Business Scenario
A nutrition consultancy's Instagram content on meal plans and weight-management programs regularly pulls in DM enquiries, but a single dietitian handling both client sessions and social replies can't keep pace, so promising enquiries about paid programs sit unanswered while free advice-seekers get replies faster, inverting the priority the business actually needs.
How Chronex360 Helps
- Capture inbound WhatsApp, Instagram and Facebook conversations as a client/lead record so program enquiries and casual questions are both tracked, but distinguishable.
- Use Lead Sources and tags to separate program-interest leads, one-off consultation questions, corporate-wellness enquiries and permitted check-in follow-ups for comparison.
- Assign higher-intent program enquiries to the dietitian directly, or use round-robin when multiple consultants handle intake.
- Use WhatsApp Chatflows with quick replies to identify program interest and a schedule step for consultation booking, plus catalogue blocks for program packages; Instagram and Facebook stay visible for personal replies.
- Create tasks and schedules for consultation bookings and periodic check-in follow-ups, so paying clients get consistent touchpoints instead of ad hoc replies.
- Maintain one timeline of calls, SMS, email and social messages per client so progress conversations aren't scattered across apps.
How This Can Support Revenue Growth & Better Management
The consultancy can log enquiry type and preferred program, prioritize higher-intent leads over casual questions, and keep scheduled check-ins from being skipped during busy weeks.
The practice owner can separate new enquiries from active program clients, see how quickly DMs get answered, and identify promising leads that went cold before a consultation was booked.
An Instagram comment or DM becomes a tracked lead with a source, an owner, a status and a follow-up history, making it possible to see which content actually sells programs rather than just gathering likes; program packages can be listed in the catalogue with pricing and payment collection built in.
- A follower messages the consultancy on Instagram after seeing a meal-plan post, or reaches out on WhatsApp about a program.
- Chronex360 logs the lead with its source and flags program-interest enquiries for priority handling.
- The enquiry is assigned, and a Chatflow schedule step offers consultation slots through quick replies.
- The dietitian or consultant reviews the conversation, replies with a relevant template, and books the consultation or check-in.
- The lead moves through statuses such as New → Contacted → Qualified → Follow-up → Converted.
- The business reviews source performance, response time and program conversion to guide content strategy.
Implementation boundary: Do not use these conversations to store medical history, lab values or other sensitive health data — this workflow covers program enquiries, scheduling and general communication, kept separate from clinical nutrition records.
KPIs to Track in Chronex360
- Program enquiries by source
- First-response time
- Consultations booked
- Check-in follow-up completion
- Enquiry-to-program conversion
- Content/source performance