Answer every lead on WhatsApp before a competitor dials it.
Leads from your sheets, portals and forms get a first WhatsApp message in minutes — any hour. Three quick questions sort hot from warm, the assistant answers from your brochure, and the hot ones land with a person, chat attached.
The lead that waits an hour has already enquired elsewhere.
Portal and ad leads enquire with three or four businesses at once. Whoever replies first, usefully, usually gets the conversation. But leads arrive at 11pm and on Sundays, sales teams spend the morning dialling numbers that don’t pick up, and the sheet of “to call” gets longer every day.
What lead follow-up changes for your team.
A first message in minutes
New rows in your sheet start the flow on their own — no one has to notice them first.
Qualified before a call
Budget, timeline and need asked in chat, tagged hot, warm or cold from the lead’s own answers.
Your team talks to buyers
Hot leads are assigned in the inbox with the whole chat, so the first call starts at question four.
Step by step, as it runs.
Every step is something NudgeBolt does today. Start from this playbook, change the words and the waits, and test it on your own number first.
- 01 TRIGGER
Lead lands in your sheet
From a portal export, ad lead form or website form — imported with consent recorded.
- 02 FIRST MESSAGE
Opening message, in minutes
A template chosen by what the lead already told you, sent inside your business hours.
- 03 QUALIFY
Three questions in chat
Budget, timeline, need. Each answer tags the lead and picks the next branch.
- 04 AI
Odd questions answered
Price, location, possession, amenities — answered from your brochure with the passage cited.
- 05 HANDOFF
Hot leads to a person
Assigned in the team inbox with the whole chat. Warm leads get a follow-up in two days.
What it sends — and what each one costs.
Example templates for this playbook. The cost is Meta’s India rate for the category, billed to your own Meta account. NudgeBolt adds nothing.
Hi {{1}}! Thanks for your enquiry about {{2}}. What budget range are you planning around?
Hi {{1}}, just checking in on {{2}}. Would a site visit this weekend help you decide?
How you’ll know it’s working.
- Time from lead to first message
- Share of leads who reply to the first message
- Leads tagged hot per week
- Hot leads assigned vs. contacted by your team
Ask the cheapest question first
Budget sorts leads faster than anything else, and people answer it more readily in chat than on a call.
Keep the first message short
One line of thanks and one question. The brochure can come after they reply.
Respect business hours
A message at 11pm feels like a robot. Flows hold messages until your hours start.
The parts of NudgeBolt this playbook uses.
Lead import
Google Sheets and CSVs become contacts you may message — mapped, deduplicated, consent recorded.
How it worksFlows & automation
Automation that reads like a recipe — drafted from one sentence, editable step by step.
How it worksAI assistant
Answers from your own FAQ and brochure, quotes the line it used, and hands over when it can’t back an answer up.
How it worksTeam inbox
One WhatsApp number for the whole team, with assignment, private notes and response clocks.
How it worksLead follow-up, answered.
Including what it costs, and what you need first.
Anything that lands in a Google Sheet or exports to a CSV — property portals, Meta lead forms, website forms, most CRMs. New rows in a connected sheet start the flow on their own.
Only if your form or source records that they agreed to be contacted. NudgeBolt works out each lead’s basis at import and never messages anyone without one.
A message you start is a template; an enquiry follow-up is usually Marketing — ₹0.8631 at Meta’s India rate, billed to your own account. Replies inside the 24-hour window after they answer are free up to 1,000 a month.
Growth — it has flows, live-source audiences, the AI assistant and auto-assignment.
Other jobs NudgeBolt does.
Appointment reminders
Reminders 24 hours and 2 hours before, one-tap confirm or reschedule, and care notes after — at the utility rate.
See the playbookAbandoned cart recovery
Shopify carts nudged on WhatsApp with consent checked first — and the revenue that came back counted per send.
See the playbookOrder updates
Confirmed, shipped and delivered updates on WhatsApp at the utility rate — and “where is my order?” routed to a person.
See the playbookRun lead follow-up on your own number.
14 days of Growth, free. No card. Or book a walkthrough and we’ll set the playbook up with you.
