WhatsApp Lead Nurturing Automation
Automatically engage new leads via WhatsApp with personalized messages, product recommendations, and follow-up sequences based on their inquiry type.
Steps
- 1
Lead Capture Trigger
New lead enters system via website form, email inquiry, or trade show scan. Webhook triggers the workflow.
- 2
Lead Qualification
AI analyzes the inquiry to determine: product interest, budget signals, urgency level, and company size. Assigns a lead score 1-10.
Score 8-10: Hot lead, immediate response\nScore 5-7: Warm, standard sequence\nScore 1-4: Cold, nurture only
- 3
WhatsApp First Touch
Send personalized WhatsApp message within 5 minutes of inquiry. Include: greeting, acknowledgment of their specific need, and one relevant question.
Pro tip: First message should be under 50 words. Ask ONE question to start a conversation, not dump information.
- 4
Response Handling
Monitor for reply. If replied: continue conversation with AI-assisted responses. If no reply after 24h: send a follow-up with a product photo or spec sheet.
- 5
Catalog Delivery
Based on conversation, send relevant product catalog PDF, pricing sheet, or compatibility chart via WhatsApp.
- 6
CRM Update
Log all interactions, update lead status, and schedule next follow-up in CRM/spreadsheet.
Tools Required
Estimated Monthly Cost
~$25/month
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