SOP — Lead to Sale

Goal: convert an inbound enquiry into a paid order without dropping anyone.

Steps

1. Capture — new DM/WhatsApp enquiry → copy _Template — Lead, name LEAD-NNNN, set source, handle, interest, value_est.
2. Respond < 24h. Answer the question, suggest the bundle that fits the stated goal, share trust assets (COA, Verify).
3. Qualify — real intent + budget → status qualified. Keep last_touch current.
4. Nurture — not ready → status nurturing; follow up with a useful resource, not pressure.
5. Close → order — when they buy, create the #sales-order note, set lead status won, and link order ↔ lead.
6. Lost — no response after 3 touches or not a fit → lost with a one-word reason in the body.

Guardrail

Stay in research-use framing. If a message asks for dosing or medical advice, decline politely and point to the research-use acknowledgement — then escalate.