Revolutionizing Order Management for MeetYourLead
Order Management
Data Automation
Google sheets automation
MeetYourLead, a platform connecting sales professionals with decision-makers, needed a streamlined order management system to facilitate seamless booking and messaging between users and prospects. Optez implemented automation-driven solutions to enhance user experience, improve data handling, and optimize operational workflows.
Goals & Objectives
Implement structured data handling and tracking.
Ensure seamless integration with Shopify for SKUs (Meeting & Message).
Enhance communication and notifications for real-time updates.
Enable conditional pricing, visibility controls, and response tracking.
Automate booking and messaging workflows.
Key Challenges & Pain Points
Manual tracking of meeting and message requests.
Unstructured profile interactions with limited visibility.
Inconsistent data updates across multiple Shopify instances.
Lack of automated notifications and response tracking.
User Personas
Sales Professionals
Looking for high-quality leads and easy meeting booking.
Decision Makers (Prospects)
Seeking seamless interactions and structured onboarding.
Internal Admins
Managing profile data, order processing, and communication workflows.
Functional Requirements
Profile Selection & Lead Generation
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AI-powered identification of high-intent prospects.
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Automated lead scoring for improved targeting.
Data Mining & Enrichment
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Developed automation scripts for data extraction and formatting.

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Integrated Google Sheets with Google Apps Script for calculations.
Automated Profile Creation & Outreach
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Integration of enriched profiles into marketing platforms.
Email Marketing Setup
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Automated email outreach using pre-defined templates.
Meeting SKU
1. Booking Flow
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User selects the "Book Meeting" option.
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Profile’s available slots appear dynamically.
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User fills in meeting details (questions, topics, preferences).
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User proceeds to payment via Shopify Checkout (integrated with Cashfree).
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Automated email/WhatsApp notifications are sent to both parties.
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Reminder notifications at T-1, T 8 AM, and T+10 minutes before the meeting.
Meeting SKU Booking
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Users cannot book multiple meetings in one order.
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Conditional pricing and banners based on user type.
Message SKU
1. Popup Form & Submission
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Users can submit a text or voice message via a custom popup form.
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File attachments and media uploads (converted to .mp3 if voice message)
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Character count and file upload limitations applied.
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Submitted messages are stored in Google Sheets using AppScript integration.
2. Order Creation & Tracking
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Message orders are created in a separate Shopify account via Zapier.
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Shopify metafields are updated upon prospect responses.
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Custom message dashboards dynamically generated.
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Profiles receive messages via email, WhatsApp, and LinkedIn.
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Users get real-time tracking links for message status.
3. Response Handling & Payment Processing
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Prospects respond with "Interested" or "Not Interested."
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Automatic payment triggered to the profile upon response via Cashfree.
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Users receive notifications and gain access to responses post-payment.
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If contact details are shared, automatic introduction emails are sent.
Tools & Technologies Used
Google Forms & Sheets
for data collection and storage.
Google Apps Script for automation of data processing and calculations.
PDF Generation Libraries for structured, formatted reports.
Implementation Process
Phase 1
Phase 2
Phase 3
Setup & Integration
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Developed automation scripts for data extraction and formatting.

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Integrated Google Sheets with Google Apps Script for calculations.
Optimization & Automation
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Optimized the script to handle large datasets efficiently.
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Automated PDF report generation with dynamic placeholders.
Scaling & Continuous Improvement
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Expanded automation to support additional audit parameters.

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Enhanced formatting options for more customized reports.
Solutions Explored & Implemented
1. Shopify as an Order Management Platform
Solution
Shopify
WordPress
Custom Development
Pros
Scalable, integrates with automation tools, seamless payment processing
Flexible, plugin support for automation
Fully tailored solution, API-driven automation
Cons
Requires custom coding for order management & metafield updates
Requires third-party tools for structured SKU & order updates
High development effort & maintenance cost
2. Data Storage & Tracking
Solution
Google Sheets & AppScript (Implemented)
Airtable
Pros
Easy updates, seamless automation, admin-friendly
More structured, intuitive UI
Cons
External dependencies for automation tools
Higher learning curve, API limitations
3. Messaging & Communication Automation
Solution
Typeform + Zapier
Google Forms + AppScript (Implemented)
Pros
Easy integration, user-friendly
Simple, cost-effective, automated handling
Cons
Limited customization for advanced workflows
Requires custom scripts, limited branding
Order Management Setup & Implementation
User Flow
Order Management Setup & Implementation
Meeting SKU Booking
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User lands on the profile page.
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Selects "Book Meeting" and views profile’s available time slots.
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Fills in details (name, company, topics).
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Proceeds to Shopify checkout and pays via Cashfree.
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Receives confirmation and reminder notifications.
Message SKU Submission
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User selects “Send Message” and fills in details.
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Uploads voice note or text message.
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Submission triggers Google Sheet + AppScript automation.
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Order created in Shopify with updated metafields.
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Message sent to profile via email, WhatsApp & LinkedIn.
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Response received, triggers automated payment.
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User notified and gains access to the response.
User Flow
Order Management Setup & Implementation
Results & Impact
Manual, inconsistent
No tracking or structured process
Delayed & manual
Inconsistent
Manually updated
Before Automation
Automated with structured slots & payment flow
Real-time tracking & automated messaging
Instant response updates & payment automation
Automated via WhatsApp, Email & LinkedIn
Integrated with Google Sheets & Shopify
After Automation
Meeting Booking
Message Submission
Profile Response Handling
User Notifications
Data Management
Learnings & Future Scope
Key Takeaways
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Automated workflows reduced admin workload and improved response times.
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Real-time tracking & structured order creation enhanced user experience.
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Dynamic metafield updates ensured seamless data synchronization across Shopify.
Scaling Opportunities
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AI-driven lead recommendations: Matching sales professionals with the best prospects.
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Advanced CRM integrations: Enabling better lead tracking and conversion insights.
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Deeper analytics dashboards: Providing real-time insights into user engagement.
Conclusion
Optez successfully transformed MeetYourLead’s order management system by introducing structured automation across booking and messaging workflows. By leveraging Shopify, Google Sheets, and AppScript automation, Optez streamlined lead interactions, improved response tracking, and ensured a frictionless experience for both sales professionals and decision-makers.
