Beauty salon with a training academy
A working salon that also runs an academy training the next generation of professionals — sales, scheduling, training, and follow-ups under one roof.
The state of the business before we engaged
An active beauty salon plus a training academy. Real demand, real interest from leads — but only 2 to 3 deals closing per month. Not because the offer was weak, but because the leads themselves were getting lost in the cracks.
Leads were scattered between WhatsApp, Instagram DMs, and a notes app. No CRM, no pipeline, no single place to see who's interested and what stage they're at. Someone always had to remember.
Sales calls happened, but left no trace. Nothing was recorded, nothing was summarized, and follow-ups died quietly. The owner had no dashboards — no real picture of what was working, what wasn't, or where the money was actually coming from.
What changed after working with us
Full control over every lead. Every sales call recorded and summarized. Automatic follow-ups across the funnel. Decisions based on data, not guesses about which channel works.
₪280K in sales in two months working with the system.
On the new sales pipeline, from day one.
What we built
We built a full sales-and-ops stack on Monday, Make, and WhatsApp — with an AI layer that records every sales call, transcribes it, summarizes it, and pushes the highlights straight into the lead's CRM card. The funnel runs itself; the team only handles what needs human judgment.
Every lead lands in one place. No one falls through.
A lead from Instagram, Meta ads, or a website form goes straight into the CRM — tagged by source, assigned to a salesperson, and greeted with an opening WhatsApp message within seconds.
Every sales call gets recorded, transcribed, and summarized by AI.
After every call, the summary and the recommended next step land automatically in the lead's CRM card. The salesperson doesn't need to remember what was said — only what to do next.
Follow-ups don't get forgotten.
The system knows who didn't reply, who didn't book, who paid, and who went cold mid-WhatsApp. Each state triggers its own follow-up sequence — without anyone needing to remember.
One dashboard tells the whole story.
Where is the money coming from? Which salesperson closes best? Which channel brings leads that actually pay? The owner opens one dashboard — and knows.
Leads scattered across WhatsApp, Instagram DMs, and a notes app. No one really knew how many there were.
Every lead lands in one CRM, tagged by source, routed to the right salesperson. Nothing falls through.
Sales calls happened. Nothing was recorded, nothing was summarized, and the recommendations died with the call.
Every call is recorded, transcribed, and summarized by AI. The summary and next action are waiting in the CRM by the time the salesperson hangs up.
The owner didn't know what was working — only that some months were better than others.
Live dashboards: pipeline health, ROI by lead source, performance by salesperson. Every decision is backed by numbers, not feelings.
Few deals closing per month. Leads who never got called back. Income that swung from one month to the next.
₪280K in sales in the first two months working with the system. Predictable pipeline, every week.
Book a consultation
Free 30-minute call. No pitch, no obligation. Just a clear picture of what's possible.