An Overview Of Your Lead & Customer Journey

Build a CRM system to automate, scale, and streamline your business processes.

If at any point you have any questions please don’t hesitate to reach out to our WhatsApp helpline here.

Step 1. Visualize Your CRM System

Start with a bird’s eye view of how all components interlink.

Step 2. Traffic Management

Identify and categorize traffic stages (cold to warm leads).

Step 3. Create a Funnel

Set up a funnel system to qualify and minimize lead drop-offs.

Step 4. Leverage Chatbots & Automation

Use STS Chat and Conversation AI to handle inquiries and nurture leads.

Step 5. Follow-Up Sequences

Automate reminders and follow-ups to boost conversion rates and reduce no-shows.

Step 6. Pre-Qualify Leads

Use automated sequences to ensure leads are qualified before sales calls.

Step 7. Automate Onboarding

Link your payment gateway and onboard clients automatically after purchase.

Step 8. Track Client Progress

Use the journey tracker and weekly check-in platform to monitor client engagement.

Step 9. Scale Your Content

Automate content creation, maximize output, and use paid media as needed.

Step 10. Optimize Client Fulfillment

Streamline client onboarding and fulfillment with systems in place.