of the most popular ways to do this. They both utilize the power of search engines, although SEM relies on paid search ads, while SEO is about creating content that ranks organically when people type in “coworking space in country/city/area] and other similar queries. SEO can also help you pre-sell your space.
But while SEO and SEM are both popular tactics for capturing high-intent leads, they’re not the only ones. In fact, aggregation and marketplace websites can often produce great results much faster than SEO and cheaper than SEM.
These websites help people find a coworking space for their needs based on criteria like location, price, availability, and more. Here are some of the most popular aggregation and marketplace websites that you can try to get listed on:
Note: OfficeRnD Flex is integrated with LiquidSpace and Tally. As a result, when someone books a resource in your space, it automatically gets reserved in your system, so you don’t need to worry about overlapping bookings.
#2 Make Booking a Tour as Easy as Possible
Before people decide to become members of your space, they usually want to see it in person. That’s why it’s essential to provide them with an easy way to book a tour.
For example, Forge — a coworking space in Birmingham — lets leads quickly book a tour directly by clicking on the “Schedule Tour” button and reserving a convenient tour slot using Calendly.
Having such a simple tour automation system can drastically improve the customer experience, as well as your overall tour rates.
#3 Use a Tour Flow That Converts
In order to convert tour leads into paying customers, you’ll need to understand what they need. For example, some might be looking for an open space, while others — for a private office with lots of meeting rooms.
Gathering this information in advance will help you build a tour flow that matches your prospect’s unique needs with the workspace amenities that fit them.
Note: Remember that you’re not just selling a physical space — you’re selling your community and the extra services that go along with it. Make sure to mention these benefits during your tour.
Additionally, key stats like office availability, square footage, meeting room, and office rates are always good to have on hand during a tour. You can memorize them or write down a cheat sheet to quickly answer prospects’ questions.
Lastly, consider creating a brochure, or a take-home pamphlet with a clear call to action to get signed up for a membership. Some of the most notable coworking spaces in the USA do that with success.
#4 Create a Follow-Up Sequence for Prospects Who Don’t Convert Right Away
Even after a great tour, some people just won’t convert immediately. It’s important to capture these prospects’ information during the tour, so you can nurture them and turn them into customers when the time is right.
For example, in order to book a tour, people will likely have to provide an email. You can use that to create follow-up sequences with relevant information like discounts or interesting events in your space. There are tons of email marketing tools that can help you get started, like Hubspot, Mailchimp, or Moosend.
#5 Use Trial Days and Discounts to Get Prospects in Your Space
Trial days and discounts are both easy ways to convert prospects who are on the fence. For example, you can give a free day at your space to prospects who you think have a high chance of becoming long-term customers.
The process is simple — just name the code, choose which resource it applies to, set the discount (i.e., percentage or dollar amount), and decide how long it’s valid for and how many people can use it. Prospects can then use that code to book resources at a discounted rate.
#6 Remove Friction from the Conversion Process With One-Time Contracts and E-sign
Any friction in the last step of the conversion journey can result in drop-offs and lost revenue. That’s why it’s your job to ensure prospects can become members as smoothly as possible.
Here’s how OfficeRnD Flex can help you do that:
First, you can use different contract types, depending on your customer’s needs. These include Membership Agreements, License Agreements, Lease Agreements, and Quotes (for one-off payments).
Second, once a customer receives their contract, they can review it, and sign it entirely online, thanks to our direct integration with DropboxSign. This makes the whole process incredibly simple by removing the need to scan contracts or send pictures back and forth. Once the contract is signed, the charge is applied and the invoice will automatically be added to the customer’s account.
If you want to learn more about how OfficeRnD Flex can help you accelerate your coworking space sales pipeline, book a free demo with our team.
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Asen Stoyanchev
Content Marketing Specialist | OfficeRnD
Asen is passionate about hybrid work and the future of work. He firmly believes that work flexibility directly impacts one's health and well-being. When he's not writing, Asen spends his time devouring business literature, hiking, and parenting.
Set up the system on your own, following our detailed video guide. We will send you a step-by-step daily email with video tutorials on how to configure OfficeRnD. Once you аre ready, we will put you in contact with an onboarding specialist for up to 2 hours of Q&A sessions, where you can ask questions and verify your setup.
Key Details
PriceFREE
SettingRemote
Duration2h
Overview
Take advantage of this 6-hour dedicated onboarding process during which our team helps you set OfficeRnD up following best practices. We will start with a short kick-off session to discuss your current processes, timelines, integrations and outline a step-by-step plan to ensure the smooth adoption of the system on your end. Our Onboarding Specialists will make the most effective use of your time together working to empower you to take full advantage of the system capabilities on your own.
What’s Included:
Together we will outline an onboarding plan with action items and milestones.
We will regularly review the progress of the setup and guide you to the next steps.
Together we will create strategies for addressing complex use cases.
We will guide you over email and screen-sharing calls.
We will extensively review the final setup of the system and be available to immediately jump on a call on the go-live date.
We will help you set up and run your first bill run. We will also help you automate all the others.
2 training modules.
Key Details
Price$299
SettingRemote
Duration6h
Overview
This onboarding package is best for multi-location teams with complicated workflows. We will start with a short kick-off session to discuss your current processes, timelines, integrations and outline a step-by-step plan to ensure the smooth adoption of the system on your end. Our Onboarding Specialists will make the most effective use of your time together working to empower you to take full advantage of the system capabilities and reporting tools on your own.
What’s Included:
Together we will outline an onboarding plan with action items and milestones.
We will regularly review the progress of the setup and guide you to the next steps.
Together we will create strategies for addressing complex use cases.
We will guide you over email and screen-sharing calls.
We will extensively review the final setup of the system and be available to immediately jump on a call on the go-live date.
We will help you set up and run your first bill run. We will also help you automate all the others.
4 training modules
Key Details
Price$599
SettingRemote
Duration12h
Overview
Get familiar with the essentials in the Basic Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Onboarding – Basic onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (24h) and Critical (4h)
Key Details
PriceFREE
Setting Remote
Overview
Get familiar with the essentials in the Standard Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Dedicated Q&A Support Sessions (1 hour / month) – Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month.
Onboarding – Basic Onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (16h) and Critical (4h)
Key details
Price$149
SettingRemote
Overview
Get familiar with the essentials in the Premium Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Dedicated Q&A Support Sessions (4 hours / month) – Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month.
Onboarding – Basic Onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (8h) and Critical (1h)
Key details
Price$299
SettingRemote
Overview
Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month with them.
What’s Included:
You get direct access to a lead support specialist.
We will prioritize your support requests.
Together we will discuss strategies for addressing custom use cases.
Together we will discuss your feature requests.
Together we will troubleshoot any issues.
We will show you the latest new features in the system.
Key Details
Price$150/month
SettingRemote
Duration4h/month
Overview
We will cover the basic CRM functionalities OfficeRnD supports. We will show you how to create, update and delete companies, members and opportunities. We will show you how to create custom properties to better describe them. We’ll demonstrate how to create memberships for members, change their status and invite them on the members portal.
Learn How To:
Add a company.
Add a company member.
Add an individual member.
Assign a membership to a member.
Invoice memberships in 3,6 or 12-month periods.
Add a one-off fee to a member’s profile.
Invite a member to the members portal.
Invite multiple members to the members portal.
Change the email of a member.
Pause a membership.
Mark companies and members as former and what that means for their access to the portal.
Manually add day passes.
Add custom properties to a company/member.
Extend the information captured for opportunities.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will cover all billing options available in OfficeRnD. We will show you how to create tax rates and revenue accounts, how will they be applied on invoices and what discounting options the system provides. We will demonstrate how to create invoices and manually run the bill run. We will also together review the billing settings in the system and automate the billing operations.
Learn How To:
Configure your tax rates and revenue accounts.
Add discounts and apply those to memberships.
Review the billing settings and automate billing operations.
Raise an invoice
Raise multiple invoices with a manual BillRun.
Understand invoice statuses.
Edit an invoice.
Charge invoices.
Record a refund on invoices.
Create an invoice for a period of longer than 1 month.
Review outstanding not-invoiced fees and memberships.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will show you how to create meeting rooms and configure their pricing options, booking and cancellation policies. We will cover how to create booking credits – hourly and value-based. We will demonstrate how to make a booking and how to review its corresponding fee.
Learn How To:
Understand resource rates and how to add one.
Add a meeting room and set its privacy.
Configure booking and cancellation policies.
Add a booking.
Update and cancel a booking.
Add extras as purchasable options available with a meeting room booking.
Manually add booking credits to members.
Invoice bookings.
Review bookings and take advantage of the Bookings Report.
Change the business hours of the space.
Change the visibility of the bookings on the members portal.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will go over what a contract is, what are its building blocks, and what types of contracts OfficeRnD provides. We will show you how to create contracts, how to sign and how-to terminate them. We will also discuss the lifecycle of each contract.
Learn How To:
Use contracts and what they are for.
Create a Membership Agreement, a License Agreement or a Lease Agreement.
Add a contract.
Generate a contract PDF document.
Sign a contract.
Differentiate memberships attached to a contract.
Different stages of a contract and how to terminate it.
Configure and implement a contract approval process.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will show you the default resource types available in OfficeRnD. We will cover how they can be edited and when should you create custom resource types. We will demonstrate how to assign memberships on the floorplan and how to accommodate floorplan changes.
Learn How To:
Understand the default resource types and how to track their occupancy and utilization.
Create private offices and desks.
Assign resources to members.
Assign memberships on the floorplan.
Relocate a membership.
Upgrade or downgrade a membership on the floorplan.
Change a meeting room to an office and vice versa.
Replace a dedicated desk with a hotdesk and vice versa.
Create custom resource types.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover how to collaborate with members via the members portal and the mobile app. We will show you how to create posts and events. We will demonstrate how to upload information about benefits and different how-to guides on the members portal. We will also go through integrations that power up collaboration with members.
Learn How To:
Take a short overview of the members portal and the different type of users and their permissions.
Add posts.
Add events.
Add benefits.
Add How-To Guides.
Find where members can add issues and where you can review them.
Set up integration with Slack and its benefits.
Connect OfficeRnD with Eventbrite using Zapier.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover the billing reports available in the system. We will show you how to use each one and dive deeper into the data it exposes.
Learn How To:
Find the billing charts available on the OfficeRnD Dashboard
Use the Revenue Dashboard
Use the Memberships Dashboard
Use the Projected Revenue Report
Use the Invoiced Revenue Report
Export invoices.
Customize the invoices export.
Use the Memberships Report.
Use the Members Report.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover the occupancy and utilization reports available in the system. We will show you how to use each one and dive deeper into the data it exposes.
Learn How To:
Use the Occupancy Dashboards.
Use the Occupancy Report for private offices and dedicated desks.
Use the Occupancy Interval report.
Use the Resource Utilization report.
Key Details
Price$100
SettingRemote
Duration30min
Overview
Set up the system on your own, following our detailed video guide. We will send you a step-by-step daily email with video tutorials on how to configure OfficeRnD. Once you аre ready, we will put you in contact with an onboarding specialist for up to 2 hours of Q&A sessions, where you can ask questions and verify your setup.
Key Details
PriceFREE
SettingRemote
Duration2h
Overview
Take advantage of this 6-hour dedicated onboarding process during which our team helps you set OfficeRnD up following best practices. We will start with a short kick-off session to discuss your current processes, timelines, integrations and outline a step-by-step plan to ensure the smooth adoption of the system on your end. Our Onboarding Specialists will make the most effective use of your time together working to empower you to take full advantage of the system capabilities on your own.
What’s Included:
Together we will outline an onboarding plan with action items and milestones.
We will regularly review the progress of the setup and guide you to the next steps.
Together we will create strategies for addressing complex use cases.
We will guide you over email and screen-sharing calls.
We will extensively review the final setup of the system and be available to immediately jump on a call on the go-live date.
We will help you set up and run your first bill run. We will also help you automate all the others.
2 training modules.
Key Details
Price$299
SettingRemote
Duration6h
Overview
This onboarding package is best for multi-location teams with complicated workflows. We will start with a short kick-off session to discuss your current processes, timelines, integrations and outline a step-by-step plan to ensure the smooth adoption of the system on your end. Our Onboarding Specialists will make the most effective use of your time together working to empower you to take full advantage of the system capabilities and reporting tools on your own.
What’s Included:
Together we will outline an onboarding plan with action items and milestones.
We will regularly review the progress of the setup and guide you to the next steps.
Together we will create strategies for addressing complex use cases.
We will guide you over email and screen-sharing calls.
We will extensively review the final setup of the system and be available to immediately jump on a call on the go-live date.
We will help you set up and run your first bill run. We will also help you automate all the others.
4 training modules
Key Details
Price$599
SettingRemote
Duration12h
Overview
Get familiar with the essentials in the Basic Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Onboarding – Basic onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (24h) and Critical (4h)
Key Details
PriceFREE
Setting Remote
Overview
Get familiar with the essentials in the Standard Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Dedicated Q&A Support Sessions (1 hour / month) – Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month.
Onboarding – Basic Onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (16h) and Critical (4h)
Key details
Price$149
SettingRemote
Overview
Get familiar with the essentials in the Premium Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Dedicated Q&A Support Sessions (4 hours / month) – Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month.
Onboarding – Basic Onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (8h) and Critical (1h)
Key details
Price$299
SettingRemote
Overview
Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month with them.
What’s Included:
You get direct access to a lead support specialist.
We will prioritize your support requests.
Together we will discuss strategies for addressing custom use cases.
Together we will discuss your feature requests.
Together we will troubleshoot any issues.
We will show you the latest new features in the system.
Key Details
Price$150/month
SettingRemote
Duration4h/month
Overview
We will cover the basic CRM functionalities OfficeRnD supports. We will show you how to create, update and delete companies, members and opportunities. We will show you how to create custom properties to better describe them. We’ll demonstrate how to create memberships for members, change their status and invite them on the members portal.
Learn How To:
Add a company.
Add a company member.
Add an individual member.
Assign a membership to a member.
Invoice memberships in 3,6 or 12-month periods.
Add a one-off fee to a member’s profile.
Invite a member to the members portal.
Invite multiple members to the members portal.
Change the email of a member.
Pause a membership.
Mark companies and members as former and what that means for their access to the portal.
Manually add day passes.
Add custom properties to a company/member.
Extend the information captured for opportunities.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will cover all billing options available in OfficeRnD. We will show you how to create tax rates and revenue accounts, how will they be applied on invoices and what discounting options the system provides. We will demonstrate how to create invoices and manually run the bill run. We will also together review the billing settings in the system and automate the billing operations.
Learn How To:
Configure your tax rates and revenue accounts.
Add discounts and apply those to memberships.
Review the billing settings and automate billing operations.
Raise an invoice
Raise multiple invoices with a manual BillRun.
Understand invoice statuses.
Edit an invoice.
Charge invoices.
Record a refund on invoices.
Create an invoice for a period of longer than 1 month.
Review outstanding not-invoiced fees and memberships.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will show you how to create meeting rooms and configure their pricing options, booking and cancellation policies. We will cover how to create booking credits – hourly and value-based. We will demonstrate how to make a booking and how to review its corresponding fee.
Learn How To:
Understand resource rates and how to add one.
Add a meeting room and set its privacy.
Configure booking and cancellation policies.
Add a booking.
Update and cancel a booking.
Add extras as purchasable options available with a meeting room booking.
Manually add booking credits to members.
Invoice bookings.
Review bookings and take advantage of the Bookings Report.
Change the business hours of the space.
Change the visibility of the bookings on the members portal.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will go over what a contract is, what are its building blocks, and what types of contracts OfficeRnD provides. We will show you how to create contracts, how to sign and how-to terminate them. We will also discuss the lifecycle of each contract.
Learn How To:
Use contracts and what they are for.
Create a Membership Agreement, a License Agreement or a Lease Agreement.
Add a contract.
Generate a contract PDF document.
Sign a contract.
Differentiate memberships attached to a contract.
Different stages of a contract and how to terminate it.
Configure and implement a contract approval process.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will show you the default resource types available in OfficeRnD. We will cover how they can be edited and when should you create custom resource types. We will demonstrate how to assign memberships on the floorplan and how to accommodate floorplan changes.
Learn How To:
Understand the default resource types and how to track their occupancy and utilization.
Create private offices and desks.
Assign resources to members.
Assign memberships on the floorplan.
Relocate a membership.
Upgrade or downgrade a membership on the floorplan.
Change a meeting room to an office and vice versa.
Replace a dedicated desk with a hotdesk and vice versa.
Create custom resource types.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover how to collaborate with members via the members portal and the mobile app. We will show you how to create posts and events. We will demonstrate how to upload information about benefits and different how-to guides on the members portal. We will also go through integrations that power up collaboration with members.
Learn How To:
Take a short overview of the members portal and the different type of users and their permissions.
Add posts.
Add events.
Add benefits.
Add How-To Guides.
Find where members can add issues and where you can review them.
Set up integration with Slack and its benefits.
Connect OfficeRnD with Eventbrite using Zapier.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover the billing reports available in the system. We will show you how to use each one and dive deeper into the data it exposes.
Learn How To:
Find the billing charts available on the OfficeRnD Dashboard
Use the Revenue Dashboard
Use the Memberships Dashboard
Use the Projected Revenue Report
Use the Invoiced Revenue Report
Export invoices.
Customize the invoices export.
Use the Memberships Report.
Use the Members Report.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover the occupancy and utilization reports available in the system. We will show you how to use each one and dive deeper into the data it exposes.
Learn How To:
Use the Occupancy Dashboards.
Use the Occupancy Report for private offices and dedicated desks.