Monthly reports and performance updates
Sending the monthly report via WhatsApp (PDF attachment with main KPIs) increases read rates compared to traditional email.
Agencies that proactively send positive WhatsApp updates receive much more positive feedback in periodic evaluations.
Creative approvals and revisions
The creative materials approval process via WhatsApp is much faster than email. This approach reduces approval times from 2-3 typical email days to a few hours via WhatsApp.
Managing urgent requests
Clients with urgent needs appreciate a direct WhatsApp channel with their account manager. Response time via WhatsApp is much lower than email.
New client onboarding
A WhatsApp onboarding flow for new agency clients greatly improves the initial experience: welcome message with team contacts, checklist of necessary documents and access, reminder for kick-off meeting.