Lead acquisition on WhatsApp
A lead enters the WhatsApp funnel through different touchpoints: a click on a Click-to-WhatsApp ad on Facebook or Instagram, scanning a QR code, clicking the WhatsApp button on the website, or an opt-in SMS that redirects to WhatsApp.
The first message received from the lead opens a 24-hour conversation window during which you can reply with free content without pre-approved templates. This is the crucial moment: respond quickly with a personalized welcome message that qualifies interest and collects useful information.
Nurturing: funnel stages
TOFU (Top of Funnel): send educational content relevant to the prospect's problem. Do not sell yet. A template with a link to a practical guide or case study gets more engagement than a direct promotional message.
MOFU (Middle of Funnel): after 3-5 days, send a message proposing a demo, free consultation or trial. The prospect now has an understanding of the value you can offer and the barrier to commercial conversation is lower.
BOFU (Bottom of Funnel): once commercial interest is shown, the prospect can be transferred to a human agent on WhatsApp or receive a template with a time-limited special offer. Real (not artificial) urgency at this stage increases closing rates.
Automated lead qualification
Using WhatsApp interactive messages (lists, buttons), you can collect qualification information conversationally: industry, company size, need urgency, indicative budget. Responses are saved via webhook in the CRM and used to personalize subsequent messages.
WhatsApp funnel metrics
Key metrics to monitor: opt-in rate, open and response rate for each stage, stage-to-stage conversion rate, and average value of generated opportunity.
WhatsApp provides message status metrics (sent, delivered, read) that allow calculating precise read rates. Integrating this data with the CRM, you can build a complete funnel view with ROI per channel and campaign.
