AICloudStrategistRequest Review
Lead Management

WhatsApp lead management for Indian small businesses.

WhatsApp is useful for sales, but it becomes risky when enquiries, quotes, callbacks, and customer details stay buried in individual chats.

See automation sprintUse follow-up checklist
Do not lose leadsCapture sourceTag statusTrack callbackReview daily
Process

Turn chat activity into a visible sales process.

The goal is not to remove WhatsApp. The goal is to make WhatsApp leads visible to the owner and easy for the team to follow up.

Minimum fields to track

  • Customer name, phone, company or location
  • Lead source: website, Google Business Profile, referral, directory, walk-in, or repeat customer
  • Requirement, estimated value, status, owner, and next callback date
  • Last message sent and next action required

Useful statuses

  • New enquiry
  • Need details
  • Quote sent
  • Follow-up due
  • Won, lost, duplicate, or not fit

Template library

  • First response after website enquiry
  • Requirement clarification message
  • Quote sent confirmation
  • Polite callback reminder
  • Lost lead reason capture
Owner Review

Check the tracking board before the day gets busy.

Every morning, review new leads, overdue callbacks, quotes waiting for customer response, and high-value opportunities. This habit usually matters more than adding another tool.

Read automation guide