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Sales teams handling inbound and opted-in leads

WhatsApp templates for sales conversations

Useful follow-ups for requested information, quotes and meetings without vague check-in messages.

Personalize a message

Copy, personalize and verify.

Keep the purpose intact. Change the variables, tone and button destinations for your business.

Utility

Requested information ready

Send when: A prospect asked for specific information and it is now ready.

Message preview

Preview only

Hi {{1}}, the {{2}} you requested is ready. It covers {{3}}. Open it below, or reply with the question you want us to answer first.

Open detailsAsk a question
Variables
  1. {{1}}Prospect name
  2. {{2}}Requested document or answer
  3. {{3}}Scope

Buttons or quick replies

Open details, Ask a question

Window and consent

Keep this tied to the person's specific request. Promotional additions can move it into marketing.

Utility

Quote ready

Send when: A requested quote has been prepared with a valid reference and period.

Message preview

Preview only

Your quote {{1}} for {{2}} is ready. Total: {{3}}. It is valid until {{4}}. View the quote below or ask for a change.

View quoteRequest change
Variables
  1. {{1}}Quote reference
  2. {{2}}Scope
  3. {{3}}Total
  4. {{4}}Valid-until date

Buttons or quick replies

View quote, Request change

Window and consent

Use only for a quote the prospect requested. Outside the service window, submit it as a utility template for Meta review.

Utility

Meeting reminder

Send when: A prospect has a confirmed meeting with the business.

Message preview

Preview only

Reminder: our conversation about {{1}} is on {{2}}. Join using the link below or choose another available time.

Join meetingChange time
Variables
  1. {{1}}Meeting topic
  2. {{2}}Date and time

Buttons or quick replies

Join meeting, Change time

Window and consent

Tie this to a confirmed meeting. Use an approved utility template when the 24-hour service window is closed.

Marketing

Continue an opted-in conversation

Send when: A lead opted in to relevant WhatsApp follow-up and the service window has closed.

Message preview

Preview only

Hi {{1}}, would you like to continue looking at {{2}}? I can show {{3}}, answer a question or stop these follow-ups.

Show optionsStop follow-ups
Variables
  1. {{1}}Prospect name
  2. {{2}}Product or service
  3. {{3}}Relevant next option

Buttons or quick replies

Show options, Stop follow-ups

Window and consent

Send only with marketing opt-in. Keep the message specific to the interest the person shared and use an approved marketing template.

Use another template pack.

Keep the same discipline across sales, service, appointments and operational updates.

All resources

Turn these messages into a complete journey.

We will connect the sending moment, customer choice and final confirmation for your exact business process.

Talk to us on WhatsApp