Working with Leads

The Leads tab in your dashboard is where you can view and manage new project requests from prospective clients. Below are answers to common questions about navigating, reviewing, and claiming leads.

How do I navigate the Leads tab?

• The main view displays a grid of request tiles.

• Each tile shows the brand name and a preview of their request.

• Hover over a tile to see extra options, including a link to the brand’s website.

• Grayed-out tiles mean another Expert is currently reviewing the request. If they skip it, the request may become available to you.

How do I review a lead?

When you click a lead tile, you enter the Initial View Session:

• No other Expert can claim the lead unless you skip it or end your session.

• You’ll see:

  • Brand details and website.

  • Point of contact, location, and current time of day.

  • For repeat clients: total Storetasker spend and past projects.

• You have 5 minutes to review.

• If interested, click Next to see any prior communication about the project, then Next again to reach the claim window.

How do I claim a lead?

• To claim, you must send the client a personalized message.

• Depending on the client’s preference, the message will be sent by email or text.

• A draft is pre-filled by the system, but you should edit it to address the client’s specific request.

• Once sent, the lead is officially claimed by you and will appear in your Clients tab.

What if I want to skip a lead?

• Select Skip at any time if the lead isn’t a fit. You’ll be asked to choose a reason.

• Once skipped, the lead disappears from your view.

• If you’re mid-session and hit the X, your viewing session ends. The draft message will be deleted, and the lead becomes available to others. However, it will remain visible to you unless another Expert claims it.

Where can I see my claimed leads?

• Go to the Clients tab.

• Claimed leads that haven’t yet accepted a quote appear under Leads to Close.

How many leads can I claim per week?

• You can claim 0–10 new leads per week, depending on your status in the network.

• The count resets every Sunday at 12am ET.

• Closing a lead (when a client accepts a quote) earns you one extra claim that week.

Do all requests count toward my weekly limit?

No. These types of requests do not count toward your claim limit:

• Direct requests via your profile.

• Direct service requests.

• Direct matches made by the Support Team.

• Referrals that arrive via Inbound.

Are all client leads pre-vetted?

• Not always. While many are pre-qualified or referred through partners, anyone can submit a brief.

• Clients vary widely in scale and needs.

• Some may become unresponsive even after receiving an introduction.

What happens if a client is unresponsive?

• Unresponsiveness is a known factor in the system and is already accounted for in close rate metrics.

• Storetasker tracks unresponsive clients. If a client repeatedly fails to respond, it can negatively impact their ability to hire in the future.