ChatNeuron
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Services and agencies · 7 steps

Selling services by phone:from request to payment.

When services are sold over the phone, money leaks in three places: a request nobody answered, a call without a next step, and a payment nobody chased. It is how we sell too — ChatNeuron runs the chain from the request to the money for the project.

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End-to-end scenario

From ad spend to cash in the till

Each step is a system, a metric, a place where money is lost, and what ChatNeuron does.

  1. Acquisition

    Where: Yandex Direct, website

    What we measure: cost per lead and per customer

    Where money is lost

    There are leads, but it's unclear which channels bring projects.

    What ChatNeuron doesAd analytics

    Direct statistics, cost per lead and per customer from cash flow expenses.

    How it works

  2. Requests and briefs

    Where: Website, email, Telegram

    What we measure: requests with a brief

    Where money is lost

    "How much for a website?" and the manager has to find out the task from scratch.

    What ChatNeuron doesRequest collection

    Collects a brief: task, budget, timing, contact; a CRM deal with a summary.

    How it works

  3. Negotiations

    Where: Telephony, CRM

    What we measure: call score, next step

    Where money is lost

    The meeting happened and there is no next step.

    What ChatNeuron doesAI Sales Head

    Analyzes calls, writes the summary and next step into the deal.

    How it works

  4. Project

    Where: TaskNeuron, CRM

    What we measure: tasks and estimates

    Where money is lost

    Tasks take longer than estimated and the project margin melts.

    What ChatNeuron doesDevelopment control

    Tasks with estimates and time spent, returns to work.

    How it works

  5. Development

    Where: Wakapi, GitLab

    What we measure: hours × result

    Where money is lost

    Hours are logged, but nothing reached production.

    What ChatNeuron doesDevelopment control

    Hours next to commits, MRs and reverts; flags without a ranking.

    How it works

  6. Payment

    Where: CRM, 1C, bank

    What we measure: receivables

    Where money is lost

    The stage was delivered, the invoice is unpaid and nobody reminded.

    What ChatNeuron doesReceivables controller, AI CFO

    Reconciles the CRM with 1C and shows debtors; cash flow and P&L are handled by AI CFO.

    How it works

  7. Repeat projects

    Where: CRM, email

    What we measure: repeat customers

    Where money is lost

    After a project is delivered, the customer is never contacted again.

    What ChatNeuron doesRepeat sales

    Writes to past customers and leads who didn't buy.

End-to-end analytics

One chain of numbers instead of reports from five systems

Spend from Direct and cash flow, requests from channels, deals from the CRM, payments from the bank and 1C.

  • Cost per customermarketing spend ÷ won deals
  • Project marginrevenue − hours × rate
  • Hours without resultWakapi hours in weeks with no merged MRs
  • ReceivablesΣ unpaid overdue invoices

Before → after

What this is worth in money

Illustrative calculation: plug in your own numbers and X-ray will calculate them from your data.

  • Hours without a result

    Before
    Visible only through missed deadlines
    After
    A flag the same week
    ≈ 240,000 ₽/mo3 people × 40 h × rate 2,000 ₽

  • Unpaid stages

    Before
    Reminded when the money has run out
    After
    A list of debtors every day
    ≈ 400,000 ₽debts older than 30 days in 1C that come back faster

  • Requests without a brief

    Before
    The manager finds out the task from scratch
    After
    A brief in the deal right away
    + 2 projects/mo40 requests × +5% conversion

What we connect

Systems this scenario works with

  • GitLab
  • Wakapi
  • TaskNeuron
  • Bitrix24
  • amoCRM
  • Email
  • Telegram
  • Telephony
  • 1C
  • Banks
  • Yandex Direct

Segments

More by segment

Questions

Frequently asked questions

Is this a developer ranking?

No, the report intentionally has no ranking: flags show where to look into things.

Does it suit outsourced accounting or law firms?

Yes, without the development step: requests and briefs, negotiations, receivables and finance work the same way.

Which systems are needed?

At minimum, a CRM. For development control, Wakapi and GitLab; for receivables, 1C; for cash flow, a bank.

Other industries

Scenarios for other industries

See where your studio loses margin

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