WhatsApp Templates
Sales Templates
Close more deals with WhatsApp sales templates for lead follow-ups, demos, proposals, and pipeline management.
20 Ready-to-Use Templates
Lead Qualification Quiz
Qualify inbound leads with an interactive multi-step quiz that segments them by budget and needs.
Meeting Booking Link
Share a calendar booking link so prospects can schedule a sales demo directly from the chat.
Quotation Follow-Up
Automatically follow up with prospects who received a quote but have not responded within 48 hours.
Free Trial Onboarding
Guide new trial users through setup with a drip sequence of tips sent over their first 7 days.
Pricing Plan Comparison
Send an interactive list message letting prospects compare pricing tiers and choose the right plan.
Sales Proposal Delivery
Deliver a personalized sales proposal PDF via WhatsApp with a quick-reply to accept or ask questions.
Deal Closing Nudge
Send a time-sensitive offer to warm prospects in the decision stage to accelerate deal closure.
Competitor Comparison Sheet
Share a comparison chart highlighting your advantages over competitors when a prospect mentions alternatives.
Cold Outreach Intro
Break the ice with a personalized introduction message for opted-in prospects from lead lists.
Payment Link Share
Send a secure one-click payment link so customers can pay directly within the WhatsApp conversation.
Renewal Reminder
Remind customers about upcoming subscription or contract renewals with one-tap renewal options.
IG Lead Capture DM
Capture leads from Instagram by auto-sending a qualification form when users DM a keyword.
Product Demo Video
Share a short product demo video with CTA buttons for booking a live walkthrough.
Bulk Order Inquiry
Collect bulk order requirements from B2B buyers with structured questions and volume-based pricing.
Case Study Share
Send relevant customer success stories to prospects to build credibility during the sales cycle.
Invoice Delivery
Deliver invoices as PDF attachments via WhatsApp with payment instructions and due date reminders.
Contract Signing Request
Send a contract link for e-signature directly in the chat to speed up deal finalization.
Territory Rep Handoff
Automatically route leads to the correct regional sales rep based on their location or language.
Post-Demo Summary
Send a recap of key points discussed during a demo along with next steps and relevant resources.
Upgrade Plan Offer
Encourage existing customers to upgrade to a higher-tier plan with exclusive upgrade-only pricing.
Send These Templates via WhatsApp Business API
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