A weekly summary
Executive summary, last 7 days
Enquiries, wins, losses and the top reasons leads were lost, in one message.
Why it matters: Owners follow the numbers without opening the dashboard.
All hospitality pages
For owners
See what your enquiries are worth.
Owners see every enquiry, where leads were won or lost and why, without reading a single chat. A summary arrives on a schedule you choose.
The leak
Revenue slips away in conversations nobody reviews, and the reasons stay invisible, so the same mistake repeats next month.
- You cannot see how many enquiries came in, or how many went cold.
- Lost leads have no recorded reason, so nothing improves.
- Reports are manual, late, or do not exist.
How it is set up
A clear path to go live
- 1
Every enquiry is a lead
Each one is tracked from the first message to booked, lost or cancelled, with a timeline of what happened.
- 2
Reasons are captured
When a lead is lost or reopened, your team picks a reason, so the pattern shows up in the summary.
- 3
Choose who gets reports
Add one or more recipients. Reports go out weekly or monthly, on the day and hour you set.
- 4
Set who sees what
Decide which roles see guest contacts, who may export, and whether your General Manager can add team members.
- 5
Review when you want to
Open the dashboard to see enquiries, wins, losses and top issues for any period.
In conversation
What the agent does
Sample conversations. For real guests it uses your own facts and your tone.
A lost lead
A guest stops replying after the quote.
The lead is marked lost, with the reason your team recorded.
Why it matters: Reasons make the next campaign smarter.
What you get
Built for this situation
Lead pipeline
From first message to booked, lost or cancelled, with a full timeline.
Lost lead reasons
Curated reasons for each outcome, plus a note when needed.
Executive summary
Enquiries, wins, losses and top issues for any period.
WhatsApp reports
Sent to as many recipients as you choose, weekly or monthly.
Exports
Download leads when you need them, if the role is allowed.
Privacy by role
Mask guest contacts, and log every reveal.
Who does what
The agent handles the first reply, your team keeps the relationship
The agent handles
- Recording every enquiry
- Tracking stages
- Compiling summaries
- Sending reports on schedule
Your team keeps
- Deciding what to do next
- Closing bookings
- Running campaigns
- Setting access rules
Questions
What hotels ask about this
Do I need to open the dashboard?
No. Summaries can be sent to you on WhatsApp on a schedule, so you can follow the numbers without logging in.
Can more than one person receive the report?
Yes. Add as many recipients as you like. If one number cannot be reached, the others still receive it.
Can I stop staff seeing guest phone numbers?
Yes. Contacts can be masked by role. You decide who may reveal them, and every reveal is logged.
Does a lost lead show why?
Yes, when your team records a reason. Those reasons are grouped into the top issues in the summary.
