MITHANDIRLead generation system: from the ad to the sale
Ads, lead magnets, website and WhatsApp in 1 record per person, from click to sale: a lead generation system. A concept shown with sample data.
The case on video, explained.
Go to the questions ↓What happened to each person who reached out?
This lead generation system brings together everything that brings in inquiries: ads, lead magnets, the website, landing pages and WhatsApp. Each person has a record in the CRM, with where they came from, who handled them and whether they ended up buying. For each campaign or piece you can see what it cost and what it sold. It's a concept: we tell it through Autos Norvel, a made-up car dealership franchise, with sample data.
The data exists, but each piece sits somewhere else
Meta reports how much was spent and how many inquiries came in. What happens next never reaches it. The inquiry carries on in a WhatsApp chat, a spreadsheet or the memory of whoever handled it. So nobody can say which ad brought which sale without cross-checking everything by hand.
What changes when you can see the sale
There's one rule: one record per person, from the first click to the sale. With that, cost per sale for your ads stops being a manual calculation, and the campaign ranking can flip. Tap both buttons and see what happens to the same four campaigns.
Looking at inquiries, “Value your used car” seems like the best campaign.
Looking at sales, “Value your used car” drops from first place to last, and the best is “WhatsApp messages”.
The lead generation map
Each person, from the source of their first visit to whether they ended up buying. The width is the amount and each color, a source. Tap a source to follow its path, or look at lead magnets only.
Out of 1,864 people who came in, 412 left their details and 30 bought. You can see where each came from and where they stopped.
Out of 296 people who saw the lead magnets, 45 left their details and 2 bought. Without the lead magnet, those people would have left without a trace.
Two paths that end in the same record
Laura comes in through an ad and writes on WhatsApp. Julieta doesn't want to talk to anyone yet, so she asks for a free guide. In both cases, the sale goes back to whatever brought it. The story is made up and shows how it works.
Laura wants to change her car. She sees a hybrid SUV reel on Instagram and taps “Send message”.
System
Generated image Send message The hybrid SUV is now at our three branches. Come try it, no strings attached.
The franchise's WhatsApp opens. The first message already says which ad it came from.
SystemA single record is created, with the campaign, the ad and the nearest branch.
System- Came from
- “Hybrid SUV reel”
- Campaign
- WhatsApp messages
- Branch
- Downtown
- Owner
- Martín
Laura says when she's looking to buy and what's convenient. She's marked hot and the Downtown branch gets notified.
SystemMartín replies from the branch's WhatsApp. The record saves the chat and how long it took.
PersonLaura tries the SUV, talks with Martín and he emails her the quote.
PersonThe record moved to Visit and then to Proposal.
Laura writes “That's it, I want it!”. The sale shows up on her ad and her branch, and Meta receives it too.
System- Spend
- USD 1,280
- Inquiries
- 82
- Sales
- 9
- Cost per sale
- USD 142
Laura's sale is now on the ad and at the Downtown branch.
Julieta wants her first new car and doesn't know where to start. She sees on Instagram that Autos Norvel is giving away a guide.
Person
Generated image Get it here It's on us. What to look at, what it really costs and how to get the best installment.
She leaves her name, email, the car she's after and her nearest branch.
System- Name
- Julieta Acosta
- Looking for
- SUV
- Branch
- South
She gets it right away and her record is created, with the source post and her branch.
System- Right awayHere's your guide!New
- Day 2Which model did you like most?Scheduled
- Day 5What nobody tells you about installmentsScheduled
- Day 8You're doing great. Coming to try it?Scheduled
Record created: came from “Guide image”, South branch.
The branch stays with her on the hardest parts to understand. The emails go out on their own, with nobody doing a thing.
System- Right awayHere's your guide!Opened
- Day 2Which model did you like most?Opened
- Day 5What nobody tells you about installmentsOpened
- Day 8You're doing great. Coming to try it?New
Julieta tapped “Book a test drive”.
Julieta books at the South branch and the emails stop. If she buys, the sale goes back to the post.
SystemShe booked, so the emails stopped.
Lead magnets: for people not ready to buy yet
Most people who see an ad don't want to talk to a salesperson yet, and they leave without a trace. A lead magnet gives them something useful in exchange for their details: a guide, a calculator, a valuation or a quiz. From there, the system makes sure that person doesn't get lost.
- Capture people who aren't readyThey leave their details without talking to anyone, and their record keeps the source.
- Learn what they wantWith the form or quiz, the record ends up hot, warm or cold.
- Follow up with no manual workEmails go out every 2 or 3 days and stop when they book or buy.
- Measure which one sellsFor each piece you see how many asked for it, opened the emails and bought.
Seven modules, depending on how your company sells
The first four are the base: the CRM, ad spend, the website and the dashboard. The other three are added depending on how each company sells. Pick one to see what it solves, what the system does and what a person does.
Every inquiry has a record and an owner, with Twenty as the CRM.
The problem todayInquiries are scattered and nobody sees where each one ended up.
How it works- An inquiry comes in from any channel and its record is created.System
- It's assigned to a branch and an owner, with a task and a date.System
- The salesperson moves it through the company's stages.Person
Each ad's spend sits next to what it brought in.
The problem todayTo know what an ad sold, you have to cross-check Meta with sales by hand.
How it works- The dashboard reads campaigns, ads and daily spend.System
- Each inquiry stays linked to the ad that brought it.System
- Meta receives each sale and can look for more people like those who bought.System
Each visit arrives with its source and each form keeps it.
The problem todayThe form says someone wrote in, without saying which ad they came from.
How it works- The website records where each visit comes from.System
- When the person leaves their details, the record is created with that journey.System
- A short questionnaire sorts the inquiry into hot, warm or cold.System
One screen shows what each inquiry and each sale cost.
The problem todayThe campaign report ends at the inquiry and the sales report starts at the sale.
How it works- Out of every 100 people who come in, you see how many inquire and how many buy.System
- Each campaign shows its cost, and each branch its response time and sales.System
- With the weekly summary, someone at the company decides where to move the budget.Person
Chats stay in the record, with the same number as always.
The problem todayThe sale happens over WhatsApp and that conversation isn't saved in any system.
How it works- If an ad opens the chat, it saves which one.System
- Messages stay in the record, with the first reply time.System
- The team keeps replying from WhatsApp.Person
People not ready to buy leave their details in exchange for something useful.
The problem todayPeople who see an ad and don't want to talk to a salesperson leave without a trace.
How it works- The company picks what to offer: a guide, a calculator, a valuation or a quiz.Person
- When someone asks for it, they get it and their record is created.System
- Emails go out every 2 or 3 days and stop when the person books or buys.System
The company's sales memory, written down and easy to query.
The problem todayObjections and terms live in each salesperson's head.
How it works- The team contributes products, terms and objections.Person
- We organize it all and connect it to Claude.System
- Someone asks which campaign brought the most sales and gets the answer with its source.Person
The Autos Norvel dashboard, for you to try
Follow the guided tour or tap whatever you like. Mark a sale and watch the dashboard change.
Made-up story and sample data. It runs in your browser and saves nothing. The demo is in Spanish.
The system suggests, the person confirms
Anything that moves money is confirmed by someone at the company. The system gathers the data and puts it within reach, but it doesn't pause campaigns or move budget on its own.
- Moving the budgetA person decides, with the weekly summary.
- Marking the saleThe salesperson marks it, and only then does it go back to the ad.
- Answering the inquiryIt stays with the team, from WhatsApp.
We built it for ourselves first
Part of it already runs on mithandir.com: our website's visits, where they come from and the inquiries they leave are measured in our own dashboard, and each inquiry enters the CRM with its source. No company has it installed yet, so there are no sales results to show. That's why this case uses sample data.
- 01The visitThe website records where it comes from.
- 02The inquiryThe questionnaire keeps that source.
- 03The CRMThe record is created with its journey.
- 04The dashboardYou can see what each channel brought.
Answer and we’ll tell you if this works for your company.
We review it quickly. If it’s a fit, we set up a meeting.
5 questions, one minute. With this we come to the call already knowing how you sell today.
Pick a time with Alfonso
With what you told us we already know where to start. On the call we'll see how to follow your inquiries through to the sale.
Looking for open times…
Alfonso already has your answers and will write to set a time.
We couldn't save your answers. Send them over WhatsApp and we'll reply all the same:
Send on WhatsAppWe'll write to you within one business day
We'll send you a concrete idea to start following your inquiries through to the sale. If you'd rather, you can still book a call.
We couldn't save your answers. Send them over WhatsApp and we'll reply all the same:
Send on WhatsAppThanks for answering
Here's something you might find useful.
We couldn't save your answers. Send them over WhatsApp and we'll reply all the same:
Send on WhatsApp5 questions, one minute. At the end we'll tell you how many inquiries a month go without follow-up.
Pick a time with Alfonso
That number is already worth a look. On the call we'll see how to make sure no inquiry gets lost.
Looking for open times…
Alfonso already has your answers and will write to set a time.
We couldn't save your answers. Send them over WhatsApp and we'll reply all the same:
Send on WhatsAppWe'll write to you within one business day
We'll send you a concrete idea to start following your inquiries through to the sale. If you'd rather, you can still book a call.
We couldn't save your answers. Send them over WhatsApp and we'll reply all the same:
Send on WhatsAppThanks for answering
Here's something you might find useful.
We couldn't save your answers. Send them over WhatsApp and we'll reply all the same:
Send on WhatsAppRather talk now? Message us on WhatsApp
