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Use WhatsApp enquiries without losing the sales trail

KiwiTri · 25 October 2026 · Practical guide

Conversation channels need a process. Enquiries stored only in individual phones make handover and performance reporting difficult.

Put it into practice

  1. Agree response ownership and hours.
  2. Use a short intake checklist.
  3. Record source, stage and next action appropriately.

Start with the part of the customer experience you can observe. Speak to the people handling enquiries, review recent questions and inspect the destination before commissioning more creative. A modest improvement to a real bottleneck is usually easier to evaluate than a broad campaign with several competing objectives.

A practical example

A caterer can ask for date, guest count and area before sending a relevant menu.

Illustrative example, not a reported client result.

What to measure

Measure qualified conversations and confirmed bookings.

Avoid this mistake

A chat-button click does not prove a conversation happened.

Your next step

Choose one action from the checklist and assign a person to complete it. Record the current situation, the change you intend to make and the evidence you will review. Set a review date that gives the change enough time to produce useful observations. Keep what works, adjust what does not and note anything the data cannot yet explain.

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