WhatsApp workflow templates that answer, follow up and book while you're busy

Texts each new lead, then books, answers or hands over by their reply.

Starts a lead's journey only when they match a condition you set.

Texts each new lead on your sheet, worded by where they came from.

Tries a quiet new lead twice more over three days, then stops.

Answers a new lead straight away, then follows up the next day.

Sends the download a lead asked for, then one question a day later.

For leads from your Facebook forms: updates Meta each time one replies, books, wins or is lost.

Greets everyone who starts a chat with you.

Replies to anyone who writes in while you're away.

Replies outside your opening hours with when you'll be back.

Greets a new chat and asks for an email if you don't have one.

Asks a new chat for a number to reach them on, after the hello.

Tells people you've seen their message and when you'll answer.

Greets first-timers and people coming back in different words.

Offers a short menu of options, with a way to reach you.

Sends you the lead the moment your AI agent tags them hot.

Gives every option its own road back to the menu, so nobody gets stuck.

Opens a second menu for the deeper questions, from the main one.

Asks which language they'd like and saves it to their card.

Skips the menu for anyone tagged client and puts them through to you.

Asks how soon they need it, so you know who to call first.

Asks one question a day after a chat closes, so it isn't a lost lead.

Sends one nudge two days after a broadcast, unless they've already replied.

Asks for missing paperwork, reminds once, then tells you.

Sends one honest message to an old lead, then sorts them in or out.

Confirms a new booking, says what to bring and puts it in front of you.

Offers someone who missed a meeting an easy way to rebook, within the hour.

Reminds them the day before and asks if the time still works.

Thanks them an hour later and says what happens next.

Offers a yearly check-in and books the ones who want one.

Asks for a referral five days after a win, worded so no is easy.

Hands each new chat to the next person in turn.

Gives each new chat to whoever has the fewest open.

Shares chats out in working hours and holds them with a note outside.

Frees a closed chat, so the person's next message is shared out fairly.

Adds a button that hands a chat to you with a summary.

Puts a button in the inbox that writes up a call and moves the card.

Asks for privacy consent before the chat goes on.

Confirms an unsubscribe and marks the contact as opted out.

Asks one rating question a day after a chat closes, and sends you the low ones.

Answers once, marks them lost and closes the chat.

Asks what they're looking at and how soon, then sends the ready ones to you.

Follows up a quote three times in a week, and stops when they reply.

Sorts opening messages into three roads without asking them anything.

Tells them what to have ready and how long the meeting takes.

Puts a person on any chat that mentions a claim, hospital or accident.