Conversation planning
Define the purpose, audience and next step for each messaging journey.
WHATSAPP AUTOMATION & MARKETINGBetter conversations.
Better conversations.
Better follow-through.
Bring business messaging, marketing and automation into the same customer journey.
WHEN THIS FITS
A business managing repeated customer enquiries or follow-up.
Build a brief for this service ↗POTENTIAL DELIVERABLES
- Conversation and trigger map
- Supported workflow implementation
- Human handoff and monitoring rules
How we would review the work +
Workflow completion, handoff quality and relevant customer response.
Your proposal confirms the exact outputs, responsibilities and timing.
SEE IT IN MOTIONFrom first message
From first message
to the right person.
An opted-in customer gets an instant, useful reply, picks what they need, and the conversation moves to the right person on your team, with a follow-up already in place.
‹NNestwell Home Care ✓Business account
Today
Hi! Do you do deep cleaning for a 2BHK this weekend?10:02 ✓✓
Message
PPriya S.Opted in via the booking form✓ Opted in
New message to the business number
- 1TriggerNew message to the business number
- 2ReplyInstant answer with three options
- 3RouteQuote → Sales
- 4HumanHandover to Anu, SalesAAnu, Sales · full chat history
- 5Follow-upReminder if the quote is still openScheduled · Tomorrow, 10:00
Illustration of how the work comes together, not a client project or live data.
THE OPPORTUNITYStart with the
Start with the
business problem.
Interest can fade when the next step is unclear. A thoughtful messaging journey gives people useful information and a relevant way to continue the conversation.
Map the conversation, decide which actions belong in automation and where your team should take over, then agree the appropriate implementation using the WhatsApp API.
WHAT WE WORK ON01 02 03 04
Campaigns
Plan business messaging that fits the wider growth strategy.
Automation
Connect supported messaging workflows through the WhatsApp API and our tools.
Human handoff
Keep a clear role for your team when a conversation needs attention.
PREPARE FOR THE CONVERSATIONYour context.
Your context.
A better starting point.
Which customer conversations repeat most often?
What systems and approved messaging access are available?
Where should your team take over?
Bring relevant assets and existing reports if available. Please keep passwords and sensitive customer data out of your brief.
Discuss whatsapp automation & marketing ↗Agree the scope.
Then get moving.
Your proposal should identify deliverables, approvals, access needs and the measures used to review the work. Implementation depends on the agreed scope.
Explore our approach ↗Performance marketing ↗Digital marketing ↗