How to create a sales funnel via WhatsApp Business: 7 key steps

In today’s world of sales, WhatsApp Business has emerged as the indispensable tool for interacting with customers and closing sales effectively. Its ubiquity and accessibility make it a strategic ally for small and medium-sized businesses, as well as entrepreneurs looking to maximize their marketing and sales efforts.

In this article, we will explore in detail the process of generating a WhatsApp Business sales funnel in seven key steps.

1. Establish the stages of the sales funnel

Before diving into the practical implementation, it is crucial to understand the different stages of the sales funnel. This concept represents the journey a potential customer takes from initial awareness to purchase action. Psychologically, these stages are divided into:

Awareness (25%): At this stage, the potential customer encounters the product or service for the first time through various channels, such as advertising, social networks or recommendations.
Interest (50%): Once the potential customer is aware of the product or service, he begins to show a deeper interest. At this stage, they seek additional information, compare features and consider how the product or service can meet their needs.
Decision (75%): At this stage, the prospect has evaluated the available information and is ready to make a purchase decision. He may be weighing options, overcoming objections and seeking additional assurances.
Action (100%): This is the final stage where the potential customer becomes an actual customer by performing the purchase action. It can be a physical process, such as buying a product in a store, or digital, such as completing an online transaction.

Quantifying these stages with percentages (25%, 50%, 75%, 100%) provides a clear view of lead progress.

2. Create a WhatsApp Business account

The first practical step involves opening an account on WhatsApp Business. This free application offers a direct channel of communication and sales with potential customers. WhatsApp Business has automatic features such as:

Welcome messages, absence messages and quick replies: WhatsApp Business provides automatic features that allow you to set up welcome messages to greet potential customers, absence messages to inform when you are unavailable, and quick replies to speed up interaction.
Company information: You can add a brief description of your company to let potential customers know more about your products or services. In addition, WhatsApp Business allows you to display the location of your business, making it easy for customers to find the physical location of your establishment.
Working hours: It is possible to configure and display your company’s working hours. This helps customers to know the best times to contact you.
Link to the website: WhatsApp Business allows you to include a direct link to your company’s website. This is useful to redirect potential customers to get more detailed information.
Product Catalog: The product catalog feature in WhatsApp Business allows you to display products and services directly in the application. You can add images, descriptions and prices to present your offer in an attractive way.
Tags for organization: WhatsApp Business offers a tag system that allows you to visually organize and mark your contacts according to their stage of communication or specific interest in a product or service.
Direct link to WhatsApp Business: You can create a direct link (wa.me) that includes your WhatsApp Business number. By sharing this link, potential customers can click and be redirected directly to your WhatsApp Business account.

3. Build a database

Creating an effective sales funnel requires a solid database. Implementing digital marketing strategies is essential to capture essential lead data.

Ads on platforms such as Facebook and Instagram, Google Ads or Email Marketing campaigns can be used to attract potential customers. Offering attractive promotions and facilitating data collection is crucial at this stage.

4. Save and manage data

Once you have captured lead information, it is essential to manage it efficiently. The use of customer relationship management (CRM) systems is common in large companies, but for entrepreneurs and small businesses, Excel can be an effective and affordable tool.

Setting up an Excel sheet to mark the progress of each lead in the sales funnel is a key step in keeping detailed tracking.

5. Implement a remarketing strategy

Once you have accumulated a significant amount of data, it is time to activate remarketing strategies. Remarketing involves retargeting potential customers who have not completed the purchase.

Segmenting these customers according to funnel stages (25%, 50%, 75%) and using specific messages for each group is essential. This personalization helps to reignite interest and guide prospects to purchase action.

6. Focus on the customer experience.

An effective sales funnel strategy is not only about capturing leads, but also about providing an exceptional experience.

Be sure to maintain clear and effective communication throughout all stages of the funnel. Respond in a timely manner to inquiries, personalize interactions and provide value through relevant content.

7. Constantly analyzes and adjusts

The key to long-term success lies in the ability to continually analyze and adjust your strategy. Use analytical tools to evaluate the performance of your marketing campaigns and sales funnel.

Identify patterns, measure conversions and adjust your approach based on results. This adaptability will ensure that your sales funnel evolves effectively with changing market dynamics.

CONCLUSION

Generating a sales funnel through WhatsApp Business is an essential strategy for any entrepreneur. The combination of this messaging application with a solid marketing plan can become a powerful sales weapon.