From opt-in to booked call without a human.
For consultancies, agencies, renovation firms, coaches, clinics and advisors: any business where revenue is leads × speed × follow-up. Every lead gets a WhatsApp reply in under 30 seconds, a research brief, a booked call and follow-up that never forgets.
- Opt-in from a Meta adJolene · founder, 14 staff · WhatsApp consent ticked21:14:02
- Lana replies on WhatsApp24 seconds later · approved template21:14:26+24 s
- Qualified in four answersGST-registered · year-end March · score 9121:16:51
- Call booked with PriyaFri 10:00 · invite and reminder sent21:17:41
- Research brief readynews, likely pain, best angle, opener21:20:05
What eats the week
Paid for the lead. Lost it by morning.
Most service businesses pay for plenty of leads. They lose them in the first hour, after the first follow-up, or on a call nobody prepared for.
- 01
Leads go cold in the first hour
A founder fills in your Meta form at 9:14 pm. Someone replies at 11 am the next day. By then she has spoken to two other firms.
3h 40m average first reply - 02
Follow-up stops after one try
One WhatsApp, one email, then the lead sits in a spreadsheet tab called "follow up". Nobody owns the fourth touch.
6 in 10 leads get one touch or fewer - 03
Reps walk into calls cold
They skim the form two minutes before and ask questions the lead already answered on WhatsApp. Research happens on the call, if at all.
15 min of prep per call, usually skipped - 04
No-shows eat the calendar
One in three booked calls does not show. The rep waits ten minutes, closes the laptop, and nobody chases.
~35% no-show rate, unrecovered - 05
Nobody knows which ad makes money
Meta says 148 leads. The CRM says 11 clients. Nobody can join the two, so budget follows cost per lead, not cost per client.
S$14,800 a month, judged on the wrong number - 06
The founder is the CRM
The pipeline lives in your head and your WhatsApp. Every Monday meeting starts with "where are we on…" and promises made on calls get forgotten.
5+ hours a week chasing updates
What we build
One system from ad click to signed client.
It plugs into the ad accounts, forms, calendar, inbox and CRM you already have. Lana handles the first conversation; your people handle the ones that matter.
Comes in from
Goes out as
The AI funnel
Traffic in, clients out, referrals back.
Six traffic sources, one path to a signed client. Click a stage to see what runs there and where a person steps in, then compare it with manual follow-up.
Illustrative conversion rates- Meta ads36%
- Google search21%
- TikTok15%
- Referrals12%
- YouTube8%
- Organic & social8%
Six sources, one lead form, one sheet. Every lead keeps its source all the way to a signed proposal.
9clients won· 38 calls booked
- 86% reply26 smedian first reply (manual: 3h 40m)
Lana sends the first WhatsApp within 30 seconds, day or night, then asks up to four qualifying questions from your script. Voice notes are transcribed.
Runs onWhatsApp AI model 2nd Brain vaultWhere a person steps in: Approves the opener template once. Takes over the moment a lead asks for a person.
- 67% qualify
- 66% book
- 79% show
- 30% close
- 1 in 2 refer
AI WhatsApp in 30 s
Lana sends the first WhatsApp within 30 seconds, day or night, then asks up to four qualifying questions from your script. Voice notes are transcribed.
Where a person steps in: Approves the opener template once. Takes over the moment a lead asks for a person.
Revenue OS
Your whole pipeline on one screen.
Shown for a fictional corporate advisory. The same build runs for renovation firms, clinics, coaches and agencies. Click around: every screen works.
Good morning, Adrian
Lana answered 17 new leads overnight, median 26 s. 3 calls today, briefs ready. 2 deals over S$30K need you.
- Ferrovia Engineering · S$48,000Proposal v2 opened 4 times since Tue, no reply. Bank wants Jun–Aug accounts first.
- TikTok 'books are a mess'21 leads this week, 0 booked. Cost per client over 30 days: S$1,900.
- Lattice Robotics · 3 EPs by NovFarhan's calendar is full until Tue. Adrian has Mon 9:30 am free.
- 3 no-shows yesterdayLana rebooked 2. Pebblebox Studio moved to Mon 11:00 with Farhan joining.
| Source | Leads | Booked | Won | First-year fees |
|---|---|---|---|---|
| Meta | 148 | 54 · 36% | 11 | S$92K |
| 87 | 41 · 47% | 11 | S$130K | |
| TikTok | 62 | 12 · 19% | 1 | S$3.6K |
| YouTube | 33 | 13 · 39% | 3 | S$22K |
| Referral | 49 | 27 · 55% | 10 | S$139K |
| Organic | 33 | 10 · 30% | 2 | S$25K |
- 09:18Research brief ready · Lumen Aesthetics · confidence Medium
- 09:02Lana replied to Grace Teo (Google) in 18 s
- 08:40Objection logged from Evergreen call: 'board wants two quotes'
- 07:30Morning pipeline brief sent to Adrian on WhatsApp
- 02:41After-hours lead booked · Orchid Bay Dental · today 4:30 pm
- Wed 21:17Call booked in 3 min 39 s · Saltmarsh Provisions · Fri 10:00
- Wed 20:13No-show rescued · Pebblebox Studio rebooked for Mon 11:00
Revenue is first-year fees on deals won. Sample data for a fictional firm.
WhatsApp bot
Lana replies, qualifies and books.
An AI receptionist on your WhatsApp Business number. She answers in seconds, asks only what your script allows, and hands over to a person the moment it matters.
What the system did
Nothing yet. Send a message on the phone and the actions show up here as they happen.
Workflow automations
The plumbing behind every fast reply.
n8n workflows connect your ad accounts, forms, sheet, CRM, calendar and WhatsApp. Press execute to watch one run.
Every opt-in from Meta, TikTok or the website gets a WhatsApp from Lana within 30 seconds, lands in one sheet and is scored before anyone wakes up.
- Press Execute workflow to run it with sample data. Click any node to see what it does.
Hermes AI agents
Five digital staff who ask first.
They research, chase and prepare around the clock on your own server, and stop for your approval before a price, advice or anything unusual goes out.
Replies to every opt-in on WhatsApp within 30 seconds, qualifies in four questions and books the call.
Press Run this agent to watch one of its runs. It will stop and ask you before anything goes out.
- · First reply to every opted-in lead, day or night
- · Qualifying questions from your approved script
- · Booking calls into free calendar slots
- · Reminders and rebooking no-shows
- · Any price outside the published ranges
- · Discounts, payment terms or refunds
- · Tax, work-pass or legal questions (a consultant answers)
- · Replying after a lead asks for a person
AI 2nd Brain
Ask your pipeline anything, from your phone.
Every call transcript, proposal, objection and ad result lands in your 2nd Brain. Ask it on WhatsApp and get an answer with its sources.
Ask Keelson Advisory anything.
Type a question in the box below, or try one of these. The answers come from this sample company’s files, chats and meeting notes.
Before / after
What changes, in numbers.
Illustrative estimates based on comparable builds. Your numbers depend on volumes and the workflows we automate first.
Rollout
How we would roll this out.
We start with one department and the workflow that costs you the most, prove it works, then expand. Nothing goes live without your sign-off.
- Week 1–201
Map the funnel
We export 90 days of leads, measure your real reply times and show rate, and write Lana’s script and hand-over rules with you.
- Week 3–502
Speed to lead
Lana goes live on your biggest lead source with the team inbox for hand-over. Leads land in one sheet, scored, with a research brief.
- Week 6–803
Follow-up and briefs
Sequences, no-show rescue, call briefs and the Revenue OS with cost per client. Proposals drafted from call recordings, approved by you.
- Ongoing04
Run and expand
Weekly tuning from real call outcomes, more lead sources, the referral flywheel, and the 2nd Brain answering on WhatsApp.
FAQ
Questions owners ask us.
Will leads know they are talking to AI?+
Yes. Lana introduces herself as the AI assistant in the first message. The moment someone asks for a person, the chat moves to your team inbox and Lana stops replying.
Are we allowed to WhatsApp leads from ads?+
Only leads who opted in. Consent is captured on the form in PDPA wording, the first message is a WhatsApp-approved template, and STOP ends every sequence on every channel.
What if Lana gets a question she cannot answer?+
She answers only from what you approve: services, price ranges, FAQs and your calendar. Tax, legal, medical or anything outside the script goes to a person, with the chat history attached.
Does this replace our salespeople?+
No. It gives them more booked calls and walks them into each one prepared. The AI never closes a deal, and every proposal and price is approved by a person.
Do we need to change our CRM?+
Usually not. It works with HighLevel, HubSpot, Pipedrive or a well-kept Google Sheet. We reuse what you have where it makes sense.
Can you guarantee more sales?+
No responsible implementation can guarantee a specific financial result. We agree measurable targets up front, such as median first reply under 60 seconds and show rate, and report against them weekly.
Other industries
All industries →Next step
See your business in one of these. Then we build it.
Book a 30-minute call. We map one workflow that costs you the most time, show you what it looks like automated, and tell you honestly if it is worth doing.