Initial brief
Hello {{nome}}! To start the project: 1) Type (residential/commercial)? 2) Floor area? 3) Desired style (references by photo)? 4) Estimated budget? 5) Target timeline?
From brief to final instalment in the pipeline: project value left open, stage approvals on record and automatic follow-up.
The client wants changes every two days and the personal WhatsApp explodes
An unstructured initial brief creates rework
Stage approval drags because it gets lost in email
Staged payments for the build fall behind
Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.
Hello {{nome}}! To start the project: 1) Type (residential/commercial)? 2) Floor area? 3) Desired style (references by photo)? 4) Estimated budget? 5) Target timeline?
Hello {{nome}}! Stage {{numero}} is ready: {{nome_etapa}}. Plans/render: {{link}}. Please review. Approval by {{prazo}} to keep the schedule. 👍 or changes?
Hello {{nome}}! Instalment {{numero}}/{{total}} for the {{nome_projeto}} project: R$ {{valor}}. Due {{data}}, as per the contract. Payment link: {{link}}.
Hello {{nome}}! Site visit on {{data}} at {{horario}}. I will send you photos of the progress afterwards. Anything specific you would like me to check?
Structured initial brief
Documented stage approval
Staged billing for the project
Site progress updates with the client
Architect: questions about WhatsApp CRM
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