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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.

lead-qualificationquizsegmentation
Hi {{customer_name}}, Qualify inbound leads with an interactive multi-step quiz that segments them by budget and needs. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Meeting Booking Link

Share a calendar booking link so prospects can schedule a sales demo directly from the chat.

bookingdemocalendar
Hi {{customer_name}}, Share a calendar booking link so prospects can schedule a sales demo directly from the chat. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Quotation Follow-Up

Automatically follow up with prospects who received a quote but have not responded within 48 hours.

follow-upquotationnurture
Hi {{customer_name}}, Automatically follow up with prospects who received a quote but have not responded within 48 hours. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Free Trial Onboarding

Guide new trial users through setup with a drip sequence of tips sent over their first 7 days.

trialonboardingdrip
Hi {{customer_name}}, Guide new trial users through setup with a drip sequence of tips sent over their first 7 days. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Pricing Plan Comparison

Send an interactive list message letting prospects compare pricing tiers and choose the right plan.

pricingcomparisonplans
Hi {{customer_name}}, Send an interactive list message letting prospects compare pricing tiers and choose the right plan. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Sales Proposal Delivery

Deliver a personalized sales proposal PDF via WhatsApp with a quick-reply to accept or ask questions.

proposalpdfclosing
Hi {{customer_name}}, Deliver a personalized sales proposal PDF via WhatsApp with a quick-reply to accept or ask questions. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Deal Closing Nudge

Send a time-sensitive offer to warm prospects in the decision stage to accelerate deal closure.

closingurgencyoffer
Hi {{customer_name}}, Send a time-sensitive offer to warm prospects in the decision stage to accelerate deal closure. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Competitor Comparison Sheet

Share a comparison chart highlighting your advantages over competitors when a prospect mentions alternatives.

competitorcomparisonobjection-handling
Hi {{customer_name}}, Share a comparison chart highlighting your advantages over competitors when a prospect mentions alternatives. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Cold Outreach Intro

Break the ice with a personalized introduction message for opted-in prospects from lead lists.

cold-outreachintroductionprospecting
Hi {{customer_name}}, Break the ice with a personalized introduction message for opted-in prospects from lead lists. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Payment Link Share

Send a secure one-click payment link so customers can pay directly within the WhatsApp conversation.

paymentcheckoutlink
Hi {{customer_name}}, Send a secure one-click payment link so customers can pay directly within the WhatsApp conversation. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Renewal Reminder

Remind customers about upcoming subscription or contract renewals with one-tap renewal options.

renewalsubscriptionreminder
Hi {{customer_name}}, Remind customers about upcoming subscription or contract renewals with one-tap renewal options. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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IG Lead Capture DM

Capture leads from Instagram by auto-sending a qualification form when users DM a keyword.

instagramlead-capturedm
Hi {{customer_name}}, Capture leads from Instagram by auto-sending a qualification form when users DM a keyword. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Product Demo Video

Share a short product demo video with CTA buttons for booking a live walkthrough.

demovideocta
Hi {{customer_name}}, Share a short product demo video with CTA buttons for booking a live walkthrough. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Bulk Order Inquiry

Collect bulk order requirements from B2B buyers with structured questions and volume-based pricing.

bulk-orderb2binquiry
Hi {{customer_name}}, Collect bulk order requirements from B2B buyers with structured questions and volume-based pricing. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Case Study Share

Send relevant customer success stories to prospects to build credibility during the sales cycle.

case-studysocial-proofcredibility
Hi {{customer_name}}, Send relevant customer success stories to prospects to build credibility during the sales cycle. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Invoice Delivery

Deliver invoices as PDF attachments via WhatsApp with payment instructions and due date reminders.

invoicebillingpayment
Hi {{customer_name}}, Deliver invoices as PDF attachments via WhatsApp with payment instructions and due date reminders. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Contract Signing Request

Send a contract link for e-signature directly in the chat to speed up deal finalization.

contracte-signatureclosing
Hi {{customer_name}}, Send a contract link for e-signature directly in the chat to speed up deal finalization. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Territory Rep Handoff

Automatically route leads to the correct regional sales rep based on their location or language.

routingterritoryassignment
Hi {{customer_name}}, Automatically route leads to the correct regional sales rep based on their location or language. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Post-Demo Summary

Send a recap of key points discussed during a demo along with next steps and relevant resources.

demofollow-upsummary
Hi {{customer_name}}, Send a recap of key points discussed during a demo along with next steps and relevant resources. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Upgrade Plan Offer

Encourage existing customers to upgrade to a higher-tier plan with exclusive upgrade-only pricing.

upgradeupsellpricing
Hi {{customer_name}}, Encourage existing customers to upgrade to a higher-tier plan with exclusive upgrade-only pricing. Reply YES to get started or visit {{link}} for more details. Regards, {{business_name}}
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Send These Templates via WhatsApp Business API

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