WhatsApp CRM & Lifecycle Automation
Recover checkout abandonment, send dynamic notifications, and run automated broadcast campaigns via the official WhatsApp Business API.
Implementation
protocol
Deployed as sequenced phases with a measurable gate on each, not as a bundle of activity delivered in parallel.
API Account Configuration
Verify your Meta Business Manager and configure the official WhatsApp API.
Abandonment Trigger Sync
Trigger automated helpful messages 15 minutes after a user drops off during checkout.
Lifecycle Broadcast Schedules
Establish segmented broadcast schedules based on past purchaser cycles.
What the assessment looks for
Each deficit below is evidenced against a named data source and quantified in currency before any remediation is proposed. Target yields are medians across comparable engagements, not guarantees.
| Advisory pillar | Baseline deficit | Advisory intervention | Target yield |
|---|---|---|---|
| Data Held But Never Activated | Years of contact records in the operational system with no consent, no export and no re-contact mechanism. | Structured re-consent exercise with non-responders excluded, producing a smaller and materially better list. | 4x repeat ratio |
| Broadcast Rather Than Lifecycle | Occasional bulk sends to the full list, exhausting the channel within a quarter. | Triggered pre-arrival, in-stay, post-stay and re-book sequences on the channel the market actually opens. | 14% recovery rate |
| No Re-Book Trigger | Past customers never contacted again, despite strongly annual repurchase patterns. | An 11-month trigger placed ahead of the planning window, before the marketplace is opened. | +28% attributed revenue |
How this work is delivered
Every engagement opens with a four-week diagnostic. If the evidence does not support the work, we say so and stop there.
Data room assembled from your own systems, findings quantified and presented to ownership.
Parallel workstreams with named owners, each governed by a single measurable KPI.
Steering committee against gate status, findings register movement and risk review.
Documented SOPs and a client team operating the work through one full cycle unaided.
Find out which of these deficits you actually have
The diagnostic assesses distribution mix, parity integrity, conversion capability and attribution accuracy against your own data, and returns a ranked deficit list with each finding quantified.
Basis of presentation: Performance indicators shown are medians compiled from completed engagements and diagnostic audits across comparable assets. Individual outcomes vary with market conditions, asset class, system compatibility and operating capability. Figures are presented as observed engagement results and do not constitute a forecast, a guarantee, or financial advice.