Follow self-build leads in the Revenue inbox
Each lead has one thread with a live status strip, a message at every milestone and follow-up tasks. WhatsApp buttons open a ready message in their language.
Everyone who starts building a website gets one thread in the Revenue tab, titled with the business name and website builder. Leads who gave only a phone number get a thread and a CRM contact too.
The status strip
At the top of the thread: the stage, the step they are on, what is filled in and what is missing, pages and price, and when they were last active. Three buttons: WhatsApp lead, Their editor and Live site.
Milestone messages
The thread gets a message only when something worth acting on happens, each with a suggested next step:
- Started building
- Went quiet (checked each morning, for leads idle between 12 hours and 7 days)
- Hit an error, for example the Pay button could not open
- Went live on the free trial
- Trial ends in 2 days, and trial over and unpaid
- Paid
- Asked for your team to build it
Follow-up tasks
A task is created for the owner when a lead goes quiet, a trial is ending or has ended unpaid, or the lead asks for your team. Tasks close themselves when the site goes live or is paid.
Good to know
- Nothing is sent to the lead automatically. The WhatsApp button opens your own WhatsApp with a message written for their stage, in their language.
- Replies typed in the thread stay inside your team.
- If you delete a builder thread it stays closed; later milestones for that lead are not posted.
- The owner and the people set to answer your live-chat widget are added to each thread.