Marketing · WhatsApp
WhatsApp that follows up on enquiries, with permission.
Opt-in lead communication, enquiry follow-up and business messaging workflows, connected to your CRM where it makes sense.
The problem
Why good enquiries go cold on WhatsApp.
For many customers WhatsApp is the fastest way to reach a business. Most businesses are not set up to answer there consistently.
Enquiries answered hours later
Leads arrive from ads, forms and calls and cool off before anyone replies.
Follow-up that depends on memory
Staff forget, shifts change and there is no consistent next message.
Conversations scattered across personal phones
History sits on one person’s device instead of in your CRM, and leaves with them.
The same questions answered by hand
Pricing, hours and process questions repeated dozens of times a week.
Risk from messaging people who never opted in
Poor consent practice invites complaints and can put your number and brand at risk.
Scope and deliverables
What WhatsApp marketing and automation covers.
The focus is permission-based communication with people who have enquired or opted in, not broadcasting to lists.
Opt-in and consent capture
Forms, click-to-WhatsApp entry points and website prompts that record permission clearly.
Business account and number set-up
WhatsApp Business account set up, with Business Platform access through Meta’s Cloud API or an approved provider where automation is needed.
Message templates
Follow-up and service templates written for clarity and submitted for WhatsApp approval.
Enquiry follow-up workflows
Instant acknowledgement, reminders, qualification questions and a clear hand-off to a person.
Quick replies and routing
Consistent answers to common questions, business-hours rules and clear escalation to your team.
CRM and form integration
Messages and outcomes logged against the lead record where your CRM supports it.
How it works
Designed around consent and a human hand-off.
Automation handles the first reply and the routine questions. People handle the conversations that matter.
Consent and use-case review
We agree who will be contacted, how they opt in, and what each message is for.
Account and template set-up
Business account, number and templates prepared and submitted for approval.
Workflow design
Triggers, replies, qualification questions and hand-off rules mapped before anything is built.
Test with your team
We run real scenarios internally so staff know what customers will see and when to step in.
Go live and review
Launch to opted-in contacts, then review response times, drop-offs and customer feedback.
Who it is for
Best for businesses that need faster, more consistent follow-up.
A good fit if
- Businesses with leads arriving from ads, forms or calls that need quick follow-up
- Service and appointment businesses with repeated customer questions
- Teams that use, or are willing to adopt, a CRM
- Companies that can collect consent properly and assign someone to handle replies
Probably not the right fit if
- You want to message purchased, scraped or unconsented contact lists, which we will not do
- You expect automation to replace every sales conversation
- Nobody can be assigned to respond when a customer replies
Questions
Practical questions, answered plainly.
Do you send bulk messages to cold lists?
No. Messages go only to people who have opted in or enquired, using approved templates, with an easy way to opt out.
Is the WhatsApp Business app enough?
For low volumes, often yes. Automation, multiple agents or CRM integration generally need the Business Platform. We will tell you which one fits.
Do message costs apply?
Meta applies charges to some business-initiated messages. Rates are set by Meta and your provider and change over time, so we confirm current rates at set-up.
Can it connect to our CRM?
Where your CRM offers an API or integration options, yes. Our CRM & Business Systems service can help if you do not have one yet.
What happens when someone opts out?
The request is honoured promptly and the contact is excluded from further marketing messages.
Do you guarantee results?
No. Response and conversion depend on your offer, your audience and how quickly your team follows up.
Related services
Related work.
Next step
Ready to answer every enquiry, on time?
Tell us where your enquiries come from and how you reply today. We will map where WhatsApp helps and where it should not be used.
Start a project