Whatsapp For Lead Generation (Internal ONLY)

This document serves as an internal guide to effectively position and pitch WhatsApp for Lead Generation, including key talking points, a Battlecard for reference, and FAQs to address client queries. 

The Battlecard is attached with this document.
 Note: Strictly for internal use ONLY

FAQs:-

1) Monthly maintenance fee (what is the monthly fee all about?) 

CV needs to pay Livechat to use Whatsapp on each account ($40/month per integration) 

2) Contract Addendum Vs add-on 

Option 1 – Add-on Model (like Instant Connect)
Make WhatsApp an optional add-on, similar to Instant Connect, where customers can easily trial it (free or paid) with minimal commitment.

Upside:
  •  Easy and quick for customers to try and adopt
  •  Lower friction in getting started

Downside:
  •  Customers can easily request to switch it off at any time (e.g., “Can we turn off WhatsApp chat?”)

Option 2 – Contract Addendum
Introduce WhatsApp through a contract addendum tied to the existing agreement.

Upside:
  •  Stronger customer commitment
  •  Better revenue visibility and relationship depth

Downside:
  •  Longer approval cycles
  •  More internal approvals on the client side since it becomes a contractual commitment

3) Do we recommend number provider to use for whatsapp?

This is our recommended number provider to use for whatsapp but client can use any website / vendor: 

Get A Virtual WhatsApp Business Number - YourBusinessNumber

4) Can a lead dial the WhatsApp business number directly?

No - there isn’t an option to directly call a WhatsApp business number from within WhatsApp 

5) Can a lead copy the number and call it via their phone dialer?

Yes, they can. However, where that call gets routed depends on the configuration set up with your number provider.

For example, the number provider we shared offers two routing options (screenshot attached with this email) depending on how you’d like incoming calls to be handled.

In the below example the “personal phone” is the number used to buy the whatsapp number from :  yourbusinessnumber.com