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Automated WhatsApp prospecting. The bot finds and filters, and the sales rep closes.

Automated WhatsApp prospecting: the bot finds shops, filters, sells, collects and updates the ERP. Response time dropped from 1 h 30 to 1 min 30.

Year2026
What we did
  • Automated WhatsApp prospecting
  • Bot that qualifies, sells and collects
  • Campaigns to the customer list and Google Maps
  • Automatic ERP entry
Sales
Came from an ad

Hi, I saw the ad for the display fridge. How does payment work?

Is it for a shop that's open to the public?

Yes, I run a deli.

You can pay it in daily installments. Here's the link to confirm.

Paid
Customer list · cold outreach

Hi Marta, you've finished paying for your fridge. You have credit for more equipment.

Do you have freezers?

Yes, in stock. At 270 days you get the lowest installment.

Great, I'll take it.

Paid
Google Maps · cold outreach

Hi, how's it going? We equip butcher shops in daily installments: display fridges, scales and freezers.

My counter is actually dying.

What size are you after? I'll send you what's in stock.

1.5 meters. What's next?

Paid
  1. Filters
  2. Qualifies
  3. Closes
  4. Collects
  5. Updates the ERP
  6. Books delivery
Sample chats

The case on video, explained.

Go to the questions ↓

An hour and a half is a long time for a shop owner who wants a fridge

A distributor finances fridges, counters and freezers in daily installments, with a collector who stops by the shop. It lives on finding new shops, and that was done by hand: search, write it down and message one by one, while the reps answered whatever came in from the ads. With this automated WhatsApp prospecting, the bot works all three customer sources and handles the whole journey, from first message to delivery.

  • Customer listThey already bought and nobody writes to them
  • InquiriesThey ask and go cold
  • Cold shopsThey don't know you yet
The WhatsApp bot
  1. Qualifies
  2. Closes
  3. Collects
  4. Updates the ERP
  5. Books delivery

Ads: whoever writes is already looking for something

Here the customer writes first, so what matters is answering fast and knowing what can be offered. The bot advises and quotes from the first chat. The filter is simple: with a shop open to the public they get daily payments; otherwise, cash or the website. Anyone who asked and didn't close gets picked up again by a campaign. Tap both answers.

Sample ad A display fridge for your shop, in daily installments

Hi, how much is the display fridge?

Is it for a shop or for personal use?

  1. It quotes the daily installment, lowest first.
  2. Once there's interest, it asks for a photo of the shop and an invoice.
  1. It never shows daily prices.
  2. It offers cash or buying on the website.
Sample chat

Cold outreach to the customer list: those who already bought and paid well

The customer list is the long-time customers, sitting in the ERP with nobody writing to them. The rule is in plain sight: collection effectiveness, the percentage of how on time they paid. At 70% or more, they're in. Reps build the campaign from a panel, see who it will reach and launch it. Move the filter.

Minimum collection effectiveness70 %

  • Almacén Ejemplo
  • Rotisería Demo
  • Kiosco Muestra
  • Panadería Prueba
  • Verdulería Ficticia
  • Heladería Ejemplo
Sample customers

Cold outreach to Google Maps: the shop that doesn't know you yet

The bot gathers the shops in an area by business type and removes the ones that don't fit. Then it opens with a message written for that business type: you don't offer a butcher what you offer a gym. Whoever replies follows the same path as everyone else. Tap a business type.

“We equip butcher shops in daily installments: display fridges, scales and industrial freezers. Looking for anything for the shop?”

“We equip bakeries in daily installments: ovens, kneaders and display cases. Looking for anything for the shop?”

“We equip kiosks in daily installments: display fridges, freezers and shelving. Looking for anything for the shop?”

“We equip gyms in daily installments: AC units, fridges and machines. Looking for anything for the place?”

This business type gets no message: it doesn't buy what's being sold.

  • Already a customerMoves to the customer list
  • Duplicate or already contactedLeft out
  • Outside the areaCan't be delivered
  • Asked not to be contactedNever again
Sample map and messages

The full plan: the bot sells, collects and enters everything

All three sources end up in the same place. The bot runs on its own: it qualifies the customer, closes the sale, collects and leaves everything in the ERP so delivery can go out. Nobody retypes anything.

It knows whether it can sell

It confirms there's a shop open to the public and what's needed. Once there's interest, it asks for a photo of the shop and an invoice.

It builds the sale in the chat

It finds the product in stock, offers the lowest-installment plan first and confirms with the customer.

It sends the link and marks the sale as paid

The customer pays from the same WhatsApp chat. Once the payment comes in, the sale is marked paid without anyone having to check it.

It enters everything in the ERP

It creates the customer and enters the sale, the plan and the collector who will stop by the shop.

It gets delivery ready

The sale goes on the route sheet with its area and day, and the customer already knows when it arrives.

Sale record · sample
Customer
Rotisería Demo · has a shop
Sale
1.5 m display fridge · 270-day plan
Payment
Paid by link · confirmed
ERP
Customer, sale, plan and collector
Delivery
Monday · north area
Paid
Sample sale

The sales rep closes what needs a person

The reps stopped hunting for shops and answering the same thing all day. Every chat has a status, and they see the whole conversation. When one takes a chat, the bot steps aside on its own and doesn't write to that customer again. Tap the three cases.

Bot Sales rep
Finds
Filters
Qualifies
Closes
Collects
Enters

It goes through on its own, end to end. The rep sees it finished.

A question comes up that the bot shouldn't answer. The rep closes, and collecting and data entry carry on by themselves.

The rep spots a chat she wants and takes it. The bot steps aside and leaves her everything that was said.

1 h 301 min 30

From an hour and a half to a minute and a half

Response time
+30%Customer response rate

More customers reply

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.

Assessment

Five questions about how your team finds customers. At the end we'll tell you if an engine like this fits you.

Who do you sell to?
How many people sell or handle inquiries?
What eats most of your team's time? (up to 2)

Pick up to 2.

When would you want to solve it?
Who decides on an investment like this?
Last step: who should we write to?

We only use it to reply about this assessment.