WhatsApp broadcasts for financial advisors, property agents and sales reps
Tell 80 clients without 80 copy-pastes.
Pick who hears it and put their name in. It goes out from your own WhatsApp number, one message at a time, spaced through the hours you choose.
11 of 80 sent, next at 10:42am
Hi Sarah, I've opened year-end review slots for next week.
Hey Daniel, next week I have a few review slots free.
Six moments
Your update, sent the careful way
01The update you keep putting off
Pick who hears it, straight from your book.
Send it to everyone in your book, everyone at one stage, or just the people you tick. Before it goes, you see who'll be skipped and why.
- Your whole book, one stage, or hand-picked
- Search by name, number or tag
- Missing numbers and duplicates flagged first
02Their name in it
Their name in it, and wording that isn't copy-paste.
Write it once with their first name and any detail from their record. Each person gets their own wording of it, so eighty clients don't get eighty identical texts.
- First name, stage or any detail on their card
- A line with nothing to fill in is left out
- Pictures and files go with it
Hi , year-end review slots are open next week. Happy to go over while we meet.
Sarah Lim
Hi Sarah,I've opened year-end review slots for next week.Happy to go over the family plan while we meet.Want me to hold one for you?
Daniel Tan
Hey Daniel,Next week I have a few year-end review slots free.We can look at the Harbour View unit too.Shall I keep one aside?
Priya Nair
Hi Priya,Year-end reviews are open for next week.Would a slot suit you?
03Your number, kept safe
Sent one at a time, in the hours you choose.
It sends one message at a time, spaced out, only in the hours you set. People you haven't chatted with lately go slowest, and if WhatsApp warns your number, sending stops by itself.
- Your start time, finish time and sending hours
- About ten minutes apart for people you haven't spoken to in a day
- Stops itself if your number gets a warning
64sent on Tuesday
Wednesday 11:30amlast one goes out
04They asked you to stop
Skip the ones who asked to be left alone.
Anyone marked as opted out is left out, and checked again right before their message goes, even halfway through a send.
- Checked when you start, and again before each message
- Your agent marks anyone who asks to stop
- Stop words like "remove me" caught by your reply rules
- Sarah LimQueued
- Daniel TanQueued
- Priya NairQueued
- Ken WongQueued
- Hannah LeeQueued
05After it goes out
See who wrote back.
Everyone who writes back after your message is marked on the broadcast, and their reply lands in your inbox on the same chat.
- Who wrote back, and what they said
- Replies in your inbox, on their chat
- Retry only the ones that failed
3 wrote back
06Before you press send
Send it to yourself before your clients see it.
Send a test to your own phone, filled in as one of your clients. Once it's going, pause it, cancel it, or pick up where it stopped, and nobody gets it twice.
- A test to your phone, with a real client's details in it
- Pause and resume any time
- Cancel whatever hasn't gone yet
Sending, 3 of 6 sent
- Sarah LimSent
- Daniel TanSent
- Aisha RahmanFailed
- Priya NairSent
- Tom BakerFailed
- Hannah LeeQueued
Your phone
And the small stuff, handled.
Your next broadcast, spaced out and personal.
Write the update you've been putting off, and send yourself the test.