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AGENCY PRO
Discovery Call Booking
Lead Pre-Qualification
Instant Proposal Delivery
Discovery Call Booking

Scale Agency Enquiries
via WhatsApp

Allow prospective clients to browse consultant services catalogs, schedule discovery calls, qualify budgets, and track project status on WhatsApp.

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HubSpot CRM Sync • ISO 27001 secure
CONSULTATION INQUIRY
Growth Marketing Deep Dive
Duration: 45 Mins
₹4,999 Call Scheduled
Synced to Calendar
Features Services Catalog Discovery Slots Lead Qualify Newsletters CRM plugs ROI Metrics FAQ
AGENCY ENGINE

Unified Consultancy Automation

Automate discovery calls. Pre-screen leads, collect advanced session deposits, and dispatch brief summaries over WhatsApp.

SERVICES CATALOGS

Browse Custom Solutions

Allow clients to navigate your consulting packages, pricing tiers, deliverables lists, and case studies inside WhatsApp.

SCHEDULING

Schedule Discovery Meetings

Leads select appointment timings, matching available slots from expert calendars dynamically.

ACTIVE OFFERS

Interactive Consulting Catalog Lookup

Minimize call center costs. Prospects review services, check prices, and request deliverables lists directly from the chat screen.

CRM LEAD PIPELINE SYNCS
[Synced] HubSpot Lead status active.
[Active] Discovery call roster sync completed.
DISCOVERY CALL STATUS

Confirmed: Consultation Session, 03:00 PM Today

ROSTER MANAGER

Automated Discovery Call Bookings

Coordinate slot allocations automatically. Saminus identifies consultant working hours and logs confirmations to your CRM dashboard.

QUALIFICATION

Pre-Screen Leads Autonomously

Identify qualified client opportunities. Ask intent screening questions regarding budget targets and timeframe parameters before allocating slots.

QUALIFIED INQUIRY

"Hi Ritesh! Thank you. Budget: 2-5 Lakhs, Timeframe: Immediate. Discovery session confirmed with Consultant Verma."

ANNOUNCEMENTS

Broadcast Case Studies & Brief Updates

Deliver periodic case studies reports, custom webinar invites, and newsletters updates to past leads list contacts.

Dynamic Coupons

Send unique consulting discount codes that validate automatically inside invoice checkout links.

Segmented Lists

Target specific cohorts (e.g. leads interested in SEO vs Paid Ads optimization).

Conversion Log Status

Track real-time open status, click indices, and session bookings conversions.

SYSTEM INTEGRATIONS
HubSpot CRM Lead Sync Active
ActiveCampaign Sync Gateway Active
INTEGRATIONS

Synchronized HubSpot & CRM Portal Plugs

Connect Saminus to HubSpot, Salesforce, or ActiveCampaign networks. Sync lead statuses, meeting updates, and brief notes databases automatically.

CONVERSION METRICS

OPD Conversion & Consulting ROI Reports

Track daily discovery call conversions, average lead qualification rates, and proposal feedback parameters.

DISCOVERY CONVERSION
44.8%
Successful booking conversions
QUALIFIED LEAD INDEX
82.4%
High intent pre-screens
PROPOSAL OPEN RATE
94.2%
Using automated WhatsApp triggers
TOTAL LEADS SYNCD
4,280
Active database profiles
FAQ

Agencies & Consultants F.A.Q.

Technical query resolutions regarding consultant slots, HubSpot integrations, lead qualification, and reminders.

Yes. Saminus integrates directly with HubSpot REST APIs to log lead statuses, meeting updates, and customer details.

Once a discovery call bookings confirmed, Saminus schedules automated reminder alerts (e.g. 1 hour before meeting) with consultant details and links.

Yes. Saminus runs budget qualification symptom checks, routing qualified leads to key account executives and others to email resources.

Yes. You can configure the bot to transfer PDF files, proposals, or case studies documents directly inside WhatsApp conversations natively.

Yes. Saminus runs automated payment checkout templates via Stripe or Razorpay, confirming booking sessions only on receiving confirmation webhooks.

Roster cancellations inside your CRM triggers instant WhatsApp alert templates to the client contact profiles, prompting reschedule options.

Newsletters campaigns utilize Meta's Marketing conversation rates, which map to your central Meta Business Console logs.

Yes. Trigger survey templates an hour after call checkouts, logging client feedback stars privately to consultant dashboards.

Yes. Saminus identifies user locales to convert booking details to the agency's base timezone while keeping notifications localized.

Lead sync and scheduling logs process synchronously, updating data points across databases in under 2 seconds.
OPTIMIZE AGENCY

Maximize Agency Efficiency Now

Maximize discovery call bookings occupancy and minimize lead acquisition admin costs today.

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