Workflow planning
Map enquiry types, useful replies and the points where your team needs to take over.
Services / WhatsApp Automation
WhatsApp automation for clearer customer follow-up.
Plan messaging workflows for your sales and support process. We review the business account, provider options and handovers before agreeing an automation.
What we can deliver
A scope built around your business.
Your proposal confirms the deliverables, access, tools and support included.
Business messaging setup
Review the approved provider, account setup and required access for the workflow.
Enquiry routing
Plan how messages reach the right team member or business system.
Reminders & follow-ups
Scope appropriate messaging journeys around your customer process.
CRM connections
Assess available integrations for lead records and follow-up tasks.
Testing & support
Check agreed flows, exceptions and handovers before launch.
How we work
A clear process from brief to handover.
Discuss
Review your goals, existing setup and the people you want to reach.
Scope
Agree deliverables, responsibilities, costs and review stages.
Create & check
Complete the agreed work and review it against the project scope.
Handover & support
Explain the next steps and agree any ongoing support.
Before you start
Your questions, answered.
Is this the same as a WhatsApp button?
No. A website button opens a conversation; automation requires a separately scoped business messaging workflow and provider setup.
Are message fees included?
Provider subscriptions and messaging charges are separate and explained in the proposal.
Can a person take over a conversation?
We can plan a human handover as part of the chosen provider and workflow.
Tell us what your business needs.
Share your goal and we will help you plan the scope and next step.
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