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AUTOMATION & DATA

Reminders, follow-ups and broadcasts on WhatsApp

THE SHORT ANSWERWhatsApp Automation is our setup and management of WhatsApp Business API flows for lead follow-up, call reminders, store offers and order updates, connected to your CRM. It is core to PipelineDS and DemandEngineDS.
RESULT
816
CALLS BOOKED FOR A DIET & LIFESTYLE
Weekly report sentOUTCOMES, NOT CLICKS
WHATSAPP AUTOMATIONILLUSTRATIVE
Hi Priya, thanks for booking. Your call is tomorrow at 11:00.SENT 09:02 · AUTOMATED
Great, see you then!09:05
Reminder: your call starts in 1 hour. Join link inside.SENT 10:00 · AUTOMATED
Joining 👍10:58
01 / What is included

What WhatsApp Automation covers.

02 / Who uses it

Where WhatsApp Automation does the work.

CORECoaches & Consultants

Instant lead follow-up and call reminders that protect show rate.

Three bars: core. Two: support. One: capped test.

03 / Process

How the work runs.

Use-case and opt-in review

Provider and API setup

Templates and flows built

Weekly review

DELIVERABLES
API setupMessage templatesAutomated flowsWeekly report
REPORTING

Every week: messages sent, replies, bookings or visits from WhatsApp and opt-out rate.

04 / Proof

What it has delivered.

CLIENT AD ACCOUNT
816

Calls booked for a diet & lifestyle coach, with WhatsApp follow-up as part of PipelineDS.

PROOF
See all case studies →

Every figure traced to a client account.

05 / Free tool

Model it before you spend.

Funnel Math Calculator

EXAMPLE INPUTS · REPLACE WITH YOUR NUMBERS

RESULT · NO SIGN-UP NEEDED

Estimates from your inputs only. Industry presets load once verified benchmark data is published.

06 / FAQ

WhatsApp Automation questions

Do you set up the WhatsApp Business API?

Yes, through an approved provider, including number verification, display name and message template approval.

Which messages can be automated?

Lead follow-up, call and appointment reminders, store offers to opted-in customers, order updates and simple question routing. Template messages need approval before use.

Can WhatsApp connect to my CRM?

Yes. Conversations and outcomes are linked to the lead record in your CRM or our Sheets CRM, so follow-up is visible to your team.

How do you prevent spam complaints?

By messaging only people who opted in, keeping broadcasts relevant and infrequent, making opt-out easy and watching quality ratings closely.

Which providers do you work with?

Wati and ManyChat, both listed on our partners page, and other approved providers where a client already has one.

Want WhatsApp Automation run against a real target? Let us talk.

We look at your accounts and numbers, and say whether this is the right lever.