WhatsApp-based sales funnel and BI system that connects paid campaigns, leads and appointments for MxBrackets, reducing friction and improving media decisions.
As part of the Pro Internacional (prointernacional.com) and Corefone (corefone.com) teams, I contributed to the design and implementation of an internal lead funnel and BI system for MxBrackets (mxbrackets.com). The goal was to connect paid campaigns, WhatsApp conversations and appointment scheduling in a single flow, while centralizing the data needed to optimize advertising and treatments.
The core of the solution was a WhatsApp bot designed to drive a complete sales funnel from a social media ad click all the way to an automatically scheduled appointment:
This promotion code plays a double role: it associates each lead to the exact publication / campaign they clicked on, and at the same time reduces friction for the user by clearly stating the promotion they are receiving from the first message. Because the campaigns were segmented by region, the system already knew where the lead was located, allowing the bot to propose an appointment immediately, with minimal back-and-forth and as little friction as possible.
In parallel, the system was designed as an internal platform integrated with multiple data sources: campaign / UTM information, lead interactions along the funnel and appointment outcomes. Each step of the process —from the first click to the final booking— generated structured data that we captured for analysis.
All of this data fed into a BI dashboard where the team could:
My contribution focused on the end-to-end flow design of the funnel (from UTM to WhatsApp to appointment), the integration between the tracking layer and the WhatsApp bot, and the structuring of data so it could be consumed effectively by the BI layer. The result is an internal data-integrated system that turns disparate ad links, chats and spreadsheets into a coherent funnel with clear visibility over how each campaign performs for MxBrackets.