Solutions · 02 · Convert
CRM & Follow-Up Automation
I help businesses manage prospects, coordinate follow-ups and reduce the manual work between an enquiry and a completed sale.
The problem
Where opportunities get lost.
Opportunities are often lost after the enquiry: replies are slow, follow-ups depend on memory, and nobody can see where each prospect stands.
When sales involve referrers or agents, verifying orders and working out commission becomes slow, manual and error-prone.
What I build
- CRM setup and sales pipelines (Zoho CRM and others)
- Automated WhatsApp and email follow-ups
- Order and referral verification
- Commission calculation and payment records
How it works
The solution, step by step.
01
A clear pipeline
Every prospect has a status, an owner and a history, so nothing depends on someone remembering.
02
Timely notifications
New enquiries and key events trigger instant alerts — for example on WhatsApp — so responses don't wait.
03
Verified records
Orders are matched to the right customer and referrer before anything is paid out.
04
Automatic calculations
Commission and payment records are calculated from agreed rules instead of spreadsheets maintained by hand.
Who it suits
Built for businesses like these.
- Growing businesses with manual sales processes
- Distributors and manufacturers selling through referrers or dealers
- Teams that lose track of follow-ups between tools
Example
Recording a customer's purchase against the correct referrer and calculating the commission owed.
Also explore
Other solutions
Where are you losing customers?
Get a free Customer Leak Audit. I'll check how your business handles enquiries, what happens after a quote, and where customers slip away, then show you what to fix first.
No assumptions about the solution before understanding the problem.