Meeting Reminder Automation via WhatsApp:
- After a client books a meeting (date and time fixed), WhatsApp reminders should be automatically sent:
- 3 days before → Reminder message (with client’s name, date, and time).
- 2 days before → Reminder message.
- 1 day before → Reminder message.
- 1 hour before meeting → Send a confirmation message:
- Message: “Are you available for the meeting scheduled at [time]? If yes, we’ll proceed. If you want to reschedule, click here.”
Meeting Confirmation Handling:
- If client says YES → Proceed with the meeting as planned.
- If client wants to RESCHEDULE:
- Ask for new date/time.
- Save new details.
- Automatically generate a new meeting link 1 hour before the newly rescheduled meeting.
Post-Meeting Handling (if client says NO to service/product):
- Save their status as “Not Interested” but keep them in the database.
Client Onboarding Trigger:
- Whenever any new client is onboarded (successful sale or signup):
- Automatically send a WhatsApp message to the “Not Interested” list.
- Message Example: “Another customer just onboarded! [Customer Name] joined us today. Why haven’t you? Let’s connect!”
- Automatically send a WhatsApp message to the “Not Interested” list.
6-Month Follow-up Clients:
- If after cold call a client says, “Call after 6 months”:
- Save their status with a “6-month follow-up” tag.
- Still send the “New Client Onboarded” WhatsApp messages occasionally, even before their 6-month callback date.