CASE STUDY
Baa Creation
CASE STUDY
Arujiva
How Arujiva Implemented a Consultation Automation System
Consultation Automation System helped Arujiva create a more organized customer journey for individuals seeking wellness guidance and consultation services. As customer inquiries increased, manually collecting information, understanding wellness requirements, and assigning consultations became increasingly time-consuming. By implementing ihakimi’s automation system, Arujiva automated customer onboarding, consultation assessment, lead qualification, and consultant allocation, creating a smoother experience for both customers and wellness advisors.
Client Background
Arujiva is a wellness and holistic healing platform that provides personalized consultations, health guidance, and natural wellness solutions.
The platform receives customer inquiries through WhatsApp and digital channels from individuals seeking wellness advice, consultation services, and health-related guidance. Each inquiry requires understanding customer concerns, identifying consultation requirements, and connecting customers with the appropriate wellness advisor.
As inquiry volumes increased, managing customer qualification and consultation requests manually became difficult and time-consuming. To create a more organized process, Arujiva needed a Consultation Automation System that could collect information, qualify inquiries, assign consultants, and manage customer interactions more efficiently.
Challenges
Arujiva needed a more structured consultation process to manage growing customer inquiries without affecting response quality or customer experience.
High Inquiry Volume
Managing increasing customer inquiries became difficult, time-consuming, and harder to organize.
Repeated Service Questions
Customers frequently asked about consultations, wellness programs, and available treatment options.
Manual Data Collection
Collecting customer information manually required continuous effort and delayed consultation journeys.
Consultant Routing Delays
Assigning inquiries to appropriate consultants often slowed customer engagement and support.
Unclear Customer Needs
Understanding customer requirements manually often delayed qualification and planning.
Increased Team Workload
Managing routine customer inquiries manually increased workload for consultants and support teams.
Solution
The Consultation Automation System was designed to guide customers through a structured consultation journey while automatically collecting information, assessing requirements, qualifying inquiries, and assigning consultations. By automating the initial consultation process, Arujiva can engage customers instantly while maintaining a consistent experience across every interaction.
The system reduces manual effort by automating customer onboarding, information collection, lead qualification, consultant assignment, follow-up activities, and CRM updates. This allows wellness advisors to focus on meaningful customer interactions while ensuring every inquiry is handled efficiently and consistently.
Auto Quotations & Invoices
- Quotations and invoices generated automatically within minutes.
- Links sent instantly via WhatsApp and email.
- All documents branded to match No.1 Yacht’s premium image.
- Booking events synced to Zoho Calendar.
- Internal alerts keep vendors and staff aligned without extra communication.
More Benefits
ihakimi provides additional value by automating customer interactions, consultation workflows, lead management, and follow-up processes while maintaining a consistent customer experience.
Better Lead Qualification
Customer responses help identify consultation requirements more accurately.
Consistent Follow-Up Process
Automated reminders help maintain customer engagement and consultation progress.
Automated Data Collection
Important customer information is collected automatically during conversations.
Organized Consultant Routing
Qualified inquiries are directed to appropriate consultants automatically.
Implementation
ihakimi created a structured consultation workflow that helps Arujiva manage customer inquiries, qualification, and consultant assignments more efficiently.
Customer inquiries from WhatsApp and digital channels are automatically captured and guided through a structured consultation journey.
The system collects important customer information including consultation preferences, wellness goals, personal details, and service requirements.
Customers are guided through a consultation assessment process to understand their concerns, objectives, and consultation interests.
Customer responses are automatically evaluated to qualify inquiries and identify appropriate consultation requirements.
Qualified inquiries are assigned automatically while customer information remains organized for better consultation management.
Automated follow-ups help maintain customer engagement and encourage consultation bookings when inquiries remain incomplete.
Results
Arujiva created a more organized consultation experience for customers while reducing the time spent managing inquiries manually.
Customer onboarding, consultation assessments, lead qualification, consultant assignments, and follow-up activities now follow a more structured process. With faster responses and better organization of customer information, wellness advisors can focus on meaningful customer interactions while maintaining a consistent customer experience.
Key Data Analysis
The performance improvements highlight the effectiveness of the Consultation Automation System in managing customer consultations:
- Faster Customer Responses: Customers receive consultation guidance and information without waiting for manual replies.
- Better Lead Qualification: Customer responses help identify consultation requirements more accurately.
- Improved Consultant Allocation: Qualified inquiries are directed to appropriate consultants more efficiently.
- Reduced Manual Effort: Routine qualification and follow-up activities require significantly less involvement.
Challenges
Fast replies build trust
Instant responses helped No1 Yacht stand out and win more bookings.
Bots simplify choices
Clients could explore yachts easily, without long chats or confusion.
One system, smooth flow
Everyone – team, vendors, clients worked together without overlap.
Calendar sync prevents misses
Every booking stayed on track with automated updates.
Smarter follow-ups convert better
Pre-set reminders kept leads engaged and informed.
Automation saves time
Tasks that took hours now happen quickly and without errors.
Client Testimonial
Conclusion
With ihakimi’s Consultation Automation System, Arujiva created a more organized and efficient consultation process for managing customer inquiries and wellness consultations.
By automating customer onboarding, information collection, lead qualification, consultant assignment, and follow-up activities, the platform reduced manual effort while improving consultation management. Arujiva can now engage customers more effectively, maintain a consistent consultation experience, and support growing inquiry volumes with greater efficiency.
Next Steps
To explore the potential of CRM automation for your enterprise, reach out to ihakimi at the following contact information: