USE CASES / ILLUSTRATIVE SCENARIOS

From a familiar problem.
To a clear flow.

The scenarios below illustrate how the approach can apply to business workflows. They are design examples for reference, not reports of client results.

Explore scenarios
01 / INTAKE & BOOKING · ILLUSTRATIVE SCENARIO

Every enquiry
gets a next step.

The common problem

A service business receives enquiries from ads and its website. Staff pass details through group chats, then update bookings somewhere else. Managers can't tell which enquiries have been handled.

A flow that could be designed

New enquiries are validated, attached to a customer record and assigned by service line or on-duty staff. When staff confirm a booking, the status updates and a notification goes out on the right channel.

Unassigned enquiries land on a review list. When a customer reschedules, the record and related tasks update together.

Expected outputs

  • One place to track enquiries, owners and history.
  • Rules for assignment, reassignment and reminders.
  • Booking statuses and how changes are handled.

How to evaluate

Track time to first response, unhandled enquiries and enquiry-to-booking rate. Test duplicates, reschedules and missing data separately.

Learn about lead automation ↗
02 / RETAIL & RETENTION · ILLUSTRATIVE SCENARIO

One purchase.
The start of the next conversation.

The common problem

A store has order history but sends the same message to everyone. The team can't tell who needs usage tips, who has feedback to resolve and who might be ready to buy again.

A flow that could be designed

Purchase data is grouped by product and care stage. Customers who consented to messages enter the right sequence: how-to guides, feedback requests or relevant add-ons.

The sequence stops when a customer opts out or has an issue needing staff. A new order can move the customer to a different stage.

Expected outputs

  • Customer segments and entry criteria per sequence.
  • Content, frequency, send and stop conditions.
  • How replies needing action reach staff.

How to evaluate

Review replies, conversions, repeat purchases and opt-outs. Compare against a suitable control group or period before concluding.

Learn about retention ↗
03 / ADS & MEASUREMENT · ILLUSTRATIVE SCENARIO

Look past cost per lead.
Understand opportunity quality.

The common problem

Marketing judges campaigns by lead count and cost. Sales tracks opportunities in the CRM. The two reports don't link, so it's hard to know which campaigns bring the right customers.

A flow that could be designed

Both teams agree on what counts as a valid lead, opportunity and customer. Source data stays on each record so spend can be matched to sales stages, and confirmed outcomes can be sent to the Meta Conversions API.

Reports state the time window, attribution method and sales lag. Unmatched data is tracked separately to improve measurement quality.

Expected outputs

  • Metric definitions shared by marketing and sales.
  • How sources are stored, reconciled and de-duplicated.
  • A cost-to-opportunity report with data limitations noted.

How to evaluate

Check completeness of source, status and sales outcome. Use that data to form test hypotheses for the next campaign.

Learn about ads & measurement ↗

APPLY IT TO YOUR BUSINESS

Which step in your workflow
needs connecting?

Your tools, access and team habits determine the right design. Let's start from there.

Discuss your scenario ↗