WhatsApp Funnel Setup for Automated Lead Conversion

It is a planned path from a campaign, ad or website visit to a WhatsApp conversation your team can act on: an entry point, a starter message that carries context, qualifying questions, routing to the right person, and follow-up. It describes the journey, not a single chat button.

WhatsApp describes the Business App as built with the small business owner in mind, and the Business Platform (API) as a setup that can integrate with CRM and marketing automation systems. A manually handled setup suits simple needs; an integrated, multi-agent or system-driven workflow points to the API. We recommend based on your needs, and the API is a separately scoped, more involved setup.

Usually, yes, when your account is on the Business API and your CRM can accept data through a webhook or API. A qualified enquiry can then create or update a record with its source, answers and owner. What is possible depends on the CRM and the integration, which we confirm in the written scope.

A chatbot asks a small number of agreed questions and records the answers. A person takes over when the enquiry is qualified, when the customer asks for one, or when the bot cannot help. Where chatbot flows are in scope, the written proposal defines those handoff rules and we test them with your team before launch.

We design flows around people who start a conversation or have agreed to receive messages. WhatsApp's business policy requires opt-in permission, requires you to honour opt-out requests, and limits business-initiated conversations to approved message templates outside the customer service window. We do not build cold bulk messaging, scraped number lists or ways around platform policy, and the flows we plan include a way to opt out.

Yes, for contacts who have opted in. We plan which messages go out at which funnel stage, prepare wording for your approval, and set stop rules, for example when the person replies. Template approval and timing rules depend on the account and policy in force.

The ad opens a chat, and we design what arrives next: the opening message, first questions, how the campaign is recorded and who receives the chat. Ad creative, targeting and budgets sit with our digital marketing service; this service covers the funnel after the click.

For ecommerce stores, we scope reminders around cart events your store can send and customers who have opted in, then agree message wording and timing with you. It depends on your store platform and consent records. We offer no assurance of recovered sales.

Partly. Where included in your scope, we add GA4 and Google Tag Manager events for chat clicks and handoffs, with source labels per entry point. Attribution is directional: consent choices, browser privacy settings, ad blockers and customers switching devices all limit what can be measured, and we say so in reporting.

A list of where enquiries come from today, your WhatsApp account details or access plan, the CRM or sheet you use, who should receive conversations, and how you want consent and opt-out handled. A first conversation covers these before any scope is written.