- Home
- Questionnaires
- WhatsApp Automation Questionnaire
WhatsApp Marketing & Automation Audit
For businesses scaling high-touch sales, appointments, and direct customer interactions via WhatsApp. Audits Business API setup, speed-to-lead triggers, catalog bots, and CRM routing.
Thanks. Your answers are in.
We review every response and reply with a written diagnostic within 2 working days.
What happens next.
Read
Our senior strategists read every single answer. No automated bots or fake scores.
Audit
We produce a written audit identifying leakages, ad waste, and growth upside within 2 working days.
Priorities
We map out the exact first 3 tests or sprint actions we would execute and why.
Call
If there is mutual commercial fit, we review the findings live on a 30-minute growth roadmap call.
The complete discovery questions and why each matters.
We believe in complete transparency. Below is the full set of diagnostic questions our agency uses when auditing commercial growth. Use this as an internal team checklist or submit above for our written audit.
What automated message triggers the moment a prospective buyer submits a website lead form or initiates a chat?
Why this matters: Responding within 60 seconds on WhatsApp produces a 391% higher lead conversion rate compared to waiting 30 minutes.
Do you use an official Meta WhatsApp Business API provider or standard manual mobile devices?
Why this matters: Manual mobile devices cannot scale, lack team routing, risk number bans, and cannot integrate programmatically with ad platform webhooks.
Does your WhatsApp funnel ask qualifying questions before routing the chat to a human sales closer?
Why this matters: Interactive qualification buttons filter out unqualified prospects automatically, protecting sales reps from time-wasting inquiries.
Are WhatsApp chat transcripts, customer stages, and phone numbers synchronized with your CRM?
Why this matters: Without CRM integration, sales managers cannot track conversation quality, deal stages, or sales representative response velocity.
Do you run Meta Click-to-WhatsApp (CTWA) ads, and is optimization configured for Conversations or Leads?
Why this matters: CTWA ads generate high volume; configuring automated conversational intake ensures ad spend optimizes for qualified buyers.
Do you send opt-in marketing broadcasts to existing customers, and what is your average read rate?
Why this matters: WhatsApp broadcasts achieve 95%+ open rates, making them the most powerful channel for promotional offers and event reminders.
Can customers view product catalogs, download brochures, or make payments directly within WhatsApp?
Why this matters: Removing external browser redirects keeps users inside the friction-free WhatsApp environment, boosting transaction velocity.
Are your pre-approved Meta message templates structured for utility, authentication, or marketing tiers?
Why this matters: Understanding Meta template categories and pricing rules prevents surprise API billing spikes and template rejections.
How are incoming customer inquiries distributed among your sales representatives outside business hours?
Why this matters: Round-robin team routing and intelligent out-of-office appointment booking ensure no leads slip through the cracks at night or on weekends.
What is your target monthly sales consultation or order volume from WhatsApp automation?
Why this matters: Defines bot architecture complexity, template volume requirements, and CRM webhook configurations.
Questions, answered first
What is a WhatsApp Automation audit questionnaire?
A strategic audit evaluating your WhatsApp Business API setup, automated response velocity, lead routing, and CRM synchronization.
Why is the official WhatsApp Business API required for scaling?
The official API allows multi-agent team access, broadcast automation to thousands of opted-in users without number bans, and seamless webhook integration with your CRM.
What happens after submitting this questionnaire?
Our automation engineers review your inquiry flow and deliver a written architecture plan for instant lead qualification within 2 working days.