Studios XeniaWhat to automate first if you sell on WhatsApp and Instagram
First, make sure no lead goes unrecorded; second, that the team hears about it instantly; third, that the first reply doesn't depend on someone being free; fourth, that quotes don't go cold; fifth, a weekly report. A simple integration starts at US$190.
Most sales aren't lost for lack of leads, but because nobody replied in time or nobody wrote back. That's why the order matters.
1. Make sure no lead goes unlogged
Forms, WhatsApp and Instagram all go to one place: a spreadsheet or a simple CRM. Without this there's nothing to measure.
2. Make sure the team finds out instantly
An alert by WhatsApp, email or Telegram when a lead arrives. It's the cheapest automation and the most noticeable one.
3. Make the first reply independent of who's free
An agent that answers and asks the first questions, at night too.
4. Keep quotes from going cold
A reminder after 3 days if nobody replied. It costs little and recovers sales that were almost done.
5. Let the owner see the week on one screen
An automatic report with leads, quotes and sales.
Packages and prices are under automation.
How to find where leads slip away
Before automating, count. For one week, write down every lead that comes in, where it came from and how long you took to reply. The same pattern tends to show up: night and weekend leads wait for hours, and quotes once sent are never looked at again.
What each step costs
| Step | Service | From |
|---|---|---|
| Logging and alerts | Integrations | US$190 per flow |
| First reply | Service agent | US$290 + US$59/month |
| Quote follow-up | Automatic follow-up | US$390 + US$39/month |
| Capture, CRM and email | Email funnel and CRM | US$490 |
What not to automate yet
- A process that changes every week.
- Something that happens twice a month.
- Negotiating a close: a person leads there.
The rule we always keep
Every flow has to raise an alert when it fails. A form that silently stops reaching the spreadsheet is worse than no automation at all. Details and prices are on the automation page.
Frequently asked questions
What should I automate first?
Make sure every lead is logged and the team gets an instant alert. It's the cheapest step and the most noticeable.
How much does automation cost?
An integration starts at US$190 per flow; automatic follow-up, at US$390 plus US$39 a month.
Do I need a CRM to start?
No. A well-organized spreadsheet works; the CRM comes when the volume calls for it.
Keep reading
- WhatsApp AI agent: what it does, what it doesn't and what it costsWhat it answers, when it hands off and what it costs.
- How much social media management costs and what a monthly plan includesWhat each plan includes and what's paid separately.
- Checklist for a website that actually shows up on GoogleWhat we check on every site before publishing.