Health-coaching pilot
192 conversations started, 183 replies and nine sessions booked in six days. Bookings are not the same as attended appointments or sales; the reply rate is not a sales-conversion rate.
Read the pilot and measurement notesBack to resourcesMore from your enquiries.
Client Funnels · Buyer brief
More from your enquiries.
A plan your team can use.
For sales and marketing leaders with established enquiry flow: the problem, the approach, the investment and the responsibilities to discuss with colleagues. Read and share it without a form or a WhatsApp conversation.
The commercial problem
Interest arrives. Context disappears.
You are investing in enquiries, but follow-up varies, qualification is inconsistent and salespeople have to restart conversations. Marketing needs to see what happened; sales needs useful context and a named handover.
Client Funnels helps your team identify where that journey stalls and prioritise changes designed to turn more existing enquiries into qualified conversations, appointments and sales.
The approach
Strategy first. Software in its proper place.
Paul Green leads the Sales & Marketing Flight Plan®: analyse the enquiry-to-sale journey, identify conversion gaps and map the practical solution. The Strategy Day produces a detailed Implementation Blueprint.
Your team can then implement the plan independently, take strategic advice from Paul or commission the agreed WATI/Astra WhatsApp build. AI handles approved first-response and qualification tasks; people retain judgement and the sales relationship.
For the budget approver
Start with a clear plan.
Strategic discovery is the standard opening phase of every engagement. Buy the Strategy Day first, or commit to the complete consultancy or managed implementation engagement from the outset.
| Route | Initial payment | Months two and three | Total initial commitment |
|---|---|---|---|
| Sales & Marketing Strategy DayStandalone; paid upfront | £3,500 + VAT | None required | £3,500 + VAT |
| Strategy + Strategic Consultancy90-day minimum, then rolling monthly | £6,000 + VAT | £2,500 + VAT/month | £11,000 + VAT |
| Strategy + Managed WhatsApp ImplementationInitially fixed three-month engagement | From £7,500 + VAT | From £4,000 + VAT/month | From £15,500 + VAT |
The strategy fee is included in the opening payment, not waived or absorbed into the monthly fee. If you have already paid for the Strategy Day and proceed using that Blueprint, the strategy fee is not charged again. Consultancy and managed implementation are alternative routes, not automatically stacked services.
Software subscriptions and messaging or AI usage charges are additional. We confirm the recommended setup and associated costs before you commit to implementation.
Consultancy provides two 45-minute sessions per calendar month, performance reviews, roadmap accountability and a quarterly strategic review. Between sessions, the nominated contact has up to 60 minutes of asynchronous strategic guidance per calendar month, with a target response of two working days, excluding weekends and UK bank holidays. This is advice, not implementation or urgent technical support.
Managed implementation is intended to conclude with handover to your team, with optional ongoing consultancy. Further managed work requires a separate scope and investment.
Evidence to review
Read the results. Keep the context.
Published cases show what happened in specific engagements. They are not a promise of the same outcome for your business.
International school admissions
12 enquiries arrived in the first fortnight. All 12 later enrolled; this does not mean they enrolled within 14 days, or establish an outcome every school can expect.
Read the admissions caseCommercial results also depend on lead quality, your offer, your team’s execution and the sales process. Agree a baseline, objectives and a measurement plan before implementation.
For marketing, sales and finance
Measure the journey. Not just the replies.
Use this checklist before a pilot or a change to your follow-up. Agree the definitions with the people who will review the results.
A busy conversation is useful only if you can see what happened next. The dashboard should not need its own interpreter.
See the published case evidence- Choose a defined enquiry cohort and observation period. Record the enquiry source, relevant site and the number of unique enquiries; keep duplicates separate.
- Agree what counts as a qualified enquiry and a sales-accepted opportunity. A reply alone is neither a qualified lead nor a sale.
- Record first automated response and first human response separately. Note opening hours, routing and the person responsible for following up.
- Track each stage: enquiries, conversations, qualified opportunities, booked appointments, attended appointments and completed sales. Show counts and the denominator behind every conversion rate.
- Establish a baseline before changing the journey. Compare like-for-like cohorts where possible, and record changes in lead quality, offer, source or team activity that could affect the result.
- Review contribution as well as revenue. Include Client Funnels fees, software, messaging and AI usage, your team’s time and any external technical work. Distinguish observed outcomes from evidence of incremental improvement.
For the internal project sponsor
What goes into the Implementation Blueprint.
The Strategy Day turns the Sales & Marketing Flight Plan® into a practical plan for your business. These are the contents to discuss with your team; the scope, priorities and delivery sequence are agreed around your actual enquiry journey.
The current enquiry journey
Where enquiries enter, what happens next and where responsibility passes between marketing, sales and other teams.
Conversion gaps and priorities
The gaps identified during strategy, the evidence available and the improvements to prioritise.
Qualification and human handover
The information needed to qualify an enquiry, the context your team needs and the points where a person takes over.
Deliverables and boundaries
The agreed first scope, practical solution mapping, dependencies and explicit exclusions, including work in external systems.
Responsibilities and measurement
Who supplies access, materials and approvals; who implements each part; and how progress against the objectives will be reviewed.
Delivery sequence
Priorities, timelines, deadlines and the decisions needed to move the agreed plan forward.
The Blueprint is useful in its own right. Your team can implement it, work with Paul through consultancy or commission managed implementation. There is no obligation to buy an ongoing service after the standalone Strategy Day.
Explore the Sales & Marketing Strategy DayFor sales, marketing, operations and IT
A clear plan needs clear owners.
Both delivery routes need a nominated client owner. Consultancy guides your team’s implementation; managed implementation covers the agreed WATI/Astra WhatsApp systems, not your entire technology stack.
| Workstream | Client Funnels | Your team or appointed provider |
|---|---|---|
| Strategy and planning | Paul leads discovery, analysis and practical solution mapping, producing the Implementation Blueprint. | Bring the relevant marketing and sales people, current journey information and available performance data. Agree priorities and nominate an owner. |
| Strategic Consultancy | Strategic advice, performance reviews, recommendations, prioritisation and roadmap accountability. No implementation is included. | Your team or appointed suppliers implement the plan, make system changes and provide the agreed performance information. |
| Managed WhatsApp Implementation | Build and manage the specified WATI/Astra WhatsApp systems within the scope agreed in the Blueprint. | Provide access, approved materials and timely decisions. Own downstream sales conversations, human judgement and the team’s operating responsibilities. |
| CRM and external systems | Identify dependencies during strategy and explain what the WhatsApp journey needs alongside your existing systems. | Your team or appointed technical provider implements and maintains CRM changes, API integrations, Zapier workflows and other external systems. |
| Data and AI approval | Define the proposed journey, information requirements and human handover points for review. | Involve the appropriate IT and data-protection colleagues to review data flows, suppliers, access, retention and the information the agent may use before launch. |
| Completion and ongoing operation | Managed implementation is an initially fixed three-month engagement, with intended handover to your team and optional ongoing consultancy. | Agree acceptance and handover arrangements. Own future operation; any further managed work requires a separately agreed scope and investment. |
Software subscriptions and messaging or AI usage charges are additional. We confirm the recommended setup and associated costs before you commit to implementation.
Compare the delivery routesThe next decision
A clear first step. Not a leap of faith.
The standalone Sales & Marketing Strategy Day is £3,500 + VAT, paid upfront. It gives you a practical roadmap, with no obligation to purchase ongoing support.