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Business problems

Interested buyers, then forgotten

Many sales don't fail at the start but in the middle: after the quote goes out, nobody follows up. Consistent follow-up takes reminders, not memory.

See the fix 7-day plan
Signs you're dealing with thisTick what happens in your business

Tick the signs you're experiencing.

Common causes

  • No follow-up reminders.
  • Leads aren't recorded with a stage and an owner.
  • Follow-up depends on staff having spare time.

The impact

  • Warm opportunities go cold.
  • Promotion efforts go to waste.
  • The owner doesn't know how many opportunities are in progress.

Common mistakes

What often makes this problem come back

Relying on memory

When chats are busy, yesterday's leads are quickly forgotten. Set a reminder on every chat that isn't wrapped up.

Pushy follow-ups

Sending the same message over and over drives customers away. Leave reasonable gaps and stop when the customer replies.

Treating every chat as a lead

Logging every chat as a deal fills the pipeline but tells you nothing. Only record those who have asked for a price or are ready to buy.

How to solve it

Fix it step by step in Conex Bisnis

Menu names match the business.conex.chat dashboard (in Indonesian). Steps marked Pro require the Pro plan.

  1. 1

    Set a follow-up reminder right from the chat every time you send a quote.

  2. 2

    Add labels like "Asked for price" or "Ready to buy" so they're easy to filter.

  3. 3

    Pro Record serious leads as deals in the Pipeline from the customer profile panel.

  4. 4

    Pro Set up stage automations, such as a reminder 2 days after a quote is sent.

  5. 5

    Pro Turn on Bos AI so stalled deals get flagged every day.

7-day plan

One small step every day

One step a day so it's easy to roll out with your team. Day one can start on the Free plan.

  1. Day 1

    Identify your leads

    Create "Asked for price" and "Ready to buy" labels, then tag the matching chats in the Chat menu.

  2. Day 2

    Set reminders

    For each lead, set a follow-up reminder from the chat with a clear date.

  3. Day 3

    Work the Follow-up tab

    Start the day from the Follow-up tab in Chat and the Perlu tindakan (Needs action) section in Ringkasan (Overview).

  4. Day 4

    Assign an owner

    Assign each lead to one person so nobody is left waiting on someone else.

  5. Day 5

    Record deals Pro

    Create a deal in the Pipeline from the customer profile panel, complete with its value and stage.

  6. Day 6

    Automate stage reminders Pro

    Add stage automations in the Pipeline, such as a follow-up task a few days after a quote is sent.

  7. Day 7

    Let Bos AI keep watch Pro

    Turn on Bos AI so deals that aren't moving are flagged in its daily report.

  8. After that

    Move on to the next problem

    Keep the habits that work, then pick another problem you still feel.

    Business check-up

Features used

Learn about the feature

Free

Labels, notes & reminders

Inbox tools: labels, statuses, internal notes, quick replies, reminders.

Learn more Pro

Sales pipeline

Deals from chat, stage presets, automations, kanban & table views (Pro).

Learn more Pro

Bos AI

AI manager: reviews the bot & staff, daily targets, escalations, Ask the Boss.

Learn more Pro

Opt-in broadcasts

Opt-in, smart segments, scheduling, safe pacing, STOP, reports (Pro).

Learn more

Before vs after

What changes

Before With Conex Bisnis
Follow-ups rely on memory.Follow-up reminders with notifications.
Leads have no stage.Deals in a pipeline with stage and value (Pro).
Nobody knows which deals are stuck.Bos AI flags stalled deals (Pro).
Follow-up messages sent only when someone remembers.Automatic follow-ups that stop when the customer replies (Pro).

Free vs Pro

Features for this problem by plan

Free No time limit

Pro Everything in Free, plus

Good to know

  • Bos AI reportsBos AI's daily report arrives as a notification in the dashboard. Reports via WhatsApp aren't available yet.

FAQ

Questions about this problem

Is there a free way to start?

Yes. Follow-up reminders and labels are on the Free plan.

Can automatic follow-ups annoy customers?

Automatic follow-ups stop as soon as the customer replies, and are only sent to contacts who have agreed to receive messages.

Does Bos AI contact customers on its own?

No. Bos AI only reminds your team and suggests follow-ups.

See also

Related solutions & problems

Needs

Customer follow-up & retention

Reminders, automatic follow-ups, recurring messages, vouchers for returning customers.

See solution Needs

Leads, pipeline & B2B quotes

Deals from chat, pipeline presets, stage automations, negotiations on record.

See solution Teams

Sales

Pipeline, quotes, stage automations, and Bos AI daily targets.

See solution

Chats pile up & replies are slow

Customers wait a long time because chats come in faster than you can reply.

See how to fix it

Fix this problem starting today

Register for free with your WhatsApp number, then follow the 7-day plan above.

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