The pipeline, rebuilt from WhatsApp
Every deal starts as a WhatsApp thread and most of them stay there, nothing makes it into a CRM, so nobody knows what's live, what's dead, or which lead has been sitting in silence for two weeks.
The CRM nobody keyed in, reconstructed anyway. One ask, and every live deal, and every quiet one, is on a list.
@Glimmer boss wants a pipeline number tomorrow and honestly everything is in WhatsApp. Can you go through the sales threads and tell me what's actually live, and what's gone quiet on us?
Went through 47 chats on the sales WhatsApp Business line. 19 live deals, roughly S$212k if everything lands. The worry list: 6 deals worth S$74k where the last message is ours and it's been quiet 7+ days. Biggest three:
| Lead | Stage | Value | Quiet for |
|---|---|---|---|
| Hartveld Clinic, Novena | Quote sent | S$32,000 | 12 days |
| Kembara Logistics office | Site visit done | S$18,500 | 9 days |
| Serene Dental, Bedok | Revised quote | S$12,800 | 8 days |
One honest gap: two of the 47 threads moved to Marcus's personal number partway through, and I can't see those, his last note on them is three weeks old, so I've left them out of the S$212k rather than guess. I've put the full list in a Google Sheet and can keep it updated daily. Want me to draft nudges for the six quiet ones?
Draft the nudges, and yes keep the sheet running. That's the CRM we kept saying we'd set up 😅