A WhatsApp that qualifies companies, books diagnostics and chases proposals
Leads land on the firm's WhatsApp. The AI asks about company size, industry, main pain point, books the diagnostic call, sends materials and even follows up on proposals left hanging.
Three things you've already seen happen this week
Ad leads arrive cold with no context
Media spend brings in contacts, but leads show up without knowing if the firm even serves companies their size. Without qualification, senior consultants waste time on leads that will never become projects.
Proposal sent, then silence for weeks
The client asked for a proposal, got the PDF, disappeared. No one follows up, no one re-engages. Two months later you find out they went with a competitor or dropped the project.
Recurring clients never get re-engaged
A project wraps up well, the client goes quiet. Without a quarterly check in, the chance at a retainer or new scope dies. Recurring revenue left on the table.
A whole operation on WhatsApp, set up for your case
Qualification by size, industry and pain
The AI asks about company size, approximate revenue, industry and main challenge. Identifies if it's a fit for consulting, ongoing advisory, or outside the ideal customer profile.
Diagnostic call booking
Qualified leads pick a time directly on the responsible consultant's calendar. The AI confirms the day before and the day of, cutting no shows.
Materials and case studies sent automatically
Before the call, the AI sends a relevant case study, a company overview and a pre-diagnostic form. Consultants walk into the meeting with a warm lead.
Automatic proposal follow up
A sent proposal becomes a task. The AI follows up on days 3, 7 and 15 with different messages, asks if a decision was made, offers to answer questions. Any reply gets routed to the consultant.
What changes at the firm
- Senior consultants only meet leads within the ideal customer profile
- Fewer no shows on diagnostic calls
- Proposals followed up without anyone needing to remember
- Recurring clients re-engaged with no manual effort
Questions that always come up
Read next
Funil de vendas no WhatsApp: do lead ao fechamento sem perder ninguém
O que é funil de vendas, quais são as etapas e como montar o seu em uma tarde, com modelo pronto pra rodar direto no WhatsApp.
CRM integrado ao WhatsApp: por que separar os dois é jogar venda fora
CRM e WhatsApp juntos na mesma tela: como funciona, o que avaliar antes de contratar e por que integração por plugin costuma dar errado.
Want to see it in your case?
In 30 minutes we understand your scenario, show the product working, and propose the path for your business.
Talk to us on WhatsApp now