09/21/2026
I went into a client project thinking I was building an Instagram booking flow.
The first version of the problem was pretty straightforward: someone shows interest, gets workshop dates in a DM, chooses one and registers.
Then we followed what had to happen next.
The date still had to be available when they actually booked. The CRM needed to recognize the person without creating duplicates. Calendar invitations, confirmation emails and reminders had to stay accurate if the booking changed. Support needed somewhere to go. And eventually the business needed to know whether that original Instagram interaction led to attendance, a sales conversation or revenue.
Somewhere in the middle, the project stopped feeling like a chatbot.
It had become a question of whether the business could follow a customer from first interest to commercial outcome without losing the thread.
If you have active marketing already, you may know this feeling. Nothing looks completely broken. Ads are running. Content is going out. There is a CRM. People are following up.
But ask what happened to one specific enquiry, and suddenly the answer lives across three tools and two people.
That is where this project ended up: making that path clear enough that when something slips, you actually know where to look.