Lead selection

2 min. readlast update: 10.24.2025

Lead Selection

The Lead Selection process helps Storetasker Experts evaluate prospective clients (leads) and make informed decisions about which projects to pursue.


Are all leads pre-screened?

  • No. While Storetasker maintains a network of pre-qualified clients, any individual or company may submit a brief through the platform.

  • Leads may also come via partner referrals, so there is a wide range of client scale, experience, and project complexity.


How should Experts approach lead selection?

  • Experts are encouraged to be selective and strategic when choosing which leads to pursue.

  • The system provides context to support this decision, including:

    • Brand information

    • Brief history

    • Prior communications

  • New members start with a limited number of introductions (typically three per week) to encourage thoughtful selection.


Why does selectivity matter?

  • Closing leads builds trust within the network and strengthens your reputation.

  • Unclosed or mismatched leads can negatively impact future opportunities for you and others in the network.

  • Careful lead assessment ensures better outcomes for you, the client, and the overall Storetasker community.


How does the system reward successful lead management?

  • Closing a lead unlocks an additional intro for that week.

  • Meeting account metrics over time can increase your weekly intro limit (up to 10).

  • Thoughtful matches help maintain the credibility and efficiency of the network.


Are suggested leads guaranteed to be a good fit?

  • No. Suggested leads are just recommendations. The system cannot fully assess your preferences, expertise, or availability.

  • Always review each brief carefully before reaching out.


Best Practices for Lead Selection

  1. Review all available brand information before claiming a lead.

  2. Prioritize leads where you can confidently provide value.

  3. Be strategic about your introductions to maximize closing potential.

  4. Understand that a mismatch may lead to an unresponsive client, which affects network credibility.

More here on lead fluctuations

More here on unresponsive clients

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