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WhatsApp Lead Qualification

Leads land in WhatsApp unqualified, so every one costs a human conversation.

Outcome: Type, location and budget captured before a human joins the thread

Build time
2 days
Year
2025
Client
Concept build — real-estate scenario
Engaged for
AI Automation · WhatsApp Business · Lead Qualification
Timeline
2 days · 2025
Built with
WhatsApp Business · Landbot flow builder · Lead routing

Overview

A guided WhatsApp flow that qualifies an enquiry on property type, location and budget before a human ever opens the thread, then hands the sales team a lead with all three answers attached. Built where Indian buyers actually enquire rather than where a CRM would prefer they did.

The challenge

Most Indian buyers enquire on WhatsApp rather than by email, which is excellent for response rate and terrible for triage. Every message arrives as an unqualified "is this available?" and someone has to spend a conversation establishing what the person actually wants. The goal was to have the qualifying questions answered before the sales team ever opens the thread.

What we did

We built a guided WhatsApp flow that walks an enquiry through property type, preferred location and budget range using quick-reply buttons where possible and free text where it is genuinely open-ended, then hands the qualified lead to a human with all three answers attached. The demo below is a full unedited run of the flow.

Key decisions — and why

  • Buttons for closed questions, free text for open ones

    Property type is a fixed list, so it is buttons — fast and unambiguous. Location and budget are not, so they stay free text rather than forcing a buyer into the wrong bracket.

  • Qualify, then hand over — do not try to close

    The bot collects the three facts a salesperson would ask for and stops. Letting an automated flow negotiate on a property purchase would cost more trust than it saves time.

  • Built on a flow builder, not a custom API service

    For a deterministic three-question script, a maintained flow builder ships in days and the client can edit the copy themselves. Writing a bespoke API service here would have been engineering for its own sake. ⚠ VERIFY — confirm the platform before publishing; the demo footage shows a Landbot build.

The build

WhatsApp Lead Qualification — the delivered ai & automation build
WhatsApp Lead Qualification as delivered
WhatsApp Lead Qualification — an unedited recording of the working build. Muted, and it only plays once scrolled into view.

Service collateral

The campaign artwork designed alongside the build — same brand system, same hand.

  • OM Marketing Solutions Email Marketing poster: a laptop showing a branded welcome email beside a campaign metrics panel, with four capabilities — templates, segmentation, automation workflows and reporting.
    Email Marketing campaign poster — OM Marketing collateral. The email and the “Campaign Overview” figures are illustrative design mock-ups, not results from a real campaign.

Built with

  • WhatsApp Business
  • Landbot flow builder
  • Lead routing

The outcome

  • [RESULT PLACEHOLDER — Het to add: enquiries qualified, time saved per lead, and whether this is live with a client]
  • Type, location and budget captured before a human joins the thread
  • Runs inside WhatsApp, where the enquiries already are
  • Client can edit the question copy without a developer

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