Follow each lead in the Revenue inbox

Everyone who starts building a website gets one thread in Messages, under Revenue. The thread tells you where they are, what is missing and what to do next, so nobody who showed interest is forgotten.

Steps

1. 1

   Open the Revenue tab

   On: /messages

   Open Messages and choose the Revenue tab. Self-build leads appear as threads named after the business, followed by "website builder".

   You should see: A list of lead threads, newest activity first.

2. 2

   Read the status strip

   On: /messages

   Open a thread. The strip at the top shows the lead's stage, the step they are on, a Filled: list and a Missing: list, the number of pages with the price, and when they were last active.

   You should see: You can say what this lead still has to fill in.

3. 3

   Read the milestone messages

   On: /messages

   The thread gets a message only when something worth acting on happens: started building, went quiet, hit an error, went live on the free trial, trial ends in 2 days, trial over and unpaid, paid, or asked for your team to build it. Each message suggests the next step.

   You should see: The most recent message tells you the lead's latest milestone.

4. 4

   Message the lead on WhatsApp

   On: /messages

   Press WhatsApp lead. Your own WhatsApp opens with a message already written for their stage, in their language. Read it, change it if you like, and press send in WhatsApp.

   You should see: WhatsApp opens with the lead's number and a ready message.

5. 5

   Open what they see

   On: /messages

   Their editor opens the lead's private editor link, which is useful when they say something will not save. Live site opens the published website, once there is one.

   You should see: The editor or the live website opens in a new tab.

6. 6

   Work the follow-up tasks

   On: /me/tasks

   A task is created for the owner when a lead goes quiet, when a trial is about to end or has ended unpaid, and when a lead asks for your team. Open My tasks to see them. They close by themselves when the site goes live or is paid.

   You should see: Follow-up tasks for leads appear in your task list.

Tips

• Nothing is sent to a lead automatically. The WhatsApp button only prepares the message; you send it.
• Replies typed inside the thread stay within your team. Use them as notes for each other.
• If you delete a builder thread it stays closed, and later milestones for that lead are not posted.

Troubleshooting

A lead says they lost their link.

Open their thread, press Their editor, copy the address from the browser and send it to them on WhatsApp.