Business Scenario
A social media management and content-creation agency gets client enquiries through WhatsApp, Instagram DMs and Facebook Messenger, often after a client's own post performs unusually well and prompts a competitor to ask "who manages your page." Account managers currently reply individually with no shared tracking, so leadership can't tell which case study or platform is actually generating new retainer sign-ups.
How Chronex360 Helps
- Capture referral-driven enquiries: WhatsApp, Instagram and Facebook conversations create or update the prospect record and log the message to its history.
- Tag by service interest: separate full-management retainer enquiries, one-off content packages, reels/video production requests and consultation questions so the team can prioritise correctly.
- Assign to the right account manager: route enquiries manually based on industry expertise, or use round-robin assignment for general enquiries.
- Qualify scope quickly: a WhatsApp Chatflow can ask for current platforms, posting frequency needed and budget before an account manager joins, while Instagram and Facebook stay open for replies.
- Never miss a proposal deadline: create tasks and schedules for discovery calls, content-plan proposals and contract sends, with overdue items flagged.
- Keep one client history: content examples, proposal notes and contract terms stay together on a single timeline.
How This Can Support Revenue Growth & Better Management
Account managers can capture a referral-driven enquiry, tag it by service interest, assign it to the right team member, and schedule the discovery call without letting momentum from a viral post fade. Leadership can separate fresh enquiries from proposals in progress, track which account manager is closing fastest, and spot leads that have gone cold after the initial proposal.
The goal is to convert more referral and platform-driven interest into signed retainers, and understand which case study or channel produces the highest-value clients. A DM asking "who manages your page" becomes a tracked lead with a source, an owner, a stage and a full history.
For Social Media & Content Creation, the core value is lead capture, service-based routing, conversation handling, proposal tracking and source reporting. Agencies selling fixed content packages can use catalogue and invoicing tools for those specific offers without forcing bespoke retainers through the same flow.
- A prospect notices strong performance on a client's page and messages the agency on Instagram, or a referral arrives via WhatsApp.
- Chronex360 logs the enquiry with its source and service interest and surfaces it to the team.
- The enquiry is assigned to an account manager; a WhatsApp Chatflow gathers platform and budget details upfront.
- The account manager reviews the thread, shares relevant case studies, and books the discovery call as a task.
- The enquiry moves through stages such as New → Discovery → Proposal Sent → Negotiation → Won/Converted.
- Leadership reviews enquiries by service type and channel, account manager response time, follow-up adherence and win rate.
Implementation boundary: Rights management, broadcast operations and platform-specific creator analytics remain outside the core CRM unless separately integrated.
KPIs to Track in Chronex360
- Enquiries by service type and channel
- Time to first response
- Discovery calls booked
- Proposal follow-up adherence
- Proposal-to-signed conversion rate
- Retainer pipeline value by source