Practical Example: How a Coaching Business Built a Fully Automated Sales Funnel in Airtable
A coaching company struggled to keep track of conversations happening across WhatsApp, Instagram, Telegram, and email. Some leads were followed up manually, some got lost in DMs, and others replied weeks later — without context.
We implemented a fully automated CRM workflow that:
- Captured all new leads from WhatsApp, Instagram, and Gmail
- Logged them instantly in Airtable with fields like name, contact channel, and funnel step
- Added tags and lead status automatically (e.g. 'new', 'replied', 'booked call')
- Sent automatic follow-up messages if no action was taken within 24–48 hours
- Triggered sales alerts when leads became qualified (e.g. filled in intake form, clicked booking link)
Within 30 days:
What You Can Automate
Lead Capture
Automatically log leads from forms, DMs, WhatsApp or email
Lead Tagging
Add labels like "Hot Lead", "Booked Call" or "Follow-Up Needed"
Status Tracking
See exactly where someone is in the sales or onboarding funnel
Auto-Updating
Change lead statuses automatically based on interactions or time delays
Team Notifications
Get alerts when it's time to act, or when a lead is ready to close
Stay Personal — Stay in Control
Whether you're formal or casual, all messages, alerts and lead notes will follow your voice and structure. The CRM works silently in the background — keeping you organized while you stay focused on real conversations.
Works Seamlessly With
CRM automation integrates perfectly with:
- Airtable, Kommo, HubSpot or Google Sheets
- WhatsApp, Instagram, Telegram & website forms
- Calendly or any booking tool
- Stripe, PayPal, or payment follow-up automations
Everything is built to fit your system. No code. Fully maintained.