WORKFLOWS IN PRACTICE
We design the conversation and the workflow around it — from the first DM to the handover your team actually needs.
Illustrative workflow playbooks — not reported client results.
RETAIL & ECOMMERCE
Instagram comment → DM
Ask about the product or use case, share relevant information, then offer help from the team.
Track: replies, qualified enquiries, purchases attributed to the campaign.
EDUCATION & CONSULTING
Messenger enquiry → qualification
Ask about the goal and preferred timing, collect contact details with permission, and invite the lead to book.
Track: completed enquiries, requested calls, booked consultations.
SERVICE BUSINESSES
Website AI → team handover
Answer an approved FAQ, identify the service needed and send the enquiry to the relevant team.
Track: answered questions, handovers, first-response time.
Choose the channel, campaign and intent that start the conversation.
Collect the business need, timing and preferred way to follow up.
Route the enquiry to a person, a resource or a booking flow.
Review replies, qualified enquiries and completed bookings.
LET’S MAP YOUR NEXT WORKFLOW
Tell us where your enquiries come from and what should happen next. We’ll start with the conversation, not a list of tools.
Get a free flow audit