WhatsApp Solutions for SEO/SEM Agencies

Automate client onboarding, streamline reporting, and manage communications at scale with a platform designed for search marketing experts.

Drive Results, Not Paperwork

Your expertise is in driving traffic and conversions, not in chasing clients for information. WhatsForm automates your client-facing workflows so you can focus on what you do best.

CLIENT ONBOARDING

A Seamless Start to Every Project

Use a conversational WhatsApp form to onboard new clients. Collect website details, target keywords, ad account access, and campaign goals in a structured, professional way. The data can be instantly pushed to your project management tool, kicking off the project without delay.

  • Conversational client onboarding forms
  • Structured collection of project requirements
  • Integration with Trello, Asana, or your PM tool
  • Reduce onboarding time and manual data entry
A Seamless Start to Every Project

AUTOMATED REPORTING & UPDATES

Keep Clients Informed, Effortlessly

Schedule automated weekly or monthly updates to be sent to your clients on WhatsApp. You can send key performance metrics, a link to their full dashboard, and a brief summary, keeping them informed and demonstrating your value proactively.

  • Scheduled performance summary broadcasts
  • Share links to detailed reports or dashboards
  • Proactive communication that builds client trust
  • Automate a key part of your client management process
Keep Clients Informed, Effortlessly

Tangible Outcomes for Your Agency

Faster Onboarding

Get projects started faster with a streamlined and professional onboarding process.

Improved Client Retention

Proactive, professional communication and transparent reporting build long-term client loyalty.

Increased Efficiency

Automate routine client communication and data collection, freeing up your team for strategic work.

Scale Your Operations

Handle more clients effectively without a proportional increase in your account management overhead.

Relevant Form Templates

Get started quickly with these pre-built forms. Experience them live on WhatsApp.

Customer Satisfaction

Gauge customer satisfaction with our comprehensive survey form.

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Project Progress Update Form

Provide regular updates on project progress.

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Quotation Request Form

Request a quote for creative and design services.

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Client Onboarding Form

A comprehensive form to onboard new clients.

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Ready to optimize your agency's workflows?

Discover how WhatsForm can help you manage your SEO/SEM clients more efficiently.

Book a Demo for Agencies

Ready to Transform Your WhatsApp Business?

Connect today for a personalized demonstration and see how WhatsForm can enhance your business communication.