Table of Contents
Welcome to a new edition of Coworkings AI!
Two editions back, we walked through an operational workflow that combined the Nexudus CLI & Agent Skill with the Member Feedback Analysis Claude Skill, closing the loop between data extraction, Claude analysis, and writing results back into Nexudus, where flex space operators could benefit from analyzing member help desk data and taking actions based on recurring patterns to improve space efficiency and member experience.
This edition takes the same pattern and applies it to a core sales workflow in coworking operations: Lead Qualification from Tour Booking Form.
In Coworkings AI #010, we built an Inbound Sales Skill for Claude: a five-step pipeline that turns a raw contact form submission into a qualified lead, a product recommendation, and an email outreach sequence. But the starting point was still manual, you had to export the contact to Claude and run the inbound sales skill to generate the outcome for each new contact. It worked, but it wasn't possible to take action back in the Nexudus Admin panel without a manual process.
With the Nexudus CLI & Agent skill, that changes. Claude can now pull your tour booking contacts directly from Nexudus, run the full inbound sales pipeline on each one, and write the score and recommendation back into their contact record in Nexudus.
Why this workflow is relevant: This gives your sales team a ranked view of the pipeline at a glance, who to call first, how to approach the outreach, what to recommend, and what to clarify.
This is the 5-step process we want to share in this edition:
Step 1: List the Tour Booking Contacts Inside Nexudus
Step 2: Run the Inbound Sales Skill
Step 3: Score and Recommendation per Contact
Step 4: Write the Score and Recommendation Back into the Nexudus Admin Panel
Step 5: Running It as a Recurring Workflow
That's what we walk through in this edition.
Before starting: if you haven't installed the CLI & Agent Skill yet, follow Part 1 of the previous edition before continuing. It covers installation, authentication, and setup in full, super easy and straightforward. Or, if you prefer, share this guide with your technical team 😊.
You'll also need the Inbound Sales Skill from Coworkings AI #010. If you're not familiar with it, we encourage you to head over to the link and take a look at how this skill works. Download the SKILL.md file and upload it to your Claude Project before starting.
Step 1: List the Tour Booking Contacts
In the Nexudus member portal, you can create a "Book a Tour" form where potential leads apply for a visit. You can also add qualification questions to this form. For the sake of this guide, we've added five questions, every space can personalize these with whichever questions they consider most relevant. In our demo:
Company name
Job title
Plan of interest
Team size
Preferred location
Message
This input data from the tour booking form will feed into the inbound sales skill and generate all the outputs defined in the skill logic.
Tour booking form with qualification questions
With the Nexudus Agent Skill active in Claude Code and logged into your Nexudus account, ask Claude to pull the contacts who completed the tour booking form:
"List the contacts who submitted the Tour Booking form in Nexudus. Show me their full name, email, company name, job title, plan of interest, preferred location, team size, and message"For this guide, you'll see data from just one dummy contact (image below).
Claude will use the CLI to query the Nexudus API and return a structured contact list. This is the same data you would normally export manually, except now it's live and ready for analysis.
Let's continue with the second step.
Step 2: Run the Inbound Sales Skill
With the contact list gathered, load the Inbound Sales Skill and run the pipeline. You can run all contacts in one pass, or start with a single record to validate the output before scaling. We recommend the second approach, it's the only way to start feeling comfortable with the AI output, so you can improve the skill when the result doesn't meet your qualification criteria. Once you validate that the AI output is useful, you can start running the workflow for a larger contact list.
Running a single contact first (recommended)
"From the list of contacts who submitted the Tour Booking form in Nexudus, take the first entry and run the full 5-module inbound sales pipeline. Use the Space Context already available in Nexudus — including sites, plans, pricing, and bookable resources — as the operator context.
Run all 5 modules in sequence: Lead Enrichment → Lead Qualification → Product Recommendation → Demo Script → Email Sequence."The skill will run all five modules in sequence:
Lead Enrichment: web search for person and company intelligence.
Lead Qualification: ICP score across 7 dimensions (out of 35).
Product Recommendation: best-fit plan, location, and upsell signal.
SPIN Demo Script: personalized question guide for the sales call or tour.
Email Sequence: 3-email follow-up, ready to edit and send.
Review the output before running the remaining contacts. If something looks off, this is the moment to adjust the skill or the knowledge base.
Step 3: Score and Recommendation per Contact
For the sake of this tutorial, we have run the Lead Qualification and Product Recommendation modules inside the Inbound Sales Skill.
After the pipeline runs, ask Claude to produce a consolidated summary table:
"Generate a summary table of all contacts with: Full name | Company | ICP Score | Priority Tier | Recommended Product | Key Gap"This gives your sales team a ranked view of the pipeline at a glance, who to call first, how to approach the outreach, what to recommend, and what to clarify.
Priority tiers from the Inbound Sales Skill:
🔴 HOT (29–35) — Respond within 1 hour.
🟡 WARM (21–28) — Respond within 4 hours.
🟢 NURTURE (12–20) — Respond within 24 hours.
⚪ LOW FIT (1–11) — Respond politely, minimal sales effort.
These priority tiers are defined in the inbound sales skill and can be adjusted to better fit your sales process.
Below you can find the output from the previous prompt for our dummy example:
This output is already relevant for sales teams. But what if this information were available directly inside the Nexudus CRM, ready to power outreach campaigns and follow-up actions? That's exactly what the next step covers.
Step 4: Write the Score and Recommendation Back into Nexudus Admin Panel
This is where the loop closes. Once you have the analysis, use Claude and the Nexudus Agent Skill to push the results back into each contact's record.
"For each account contact, update their Nexudus record with the following: in the Notes field, under Details, add the lead qualification summary (ICP score, priority tier, recommended product, outreach strategy, and key qualification gaps)."The result: every tour booking contact in Nexudus now has an enriched sales profile — score, product recommendation, and a defined outreach strategy — directly inside the Nexudus Admin panel (image below).
Enriched sales notes on each contact, directly inside the Nexudus Admin panel.
⚠️ As with any agentic workflow that writes to live data: review the output before letting Claude update records freely. Start by validating the skill on a small sample of contacts and confirm the format looks right inside Nexudus before running the full batch.
Step 5: Running It as a Recurring Workflow
Once you've validated the outputs and confirmed how the enriched contact notes appear inside the Nexudus Admin panel, the full workflow can be wrapped into a single recurring Claude routine:
"Every 2 hours, execute the following steps sequentially:
Step 1 — Pull contacts: retrieve all new contacts who submitted the Tour Booking form in Nexudus.
Step 2 — Run the Inbound Sales Skill: for each contact, run the full inbound sales pipeline using the Space Context stored in Nexudus. Produce: ICP score, priority tier, product recommendation, outreach strategy, and key qualification gaps.
Step 3 — Update Nexudus records: for each contact, update their Notes field (under Details) with the lead qualification summary."The main goal of this recurring workflow is lead qualification and scoring, but it can easily be extended to trigger an automatic first outreach email for each contact.
Final Thoughts
The AI Lead Qualification workflow we've covered in this edition is one piece of a larger initiative Nexudus is building toward: AI agents that work across every step of coworking operations and the full member lifecycle, not just at the point of lead capture.
The goal behind this series of guides is to show the potential of these new tools (the CLI, skills, and agents) to deploy useful AI automations in your day-to-day coworking operations, and inspire you to build new use cases.
At the same time, we know these tools still require a level of technical expertise that not every team feels comfortable with, has the time for, or has the resources to manage. That's why we are packaging all of this as ready-to-use AI agents built directly into Nexudus, and the first ones are already here.
In upcoming editions, we'll dive into our first Sales AI Agent, recently launched and introduced by Adrian Palacios. Head over to the presentation to get a first look.
And if there's a specific topic or workflow you'd like us to dive into next, let us know! 😊