WhatsApp Marketing Engine
WhatsApp Marketing Engine
Description
WhatsApp Marketing Engine — Connect WhatsApp, leads, follow-ups and support.
Turn WhatsApp into a connected business growth channel that supports customer acquisition, lead management, follow-ups, product enquiries, and customer support. The WhatsApp Marketing Engine brings these activities together through structured workflows, approved messaging, and compatible integrations designed around your customer journey.
Instead of managing marketing messages, sales enquiries, and customer support as disconnected activities, establish a coordinated system that helps your business communicate consistently, organise incoming leads, nurture interested prospects, and manage customer interactions more efficiently.
What's included:
- WhatsApp growth strategy: Define how WhatsApp will support lead acquisition, customer engagement, sales follow-ups, and support based on your business goals.
- Customer journey mapping: Map key stages from initial enquiry and lead capture to follow-up, purchase, and post-purchase support.
- Lead capture workflows: Structure how incoming enquiries are acknowledged, recorded, categorised, and directed to the appropriate team or process.
- Automated follow-ups: Configure agreed follow-up sequences and reminders using supported platforms and integrations.
- Customer response workflows: Organise common questions, approved responses, and escalation procedures for customer support.
- Campaign communication planning: Plan relevant promotional, educational, or customer engagement messages for eligible and appropriately opted-in audiences.
- Message template management: Develop or maintain approved message content for agreed use cases, subject to applicable platform requirements.
- Product and service discovery: Improve how customers access product information, service details, offers, and next steps through WhatsApp.
- CRM and tool coordination: Review or maintain supported connections between WhatsApp, lead management systems, forms, and other agreed tools.
- Workflow monitoring: Review the agreed automation paths and address routine operational issues within the monthly scope.
- Monthly optimisation: Evaluate available engagement and lead data, identify friction points, and refine messaging or workflows.
- Monthly performance review: Summarise completed activities, available performance indicators, issues, and recommended priorities.
Expected outcome:
A more connected WhatsApp business system that supports customer communication across marketing, sales, and support. The goal is to improve consistency, reduce manual coordination, strengthen lead follow-up, and create clearer visibility into customer interactions. Results depend on audience quality, customer consent, offer relevance, messaging quality, and the effectiveness of the wider sales process.
Service model:
This is a monthly retainer for the ongoing management, monitoring, maintenance, and optimisation of the agreed WhatsApp workflows and marketing activities. Initial setup, campaign volume, content production, integrations, and reporting frequency depend on the selected package. Advertising budgets, third-party subscriptions, messaging charges, and work outside the agreed scope are billed separately unless explicitly included.
Specifications
- Service type: Monthly WhatsApp marketing, automation, and workflow optimisation retainer
- Primary objective: Connect WhatsApp marketing, lead capture, follow-ups, and customer support
- Platform options: WhatsApp Business app or WhatsApp Business Platform, depending on requirements and account eligibility
- Lead management: Enquiry capture, categorisation, routing, and follow-up workflows within the agreed scope
- Marketing communication: Planning and management of agreed customer engagement or promotional messaging
- Support workflows: Approved responses, common enquiry handling, and escalation paths
- Automation: Supported triggers, reminders, responses, and integrations based on selected tools
- CRM connectivity: Compatible CRM or lead management integration where included in the package
- Performance indicators: Available delivery, engagement, response, lead, and conversion metrics relevant to the setup
- Monthly management: Routine monitoring, agreed updates, troubleshooting, and optimisation
Not included by default:
- Paid advertising budgets or guaranteed lead generation.
- Unlimited promotional campaigns, messages, or content production.
- Manual customer support or sales representatives replying to every conversation.
- Custom AI assistant development or extensive software integrations.
- Third-party platform subscriptions, messaging fees, API costs, and usage credits.
- Guaranteed sales, engagement rates, or revenue growth.
- Contact list purchasing or unsolicited bulk messaging.
Messaging must follow applicable privacy and consent requirements, opt-out requests, and WhatsApp policies. WhatsApp Business Platform messaging may require approved templates and may incur charges. Advanced automation and integration capabilities depend on the selected platform.
Who Is This For?
The WhatsApp Marketing Engine is suitable for businesses that want to use WhatsApp as a coordinated channel for customer engagement, sales opportunities, and ongoing support.
- Retail and e-commerce businesses: Connect product enquiries, promotional communication, order-related questions, and customer follow-ups.
- Service businesses: Manage enquiries, consultations, quotations, follow-ups, and customer support through structured workflows.
- Real estate businesses: Organise property enquiries, prospect follow-ups, and communication with interested buyers or tenants.
- Education and training providers: Support course enquiries, admissions communication, reminders, and student support.
- Beauty, fashion, and lifestyle brands: Share relevant product information and offers with eligible audiences and handle incoming enquiries.
- B2B businesses: Coordinate lead nurturing, sales communication, and customer account interactions.
- Growing SMEs: Reduce disconnected processes across marketing, sales, and customer service.
- Businesses already using WhatsApp: Improve an existing communication channel before expanding automation and campaign activity.
Best suited for: Businesses with recurring WhatsApp enquiries, an identifiable customer journey, and a need to connect marketing, lead management, follow-ups, and support.
Time Duration
Initial implementation: Typically 7–14 business days after receiving the required account access, business information, messaging approvals, and integration permissions.
- Days 1–2: Review business goals, current WhatsApp usage, customer journey, lead sources, and support requirements.
- Days 3–5: Define messaging workflows, lead capture rules, follow-up sequences, and support paths.
- Days 6–10: Configure agreed workflows, approved templates, and supported integrations.
- Days 11–14: Test key scenarios, resolve in-scope issues, and establish initial performance measures.
Ongoing monthly service: After implementation, the retainer continues with the agreed campaign activities, workflow monitoring, maintenance, and optimisation.
- Review available messaging and lead performance data.
- Maintain agreed follow-up and support workflows.
- Update approved message content and automation rules within scope.
- Identify gaps across lead capture, customer engagement, and support.
- Set priorities for the next monthly improvement cycle.
Factors affecting delivery: WhatsApp account eligibility, business verification, template approvals, CRM connectivity, third-party permissions, and the complexity of requested workflows may extend implementation time.
Client requirements: Provide access to the relevant WhatsApp account and connected tools, accurate business information, approved message content, audience consent records where applicable, and a designated contact for approvals and escalations.
Billing: Monthly retainer billing applies according to the selected package and service agreement. Setup fees, campaign limits, external software costs, messaging charges, minimum commitment, and cancellation terms should be confirmed before the engagement begins.
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