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Company secretarial firms · WhatsApp marketing

Take the founder's first message on WhatsApp and answer it properly.

WhatsApp marketing for a company secretarial firm is the use of WhatsApp for first questions, document requests and renewal reminders. GullySales sets up a business number, saved replies and a handover to a partner, within the platform's current rules.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of chartered accountants and accounting firms at work in India

What WhatsApp marketing means

WhatsApp marketing is sending updates, offers and reminders to customers on the app most Indian buyers already check daily. GullySales sets up business WhatsApp, writes the message templates and keeps the list consented and current.

Also for company secretarial firms

Sales and marketing for company secretarial firms, the overview.

Last updated 18 Oct 2026.

For company secretarial firms

Where it usually goes wrong, and what we would do.

  • “Founders message before they call”

    A promoter sends a short question on WhatsApp late in the day. A reply the next afternoon has already lost ground to a firm that answered.

  • “Documents travel on the same chat”

    Clients send scans, signatures and director details on WhatsApp. Without a clear rule, confidential papers end up on a personal phone.

  • “A personal number mixes work and life”

    Partners using their own numbers mix client messages with family chats. A business number with a shared handover keeps enquiries from being missed.

  • “Bulk messages harm the relationship”

    A broadcast to every client about a deadline can read as noise. Messages need a clear reason and an easy way to opt out.

What we do

What we deliver for company secretarial firms.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Business account set-up

    A WhatsApp Business profile with the firm name, description and hours.

    Result: A founder sees a proper firm profile.

  2. Saved replies

    Short replies for common first questions, such as what a secretary does and what to send first.

    Result: Staff answer the same question the same way.

  3. Document handling note

    A short note on which papers may be sent on WhatsApp and which go through a secure channel.

    Result: Confidential papers go where the firm intends.

  4. Handover rule

    A rule on who replies, who covers absences and when a chat moves to a call.

    Result: No message waits without an owner.

  5. Opt-in and reminder messages

    Reminders for due dates sent to clients who agreed to receive them, in short and factual wording.

    Result: Reminders are welcome and not treated as spam.

How the result is measured

  • Messages delivered
  • Reply rate
  • Enquiries from WhatsApp

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full WhatsApp marketing and automation page

Who it is for

This is written for these company secretarial firms.

  • Private limited companies with promoters and no in-house secretary
  • Startups that have raised money from angels or venture funds
  • Companies with foreign shareholders or directors
  • Closely held public companies that must hold board and general meetings
  • Listed small and medium companies needing a secretarial auditor
  • One person companies and Section 8 companies
  • Limited liability partnerships needing annual filing support
  • Family business groups with several companies to keep in order

How it works

How the whatsapp marketing work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Understand current WhatsApp use

    We review how customers currently message you and how consistently, if at all, it is answered.

  2. 2

    Audit common questions

    We identify the questions that come up repeatedly, which decide what should be automated first.

  3. 3

    Set up automation and templates

    An automated first response and quick reply templates are built for the most common needs.

  4. 4

    Connect to the CRM

    Conversations are linked to customer records so context carries over between team members.

  5. 5

    Measure and optimise

    We track response time and conversion, refining automated responses based on what customers actually ask.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 0, foundation. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Is WhatsApp right for a professional firm?
Yes for first contact and logistics, with care. Advice and sensitive papers belong in a call or a secure channel. Advertising rules differ by profession, so check the current guidance of your Institute and your own adviser before any page or message goes out.
Can we message clients in bulk?
Check the platform's current rules and the client's consent first. We recommend short, relevant reminders to people who agreed to hear from you.
Do we need the paid business API?
Not to begin. The standard business app handles the volume of a small practice. We suggest a change only when your team cannot keep up with the chats.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for company secretarial firms

Everything else we would do for you.

Or start from the overview: sales and marketing for company secretarial firms.

Your next practical step

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