FOR SALES AND MARKETING TEAMS
You’re already investing in generating enquiries. I help your marketing and sales teams find where they stall, improve qualification and follow-up, and give the right person the context to take over.
Strategy first. Then expert guidance for your team, or managed implementation of the agreed WhatsApp journey.
Start with the Strategy Day · £3,500 + VAT
Prefer email? paul@clientfunnels.co.uk
Paul Green. Former airline pilot. A clear plan before we touch the controls.
The useful proof
Health coaching
183 of 192 replied
The WhatsApp follow-up pilot started 192 conversations. The case includes what the first version got wrong and what was changed. Replies and bookings are not attended appointments or sales.
Read the health caseSchool admissions
12 enquiries in the first fortnight
An international school admissions journey, with follow-up while families were considering their options. The enquiries arrived in the first 14 days; the enrolments happened later.
Read the admissions caseIndividual cases, not forecasts for your business. The full stories explain the measures and limits on attribution.
The gap between marketing and sales
Enquiries arrive after hours. Follow-up varies by person or location. Sales has to restart the conversation. Marketing cannot see what happened next.
For businesses with established enquiry flow, we map the journey across both teams: what the customer needs, what makes an opportunity useful, and who owns the next action.
Acknowledge the enquiry and understand what the person needs.
Ask the relevant questions, using criteria your team has approved.
Give the right colleague the context and a clear next action.
Agree how to track qualified opportunities, appointments and sales.
Software is the autopilot. We write the flight plan. AI handles agreed routine tasks. Your team owns judgement and the relationship.
Our AI policyStart with a clear plan
The primary starting point
£3,500 + VAT
Paid upfront. No obligation to buy an ongoing service.
Explore the Strategy DayPaul uses the Sales & Marketing Flight Plan® methodology to analyse your enquiry-to-sale journey, identify conversion gaps and map practical solutions.
Use the Blueprint with your own team, or choose one of these separate onward routes. Consultancy is not added to managed implementation by default.
Your team implements
Work directly with Paul to prioritise changes, review performance and keep the roadmap moving. Your team or appointed suppliers do the implementation; Paul provides the strategy, challenge and accountability.
£2,500 + VAT/month
Initial 90-day commitment, then rolling monthly.
With strategy: £6,000 + VAT opening payment.
£11,000 + VAT total initial commitment, including strategy and three months of consultancy.
£2,500 + VAT in each of months two and three.
We build the agreed WhatsApp scope
We build and manage the WATI/Astra WhatsApp systems agreed in your Blueprint. Your team provides access, materials and approvals. CRM, API/Zapier connections and other external systems remain with your team or technical provider.
From £4,000 + VAT/month
Initial fixed three-month engagement, followed by handover to your team.
With strategy: From £7,500 + VAT opening payment.
From £15,500 + VAT total initial commitment, including strategy and three months of implementation.
From £4,000 + VAT in each of months two and three.
Already know which support you need? Book the complete engagement with strategy included in the opening payment, not waived. If you’ve already paid for the Strategy Day and proceed using that Blueprint, the strategy fee is not charged again.
Software subscriptions and messaging or AI usage charges are additional. We confirm the recommended setup and associated costs before you commit to implementation.
Compare the routesA short demonstration
I’m the automated enquiry assistant. I can help with course enquiries and pass questions to the team. Which location are you considering?
Bath. I’m looking for a January start, with funding from my employer.
Thanks. Would you like the Bath team to contact you about availability and the employer paperwork?
Yes, by email please. I’m usually in meetings during the day.
What the team receives
Routing, qualification criteria and response responsibilities are agreed with your team. External-system connections are a separate implementation responsibility.
Meet your strategist
I trained as a commercial airline pilot and flew commercial aircraft across Europe. Systems, checklists, decisions under pressure. Then 2020 grounded the industry, and me with it.
That discipline still shapes my work: understand the journey, agree the responsibilities and know when a human needs the controls. I lead the strategy and help your marketing and sales teams turn it into a practical plan.
A little more about PaulBring Paul to your team or eventFor the internal conversation
The scenario tool uses editable assumptions. It is not a diagnosis of revenue your business has lost.
The practical questions
Better enquiry handling is the objective. Results also depend on lead quality, your offer, your team’s execution and the sales process.
Strategic discovery is the opening phase of every engagement. You can buy the £3,500 + VAT Strategy Day first, with no obligation to buy further support, or book consultancy or managed implementation with strategy included in the opening payment. If you have already paid for the Strategy Day and proceed using that Blueprint, we do not charge the strategy fee again.
Both routes need a nominated client owner, access to the relevant information and time for decisions and approvals. With consultancy, your team or appointed suppliers implement the plan. With managed implementation, we build the agreed WATI/Astra WhatsApp systems; your team supplies access, materials and approvals and takes ownership at handover.
No. We identify the dependencies and responsibilities in the Blueprint, but CRM changes, API integrations, Zapier workflows and other external-system implementation or maintenance remain with your team or appointed technical provider. They are not included in our managed implementation fee.
WATI and Astra are our preferred platforms. We generally recommend WATI Pro, although Growth may suit some clients. We confirm the setup during discovery against your team, requirements and expected usage. Software subscriptions and messaging or AI usage charges are additional. We confirm the recommended setup and associated costs before you commit to implementation.
Alongside two 45-minute sessions per calendar month, consultancy includes up to 60 minutes of asynchronous strategic guidance through one nominated contact and an agreed channel. This covers reviewing questions and preparing advice on the agreed roadmap. We aim to respond within two working days, excluding weekends and UK bank holidays. This is a response target, not a resolution promise, and does not include implementation, system changes or urgent technical support.
We agree the first-response, qualification and follow-up tasks, approved information and human handover triggers before implementation. Your team retains judgement, sensitive decisions and the sales relationship. Data flows, access, suppliers and responsibilities need to be reviewed for your project; automation does not remove your team's oversight.
The initial engagement is fixed at three months, with handover to your team as the intended next step. You can choose ongoing strategic consultancy separately. Any further managed work needs a separately agreed scope and investment; the monthly figure is not indefinite hands-on management.
Less broadcast. More human.
Tell us about your organisation, your enquiry flow and the outcome you want to improve. Paul reviews suitable enquiries to help identify the right starting point.
Or email paul@clientfunnels.co.uk.
Explore the WhatsApp AI demoPrefer WhatsApp? Our AI assistant can help with the first exchange. Paul reviews suitable enquiries and takes over where needed.
