Consultation Confirmed
After booking first meeting
Hi {{1}}, your financial consultation with {{2}} is confirmed for {{3}} at {{4}}. Agenda: {{5}}. Anything specific you'd like us to prepare?
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345 WhatsApp Business Message Templates
A filterable set of editable drafts for operational messages across 23 industries. Choose a workflow, replace the variables, verify the facts, and run the readiness check before submission.
23 industries345 draftsFive-point readiness check
Direct answer
A WhatsApp message template is a reusable message structure that can include body variables and optional components. Creating a draft does not make it approved: adapt the wording to one clear use case, supply realistic examples for every variable, and create the finished template in WhatsApp Manager or through the Business Management API.
Browse the library
Choose a workflow, then adapt the draft
These are editable starting points, not pre-approved messages. Replace every placeholder, verify operational details, and submit the finished template through WhatsApp Manager or the Business Management API when approval is required.
Financial Advisors message drafts loaded
Financial Advisors workflow notes
Use these drafts for meeting logistics, document requests, administrative reminders, and service updates. Route advice, projections, and regulated disclosures through the firm’s approved review process.
15 Financial Advisors drafts
Copy, edit, verify, submit
Document Request
Before consultation
{{1}}, to prepare for our meeting, please send over: {{2}}. You can share securely here or via {{3}}. Due by {{4}}.
Market Update
During significant market events
{{1}}, quick market note: {{2}}. Impact on your portfolio: {{3}}. No action needed right now, but let's talk if you have questions.
Portfolio Review Invite
Annual or semi-annual
{{1}}, time for your {{2}} portfolio review! Your assets are at {{3}} today. I've prepared a full report - 30-min call this week?
Investment Opportunity Alert
Time-sensitive opportunity
{{1}}, a {{2}} opportunity closes on {{3}} that fits your {{4}} strategy. Minimum: {{5}}. Want the full brief?
Tax Filing Reminder
Before tax season
{{1}}, tax filing deadline is {{2}}. I'll need {{3}} from you by {{4}} to submit on time. Shall I send the checklist?
Goal Milestone
When client hits savings/investment goal
{{1}}, great news - you've hit {{2}}% of your {{3}} goal! At this pace, you'll reach it by {{4}}. Want to review next steps?
Renewal / Premium Due
Before insurance or investment renewal
{{1}}, your {{2}} renews on {{3}} for {{4}}. Want to review the terms before renewal or explore alternatives?
Beneficiary Update Reminder
Annual housekeeping
{{1}}, annual reminder: please review your beneficiaries on {{2}}. Life events (marriage, new children, etc.) often mean updates are needed.
Statement Available
When quarterly statement ready
{{1}}, your Q{{2}} statement is available: {{3}}. Summary: portfolio value {{4}}, change {{5}}. Questions? I'm here.
Referral Thanks
When referred client signs on
{{1}}, {{2}} has come on board - thank you for the introduction! As promised, {{3}} credit applied to your account.
Economic Event Alert
Interest rate / central bank decision
{{1}}, central bank just {{2}} rates by {{3}}%. Here's how this affects your {{4}} position: {{5}}. Want a 15-minute call?
Compliance Document Request
Regulatory / KYC refresh
{{1}}, as part of our annual compliance requirements, we need an updated {{2}} from you. Please send by {{3}} to avoid any service interruption.
New Client Welcome Pack
After onboarding complete
Welcome to {{2}}, {{1}}! Your client portal is live: {{3}}. Login: {{4}}. First review call is booked for {{5}}. Excited to work towards your goals together.
Webinar Invite
Educational event
{{1}}, I'm hosting a free webinar on {{2}} on {{3}} at {{4}}. Given your interest in {{5}}, I thought you'd find it valuable. Register: {{6}}
Five-point release gate
Is this draft ready to submit?
A writing and operations check—not an approval guarantee.
0/5
checks passed
Put approved messages to work
Move approved templates into an operating workflow.
Connect the WhatsApp Business Platform, organize team ownership, and trigger approved messages from customer events.
What this library does—and does not do
The numbered markers ({{1}}, {{2}}, and so on) show where your system supplies recipient-specific values. The exact API request also needs a template name, language, and matching components.
These drafts have not been submitted to Meta and are not guaranteed to be categorized or approved in their current form. Review the latest rules, consent requirements, and quality signals for your account and audience before sending.
Source check: Meta's official WhatsApp Business Platform collection documents the template endpoints and message payload. See the template API collection and text-template example.