Mandala Club

Inbound Lead Processing Workflow

AI-Powered Sales Agent — Email & WhatsApp

WhatsApp

Club business number
Direct messages · Click-to-chat · Referrals

Mandala AI Sales Agent
🤖 Fully Automated by AI Agent
1

Classify Incoming Message

AI reads the message and determines intent automatically

✅ Membership Inquiry

→ Full qualification flow

📅 Event Booking

→ Forward to events team

👤 Existing Member

→ Forward to member services

🚫 Spam / Irrelevant

→ Archive, no reply

Membership inquiry continues ↓
2

Auto-Reply

Within 5 minutes — warm, personalized response via the same channel
"Hi [Name], thanks for reaching out to Mandala Club — lovely to hear from you.
Would you be free for a quick tour of the club this week?"
3

Qualify Lead

Extract info + score against ideal member profile

📋 Extract

Name · Company · Title
Source · Interests

✅ Good Fit

C-suite / Finance / Tech
Healthcare / SGD 200K+

❌ Lower Fit

Junior / student
Price-sensitive

4

Follow Up

Automated follow-up if no response

⏳ Day 3 → Gentle nudge
⏳ Day 7 → Final follow-up
⏳ Day 30 → Revisit dormant

CRM Record

Every step syncs to the lead's record

Name · Email · Company · Source
Score · Status · Notes
Tour date · Assigned to

⬇ Handoff to Sales Team
👤 Human Sales Team — In Person
5

Conduct Club Tour

Sales team meets the prospect in person at Bukit Pasoh
🏛️ Walk through venues
🤝 Personal introduction
💬 Address questions
6

Close Membership

Handle application, pricing, and onboarding
📋 Membership application
💳 Pricing & payment
🎉 Welcome & onboarding
How the Agent Learns & Improves
📖 Sales Playbook — Continuous Improvement Loop
📖

Sales Playbook

A living document maintained by the team:

  • Ideal member profile & scoring criteria
  • Conversation scripts per stage
  • Objection handling (price, timing…)
  • Venue talking points & highlights
  • Tone & language guidelines
  • Do's and Don'ts
🤖

Agent Reads & Applies

Before every customer reply, the agent:

  • Reads the latest playbook version
  • Identifies the conversation stage
  • Selects the right script & tone
  • Crafts a response following the guidelines
  • Scores the lead using playbook criteria
💬

Team Reviews & Iterates

The sales team continuously improves the playbook:

  • Review agent conversations
  • Flag what worked / what didn't
  • Add new objection-handling scripts
  • Refine scoring weights
  • Update venue info & events
🔄
Continuous feedback loop: The team edits the playbook anytime → the agent picks up changes instantly on the next conversation — no retraining, no downtime. The playbook is the single source of truth that shapes every customer interaction.