Stop losing leads in WhatsApp, Excel, and memory.
A practical automation sprint for owner-led teams that need cleaner lead tracking, faster response, and daily visibility without a complex enterprise system.
Small process improvements before expensive software.
The sprint focuses on the highest-leakage process first: enquiries, callbacks, quotations, customer updates, task handoffs, or basic reporting.
Included deliverables
- Current process map and leakage points
- Lead or task tracker in a practical free/low-cost stack
- Follow-up stages, reminders, and owner-visible status fields
- Reusable WhatsApp, email, and call note templates
- Simple dashboard or weekly report view
Best-fit customers
- Leads are handled manually by owner or sales staff
- Follow-up depends on memory
- Quotation, callback, or appointment status is unclear
- Team uses WhatsApp, phone, sheets, and email but no repeatable process
Not promised
- No guarantee that automation will close sales by itself
- No paid CRM subscription activation without founder approval
- No deep ERP, accounting, inventory, or custom app build in starter scope
- No scraping, spam automation, or unsolicited outreach sending
Two clear tiers. No hidden scope.
All work starts only after scope and fee are confirmed in writing. No payment until you approve the plan.
- Lead or task tracker in a free/low-cost stack
- Follow-up stages, reminders, and status fields
- Reusable WhatsApp and email reply templates
- Simple owner dashboard or weekly report view
- Delivery: 7–15 working days
- Everything in Starter
- Full process map and leakage point review
- Automation triggers for follow-up reminders
- CRM or sheet integration with your existing tools
- 30-day post-delivery check-in call
- Tell us where leads or tasks are getting lost
- We suggest the right tier after a short call
- No payment until scope is agreed in writing
Start with enquiry to follow-up.
For most small businesses, the first automation should track every new enquiry, next callback date, quote status, owner, and last response. This creates visibility before more advanced automation.
Make the follow-up process visible first.
These guides help owners define the process before adding more tools.
WhatsApp Lead Management Guide
Capture source, status, quote stage, callback date, and owner review for leads that start in chat.
Small Business Automation Guide
Start with low-cost lead tracking, task reminders, owner dashboards, and repeatable daily review.
Lead Follow-Up Checklist
A practical checklist for response time, callbacks, quote tracking, daily review, and owner visibility.