Win More Clients, Keep Them Happy & Scale Your Agency—All on WhatsApp

Qualify leads instantly, automate client updates, speed up approvals, and never miss a renewal. Focus on creative work, not status calls.

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45%
Faster client response
Automated replies keep prospects engaged
30%
More consultations booked
Automated scheduling makes it effortless
6+ hrs
Saved per week
No more manual follow-ups and reminders
4x
More client testimonials
Automated requests capture feedback consistently
The Problem

Challenges Marketing Agencies Face

Unqualified Leads Waste Time — "Need digital marketing" could mean Rs.10,000 or Rs.10 lakhs budget. You spend hours on proposals only to discover they can't afford you.

Approval Bottlenecks Kill Timelines — Campaign creative ready. Client "will review by Friday." Two weeks later: "Can we make some changes?" Launch date missed, project profitability gone.

"What's the Status?" All Day — Five active clients, each wants updates. Half your day is answering "how's the campaign going?" instead of actually running campaigns.

Reporting Takes Forever — Campaigns run smoothly. Then spend 2 days compiling monthly reports. Client asks questions you already answered in the report. Repeat.

Payment Chasing is Awkward — Invoice sent. Payment due. Client delays: "waiting for results first." You're financing their marketing while awkwardly following up.

Renewals Slip Through Cracks — Great client, contract ending next month. You're busy with projects, forget to discuss renewal. Client signs with competitor who reached out first.

Solutions

10 Ways WhatsApp Automation Grows Your Agency

Win more qualified clients and keep them happy without drowning in communication

1

Instant Lead Qualification

Journey Starter+ $29

When someone inquires, automatically ask about budget, timeline, and needs before investing time in detailed proposals.

JOURNEY: Lead Qualification
TRIGGER: New inquiry message
STEP 1: Send qualification questions
STEP 2: Capture responses and parse budget/timeline
STEP 3: Tag contact based on budget tier (High/Medium/Low)
STEP 4: If high-value, notify sales immediately
STEP 5: If low-value, send service packages & case studies
THEN: Schedule follow-up based on timeline
How it works: Instantly filters serious prospects from tire-kickers. Budget qualification ensures you don't waste time on Rs.10K/month prospects when your minimum is Rs.50K. Timeline indicates urgency—"immediately" gets priority response. Industry context helps you send relevant case studies. High-budget leads trigger instant team notification.

Workflow tip: Tag responses as "Hot Lead" (high budget + immediate), "Warm Lead" (good budget, 1-3 months), or "Nurture" (exploring). This segments your pipeline automatically.
2

Service Package Auto-Reply

Rule Starter+ $29

When prospects ask about specific services, instantly send detailed packages with pricing, scope, and deliverables.

TRIGGER: Message contains "social media" OR "SMM" OR "instagram marketing"
ACTION: Send social media packages
---
TRIGGER: Message contains "ads" OR "performance marketing" OR "google ads" OR "facebook ads"
ACTION: Send performance marketing packages
---
TRIGGER: Message contains "SEO" OR "content" OR "blog"
ACTION: Send SEO & content packages
---
TRIGGER: Message contains "branding" OR "logo" OR "design"
ACTION: Send branding & design packages
How it works: Create rules for each service line. When keywords trigger, prospects get complete information instantly—even at 11 PM or Sunday. Clear pricing prevents "how much?" back-and-forth. Package tiers (Starter/Pro/Scale) let prospects self-select their budget range. "Want case studies?" prompts next engagement.

Workflow tip: Include "Reply CALL to schedule consultation" at the end. Tracks which service generates most interest for your follow-up priority.
3

Client Onboarding Automation

Sequence Starter+ $29

After contract signing, automated sequence collects brand assets, access credentials, and sets expectations professionally.

SEQUENCE: Client Onboarding
TRIGGER: Tag "contract-signed" added to contact
DAY 0: Send welcome message + onboarding checklist
DAY 2: Reminder if assets not received
DAY 4: Final reminder before kickoff call
DAY 7: Post-kickoff thank you + next steps
DAY 14: Check-in on progress & address questions
DAY 30: First month review & collect feedback
How it works: Professional onboarding sets the tone for entire relationship. Clear checklist means clients know exactly what to provide. Google Drive link makes asset sharing frictionless. Team intro builds trust—client knows who to contact for what. Automated reminders ensure nothing slips through cracks.

Workflow tip: Include expected response times in welcome message: "We respond within 4 hours on business days." Manages expectations upfront.
4

Creative Approval Workflow

Journey Pro $99

Send creatives for approval with clear deadlines and simple approval keywords—eliminate weeks of waiting.

JOURNEY: Creative Approval
TRIGGER: Staff tags client "creative-ready-for-approval"
STEP 1: Send creative package with deadline
STEP 2: Listen for response
  - If "APPROVED" → Tag "approved", notify team to schedule
  - If "CHANGES" → Prompt for consolidated feedback
  - If "CALL" → Offer meeting time slots
STEP 3: If no response by deadline -24hrs, send reminder
STEP 4: If no response by deadline -4hrs, send urgent reminder
STEP 5: Post-approval confirmation message
How it works: Clear deadline creates urgency. Simple keywords (APPROVED/CHANGES/CALL) make responding frictionless—no need to craft response. Review checklist guides clients on what to look for. Automated reminders 24hrs and 4hrs before deadline prevent delays. "Loop in stakeholders" reduces revision rounds by 60%.

Workflow tip: Track approval turnaround time per client. Some always delay—for them, pad deadlines or require approval commitment in contract.
5

Weekly Status Updates

Campaign Pro $99

Automated weekly snapshots of what's happening—reduce "what's the status?" calls by 70%.

CAMPAIGN: Weekly Status Updates
TARGET: All contacts tagged "active-client"
SCHEDULE: Every Monday 10 AM
CONTENT: Include metrics from previous week:
  - Social media stats (reach, engagement, growth)
  - Ad performance (spend, ROAS, conversions)
  - Ongoing work & deliverables
  - Items needing client input
PERSONALIZATION: Use client name and brand name variables
How it works: Proactive updates prevent "what's happening?" calls. Clients feel informed and valued. Metrics show work being done—justifies retainer fee. Highlighting wins (above-target ROAS) builds confidence. "Needs your input" section prompts timely decisions. Monday morning timing catches clients planning their week.

Workflow tip: Customize update frequency per client. Some want daily, most prefer weekly, few need monthly. Ask their preference during onboarding.
6

Campaign Performance Alerts

Rule Business $470

Proactive alerts when campaigns crush it or need attention—position yourself as vigilant partner, not order-taker.

RULE: High Performance Alert
TRIGGER: Campaign ROAS exceeds target by 30%+ for 2+ days
ACTION: Send performance alert with scale recommendation
THEN: Tag "scale-opportunity"
THEN: Notify performance marketing lead
---
RULE: Low Performance Alert
TRIGGER: Campaign ROAS below 50% of target for 2+ days
ACTION: Send underperformance alert with action plan
THEN: Tag "needs-attention"
THEN: Schedule emergency review call
How it works: Real-time monitoring catches opportunities and problems early. High-performance alerts position you as proactive—"my agency actively looks for opportunities to grow my revenue." Scaling recommendations with data builds trust. Clear action keywords (SCALE/HOLD/CALL) make decisions easy. Deadline creates urgency.

Workflow tip: Also send alerts for negative trends. "ROAS dropping, here's our action plan" shows you're on top of issues before client notices.
7

Monthly Report Delivery

Campaign Pro $99

Comprehensive monthly reports delivered automatically with executive summary and next month preview.

CAMPAIGN: Monthly Reports
TARGET: All contacts tagged "active-client"
SCHEDULE: 1st of every month at 10 AM
CONTENT: Include full month metrics:
  - Social media performance
  - Paid advertising results
  - Revenue attribution & ROI
  - Key wins & achievements
  - Opportunities for next month
  - Next month focus areas
ATTACHMENT: Link to detailed report PDF/Google Doc
How it works: Comprehensive reporting demonstrates value clearly. ROI calculation (Rs.13.25L profit on Rs.4.95L investment) justifies retainer instantly. Highlighting wins reinforces you're delivering. "Opportunities identified" shows strategic thinking beyond execution. Next month preview builds anticipation. Automated delivery ensures consistency.

Workflow tip: Send reports on 1st of month—catches clients during budget review meetings. Include "Reply CALL to discuss" to convert report reading into strategy conversation.
8

Invoice & Payment Reminders

Sequence Starter+ $29

Professional payment reminders for retainer invoices—get paid faster without awkward conversations.

SEQUENCE: Payment Reminders
TRIGGER: Invoice sent (tag "invoice-sent-march")
DAY -7: Invoice sent with payment details
DAY -3: Gentle reminder
DAY -1: Final reminder before due date
DAY 0 (Due): "Due today" notice
DAY +3: Polite overdue reminder
DAY +7: Firmer overdue notice
DAY +14: Final notice before service pause

EXIT: When tagged "payment-received-march"
How it works: Automated reminders are consistent and non-confrontational. Seven-day advance notice gives clients time to process. Including services covered reminds them of value delivered. Multiple payment options reduce friction. Progressive escalation (gentle → due today → overdue → final) handles most cases professionally.

Workflow tip: Include UPI ID in every reminder—enables instant payment. Track which clients always delay; require advance payment or reduce credit period in renewal.
9

Industry Insights Nurture

Campaign Business $470

Share relevant marketing trends and insights with clients and prospects to demonstrate expertise and stay top-of-mind.

CAMPAIGN: Industry Insights
TARGET: All contacts (clients + prospects in "e-commerce" segment)
SCHEDULE: Monthly (first Tuesday)
CONTENT:
  - 3-4 actionable social media trends
  - Performance marketing updates
  - Upcoming seasonal opportunities
  - One specific recommendation
  - Clear CTA (audit/proposal/call)
GOAL: Position agency as thought leader, generate upsell conversations
How it works: Valuable insights nurture prospects who aren't ready yet. For clients, demonstrates you're staying current, not just executing. Segmented by industry ensures relevance—fashion brands get fashion trends. Specific recommendation (WhatsApp cart recovery) creates upsell opportunity. "Reply WHATSAPP for audit" converts insight into business conversation.

Workflow tip: Track which insights generate most responses. Double down on those topics. Prospects who engage with insights are warming up—prioritize for follow-up.
10

Contract Renewal Automation

Sequence Pro $99

Proactive renewal discussions 60 days before contract ends—never lose a client to neglect again.

SEQUENCE: Contract Renewal
TRIGGER: 60 days before contract end date
DAY -60: Send achievement summary + renewal options
DAY -45: If no response, send follow-up with new opportunities
DAY -30: If no response, schedule call to discuss
DAY -14: Final reminder + urgency (prevent service gap)
DAY 0 (Contract ends): If renewed → Welcome Year 2 message
                        If not renewed → Exit survey + stay-in-touch

TAG throughout: "renewal-in-progress"
How it works: 60-day head start prevents last-minute scrambles. Achievement summary reminds client of value delivered—hard to leave when seeing ROI. "Opportunities we see" shows strategic thinking, not just order-taking. Three options (continue/upgrade/annual) give flexibility. Annual discount creates incentive. Keywords (CALL/CONTINUE/PROPOSAL) make responding frictionless.

Workflow tip: For high-value clients, send renewal discussion 90 days early. Include exclusive benefits like "locked-in pricing for 2 years" to prevent shopping around.
CRM

Track Every Client Journey

From first inquiry to long-term partnership

Inquiry
Lead received
Qualified
Budget confirmed
Proposal
Pitch sent
Onboarding
Contract signed
Active
Services running
Renewal
Long-term partner
Capabilities

What You Can Achieve

Capability Starter
$29/mo		 Pro
$99/mo		 Business
$470/mo
Instant lead qualification ✓ ✓ ✓
Service package auto-replies ✓ ✓ ✓
Client onboarding automation ✓ ✓ ✓
Creative approval workflows — ✓ ✓
Weekly status updates — ✓ ✓
Campaign performance alerts — — ✓
Monthly report delivery — ✓ ✓
Invoice & payment reminders ✓ ✓ ✓
Industry insights campaigns — — ✓
Contract renewal automation ✓ ✓ ✓
Client contacts Up to 500 Up to 5,000 Up to 25,000
Team members 2 5 15

Prices in USD. View pricing in your local currency →

RECOMMENDED FOR MARKETING AGENCIES

Pro Plan - $99/month

Prices in USD. View pricing in your local currency →

Ideal for growing agencies managing 5-15 clients with account managers handling multiple stakeholders. Automated status updates free up 10+ hours weekly.

Up to 5,000 contacts
5 team members
Creative approvals
Weekly updates
Renewal automation
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Solo freelancer or small agency? Starter Plan ($29/mo) covers lead qualification, onboarding, and payment reminders.

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