Tailored WhatsApp intake workflows designed around your firm’s rules.
Every service business has distinct operational requirements: specialized qualification questions, multi-stage intake steps, or custom routing criteria. We build focused WhatsApp intake funnels that capture client demand and deliver organized bookings to your team.
Define custom escalation triggers based on project urgency or scope, notifying your team directly via WhatsApp or email.
Multi-Tier Decision Tree Logic
Custom intake logic that routes prospects down distinct question pathways based on service scope, project criteria, or location.
Structured Team Delivery
Confirmed bookings are sent to your team (and to Google or Outlook Calendar where configured). Integration scope is agreed per pilot.
Appointment Coordination
Organizes meeting requests and passes qualified context to your staff before the initial consultation.
See an example of custom multi-parameter branch routing deployed for specialized consulting.
Illustrative example — not a real client or firm.
Frequently Asked Questions · Custom Operations
How does WrappedOps engineer multi-tier custom questionnaire decision trees?
We map your qualification rules into structured logic branches on WhatsApp, routing leads based on budget tiers, geographic service territories, or required project scopes.
How does data transfer to our team or existing systems?
Confirmed bookings are sent to your team (and to Google or Outlook Calendar where configured). Integration scope is agreed per pilot.
What is the typical setup timeline for a custom client operations pilot?
Timelines depend on conversation complexity and team requirements, scoped individually during initial pilot onboarding.
Have specific qualification rules for your business?
Deploy an intake workflow that captures after-hours demand matching your operational criteria.
Discuss a Pilot for Your Business