01 / lead intake
Turn inbound interest into an owned next step.
A controlled lead intake, booking and follow-up workflow for hospitals, hotels, events, real estate, education and professional services. It qualifies the enquiry, routes the handoff and keeps follow-up visible without sending behind the team’s back.
Commercial owner
Head of Sales, Revenue Operations, Commercial Director, or founder
Businesses with a clear offer, meaningful inbound enquiry volume, and a sales or operations owner who can define qualification rules.
Actual workflow
A website, WhatsApp or email enquiry enters an agreed path with source and consent context.
The system asks the minimum qualifying questions and checks fit against the customer’s rules.
A sales-ready record is created with need, timing, value band and next action.
The owner approves sensitive copy or takes over the conversation.
The CRM and follow-up queue show what happened, what is blocked and who owns the next move.
Integration options
- website forms
- WhatsApp Business Platform / BSP
- booking tool
- HubSpot, Salesforce, custom CRM or Sheets
Customer-dependent: these are supported design options, not public proof of a prebuilt connector. Discovery confirms the provider, credentials, allowed operations and test evidence.
KPIs to baseline
- speed to first human action
- qualified-enquiry rate
- booking / meeting rate
- follow-up completion
- reasons enquiries are lost
Included
- qualification playbook
- one lead intake channel
- CRM or spreadsheet sync
- booking handoff
- follow-up queue and funnel events
- sales evaluation set
Security posture
- role-based access to lead records
- consent and source capture
- approval gates for external messages
- audit events for edits and tool calls
- secrets kept in environment configuration
Not included
- guaranteed leads, meetings or revenue
- bulk cold outreach without consent and approval
- CRM replacement
- unlimited channels or custom integrations inside pilot
Public research shows Nigerian hospitals, hotels, education providers and real-estate businesses expose enquiry, booking and application paths. That is workflow evidence, not proof of an active buying project.
Use the ROI framework