Map consent and customer expectations
Start with why a person expects to hear from you and what they agreed to receive. Different journeys need different messages: an enquiry acknowledgement, appointment reminder, or re-engagement conversation should each have a clear purpose. Confirm current platform rules during setup.
Write for the next useful step
Short messages work best when they help someone act. Give context, offer a relevant choice, and make human support easy to find. Avoid sending the same promotional sequence to everyone regardless of what they asked for or whether they have already converted.
Connect messages to your CRM
Use clear statuses for new, contacted, qualified, booked, and closed leads where appropriate. Stop or change sequences when a person responds or opts out. Review delivery, replies, qualified conversations, and bookings rather than treating delivery alone as success.
Can we send WhatsApp messages to any database?
Do not assume that having a phone number permits marketing messages. Review permission, customer expectations, applicable rules, and current WhatsApp requirements before using any list.