WhatsApp and sales
- How many queries come through WhatsApp each day?
- Who records these queries?
- How many quotes are left without follow-up?
- How many times a day is the same question answered?
- Which clients need automatic follow-up?
Free checklist
15 questions to discover if your company can automate processes with AI.
Before investing in artificial intelligence, review WhatsApp, sales, quotes, reports, documents, customer service, tracking and dispersed data.
Reports and documents
- Where does the information live: Excel, WhatsApp, email, system or a person's memory?
- What reports does your team prepare manually?
- How long does it take for management to see updated data?
- What messages or documents could be converted into smart templates?
- What indicators would you like to measure better?
Pilot's decision
- What process stops if a person is not there?
- What administrative tasks are repeated every week?
- What decisions should not be automated?
- What tools does your company already use?
- What process would be ideal to test in a 4-6 week pilot?
Next step
If you checked multiple answers, there is probably a process worth reviewing.
We can turn your answers into an initial recommendation and decide if a small pilot is appropriate.