WhatsApp follow-up automation

Follow-ups that don't slip, and don't nag.

A check-in when a chat goes quiet, a reminder before each booking, and a reply to the message nobody got to.

30 minutes. You choose the day and the time.

A fitness studio's number
  1. How much is the 10-class pack?

    Daniel, Mon 7:40pm
  2. Hi Daniel! It's $260 and lasts three months. Want me to hold a spot in Thursday's 7pm class?

    The agent, Mon 7:41pm
  3. Hi Daniel, just checking: still keen on Thursday 7pm? Happy to hold it till noon tomorrow.

    The agent, Tue 7:45pmCheck-in: a day later, before 9pm; Then it waits
Off, once or twice
how many check-ins, your call
Never
a check-in to someone who never wrote back
9pm to 9am
no check-ins, unless you change the hours

What it sends

Every follow-up it sends, and the ones it won't

He asked the price and went quiet. Usually nobody follows up. When someone does, it's three messages in two days, and that's how numbers get restricted.

01Quiet chat

One check-in, a day after a chat goes quiet.

A lead asks your price, then says nothing. The agent checks in at least 24 hours after your last message, and never between 9pm and 9am. Set it to once or twice. Then it waits for their reply.

  • Your words, so it doesn't repeat the question they ignored
  • Counts your team's messages, not just its own
  • Stops when they write back
Follow-ups
8:00amQuiet till 9am
  • Farid IsmailSounds good, let me think about itCheck-in at 10:30am
  • Kavitha RajYou: Hi Kavitha, thanks for asking about weekly cleaningNever chased
  • Mei Ling TanSaturday 9am pleaseMid-chat

02Let me think

Check back when they said they'd decide.

"Let me check with my husband." When a lead says they'll get back to you, the agent waits, then checks in once. Three days to start, a fortnight at most.

  • Waits the days you set
  • One check-in on a promised wait
  • No early check-in while they're deciding
WhatsApp - Michelle
  1. The 10-class pack sounds good. Let me check with my husband first

    Michelle, Mon 8:10pm

03Before the booking

Fewer no-shows, with a reminder before each booking.

Pick when the agent reminds them: the morning of at 9am, a day before, two hours before, or your own times. It comes from your WhatsApp number, in the agent's words.

  • The morning of, a day before or minutes before
  • Your own times too
  • Moves with the booking when the time changes
Appointment, Michelle, Thu 3:00pm

Hi Michelle, a reminder our team arrives Thu 3:00pm for your deep clean. See you then!

Goes Wed 3:00pm

Thanks for having us today, Michelle. If you're happy with the clean, would you leave us a Google review?

Goes Thu 5:00pm

04In a workflow

Time each follow-up for your working hours.

Workflows can wait too. Hold a lead until the next day and time you pick, in Singapore time. Or check the time first, and send people outside your hours down another path.

  • Wait for minutes, hours or days
  • Wait until a day and time
  • Wait until a tag or status changes
Workflow - trial class reply
  1. StartDaniel asks about a trial class, Sun 11:40pm

05The missed one

Answer the message nobody got to.

Sometimes a customer's message just sits there. Turn on the daily sweep, and once a day the agent answers anyone whose message waited 12 hours or more. It's off until you switch it on.

  • Messages that waited 12 hours or more
  • Answered by the agent, in its own words
Daily sweep - Tuesday
  1. Daily sweepOn
    Off until you switch it on

06The rules

Why it won't chase a stranger

Chasing people who never wrote back is how WhatsApp numbers get restricted. So on a business line, someone who never answered your first message gets no check-in. Nor does anyone who asked you to stop.

  • None to people who never replied
  • None to anyone who asked you to stop
  • None at night, by default
Check-ins - today
  1. DanielAsked the price, then went quiet
    Gets one check-in

And the rest

And the small settings behind every follow-up

Follow-up hoursSet the hours check-ins may go out.
Off is a settingOff sends no check-ins, and a check-in they asked for still goes.
Your team countsA teammate's unanswered message counts toward the limit.
Quiet leadsLeads gone quiet for days can get one check-in too.
Promised waitsA lead who said 'give me a week' gets a check-in after the days you set, two weeks at most.
RemindersUp to four reminders per booking, on your times.

Goes well with

Let the quiet ones hear from you, without the nagging.

Start with the one follow-up you always forget to send.

30 minutes. You choose the day and the time.

Before it follows anyone up

Worried it'll nag your leads?