Materials · Agencies

30-day plan to roll out customer service on WhatsApp

A week-by-week roadmap to put your WhatsApp customer service in order, with a checklist, a suggested owner and metrics to track.

A 30-day plan to roll out customer service on WhatsApp: connect the number, set up the team and departments, write quick replies and a triage menu, record where customers come from, organize the sales pipeline and track metrics. Works for a business doing it alone and for an agency setting it up for

What you will find

• A four-week roadmap with what to do in each week
• A checklist per week and a suggested owner for each task
• How to set up team, departments, quick replies and a triage menu
• How to record where customers come from and organize the pipeline
• A metrics table to track after the rollout
• Guidance for the agency setting this up for a client

Chapters

1. 01How to use this plan
2. 02Week 1: foundation (number, team and departments)
3. 03Week 2: conversation (quick replies and triage menu)
4. 04Week 3: source and pipeline (pixel, source and sales stages)
5. 05Week 4: measurement (metrics and review routine)
6. 06For the agency setting this up for a client
7. 07Where IntegraWhats fits
8. 08Printable summary