Marketing Agencies: Qualify Leads and Serve Clients on WhatsApp

Agencies get leads from their website, social channels and referrals, and many arrive on WhatsApp. Existing clients also expect quick updates on campaigns.

Squidfy answers questions about services and packages, qualifies new leads, and lets account managers handle client chats from one shared inbox.

Common WhatsApp challenges

Leads asking 'how much?'. Hard to quote without qualifying. Client chats on personal phones. Account managers leave and take the relationship with them. Team coordination. Designers, strategists and account managers.

Service and package FAQs

Social media, ads, SEO and branding packages.

Lead qualification

Budget, goals and timeline collected upfront.

Company-owned client chats

Conversations stay with the agency.

Internal notes

Strategy notes visible to the team, not the client.

Offer it to your clients

Agencies serving SMEs can recommend a WhatsApp CRM as part of their service.

What to add to your knowledge base

The AI answers only from content you give it. Start with: Services and packages; Case studies; Onboarding process; Contract terms; Reporting schedule.

Which plan fits?

Pro's 5 seats suit small agencies. Larger agencies with client service teams should consider Business. Every plan includes the shared inbox and knowledge base; yearly billing saves 20%, and Meta's WhatsApp message charges are billed separately.

Pro tip

Add a few short case studies to your knowledge base. The AI can share relevant results with similar businesses.