SALES USE CASE

Know who’s ready to buy before you call.

Ask new leads two or three quick questions on WhatsApp, branch on their answers, and send the hottest leads straight to a salesperson.

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9:41

NorthlineBusiness account

Today

This business uses a secure service from Meta to manage this chat. Tap to learn more.

Hi Sarah, thanks for your interest in Harbour linen shirt. When are you hoping to get started?

10:02 am

Within 3 monthsLater this yearJust researching

10:14 am ✓✓

Great! Sam, our local advisor, will message you today to arrange a free roof assessment.

10:15 am

Message

Illustrative conversation. Names and details are examples.

Tradesman in his van replying to a customer on his phone

Web form · New enquiry

Illustrative example. Names and details are made up.

FOR SALES TEAMS

Qualify before you call.

A few questions on WhatsApp sort the ready-to-buy from the just-looking, so calls go where they matter.

Team: Sales
Starts from: Google Sheets · Zapier
Goal: Salespeople spending their time on the leads most likely to buy.
Meta category: Utility or Marketing, depending on wording

IN PRACTICE

Not every lead is ready to buy, and salespeople waste hours finding out. One or two quick questions with reply buttons sort leads into “ready now”, “later” and “not a fit”, so the hottest ones go straight to a person and the rest get something useful instead of a pushy call.

THE JOURNEY

How it runs.

Starts when: A new lead row arrives in your sheet or through Zapier.
Stops when: Answer received and routed, opt-out, or no reply after two messages.

Ask A first message with one simple question, e.g. timeline or budget range, using reply buttons if your template has them.
Branch Route by the answer: ready now, researching, or not a fit.
Hand over “Ready now” leads notify a salesperson immediately.
Nurture Others get a helpful resource and a check-in later.

See how to build and activate it →

SHEET TRIGGERNew Sheet Row

SEND MESSAGEqualify_timeline_v1

WAIT FOR REPLYTimeout: 1 day

CONDITIONReply is “Within 3 months”

SEND MESSAGEqualify_handover_v1

NOTIFY MEReady now

SEND MESSAGEqualify_nurture_v1

END FLOWEnd Flow

Styled like ConvoHut’s flow builder. Every node is editable.

THE FULL PLAYBOOK

Everything you need to launch it.

The exact messages, the sheet, the build and the rules.

Download as PDF ↓

ImmediatelyUtility

qualify_timeline_v1

Hi {{first_name}}, thanks for your interest in {{product}}. When are you hoping to get started?

Within 3 monthsLater this yearJust researching

On “Within 3 months”Utility

qualify_handover_v1

Great! {{rep_name}} will message you today to arrange a free assessment.

On other answersMarketing

qualify_nurture_v1

Thanks {{first_name}}. Here’s our buyer’s guide in the meantime: {{guide_link}}. Reply any time.

Template names and wording are examples. Write in your own voice and submit templates to Meta for approval; Meta confirms the category.

Lead qualification · example sheet

	A	B	C	D	E
1	first_name	phone	product	source	rep_name
2	Lena	+61 4•• •••	Solar 6.6kW	Website	Sam
3	Harry	+61 4•• •••	Battery	Facebook form	Sam
4	Mei	+61 4•• •••	Solar 10kW	Referral	Jo