Automatically follow up with unqualified leads over WhatsApp

Leads that haven't converted get a series of personalized WhatsApp messages sent on a set schedule.

How the work actually flows

It branches. Exactly one path is taken; runs once per each due lead.

Pattern: Exclusive Choice (4) · Simple Merge (5) · Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["scheduled follow-up check"]):::trigtime s0[["select message by contact count"]]:::mi s1["send whatsapp message"]:::task s2["log message and update count"]:::task trig --> s0 s1 --> s2 gx{"× how many times contacted"}:::gate s0 --> gx p00["send intro message"]:::task gx -->|"first contact"| p00 p10["send follow-up message"]:::task gx -->|"repeat contact"| p10 jn{"○ log and update count"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"personalized follow-up sent and logged"/]:::out pay{{"leads stay warm automatically"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemOne path onlyPaths rejoinResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Messaging & NotificationsSpreadsheet & Database Ops
Connects
GallaboxPostgreSQL

The problem it solves

Leads that don't convert right away often get forgotten because following up with each one by hand takes too much time. Without consistent follow-up, prospects who were still interested quietly go cold.

Who it fits

A sales team with a steady stream of leads that need repeated, timed follow-up to stay warm.

How it works

  1. Runs on a schedule and checks your database for leads due for a follow-up
  2. Picks the right message based on how many times they've already been contacted
  3. Sends a personalized WhatsApp message with quick reply options
  4. Logs the message and updates the lead's follow-up count
What you get

Cold leads that stay warm without manual texting

Unqualified leads get a steady rhythm of personalized WhatsApp check-ins until they're ready to talk.

What you get

A logged history of WhatsApp follow-ups and an updated status for each lead.

What you need

A database and a WhatsApp business messaging account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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