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Every conversation, every client, one record.

Maverix coaches established business leaders through the Maverix System: twelve milestones over about a year, with a coach alongside. We built the systems that find those leaders, sign them up and carry them through to the end.

WebsiteWhatsAppCRMLearning platformAutomated email
TM
Thandi M.Logistics · 42 staff
Active candidate
Replied to Think Maverix on WhatsApp
WhatsApp · marketing was alerted
Handed to sales, Business Diagnostic booked
CRM · Google calendar
Registered and signed the enrolment form
Website · signed in the CRM
Invoice paid
Xero
Milestone 2 workbook sent to her coach
Learning platform
Before

The course lived on Thinkific, leads lived in heads and chats, and emails went out from another tool. WhatsApp replies came in with nobody alerted. Nobody could see one person's whole story, from first message to final milestone.

What we built

Four systems that talk to each other, so the team works from one picture.

The websiteBuilt for one job: getting the right business leaders to book a Business Diagnostic. It's clear enough that the wrong people opt out on their own. People who've had their diagnostic register, upload their documents and pay from the same site.
WhatsApp that brings in salesTwo lists on the business number: Think Maverix keeps prospects warm with short pieces, and Maverix Insider keeps alumni close and referring. Every reply alerts the team and lands on the person's record, and one tap hands a warm lead to sales.
One customer recordWhether someone arrives through the website, WhatsApp or a referral, they're one person, from first contact to alumni. Marketing, sales, admin, finance and operations each work from their own desk on the same record, and a person moves between desks when something happens: a handover, a signature, a payment.
Agreements signed insideThe enrolment form is drawn up, signed with an emailed code and countersigned without leaving the system. Signed means won, and the person moves to enrolled on their own.
The learning platformAll twelve milestones brought across from Thinkific. Milestones open on each candidate's calendar, workbooks are filled in online and reach the coach as they're done, sessions book straight into coaches' own Google calendars, and reminders follow real dates.
Email that runs itself26 branded templates, campaigns and drip sequences that carry people from enquiry to diagnostic, with every send logged on their record.
How it runs now

Each stage of the journey has an event that moves it on, so nobody assigns tasks by hand. A reply on WhatsApp starts a conversation, a booking makes it a diagnostic, a signature makes it a sale, and the learning platform takes it from there.

01Prospect
02Enquiry
03Conversation
04Diagnostic
05Enrolled
06Candidate
07Alumni

Since August, 63 people have typed to the WhatsApp number, 46 of them replying to Think Maverix, and every real buying signal came in as a reply to it.

“A lead used to live in three places and nobody knew who'd last spoken to them. Now I open one record and the whole story is there, from the first WhatsApp to the milestone they're working on.”
Sally Palmer, co-founder, Maverix
What's next

A content studio: one article, written in the founders' own voice, becomes LinkedIn and Instagram posts, stories, a short video script and a WhatsApp piece, each approved before it goes out, with every lead traced back to the piece that brought it in.

Leads, clients and follow-up in one place?