The challenge
Small organisations often receive enquiries through advertisements and forms but struggle to respond quickly and keep lead information organised.
The solution
A connected workflow moves leads into Google Sheets, triggers personalised email communication, supports Brevo campaigns and gives staff a prepared WhatsApp action while retaining human control.
Key features
- Meta lead capture
- Google Sheets lead dashboard
- Automatic first email
- Brevo newsletters and reminders
- One-click WhatsApp messages
- Lead status and action tracking
- Duplicate management
The outcome
The model shows how a small organisation can achieve structured lead follow-up without a complex or costly CRM.