Leadcoach · Operations

Agents do the work. Your team makes the calls.

Six jobs from a normal week, shown in the screens your team would use. Scroll through each card to watch an agent do the job. Quotes, payment links and refunds wait for your approval.

Book a call →

1 · Reply

Every message answered in minutes.

WhatsApp replies in Arabic and English, with prices and delivery details.

Leadcoach

مساء الخير، عندكم توصيل لأبوظبي؟ وكم سعر المياه؟

Al Noor Trading · WhatsApp · 11:42 PM

Leadcoach

On it…

Replying in Arabic, with delivery details and prices.

Customer found: Al Noor Trading

Delivery to Abu Dhabi: 2 working days

Price list for 500 ml water attached

Ready for your review

Ask Leadcoach about this lead

Reply draft · WhatsApp

Drafted in Arabic and English

Reply to Al Noor TradingAED 1,240.00

New lead
Al Noor Trading, first message on WhatsApp
Delivery
Abu Dhabi, 2 working days
!
Price for 500 ml water
Changed on 9 Nov. Check before sending

Approve & sendEdit

Reply sent, 11:43 PM · lead passed to Rahul Menon

2 · Quote

Quotes drafted from a voice note.

The price list checked and the quote ready to send.

Leadcoach

نفس الطلبية السابقة، بس زيد الكمية للضعف، والتوصيل يوم الأحد

Voice note · 0:42

Al Noor Trading · WhatsApp · 9:12 AM

Leadcoach

On it…

Drafting a quote from the voice note.

Customer matched: Al Noor Trading

Last order SO-1187 found

Item 2: 1.5 L water is below minimum stock

Ready for your review

Ask Leadcoach about this quote

Q-2419.pdf

Drafted from a voice note

Quotation · Al Noor TradingAED 4,830.00

Same lines as SO-1187
Quantities doubled, delivery Sunday
VAT 5%
Lines plus VAT come to AED 4,830.00
!
Item 2: 1.5 L water
Only 120 in stock, the rest arrives Tue 17 Nov

Approve & sendEdit

Quote sent to Al Noor Trading, 9:15 AM

3 · Collect

Overdue invoices chased.

Reminders drafted for each overdue invoice, stopped when the money arrives.

Leadcoach

chase anything overdue, but keep it polite

Omar Haddad · 9:00 AM

Leadcoach

On it…

Checking overdue invoices and drafting reminders.

2 invoices overdue, 1 paid this week

No open disputes on either

Reminders drafted in English and Arabic

Ready for your review

Ask Leadcoach about these invoices

Receivables · overdue

Followed up politely

OverdueAED 10,400.00

INV-0412 · Paid
Falcon Express · AED 3,150.00
INV-0418 · Reminder ready
Creek Side Logistics · AED 7,420.00 · payment link included
!
INV-0421 · Second reminder
Desert Line Cargo · AED 2,980.00 · waiting for your yes

Send remindersReview

2 reminders sent, 9:04 AM

4 · Close

Month end closed on time.

Every bank line matched to an invoice or a bill.

Leadcoach

month-end is thursday. reconcile the bank and flag anything odd

Omar Haddad · 4:10 PM

Leadcoach

On it…

Matching every bank line to an invoice or bill.

Bank statement for October imported

142 lines matched to invoices and bills

AED 1,260.00 to Marina Shipping Co. has no receipt

Ready for your review

Ask Leadcoach about this close

Bank-October.csv

Matched against your books

October closeAED 86,240.50

Bank lines
142 matched to invoices and bills
!
AED 1,260.00 · Marina Shipping Co.
No receipt found
VAT return draft
5% on October, ready for review

ReviewExport

Draft saved for your accountant, 4:18 PM

5 · Book

Appointments booked and confirmed.

The calendar checked and the slot held.

Leadcoach

can i book a session tomorrow evening?

Daniel Brooks · WhatsApp · 8:05 PM

Leadcoach

On it…

Checking Fatima’s calendar for tomorrow.

5:00 PM is taken

6:00 PM and 7:30 PM are free

Customer picked 6:00 PM

Ready for your review

Ask Leadcoach about this booking

Booking · tomorrow

Checked against your calendar

Session with Fatima6:00 PM

Slot
Tomorrow, 6:00 PM · Al Qasba studio
Reminder
WhatsApp message 1 hour before
!
Deposit
Not paid yet. Send a payment link?

Confirm bookingReschedule

Booking confirmed, 8:06 PM

6 · Launch

A first version, ready to review.

A new site or tool built and shown to you before it goes live.

Leadcoach

the site has to be live before 1 December. english and arabic, and every enquiry should go to whatsapp

Omar Haddad · 10:20 AM

Leadcoach

On it…

Building the first version for your review.

Pages drafted: Home, About, Contact

Arabic version with right-to-left layout

WhatsApp button wired to your lead desk

Ready for your review

Ask Leadcoach about this site

alsafatrading.ae · preview

Preview build

alsafatrading.aev1

English and Arabic pages
Home, About, Contact
WhatsApp button
Enquiries go to your lead desk
!
Logo
High-resolution file still needed

Open previewRequest changes

Preview link shared, 10:52 AM

HOW ONE JOB RUNS

Follow one quote from message to sent.

Fatima asks for a quote on WhatsApp. Front Desk and Accounts take it from there.

1
The message arrives
Fatima writes on WhatsApp.
2
The agent reads it
Front Desk picks out what she wants.
3
It checks your records
The price list and her past orders.
4
It asks one question
Only if something is unclear.
5
You approve the quote
Quotes always wait for you.
6
Sent and logged
Accounts sends it and keeps the record.

HOW THE AGENTS LEARN YOUR BUSINESS

They learn it the way a new hire does.

Day one

You hand over what a new hire would get.

The price list
Past quotes and invoices
A few real messages to customers
Your rules, as a document or said out loud on the call

Every week

When an agent is unsure, it asks one person one question.

Al Noor asked for 30 days credit. Allow it?

Yes, always for Al Noor.

Rule saved

Your rules, in writing

Everything learned is a plain list. Read it, edit it or delete it. Nothing learned from one business is used for another.

Al Noor Trading gets 30 days credit
Quotes over a set amount wait for you
Greet customers in their own language

WHAT GOES OUT ON ITS OWN

You decide what waits for you.

Approval is on for everything at the start. You switch jobs off it one at a time, as you trust them.

JobGoes out on its ownWaits for you

Routine answers

Appointment bookings

Quotes

Payment links

Refunds

Supplier bills over a set amount

Routine replies and bookings go out on their own. Quotes, payment links and refunds wait for you.

WHERE EVERY ANSWER CAME FROM

Check any figure in one click.

Every price and date in a reply points back to the line it came from.

Quote for Gulf Freight LLC

20 pallets, Jebel Ali to Abu Dhabi, at , with .

Select a highlighted value.

Price list

Jebel Ali to Dubai: AED 900 per pallet

Jebel Ali to Abu Dhabi: AED 1,150 per pallet

Jebel Ali to Sharjah: AED 1,000 per pallet

WhatsApp message

Gulf Freight LLC, 10:42 am

We need this at the Abu Dhabi yard by Thursday morning.

WHERE IT WORKS

In the apps your team and customers already use.

Agents answer where the customer wrote and keep records where you keep them.

Channels

WhatsApp
Email
Phone
Instagram
Calendar

Systems

SmallERP
Zoho Books
Odoo
QuickBooks
Xero
HubSpot
Google Sheets

No system yet? The agent keeps the records and moves them into one later. See integrations

A RECORD OF WHO DID WHAT

Every action has a name beside it.

People and agents are both listed, with the approver's name.

4:08 pmFront DeskRead Fatima's request on WhatsApp.

4:09 pmAccountsDrafted the quote from the price list.

4:10 pmYouApproved Fatima's quote.

4:11 pmAccountsSent it on WhatsApp.

4:11 pmCollectionsSet a reminder for the invoice due date.

FROM THE FIRST CALL TO THE FIRST JOB LIVE

First job live in two weeks.

Start with one job. Add the next when you are ready.

1
A 30-minute call
Bring one job your team does by hand.
2
It runs on your real data
You watch and approve everything.
3
Switch on the next job
Take jobs off approval as you trust them.

QUESTIONS

Questions about Operations.

Do customers know it is an agent?

You choose. Replies can say who is writing, or go out under your team's name. Either way, a person can take over any chat at any time.

What if it gets a price wrong?

Quotes wait for your approval, so a wrong price is caught before it goes out. Every price shows the line of your price list it came from. Fix the line, and every later quote uses the fix.

Does it work with my accounting system?

Yes. It connects to SmallERP, Zoho Books, Odoo, QuickBooks and Xero. With none of these, it keeps the records itself and moves them into one later.

Who can approve?

You pick the people. A quote might go to sales, a refund to the owner. The record shows who approved each one.

Bring one job your team does by hand.

Book a 30-min call →

Agents do the work. Your team makes the calls.

Every message answered in minutes.

Quotes drafted from a voice note.

Overdue invoices chased.

Month end closed on time.

Appointments booked and confirmed.

A first version, ready to review.

Follow one quote from message to sent.

The message arrives

The agent reads it

It checks your records

It asks one question

You approve the quote

Sent and logged

They learn it the way a new hire does.

Day one

Every week

Your rules, in writing

You decide what waits for you.

Check any figure in one click.

In the apps your team and customers already use.

Every action has a name beside it.

First job live in two weeks.

A 30-minute call

It runs on your real data

Switch on the next job

Questions about Operations.

Bring one job your team does by hand.