WhatsApp sales process · Sales
The deal lives in a salesperson's personal WhatsApp and leaves when he does.
WhatsApp marketing and automation covers broadcasts, templates and the first automatic reply. This page is what happens afterwards, when a real deal is being worked in a chat window by a person. Nothing here runs on its own.
In one paragraph
A WhatsApp sales process is the written method your team follows on a deal: who owns the chat, what is asked first, and how the quotation goes out. GullySales writes that method for your trade, moves the chats onto a company number, and gets what matters into the CRM.
Most owners have never written this down. The salesperson decides when to reply, what to quote, whether to send a photograph of the rate list, and how many times to nudge before giving up. So one person closes and another does not, and nobody can say why.
The bigger risk is the number itself. When chats sit on a salesperson's own phone, the customer's history, the site photographs and the rate discussed all resign along with him.
The problem
Does this sound like your business?
What owners tell us on the first call, in their words.
“We do not know what was promised to the customer”
The discount, the delivery date and the free installation were agreed in a chat nobody else can open. The argument arrives three weeks later.
“Every enquiry gets a different first reply”
One salesperson sends a rate straight away, another asks four questions, a third forwards a catalogue at midnight. The customer compares you with whoever answered better.
“Follow-up stops after the second unanswered message”
A buyer who said will let you know is never contacted again. The deal is marked lost without anybody deciding to lose it.
“The quotation is a photograph of a price list”
It cannot be searched, it shows rates meant for somebody else, and it circulates in the customer's own group for the next year.
What we do
Everything that is included.
Each deliverable, and what it gets you. Nothing here is an extra.
The chat ownership rule
Which number a customer may be spoken to from, who answers it, and what happens to the history the day that person leaves.
A first reply written for your trade
The opening message, the three things you must know before quoting, and how to answer what is the rate without ending the conversation there.
Quotation format for a phone screen
A one-screen quotation a customer can read standing in a lift: the price, what is included, what is not, and the date it expires.
The follow-up ladder
How many follow-ups, on which days, and a different message each time, so the fourth is not the third one sent again.
The point where typing stops working
When a chat is costing you the deal, and the line your salesperson uses to ask for five minutes on the phone instead.
Group chat handling
What to do when the buyer adds a husband, a father and a contractor to the group, including what should never be typed in front of all three.
What gets copied into the CRM
The fields that must leave the chat and reach the record: budget, site, decision date, next action and the rate quoted.
Roleplay and a fortnight of shadowing
Your team practises the first reply and the price question with us. Then we read real chats and correct them by name.
How the result is measured
- Enquiries answered inside the agreed reply time
- Chats on a company number against personal numbers
- Quotations sent in the agreed format
- Follow-ups completed against the ladder
- Deals with budget, site and decision date recorded
- Conversion from WhatsApp enquiry to order
Recorded as a baseline before work starts, then reported every month against it.
Who it is for
This is written for you if these sound familiar.
- Builders, interior firms and modular kitchen companies where the whole deal runs in a chat
- Dealers sending rate lists and stock photographs to twenty retailers a day
- Travel agents and wedding planners handling three decision-makers in one group
- Showrooms where the enquiry arrives from an advertisement and never leaves the phone
- Owners who cannot see a deal without asking the salesperson to forward the chat
- A team whose salespeople each use a personal number for company customers
Not for
It is not the right fit if.
- Sales that need a signed contract, a purchase order or a compliance record, which have to leave the chat at some point
- Businesses selling to procurement teams who work on email and will not reply on WhatsApp
- Owners who want the conversation automated end to end, because a deal with a price in it needs a person
How it works
From your first message to the first monthly report.
No open-ended retainer. Each step has a point in time and something you receive.
01 · Day 1
Free audit call
45 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.
02 · Within a few working days
Written, scored report
Six areas scored, fixes ranked by return and cost. If you want our help, the scope and fee come with it, in writing.
03 · Before work starts
Baseline recorded
Enquiries by source, reply time, conversion and cost per order, written down so every later month has an honest comparison.
04 · Month 1
The first fix goes live
Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.
05 · Every month
Report against the baseline
What moved, what did not, and what changes next, in plain words.
06 · Month 3 to 6
Renew on the numbers
The term ends and you decide whether to continue from the results. No twelve-month lock.
How the WhatsApp sales process work runs
- 1
Read a month of real chats
With the owner's permission we go through actual conversations, won and lost. The pattern in the lost ones is visible inside an hour.
- 2
Write the method down
First reply, qualifying questions, quotation format, follow-up ladder and the move to a call, written for what you sell and at your price points.
- 3
Move the number
Customer conversations shift to a company number the business controls, with the handover planned so nothing already in flight is dropped.
- 4
Train on the awkward parts
A session with the salespeople on the rate question, the buyer who goes silent, and the group with three opinions in it.
- 5
Shadow and correct
For two weeks we read live chats and give each person notes on their own conversations rather than on a general rule.
- 6
Check the record against the chat
Deals in the CRM are compared with what the chats actually say, and the gap is closed before anyone reports it as a pipeline.
Proof
What happened when owners fixed this.
Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.
Kambar Group
- Situation
- Selling ran on instinct. There was no settled sales process and no objectives concrete enough to measure a month against.
- What we did
- Direction and targets
- The customers researched
- Prospecting and qualification
- Marketing channels developed
- Result
- No numbers were recorded for this engagement. The work is described in full in the case study.
Hotel Felicity Inn
- Situation
- A traveller compares three hotels on a phone and books one. The website was not built for that.
- What we did
- The site rebuilt around booking
- Photography and one look
- Search work for destination searches
- Content a traveller reads
- Result
- Online bookings increased 35%
- Organic traffic increased 50% within six months
- Positive reviews on Google and TripAdvisor increased 30%
SB Engineering
- Situation
- Buyers searching for laser cutting and sheet metal work in Bengaluru were finding other suppliers first, because the company did not rank for the terms its own customers type.
- What we did
- The site redesigned for mobile
- Search work on the buyer's terms
- Content that shows the work
- Social channels managed
- Result
- Website traffic rose 60% within six months, against a target of 50%.
- High-quality leads rose 45%, with a rise in conversion rates alongside them.
- Fifteen target keywords moved up the rankings, five of them into the top three positions.
Also worked with
Chord Road Hospital · Curtain Label · Difesa Security Services · Hands On CSR · Implevista · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every monthly report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No lock-in, no guarantees we cannot keep
Three to six months at a time. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Engagement options
Ways to work with us.
Pick the size of commitment that fits. Every option starts with the free audit.
Option 1
The audit on its own
A 45-minute call and a written, scored report. It says honestly whether you need outside help, and many fixes are ones your own team can make.
Option 2
One fix, scoped
Start with the fix the audit ranks first, such as reply time or follow-up. The fee is in writing before anything starts.
Option 3
A three-to-six-month programme
We run the work month by month, report against the baseline every month, and you renew on the numbers. No twelve-month lock.
Option 4
Guidance for your own team or agency
We plan, brief and check the work of your in-house team or current agency, instead of replacing them.
The offer
Start with a free audit of how you sell.
It is useful on its own, whether or not you hire us.
What you receive
- A 45-minute call with the person who will do the work
- A written, scored report on the six places orders leak, within a few working days
- Every fix ranked by what it returns and what it costs
- The one thing to do first, and why
- An honest line on whether you need outside help at all
- If you do, the scope and the fee in writing
No invoice. No obligation. No sales script.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Our salespeople use their own numbers. Is that a problem?
Will you automate the replies?
Customers ask the rate in the first message. What do we send?
How do we keep a record of what was agreed?
Do we need the WhatsApp Business API for this?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
By industry
WhatsApp sales process, written for your industry.
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