WhatsApp, Email & SMS

Keep the next step clear, timely and personal.

Organise enquiry responses, service updates and follow-ups around an agreed communication plan and the contact preferences of your audience.

Scope options

• Current communication and enquiry-handover review.
• Contact-field planning and consent/source recording.
• WhatsApp Business profile and message-template setup.
• Approved WhatsApp Business Platform integration where required.
• Email platform configuration and branded templates.
• Welcome messages, enquiry acknowledgements and approved reminder journeys.
• Relevant contact segmentation and personalisation fields.
• Newsletter planning, writing and scheduling.
• Unsubscribe/opt-out handling and suppression workflows.
• CRM routing, delivery testing and reporting on available engagement events.

Project output

Agreed templates, journeys and integrations. Platform subscriptions, message charges, email volume and API costs are separate unless included. Campaigns use appropriately obtained contacts. Delivery depends on provider rules and contact preferences; inbox placement and message delivery are not guaranteed.

SMS campaign options

• Provider selection and sender/template setup assistance where required.
• Consented service updates and approved reminder messages.
• Contact preferences, opt-outs and delivery reporting.

Provider onboarding, template approvals and message charges are separately scoped.

WhatsApp, Email & SMS

Timely, consent-based campaigns and coordinated follow-up journeys.

Set up the business conversation clearly

Organise the verified practice profile, operating hours, greeting and administrative quick replies. Explain which enquiries staff can handle and when a response is expected.

Example outputs to discuss

• Profile configuration
• Greeting and reply library
• Contact-route test

These are possible planning outputs. Your accepted proposal identifies the selected items, quantities and formats; this example list does not expand an existing order.

Illustrative working example

A business profile lists verified hours and quick replies for administrative questions, with a clear staff handover.

This is a hypothetical example, not a client case study or promised result.

Test the handover to a person

Check the public contact link and whether staff can find and respond to new messages. Avoid presenting a business inbox as an emergency or diagnostic service.