← All Work
12Lead & Conversion
Enquiry Pipeline & CRM.
Every lead tracked. Hot ones surfaced. Cold ones nurtured. The pipeline you can actually see.
The Problem
You have no idea which stage each lead is at. Someone enquired two weeks ago. You sent a follow-up once. Did they reply? Did they go cold? You have thirty open conversations in WhatsApp and no structure to track any of them.
What We Do
- 01Capture every new WhatsApp enquiry. Create a lead record automatically.
- 02Assign a pipeline stage: New, Contacted, Quoted, Following Up, Converted, Lost.
- 03Score each lead by behaviour: replied twice = warm, asked for pricing = hot, silent for 5 days = cold.
- 04Daily lead summary to owner: top 3 hot leads to follow up today.
- 05Automated follow-ups if a lead goes quiet.
- 06Escalate unresponsive hot leads to the owner.
- 07Mark Converted on confirmed booking. Mark Lost after 21 days of silence.
What You Get
Automatic lead capture and CRM record creation.
5-stage pipeline tracking.
Lead scoring system (Hot, Warm, Cold, Dead).
Daily WhatsApp lead summary with priority follow-ups.
Automated follow-up sequences per lead stage.
Escalation alerts for hot leads going cold.
Weekly pipeline summary with conversion metrics.
Google Sheets CRM dashboard, always up to date.
Outcomes
Leads falling through cracks
Frequent
Near zero
Pipeline awareness
Zero
Daily update
Follow-up consistency
Ad hoc
Systematic
Conversion rate
Baseline
10 to 25% lift
Who This Is For
Any business handling 10+ enquiries per month. B2B services, interior design, event companies, premium clinics, education institutes, manufacturing.
Ready to build this?
Every Rheo engagement begins with an Ops Audit. Forty-five minutes on a call, a written scorecard in five business days, and a clear list of what to fix first.