Business consultancy
Hong Kong business consultancy: WhatsApp quoting and payment chasing
- Before
- Staff typed quotes and invoices into Excel by hand, re-entering client details each time. Who still owed money or documents lived in people's heads, so follow-ups slipped.
- What we built
- One WhatsApp command and the AI matches a 43-item service catalogue and returns a quote as PDF and Excel, convertible to an invoice in one step. A second assistant chases payments and documents every 3 working days, with each message approved by staff first.