A WhatsApp lead follow-up flow that doesn't feel like a bot
Speed wins leads — but robotic messages lose them. Here's a flow that's fast and still feels human:
Minute 0: Lead submits a form. Send a short WhatsApp message using their name and what they asked about, plus one question that's easy to answer ("Is this for your own business or a client?").
If they reply: Route the answer to the right person and create the CRM deal with the full conversation attached.
If no reply in 24 hours: One gentle nudge with something useful — a relevant case study or checklist — not "just following up".
If still nothing after 3 days: Move them to a slower email nurture. Stop messaging on WhatsApp.
Rules: always use an approved template for the first message, make opting out easy, and never send more than two unanswered messages. The aim is a conversation, not a sequence.
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