The WhatsApp Marketing Playbook
Playbook · 5 sections · Free
How to set up WhatsApp for sales properly, build a list people actually want to be on, and follow up without being pushy. Follow WhatsApp's business and commerce policies at every step.
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How to use this
- Set up the profile and replies first (section 1).
- Only message people who have opted in.
- Use the templates as starting points in your own voice.
1. Setting up WhatsApp Business properly
2. Building a broadcast list from scratch
Broadcasts only reach people who saved your number, and you need their permission.
- 1.Add a 'Get updates on WhatsApp' option to your website and bio, with a clear promise of what they'll get.
- 2.Ask every customer at checkout or after a visit if they want updates.
- 3.Offer something useful for opting in (a price list, a guide, early access).
- 4.Ask new subscribers to save your number so broadcasts are delivered.
- 5.Make it easy to opt out: honour 'stop' immediately.
3. 15 broadcast templates
- 1.New arrival: Hi {name}, [product] just landed. Want me to reserve one for you?
- 2.Restock: Good news, [product] is back in stock in [sizes]. Reply YES to reserve.
- 3.Weekly offer: This week only: [offer]. Ends [day].
- 4.Event: We're hosting [event] on [date] at [place]. Reply to save your spot.
- 5.Early access: Subscribers get [product] 24 hours early. Here's your link: [link].
- 6.Tip: Quick tip on [topic]: [tip]. Questions? Just reply.
- 7.Seasonal: Getting ready for [season/occasion]? Here's what's popular: [items].
- 8.Feedback: How was your last [order/visit]? Reply 1–5. It really helps us.
- 9.Reminder: Your [service] is due around [time]. Want me to book you in?
- 10.Behind the scenes: Here's a peek at how we make [product]: [photo/video].
- 11.Referral: Know someone who'd love [product/service]? Share this and you both get [reward].
- 12.Holiday hours: We're open [hours] over [holiday]. Order by [date] for delivery.
- 13.Bundle: [Item A] + [item B] for [price] this week.
- 14.Loyalty: Thanks for being a customer. Here's [reward] on your next order: [code].
- 15.Last call: [Offer] ends tonight. Reply ORDER and I'll help you check out.
4. 5-day follow-up script
- 1.Day 0 (right after enquiry): Thanks for your message! [Answer]. Would you like me to [next step]?
- 2.Day 1: Just checking you got the details for [product/service]. Any questions I can help with?
- 3.Day 2: Here's what [a customer type] usually asks before buying: [FAQ]. Happy to help you choose.
- 4.Day 4: A quick look at [product/service] in action: [photo/video/review shared with permission].
- 5.Day 5: I don't want to keep messaging if now isn't a good time. Shall I check back in [time]?
5. Auto-replies that convert
- 1.Greeting: Hi! Thanks for messaging [business]. Tell us what you're looking for and we'll reply within [time]. Prices: [link].
- 2.Away: We're closed right now (open [hours]). Leave your question and we'll reply first thing. Book online anytime: [link].
- 3.Price question: Our [service] starts from [price]. What date/size do you need? I'll confirm availability.
- 4.Location: We're at [address]. Map: [link]. Parking: [details].
- 5.Order confirmation: Thanks {name}! Order [number] is confirmed. We'll message you when it's on the way.
Want help putting this in place?
We can set up the website, automations or campaigns for you, or review what you've got.