Why the first few minutes matter
A Meta lead has actively responded to an offer, but interest can fall quickly when the next step is unclear. A useful workflow acknowledges the enquiry, records its source and starts qualification without pretending that every lead is ready to buy.
The recommended workflow
Send the lead data through a controlled integration, validate required fields, check for an existing contact, create or update the CRM record, then trigger an approved WhatsApp message. The response should make the next step easy rather than overwhelm the prospect.
Qualification and routing
Ask only the questions necessary to decide ownership and priority. Budget, location, service requirement and timing may be useful, but the fields should match the real sales process. Route qualified enquiries to a named owner and schedule a follow-up task.
What to monitor
Track delivery failures, response time, qualification completion, appointments and lead quality by campaign. Do not judge the system only by the number of messages sent.