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The Complete Lead Journey

Below is the exhaustive, step-by-step process a prospective member experiences — from their very first interaction with Ofis Square to becoming a fully onboarded, active member.

Step 1: Initial Enquiry & Capture

The journey begins when a potential member fills out the initial signup form on the website.

• The system securely records their essential baseline details:
  • Full Name
  • Email Address
  • Phone Number
  • Company Name

Step 2: Selecting the Desired Workspace

Immediately after capturing their basic details, the prospect is asked to select what they want to book. The platform branches into tailored onboarding flows based on the specific workspace selected:

• On-Demand
• Single Desk
• Virtual Office
• Private Cabin

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Step 3: Tailored Onboarding Paths

Depending on the workspace selected in Step 2, the prospect is presented with specific follow-up questions to gather exactly what is needed for their use case:

Path A: On-Demand (Day Passes)

If the prospect requires immediate, short-term workspace access:

1. Pass Selection: They can immediately select to book a single Day Pass or opt for a bundled plan.
2. Account Creation: The system completes their signup and grants them initial access.
3. Mandatory Identity Verification (KYC): Before their booking can be fully utilized, the member is asked to complete their KYC. They have two options:
   • Automated Verification: Use the Surepass Aadhar verification integration for instant, automated approval.
   • Manual Verification: Upload identification documents directly via the dashboard. These documents are securely sent to a Community Manager or Admin for human review and manual approval.

Path B: Private Cabin

If the prospect is looking for a long-term, enclosed office space for their team:

1. Detailed Fact-Finding: The system prompts them to provide specific details crucial for a sales consultation, including:
   • Industry Details
   • Number of Team Members
   • Expected Move-In Date
   • Target Budget
2. Sales Handoff: This information is packaged into a highly qualified lead profile and routed immediately to the Community Management and Sales teams for prompt follow-up and contract discussion.

Path C: Single Desk

If the prospect is looking for a dedicated personal desk in a shared environment:

1. Professional Profiling: The prospect is asked specific questions to help community managers place them appropriately:
   • What do you work as?
   • What kind of work do you do?
   • Expected Move-In Date
   • Target Budget
2. Tour Scheduling: Since a Single Desk is a commitment, the prospect is immediately prompted to select a convenient date and time to take a guided tour of the facility.
3. Appointment Confirmed: Their tour is scheduled, and the community team is notified to prepare for their visit.

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Step 4: Operational Conversion

Once the prospect completes their tailored path — whether it's an automated KYC approval for a Day Pass or completing a successful building tour for a Private Cabin — the Community Manager officially converts their profile in the system. The lead transitions from a "Prospect" to an "Active Member", unlocking their full access to building amenities and the Member Web Panel.