The WhatsApp Lead Playbook (free playbook)

Free playbook · 7 min

How to capture, reply to and track every WhatsApp enquiry, so leads stop slipping through the chat.

Made for The Operator: early-stage founders and small team leads.

01
Move to WhatsApp Business
Use the free WhatsApp Business app or the Business Platform, not a personal number. You get a profile, catalogue, labels and quick replies.
02
Write your greeting and away messages
A greeting that says what you do and asks one qualifying question; an away message that says when you'll reply.
03
Save quick replies
Prices, location, how it works and booking links, saved as shortcuts so answers take seconds.

01
Label every chat
New lead, quoted, booked, won, lost. Labels turn a chat list into a simple pipeline.
02
Ask the same three questions
What they need, when they need it, and their budget or size. Every lead gets the same qualification.
03
Log leads somewhere you can count
A sheet or CRM row per lead: source, date, value, status. Without it you can't see what works.
04
Follow up on a schedule
Day 1 after a quote, day 4 and day 10. Most sales come from the second or third follow-up.
05
Hand over cleanly
If someone else takes the job, they get the chat history and the lead row, not a forwarded screenshot.
06
Automate when volume grows
Past about 20 enquiries a week, an assistant that answers, qualifies and books pays for itself.

MomentMessage

First replyHi [name], thanks for reaching out to [business]! To point you in the right direction: what do you need help with, and by when?

Sending a quoteHere's your quote for [service]: [link]. It's valid for 14 days. Happy to answer any questions here.

Follow-upHi [name], just checking in on the quote for [service]. Would a quick call help, or is there anything you'd like changed?

After the jobThanks again, [name]! If you were happy, a quick Google review would mean a lot: [link].

Free, instant access

The other 10 steps, unlocked straight away. We will also email you a copy.

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The WhatsApp Lead Playbook