GoDesign

Solutions

Three stages, in order, with nothing falling between them

Most automation projects fix one stage and expose the weakness of the next. This is the whole path, described in the order a lead actually travels it.

See starting bands
Stage 1

Capture

Every place a lead can reach you, feeding one pipeline instead of six inboxes nobody owns.

See the stage Stage 2

Qualify and convert

Ask the qualifying questions automatically, score the answer, and hand a warm lead to a human who is ready for it.

See the stage Stage 3

Retain and grow

The journey does not stop at the sale. Onboarding, renewals and support run on the same rails.

See the stage

Stage 1

Capture

Every place a lead can reach you, feeding one pipeline instead of six inboxes nobody owns.

Social lead ads captureMeta and TikTok lead forms, comment replies and click-to-message ads land in one pipeline within seconds, tagged with the campaign that produced them.Website and landing page captureForms, chat widgets and click-to-WhatsApp buttons that write straight to the CRM, with a fallback path for every submission that fails.Missed call recoveryA missed call triggers an instant WhatsApp message, a callback task and a record in the CRM, so the lead never sits in a call log nobody reads.Offline and event captureQR codes, tablet forms and printed collateral that drop a stand visitor into the same qualification flow as an online lead.

Stage 2

Qualify and convert

Ask the qualifying questions automatically, score the answer, and hand a warm lead to a human who is ready for it.

WhatsApp and Instagram AI qualificationAn AI agent on WhatsApp Business API and Instagram that answers in seconds, asks your qualifying questions in order, and escalates to a human the moment the lead is worth one.VAPI voice qualificationA VAPI voice agent calls new leads inside the response window, runs the script, and books the call or drops the lead depending on the answers.Email qualification sequencesSequences that watch behaviour rather than send on a timer, and raise a lead score the sales team can actually act on.CRM routing and handoffRouting rules by territory, product, language and value, with the full conversation transcript attached so the rep opens the record already briefed.

Stage 3

Retain and grow

The journey does not stop at the sale. Onboarding, renewals and support run on the same rails.

Post-sale onboarding automationDocument collection, kickoff scheduling, account setup and first-value checkpoints, run as a tracked sequence instead of a rep remembering.Renewal and follow-up sequencesRenewal windows, usage triggers and dormant-account nudges that reach the customer on the channel they already reply on.AI customer support automationA support agent grounded in your own documentation that resolves the repeat questions and hands anything unusual to a person with full context.

Read it applied

The stages matter less than your specific case

Solutions describe what we build. Industries and journeys describe what it is for. Both cross-reference the same articles.

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By journey

FAQs

What people ask before scoping a build

Do we have to buy all three stages?

No, and most clients do not start that way. Fixing capture alone is worth doing if leads are arriving late or unattributed. What we do insist on is knowing which stage comes next, because a fix at one stage usually exposes the weakness of the one after it.

Which stage should we fix first?

Whichever one is leaking hardest, which is usually measurable before you spend anything. If your median first response time is over an hour, capture and first contact come first. If response is fast but sales complain about lead quality, the problem is qualification and scoring.

Can you work with automation we already have?

Yes, and we audit it before touching it. Sometimes the honest answer is that an existing flow is fine and only the handoff around it is broken. Sometimes untangling it costs more than rebuilding it, and we tell you which case you are in.

Who owns the accounts and the automations?

You do, from day one. The WhatsApp Business account, the CRM and the automation platform are registered in your name, not ours. Nothing is held as leverage and nothing is rented back to you.

What happens when a platform changes its API?

Meta, Instagram and the CRM vendors all ship breaking changes without much warning. On a managed plan we monitor for failures and fix them. Without one, we hand over documented flows and alerting so your team sees a break the same day rather than at the end of the month.

Map your onboarding journey in thirty minutes

Bring the way leads reach you today. You leave with the sequence drawn out, the tools named and a realistic cost band, whether or not you build it with us.