From Inquiry to Sale: How to Turn Chats into Bookings and Customers.

What this covers: how posts, emails, and ads open a ManyChat conversation on Messenger, Instagram, or WhatsApp, and how that chat becomes a booking or a paid order.

Key takeaways

Fast reply wins. Speed keeps interest high and prevents a drop off. One next step at a time. Guide the customer to book, view options, or checkout. Record the lead. Save the chat and contact to your CRM and add a short note when needed. Follow up with care. A gentle reminder brings people back.

The playbook

1. Start the chat from your marketing

Your content, email, or ad button opens ManyChat. The customer chooses Messenger, Instagram, or WhatsApp.

Goal: start a real conversation in less than one minute.

2. Welcome and qualify

Open with a friendly hello and one simple question.

Service examples

• What do you need help with today

• When would you like to schedule
  

Store examples

• Which size or color are you checking

• Would you like a quick recommendation
  

Tip: keep questions short so the customer keeps typing.

3. Answer fast and be helpful

Provide the basics right in the thread. Price, availability, service area, schedule, delivery, or size. Add one relevant suggestion only when it helps.

Good answer format

• Short sentence

• Clear option

• Button to continue
  

4. Offer one clear next step

Match the action to the intent.

Actions that convert

• Book an appointment with live time slots

• View product options in the right size

• Go to checkout with a ready cart

• Open a short form when extra details are required
  

5. Capture the lead in your CRM

Send the conversation and contact details to your CRM. If something does not sync, add a brief manual note so the record is complete.

Minimum fields to save

• Name and contact

• Interest or item

• Status such as new lead, quoted, won, or lost
  

6. Follow up with care

If the chat pauses, send one reminder later the same day or the next morning.

Friendly nudges

• Thanks for chatting. Would you like me to save this time for you

• Here is the link to the item we discussed. Want me to hold it for pickup
  

Real world snapshots

Service clinic A customer taps the chat button in a cleaning promo. ManyChat answers at once, shows open time slots, and confirms the booking after the customer shares a phone number. The CRM stores the record and sends a reminder one day before the visit.

Online store A shopper messages an Instagram post about shoes. The chat asks for size, shows the three best sellers, and then sends a checkout link in the same thread. Order and conversation sync to the CRM for future campaigns.

Quick wins you can launch this week

Welcome flow A warm hello, one qualifying question, and buttons for book now, see options, and talk to a person.

Answer bank Ten short replies for the most common questions. Price, availability, service area, payment, delivery, and warranty.

Follow up rules One reminder after six to eight hours for open carts or unbooked slots.

What to measure each week

Conversations started from posts, emails, and ads Qualified leads saved to the CRM Bookings and paid orders from chat Time to first reply and completion rate of the next step

Bottom line

When your calls to action open a chat that answers quickly and offers a clear next step, more people book and make a purchase. Start with one channel in ManyChat, connect it to your CRM and to your forms or checkout, and continually improve based on the conversations you observe.