WhatsApp Welcome Flow with Business Sector and Consumption Survey
Stop losing potential clients with cold, robotic messages. Greet, qualify, and connect with business leads on autopilot—without losing your human touch.
Manually welcoming every new WhatsApp inquiry, gathering crucial business info, and then qualifying leads is a repetitive, draining task that eats into your team’s precious time and delays real human conversations. Every missed, forgotten, or delayed response means you risk losing valuable prospects to competitors—plus you end up with scattered or incomplete data that makes it impossible to prioritize high-value leads or run effective follow-ups. If you don’t fix this, you’ll keep wasting hours, missing revenue, and looking less professional to your future clients.
This Botize formula acts as your tireless digital assistant: it instantly greets every new WhatsApp message, then smoothly guides the conversation with customizable scripts—powered by natural language AI—to collect the company’s sector, their awareness of monthly consumption, and how they found you. The process feels thoughtful and personal, and responses are automatically structured, stored, and then handed over to a human advisor only when all data is gathered, ensuring no prospect slips through the cracks and your team steps in just when they’re needed most. You control how often the flow repeats, which filters trigger it, and can update the questions or response style anytime.
Ready to save hours, impress every prospect, and give your team the chance to focus on what they do best? Follow along to set up this formula in a few simple steps—or skip straight to trying Botize’s ready-to-use automation and watch your client intake process transform, today.
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Welcome New Leads on WhatsApp Like a Pro
Here’s how it works: Every time someone writes to your business WhatsApp, a smart assistant will greet them, ask for their business sector, check if they know their monthly consumption, and find out how they discovered you. No scripts to write, no buttons to code. When all the key info is collected, a human advisor smoothly takes over (with a smile).
| Manual | Botize | |
|---|---|---|
| Greet the client | 2 | 0 Minutes |
| Ask sector and wait for reply | 4 | 0 Minutes |
| Confirm consumption knowledge | 4 | 0 Minutes |
| Request consumption amount | 2 | 0 Minutes |
| Ask for lead source | 3 | 0 Minutes |
| Summarize and hand over to advisor | 5 | 0 Minutes |
| Total | 20 | 0 Minutes |
You need an automated, friendly way to greet business leads on WhatsApp and qualify them in minutes—you just found the solution (yes, it's really this simple).
Solar Energy Advisors
Quickly greet and qualify companies interested in solar solutions, so your team can focus only on serious leads.
Instant Connection
Never miss another lead—your bot is always on, greeting and qualifying for you.
Save Time
Automate repetitive questions and focus only on the hottest leads.
Human Touch
Conversations feel warm and personal—no bland bots or awkward scripts.
B2B Consultants
Auto-collect client needs and backgrounds before a call, saving hours of back-and-forth and filtering.
⌾︎ You get WhatsApp inquiries from business clients and want to qualify them before chatting.
⌾︎ You hate losing leads because you're too busy to reply instantly.
✕ You never use WhatsApp for business or customer communication.
✕ You don’t want to automate any part of your customer interaction.
✓ Edit the welcome script’s tone and emoji to match your brand’s personality.
✓ Change business sector options to fit your industry.
✓ Personalize qualification questions to get exactly the info you need.
This automation runs every time your WhatsApp bot receives a text message. It uses a customizable script to collect key information from business clients, such as the company sector, whether they know their monthly energy consumption, and how they heard about the company. With the help of GPT, the assistant guides the conversation in natural language following this flow until the conversation is handed off to a human advisor.
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