A training business with high inbound inquiry volume was managing all lead communication through WhatsApp and Instagram DMs — with no CRM, no intake form, and no follow-up structure.

The business owner was handling most responses personally, with no way to delegate consistently. Response time varied from minutes to days. Interested prospects were going cold before anyone followed up.

The Shift:

  • From: leads managed in a phone’s WhatsApp with no process
  • To: structured intake, first-response within minutes, follow-up on process

Client Objectives

The engagement was guided by clear, measurable objectives that defined success for both business leadership and IT operations.

CRM from Scratch

Implement CRM with intake form connected to lead record creation.

AI-Assisted First Response

Deploy AI-assisted first response on inbound WhatsApp and form submissions.

Pipeline Visibility

Build internal dashboard for lead visibility across the pipeline.