Structured contact fields and lead sources
Configured and reviewed within the relevant platform context, with QA and evidence boundaries documented.
Better Gas case studiesWork · Better Gas · CRM & Automation
WATI — WhatsApp CRM & Contact Organization
I designed the contact-management logic around lead source, lifecycle stage, ownership and data hygiene while protecting customer records from public exposure.
ClientBetter Gas Energy Services Limited
SectorLPG retail, cylinder exchange & distribution
GeographyNigeria · Abuja/FCT & surrounding distribution areas
RoleStrategy, implementation, management & analysis where supported
Evidence window2026 WATI Contacts dashboard snapshot
Engagement datesNot independently established
A CRM contact inventory is an operational asset; it should not be misreported as newly acquired leads or conversions.
The WATI setup organized WhatsApp customer records around fields, lifecycle stages, source information and ownership so follow-up could be more structured.
Delivery architecture
How the work was structured.
A case-specific operating model rather than a generic service checklist.
01Capture
02Source
03Lifecycle stage
04Owner / follow-up
Implementation translated into operational value.
Planned segments and lifecycle stages
Configured and reviewed within the relevant platform context, with QA and evidence boundaries documented.
Defined consent-aware capture/import operations
Configured and reviewed within the relevant platform context, with QA and evidence boundaries documented.
Reviewed ownership and handoff logic
Configured and reviewed within the relevant platform context, with QA and evidence boundaries documented.
Improved data-hygiene rules
Configured and reviewed within the relevant platform context, with QA and evidence boundaries documented.
Designed measurable engagement/reporting logic
Configured and reviewed within the relevant platform context, with QA and evidence boundaries documented.
What the available reporting actually proves.
Contacts visible
Source: WATI Contacts dashboard
Period: 2026 capture
This is CRM inventory, not 948 newly acquired leads or conversions.Lifecycle stage visible
Source: WATI interface
Period: 2026 capture
A stage label documents structure, not sales outcome.Source values visible
Source: WATI interface
Period: 2026 capture
Source fields require consistent governance before attribution.Decision logic, implementation and QA.
- 01
Structure contact fields
Review the platform state, implement the relevant configuration, test the customer/measurement path and document the operational handoff.
- 02
Plan segments and stages
Review the platform state, implement the relevant configuration, test the customer/measurement path and document the operational handoff.
- 03
Define capture/import operations
Review the platform state, implement the relevant configuration, test the customer/measurement path and document the operational handoff.
- 04
Review ownership and hygiene
Review the platform state, implement the relevant configuration, test the customer/measurement path and document the operational handoff.
- 05
Design engagement reporting
Review the platform state, implement the relevant configuration, test the customer/measurement path and document the operational handoff.
Commercial significance without overstating causality.
Observed / configuredMarket demand / audience
Observed / configuredDiscovery or click
Configured / measurableBetter Gas web / messaging experience
Configured / measurableMeasurable enquiry
Configured / measurableHuman / automated follow-up
Only where independently evidencedOrder or visit where independently evidenced
The evidence on this page distinguishes observed platform state, configured journeys, forecasts and future measurement requirements. Where purchase attribution is absent, no ROAS or ROI claim is made.
Original evidence is tracked separately from presentation mockups.
Privacy review required
Watti contact screen.png
What this proves: this source is part of the documented evidence set for the case study.
What remains unverified: any metric, identity or operational claim not explicitly described in the evidence panel above.
Raw admin screenshots are not rendered publicly until sensitive data is redacted and approved.Recommended next measurement and operating improvements.
Create lifecycle-stage exit criteria
Audit duplicate/contact-quality rules
Connect CRM outcomes to source and campaign reporting
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