Follow-ups that know when to stop.
Line up WhatsApp messages, templates, call tasks and booking invites with waits in between. The moment a customer replies or books, the sequence stops and your team takes it from there.
Running customer conversations for WhatsApp-first businesses
Five steps, a week, and it stops on a reply.
Run Mercy’s new-lead sequence. Let it play, or have her reply or book and watch everything after that stop.
- WhatsApp message· Right awayAlwaysThanks for asking about business internet. Which area are your shops in?
- WhatsApp template· 1 day laterIf no replyfollow_up_plans · the business plans and prices
- Call task· 2 days laterIf no replyCall Mercy about coverage for her two shops
- Appointment invite· 1 day laterIf nothing bookedBook a free site survey: {{booking.link}}
- Task· 3 days laterAlwaysDecide whether to keep or close this lead
Messages, calls and tasks in one flow.
No “just checking in” after they’ve answered.
Choose what stops it in the builder. Some always stop it, whatever you choose.
- 01They replyOn WhatsApp, Instagram or any other channel
- 02They book an appointmentThrough the booking link or by your team
- 03The deal changes stageSomeone is already working it
- 04The deal is won or lostOr the lead is disqualified
- 05The goal is reachedA reply or a booking, whichever you set
Polite by default, and inside WhatsApp’s rules.
Every sequence checks these before a step goes out. Skipped steps are counted, so you can see who was left out and why.
Test on my number before you turn it onEnrolled the moment they become a lead.
Choose what enrols people in each sequence, so nobody waits for someone to remember to follow up.
See what each sequence actually did.
| Step | Done | Skipped | Failed |
|---|---|---|---|
| WhatsApp message | 142 done | 0 skipped | 0 failed |
| WhatsApp template | 91 done | 4 skipped | 1 failed |
| Call task | 57 done | 2 skipped | 0 failed |
| Appointment invite | 40 done | 0 skipped | 0 failed |
Sequence questions.
What teams ask before they let a sequence do the chasing.
Ask ACT, running on this site, or bring your follow-up routine to a 20-minute Workflow Review.
The sequence stops for them straight away, on any channel, and the conversation goes to your team. You can also stop it when they book an appointment or when the deal changes stage.
Yes, but only with an approved WhatsApp template, as WhatsApp requires. The sequence switches to the template on its own when the 24-hour window has closed.
Yes. A call step or task step creates a task for the owner with a due date. Email steps also create a task for now, so a person sends the email.
Automatically when a lead is created, a deal is created or a deal enters a stage you choose, or by hand from a saved view of leads. Each contact is only in one sequence at a time.
Yes. Test on my number sends the steps to your own WhatsApp, and you can pause a sequence at any time.
Follow up on every lead without nagging.
Tell us how you chase new leads today. We’ll turn it into a sequence with the right waits, templates and stop rules.