Sales Follow-up & Lead Nurturing

Most sales are lost in follow-up

A WhatsApp inquiry on Tuesday dies by Friday if nobody sends a quote, menu PDF, or gentle reminder. AI reduces the friction of writing those messages.

You still confirm prices, availability, and payment — AI doesn't close the deal alone.

Simple lead stages

Track in a Google Sheet or free CRM (HubSpot, Zoho). One column for stage, one for next follow-up date.

• check_circleNew — first message, not yet qualified
• check_circleQuoted — price or proposal sent
• check_circleNegotiating — questions on delivery, discount, timing
• check_circleWon — paid or booked
• check_circleLost — went elsewhere (note why for learning)

AI follow-up templates

Prompt ChatGPT with lead context: "Draft a friendly WhatsApp follow-up, day 3 after quote, not pushy, business tone [brand sheet]."

• check_circle"Thanks for asking about [X] — here's our menu and today's specials…"
• check_circle"Just checking if you still need [catering/order] for [date]…"
• check_circle"We have availability this week — reply YES and we'll hold a slot…"
• check_circleProposal outline for B2B — scope, timeline, pricing sections for human edit

Proposals and catering orders

For events, corporate lunch, or bulk orders, AI structures proposals — introduction, menu options, pricing table placeholder, terms. You fill exact RWF amounts and MoMo details.

Save winning proposals as PDFs; reuse structure with AI for the next client.

When to use a CRM or custom app

If you manage 50+ active leads monthly or multiple salespeople, spreadsheets break. A lightweight CRM or custom sales dashboard with WhatsApp integration pays off.