Agree what a good lead looks like
Define the minimum context sales needs: the customer’s need, location where relevant, timing and preferred contact method. Ask only for information you will use, and explain why you need it.
Design the handoff before the workflow
Decide who responds, how enquiries are assigned and when a human should take over. Keep an exception path for missing information or an unavailable team member. Test the whole flow with realistic enquiries.
Make follow-up useful and permission-based
A reminder should help a customer take the next step. Respect contact preferences and opt-outs. Keep WhatsApp provider requirements, message permissions and customer expectations part of the implementation brief.
Review progression, not message volume
Track whether enquiries receive a response and progress to a meaningful conversation. More automated messages are not a growth outcome. Look for stalled stages and update the process with the team that actually uses it.