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 raising your hand.
Does raising my hand guarantee I'll get to speak with the client?
- Not always. Storetasker runs many different types of talent searches — some leads introduce a single expert, some introduce several, some let the client select who they want to speak with, and some are curated directly by the HQ team.
- If a lead goes inactive shortly after you see it, it most likely means another expert was already introduced. This is how the system is designed, not a bug.
- The best way to stay at the front of the line: raise your hand for leads where your profile is a very strong match and you can confidently deliver value.
Best Practices for Lead Selection
- Review all available brand information before raising your hand on a lead.
- Prioritize leads where you can confidently provide value.
- Be strategic about your introductions to maximize closing potential.
- Understand that a mismatch may lead to an unresponsive client, which affects your network credibility.
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