The problem
96 paying members were built entirely manually over seven months — every lead conversation, every payment, every renewal. Growth was capped at how many WhatsApp threads one person could handle. The business needed to scale without scaling labor.
What we built
A WhatsApp-based automated lead generation and membership management system. Meta ads drive Click-to-WhatsApp conversations. The system qualifies leads, pulls them through a payment flow, and routes confirmed members into a three-tab CRM (New Leads / Pending Payment / Members) for renewal tracking.
Stack
- 360dialog WhatsApp Business API
- Meta Ads (Click-to-WhatsApp campaigns)
- Zapier for routing
- Slack for human-in-the-loop notifications
- Google Sheets as the CRM (deliberately — operators speak spreadsheet, not Salesforce)
Results (in progress)
- Manual baseline: 96 members in 7 months = ~14 members/month.
- Target: 50+ members/month with automation, freeing the operator to focus on member success and upsell.
- Three-tab CRM gives complete visibility into pipeline, payment status, and active membership without any custom software.
Why it matters for you
If your business runs on WhatsApp — common in service businesses, hospitality, and Latin American markets — this is the modern operating system. Meta ads in, automated qualification, payment, and CRM, ready to scale.
Spreadsheet beats Salesforce for operators. The CRM that gets used is the CRM the team actually opens.