Free Templates
WhatsApp Templates for Marketing Agencies
Marketing agencies that follow up proposals via WhatsApp within 24 hours close 2x more deals than those relying on email alone. Use these templates to stay top-of-mind without being pushy.
15 templates
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Proposal Sent Follow-Up
24 hours after sending proposal
Hi {{1}}, I sent over the proposal for {{2}} yesterday. Happy to walk through any section on a quick call โ which part caught your eye?
Campaign Live Notification
When campaign launches
{{1}}, your {{2}} campaign just went live! Dashboard: {{3}}. I'll send the first 48-hour performance snapshot tomorrow morning.
Weekly Report Delivery
Every Monday or Friday
{{1}}, your week {{2}} report for {{3}} is ready: {{4}}. Top win: {{5}}. Focus for next week: {{6}}. Any questions?
Budget Alert
When budget threshold hit
{{1}}, heads up โ {{2}} has used {{3}}% of its {{4}} budget. At this pace, {{5}} days remaining. Want to increase, pause, or reallocate?
Ad Approval Needed
Before new creative goes live
{{1}}, I need your approval on the new {{2}} ad creative before we go live. Review and approve here: {{3}}. Deadline to hit the Monday slot: {{4}}.
Milestone Hit
After key metric achieved
Big news, {{1}}! {{2}} just hit {{3}} for the first time. Here's what drove it: {{4}}. Want to double down on this?
Strategy Review Invite
Quarterly
{{1}}, it's time for our Q{{2}} strategy review. I've pulled together last quarter's results and Q{{3}} opportunities. 45-minute call โ when works for you?
Retainer Renewal Reminder
60 days before retainer ends
{{1}}, your retainer with {{2}} runs until {{3}}. Based on results so far ({{4}}), I'd love to continue. Can we talk this week?
New Channel Recommendation
After spotting an opportunity
{{1}}, based on your audience data, I think {{2}} could work really well for {{3}}. Competitors are seeing {{4}} from it. Want a quick pitch deck?
Crisis Alert
When something goes wrong
{{1}}, urgent: {{2}} is happening with your {{3}} campaign. I've paused it to prevent further spend. Calling you now โ pick up if you can.
Creative Feedback Request
When draft is ready
{{1}}, the first draft of {{2}} is ready for your feedback: {{3}}. Comments directly in the doc or reply here โ whichever is easier.
Invoice Sent
After invoice generated
{{1}}, your {{2}} invoice for {{3}} is ready: {{4}}. Payment due {{5}}. Let me know if you need a different format for your accounts team.
Case Study Invitation
After strong results quarter
{{1}}, the results from Q{{2}} are too good not to share. Would you be open to a brief case study? We'd keep it anonymised if you prefer.
Referral Ask
Post-win moment
{{1}}, really glad {{2}} delivered such strong results. If you know any other businesses who need {{3}}, an introduction means the world. Happy to offer a referral discount.
Out-of-Office Response
Automated OOO coverage
Hi {{1}}, I'm out of office until {{2}}. For urgent campaign issues, contact {{3}} at {{4}}. I'll follow up on everything else when I'm back.
Frequently asked questions
Should marketing agencies use WhatsApp for client communication?
For SMB clients, WhatsApp is often faster and more reliable than email. For enterprise clients, check their communication policy first. Many agencies use WhatsApp for day-to-day updates and email for formal reporting and contracts.
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