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Website or advertisement leads routed to WhatsApp
Part of DGS Business Studio International Services
WhatsApp lead capture & follow-up
Automate WhatsApp lead capture and follow-up—with a clear human handover.
DGS designs practical WhatsApp workflows for enquiry acknowledgement, lead capture, qualification, routing, reminders and follow-up—built around consent, provider rules and a clear route to a person.
Remote international deliveryClear scope before work beginsUSD starting prices
The business problem
Where value is being lost.
Slow or inconsistent follow-up wastes marketing spend and creates a poor first impression. Over-automation can be just as damaging, so messages, timing, consent and human takeover must be designed carefully.
New WhatsApp enquiries arrive outside working hours or are answered late.
Follow-up depends on individual memory, so promising leads quietly go cold.
Customer details, ownership and next actions are scattered across chats and spreadsheets.
Typical use cases
WhatsApp workflows for enquiries, leads and reminders.
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Immediate acknowledgement and structured lead questions
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Quote, appointment and document reminders
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Stop-on-reply follow-up sequences
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Lead assignment, labels and CRM or sheet updates
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Human escalation for complex or sensitive enquiries
Workflow automation handles triggers, routing, reminders and system updates. A WhatsApp chatbot handles conversational questions and lead qualification. Some projects use both, but they are scoped separately.
What is included
A scoped WhatsApp workflow with testing and handover.
Conversation and follow-up workflow design
Lead fields, routing rules and agreed templates
Configuration with supported WhatsApp tools
Testing, exception handling and human handover
Implementation notes and team guidance
Published starting point
From $399WhatsApp Lead Capture & Follow-up System. A WhatsApp AI Enquiry / Lead Bot starts at $699 after discovery. Final cost depends on workflows, provider, templates, integrations, message volume, AI usage and support. Provider, template-message and API charges are excluded.
Request a confirmed scopeWho this is for
Service businesses, clinics, education providers, real-estate teams, travel businesses and other organisations where enquiries already happen through WhatsApp.
How it works
Design the customer journey before configuring the tools.
Map the enquiry
Identify entry points, questions, owners and response delays.
Write the conversation
Create useful messages, qualification steps and clear handover points.
Connect the workflow
Configure routing, follow-up and supported business tools.
Test responsibly
Test replies, opt-outs, timing, failures and staff takeover before launch.
Buying questions
What to clarify before you start.
Is this bulk WhatsApp marketing?
No. The core service is enquiry handling and agreed follow-up. Any outbound campaign must use appropriate consent, approved templates and provider rules.
Can staff take over a conversation?
Yes. Human takeover is treated as an essential part of the workflow, not an afterthought.
Do I need the WhatsApp Business Platform?
Some advanced automations do. We confirm the suitable setup, verification requirements and ongoing provider costs during discovery.
Can WhatsApp enquiries be added to our CRM?
Where the selected systems support suitable integrations, lead details, status and follow-up tasks can be passed into an agreed CRM workflow.
What affects WhatsApp automation cost?
Cost depends on the number of workflows, WhatsApp platform or provider, template requirements, integrations, message volume, AI usage and support scope.
A practical next step
Discuss the business problem before choosing the tool.
Tell us what is happening now, what result matters and where the process breaks. We will recommend the smallest sensible starting scope.