From lead capture to campaign reporting — WhatsForm puts your agency's client communication, onboarding, and performance updates on WhatsApp so you can scale without scaling your headcount.
Great campaign work gets undermined when client communication is slow, scattered, and reactive.
Inbound inquiries from ads, contact forms, or referrals sit in inboxes for hours. By the time someone follows up, the prospect has already shortlisted a competitor.
Collecting brand assets, access credentials, target audience briefs, and approval sign-offs through email threads is chaotic and error-prone, delaying campaign launch.
Reporting PDFs sent monthly via email are ignored. Clients who don't see ongoing performance updates start questioning ROI and churn at renewal.
Ad creatives, blog drafts, and social posts bounce back and forth over email for days. Campaigns miss publishing windows and team morale drops.
Automate every client touchpoint from first inquiry to monthly reporting — all on WhatsApp.
Capture and qualify inbound leads from ads and website in under 60 seconds. Collect business type, budget, goals, and timeline — then route hot leads to your sales team instantly.
Guide new clients through a WhatsApp onboarding sequence to collect brand guidelines, logins, target audience details, and competitor references — all organised and ready for your team.
Send automated weekly or monthly campaign performance summaries directly to clients on WhatsApp. Higher open rates than email mean clients actually see — and appreciate — your results.
Share ad creatives, captions, and content drafts on WhatsApp for one-tap client approval. Automated reminders chase approvals so campaigns never miss a go-live window.
A complete agency client lifecycle, automated.
A prospect clicks your ad or fills a contact form. WhatsForm immediately sends a WhatsApp message to qualify budget, goals, and timeline — before your team even knows the lead came in.
Qualified leads receive an automated proposal deck link and a Calendly or Google Meet booking invitation on WhatsApp — removing the back-and-forth scheduling friction.
A structured WhatsApp onboarding sequence guides the client to submit brand assets, grant access, and fill a brief — compressing weeks of email threads into a 48-hour process.
Content and ad creatives are shared for approval on WhatsApp. Automated reminders ensure approvals arrive on time and campaigns launch on schedule.
Weekly performance updates sent on WhatsApp keep clients engaged and informed. At renewal, an automated re-engagement flow triggers upsell conversations before churn becomes a risk.
Instant WhatsApp follow-up converts more inbound leads before competitors respond.
Structured onboarding and quick approvals cut campaign kickoff time significantly.
Proactive performance updates and check-ins increase client satisfaction and retention.
WhatsApp updates get 5× more opens than email campaign reports.
Timely upsell triggers at the right moment increase average retainer value.
Instant WhatsApp follow-up after an inbound inquiry triples the chance of booking a discovery call.
Structured WhatsApp brief collection replaces weeks of email chains and gets campaigns live sooner.
Proactive reporting and quick approvals on WhatsApp drive significantly higher client NPS.
"We were losing good leads simply because our follow-up was too slow. WhatsForm's instant qualification bot now responds in seconds. Our lead-to-call booking rate went from 12% to 38% in the first month alone."
Automate client acquisition, onboarding, approvals, and reporting — and spend your team's time on the work that actually grows accounts.