Home · Field-force and programme tracking
Field-force and programme tracking

Turn WhatsApp field updates into records your team can use.

For pharma, medical sales and health programme teams in Kenya. Visits, orders and follow-ups captured from the updates your team already sends, with coverage against target outlets and a weekly summary for managers.

The problem

Field teams report on WhatsApp, and it stops there.

Visits, orders and objections get buried in group chats. Managers retype reports every Friday. Nobody has a clean record of which outlets were missed this month, so coverage gaps show up in the sales numbers weeks later.

What it includes

What gets built in a pilot.

Visit and activity capture

A proposed workflow captures visits, orders and follow-ups from staff updates. WhatsApp and English or Kiswahili voice-note processing can be included in the pilot, with accuracy checked against real examples.

Coverage against target outlets

Planned outlets compared with visited ones, by rep and territory, so gaps show up within the week.

Follow-up queues for each rep

Each rep sees what's due today and what's overdue, from restock checks to promised deliveries.

Weekly summaries for managers

A summary drafted from the week's records, ready to review instead of rebuilt from chats.

Who it's for

Built for these teams.

Medical and pharma sales teams
Programme field officers and community teams
Distributor sales reps
How a pilot works

Start small. Prove it. Then grow.

01

Map the workflow

A 30-minute call on how the work runs today. Who reports what, where it goes, and where it gets stuck.

Free, no commitment
02

Find the bottleneck

Usually one or two points where visibility breaks, not the whole operation. That's where we start.

Written scope and price
03

Run a paid pilot

2 to 4 weeks on one region, product line or team, with what counts as success agreed in writing first.

Working system in weeks
04

Scale what works

Roll out to more regions or teams only once the pilot has shown results.

You stay in control
Questions

Common questions.

Do reps need to install a new app?

The pilot is designed around the tools your team already uses. If WhatsApp capture is in scope, reps keep sending updates the way they do now.

Does it handle Kiswahili voice notes?

English and Kiswahili voice-note processing can be included in a pilot. Accuracy is checked against real examples from your team before anyone relies on it.

What about pharma compliance rules?

Scope is agreed with your compliance requirements in mind. I was Compliance Lead for Middle Africa at Novo Nordisk, so it's part of the first conversation, not an afterthought.

How long does a pilot take?

2 to 4 weeks on one team or territory, with what counts as success agreed in writing first.

Other services

More of what I build.

Start here

Tell me what you're trying to track.

A few lines about your workflow is enough, without patient names or medical details. I'll reply within two working days with either a time for a call or an honest "this isn't the right fit".