A WhatsApp qualification flow for agencies. From website enquiry to booked sales call, with your team seeing the complete conversation before they ever say hello.
The conversation flow a customer actually experiences, end to end.
A prospect messages after finding your agency through a website contact form, a LinkedIn or Meta ad, or a referral, usually asking a general question about a service you offer.
The AI asks the qualifying questions your sales team asks on every first call: what kind of project this is, rough budget range, timeline, and what they are currently doing (or not doing) about it.
Based on budget clarity, urgency, and fit with the services you offer, the enquiry is tagged HOT, WARM, or COLD, so your team's time goes toward prospects who are actually ready to move.
Qualified prospects are offered real availability through Cal.com to book a discovery or sales call directly, no email chain to find a mutual time.
Depending on service line, deal size, or region, the booked call is routed to the right account executive or founder, instead of landing in one shared, unsorted queue.
Whoever takes the call opens it already knowing budget, timeline, and project type, so the first five minutes go toward strategy instead of re-asking intake questions.
Everything you need to configure LeadCeleris for agencies and b2b service providers, in order.
Link WhatsApp Business, and Instagram if you run social or paid campaigns there, under Channels. Most agencies find WhatsApp becomes the fastest lane for warm leads who want a quick answer before filling out a longer contact form.
Add your service lines, typical engagement size or pricing bands (even rough ranges help), and the kind of client you work best with. This lets the AI have a real conversation about fit, not just a scripted "thanks, someone will reach out."
Configure the AI to ask project type, budget range, timeline, and current situation early. Define what makes a lead HOT for your business specifically, a defined budget and a start date within a month looks very different for a five-person studio versus a large agency.
Set up Cal.com event types for discovery or intro calls, mapped to the right account executive by service line, deal size, or round-robin, so qualified prospects book directly with the right person.
Message in as a prospect with a vague first question, confirm the AI asks the right qualifying questions and scores appropriately, then test a HOT scenario to confirm it books and routes correctly before opening it to live traffic.
Yes. Map Cal.com event types and escalation routing by service line, deal size, or region, so a qualified lead lands with the right account executive automatically instead of a shared queue.
A form collects static fields once. LeadCeleris has an actual back-and-forth conversation, answers questions the prospect has, and adjusts its qualifying questions based on what they say, which tends to produce far more complete context before the first call.
Yes, agencies referring clients to LeadCeleris (or using it to qualify their own inbound) is one of the strongest fits for our partner programme. See the Partners page for details.
Agencies lose deals when inbound WhatsApp leads sit unqualified. Learn B2B lead generation workflows that score agency prospects before your strategists join the chat.
Read the guideAgencies juggling several WhatsApp numbers need CRM-style visibility without enterprise bloat. What to demand from WhatsApp CRM software when you run multi-client inboxes.
Read the guideWhatsApp marketing automation for B2B demos: qualify inbound leads in chat, offer demo slots fast, and keep technical buyers on path to a live walkthrough.
Read the guideStart free, train the AI on your business, and follow the setup guide above from your own dashboard.
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