Digital Media

Digital Product / Online Course with a Paid VSL Funnel

Digital Marketing — Courses and Info-Products with a Paid VSL Funnel on WhatsApp

A winning product stuck because the owner is his own "cashier" — we built an AI agent on WhatsApp that closes the hot leads in his place, and connected it to Monday so he could finally know which leads actually convert.

WhatsApp Business API

Gemini

n8n

Email-and-marketing system (industry CRM)

Monday.com

Admin Dashboard (custom control center)

Challenge

The Challenge

The owner sells a digital product through a paid VSL funnel that works great — but every closing conversation runs through him personally on WhatsApp. He described himself as the "cashier of a winning product": manually running every conversation and copy-pasting from Gemini to one customer after another. With 150+ customers a month (and up to 20 conversations a day at peaks) and 6 to 10 messages per close, that's hundreds of manual messages a month dependent on his personal availability. The meaning: you can't increase the number of leads in the funnel without choking him. At a later stage a second pain emerged, no less sharp: the entire funnel is managed today in the existing email-and-marketing system, so his media buyer sees only cost-per-lead — not which lead started a conversation and which actually closed a deal. Without that, you can't optimize campaigns by lead quality, only by price.

Solution

The Solution

We built the client an automated sales infrastructure around the existing funnel, in two stages. In the first stage we set up an AI sales agent on WhatsApp Business API: when a lead watches the VSL and continues to WhatsApp, the agent steps in for the owner and runs the closing stage — based on his prompt, the VSL script, the strategy documents and examples of successful conversations he already had. The agent is built to close in 6–10 messages, available 24/7, and handles dozens of conversations in parallel at peaks. Around it we set up a web-based control center that lets the client view all conversations and edit the prompt, knowledge base and FAQ on his own without depending on us, and we connected an automatic sync of statuses and lead details from the conversation to the existing email-and-marketing system, alongside a dynamic knowledge infrastructure that lets him fill in answers to questions the agent didn't know. In the second stage we upgraded that same agent and connected it to Monday as an operational source of truth: we rewrote its write operations so every event in the conversation — start, progress, sending a payment link, close — is recorded to Monday with new fields that don't exist in the email system (lead rating, abandonment stage, funnel progress). We also added an export of all conversations (48 hours / 7 days / 30 days) and an operational onboarding for the new employee the client hired.

Our Approach

AI sales agent on WhatsApp Business API for closing hot leads after they watch the VSL, operating per the existing prompt and sales script

Feeding knowledge sources into the agent: VSL script, strategy documents, FAQ and objection rebuttals, and building a closing-focused conversation logic in 6–10 messages including test checks

Web-based control center for viewing the full history of all conversations and independently editing the prompt, knowledge base and FAQ

Automatic sync of statuses and lead details from the conversation to the existing email-and-marketing system, with field mapping by the customer journey and write-integrity checks

Dynamic knowledge infrastructure with a mechanism for filling in answers to questions the agent couldn't answer

Stage 2: connecting the agent to Monday as an operational source of truth — rewriting the write operations and new fields (lead rating, abandonment stage, funnel progress) to see which leads actually close

Export of a consolidated file of all the agent's conversations across three time windows (48 hours / 7 days / 30 days)

Focused operational onboarding for the new employee on the dashboard and the agent

Technologies Used

WhatsApp Business APIGeminin8nEmail-and-marketing system (industry CRM)Monday.comAdmin Dashboard (custom control center)

The service behind this project

Automation for Online Stores

Results

The Results

Monthly customer volume moved to automation150+ per month (up to 20 conversations a day at peaks)

Messages to close a deal6–10 messages

Lead volume in the funnel748 leads (period not defined)

The agent replaces the owner in the closing stage and frees him from the "cashier" role — all those manual conversations and the copy-paste work from Gemini became an automated, consistent process, available 24/7 and able to handle dozens of conversations in parallel at peaks. Instead of his personal time limit capping the size of the funnel, he can now drive in more leads without adding hours. The second stage closed the second gap: thanks to connecting the agent to Monday and syncing the statuses, the client got, for the first time, a real customer-journey picture — not just how much a lead costs, but which leads start a conversation and which actually close — the basis for optimizing campaigns by lead quality and not just by price. The project was delivered in full and both of its stages were paid. Note: these are qualitative results — no numeric monthly cost savings or cost-per-lead were measured in the data.

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