Beauty & Personal Care — Barbershop Services
A local barbershop receives appointment and service inquiries through its Wix website. Customer data needs to be captured, tracked, and transferred to the tools used by the business for sales, communication, and marketing.
The initial process relied on manual data entry across Google Sheets, Telegram, Zoho CRM, and Klaviyo. As the number of inquiries grows, this creates repetitive administrative work, increases the risk of missed or incorrectly transferred leads, and slows down response time.
The lead handling process required the same customer information to be manually transferred between several systems. This created unnecessary administrative work and made lead processing dependent on the manager’s availability.
Key business risks included:
The goal was to create a single automated process that could capture each incoming lead and distribute the required data across the business systems without manual intervention.
I designed an automated lead management system that turns every website inquiry into a structured lead and distributes the data across the tools used by the business.
Once a customer submits the Wix form, the system automatically captures and processes the information, stores it for tracking, notifies the manager, creates the lead in the CRM, and adds the contact to the appropriate marketing list.
This creates a single, consistent lead-handling process instead of several disconnected manual tasks. The manager can focus on responding to customers while the routine data processing happens automatically in the background.