chatme Book a fit check

The lead said "I need to think about it"?
The right messages
are already on the way.

After every call, ChatMe sends the customer a follow-up that fits what happened on it, by email and WhatsApp: no answer, wants to think, or already bought. And when the customer replies, they go back to their rep.

Journey: "Needs to think"Active · 214 leads in journey
Active
  1. TriggerLead moved to status "Needs to think"
  2. WaitOne day
  3. EmailOffer details, with the lead's name and product
  4. Back to dialerReplied to the message? Back to their rep's queue
  5. ExitDeal closed, or "Don't call me"
One click in the dialer

A customer said "Don't call me"? They come off every list.

With a separate email tool, someone who asked the rep to stop will still get the newsletter tomorrow. In ChatMe, the dialer, email and WhatsApp are one system, so the request applies to all of them at once.

The rep clicks "Don't call me" at the end of the call. Here's what happens:

  1. Off the dialer

    The number comes off every call list, and any callbacks set for it are canceled.

  2. Off the email list

    They won't get any mailings, even if they're in a segment scheduled to send.

  3. Off WhatsApp

    No marketing messages will be sent to them, including ones already scheduled.

  4. Out of every journey

    Every active journey stops for them, and they won't enter new ones.

Lead nurturing

A lead who isn't ready yet gets nurtured until they are.

Most leads don't buy on the first call. Instead of dropping off the list, a nurture journey keeps in touch by email and WhatsApp, and when the lead responds, they go back to the rep.

  • Based on what happened. No answer 3 times, "needs to think", got an offer and didn't close. Each case gets its own journey.
  • Content that moves them forward. Testimonials, FAQs, product explainers, and finally an offer.
  • The lead responds? The rep knows. A WhatsApp reply puts the lead back in their rep's call queue.
  • Closed? The journey stops. Whoever buys leaves nurturing and can enter a new-customer journey.
  1. Day 03 calls, no answerEntered a nurture journey
  2. Day 1Email: "How it works"Opened
  3. Day 4Email: a customer testimonialClicked the link
  4. Day 5WhatsApp from the repReplied: "We can talk tomorrow morning"
  5. Day 6Call and closedLeft the journey, deal credited to Dana
Personal details

A message with each lead's details.

Every message in the journey fills in the details from the CRM on its own, and what the customer replies moves them down the right branch.

  • Replies that drive the journey. The customer taps a button, replies in text or writes a time, and the journey continues based on the answer.
  • From the CRM. Name, product, campaign and their rep.
From the CRMName: Avi · Product: Annual plan · Rep: Dana
Status"Needs to think"
To: Avi BarakSubject: The annual plan

Hi Avi,
As you discussed with Dana, here are the details of the annual plan in one place. If it suits you, Dana will be happy to call you back.

Details filled in from the CRM
Triggers

Journeys that start from the sale, not just the website

New lead

Welcome

Email and WhatsApp in the first few minutes, until the rep calls.

Status "Needs to think"

"Needs to think"

Offer details and follow-up, until they decide.

No answer

Nurturing

After a few unanswered attempts, the lead keeps getting content.

Status "Offer sent"

Not closed

A reminder, FAQs and testimonials until they decide.

Deal closed

New customer

Onboarding, how-to instructions, and later an offer for another product.

Hasn't bought in a while

Win-back

A customer who hasn't bought in a few months gets an offer to come back.

Questions

What people ask about customer journeys

What's the difference between customer journeys and email marketing?

Email marketing is a campaign you build and send to a list, like a newsletter or a promotion. A customer journey goes out on its own to each lead, based on what happened in their sale. Both count toward the same email allowance.

How is this different from a regular email tool?

A regular email tool knows who signed up and who bought on the website. ChatMe also knows the call outcome, the lead's status and whether they replied on WhatsApp, so the journey responds to the sale itself.

What happens when a customer clicks "Don't call me"?

They come off the call lists, are removed from the email list and from WhatsApp, and every active journey stops for them. Messages that were already scheduled won't be sent either.

How does lead nurturing work?

You set up a journey for a specific case, for example "no answer 3 times". The lead gets a series of messages by email and WhatsApp, and when they reply, they go back to their rep's call queue.

Let's build a customer journey
that brings you more sales.

In a 20-minute demo, we'll build one journey together on your process: what happens after "I need to think about it", how to nurture a lead who didn't answer, and what the customer gets after buying.