Professional services · Hong Kong
A marketing agency
Every lead from everywhere, in one live list.
Leads arrived by web form, email, WhatsApp and marketplace — and scattered across four inboxes. We pull every enquiry into one live list the moment it lands, with instant alerts so nothing slips through.
The challenge
Enquiries sat unseen for hours or days depending on which inbox they hit. Slow replies lost deals to faster competitors, and there was no single view of the pipeline.
The solution
Connectors watch every channel and write each new enquiry to one list with source, contact and message. The on-duty person gets an instant alert, replies from a template in one tap, and the lead's status tracks through to won or lost.
The workflow we built
- Watch every channel. Form, email, WhatsApp and marketplace enquiries are captured the moment they arrive.
- One live list. Each lead lands with source, contact details and the original message attached.
- Instant alert. The on-duty person is pinged immediately, with a reply template one tap away.
- Track to close. Status moves from new → replied → quoted → won, so the pipeline is finally visible.
Tools we used
The results
- Not a single lead has been missed since launch.
- First-response time dropped about 85% — often to under five minutes.
- Around HK$8,000 a month of chasing-and-collating time saved.
Representative example — figures illustrative, client anonymised.
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