把 WhatsApp 对话转化为连贯的客户旅程。

许可优先

围绕清晰的客户选择加入和当前 WhatsApp Business 消息规则设计联系与活动流程。

有目标的活动

围绕筛选、转化、提醒、入门、留存或支持等明确目标规划每条消息。

带人工接管的自动化

自动化重复步骤，同时在需要判断时保留清晰的人工接管路径。

连接式报告

将 WhatsApp 活动与 CRM、线索阶段和业务结果连接，而不是只衡量消息数量。

获取

通过合适的表单、活动、广告、网站或现有业务旅程收集线索和客户许可。

细分

根据来源、生命周期阶段、语言、兴趣、客户状态或其他 CRM 数据整理联系人。

准备

发送前准备消息模板、活动逻辑、时机、变量和审批流程。

发送

通过合适的 WhatsApp Business 设置并遵循当前消息规则启动相关活动。

路由

将回复路由给合适的人员、团队、工作流或自动化路径。

衡量

在数据可用时查看送达、回复、筛选、预约、销售阶段、服务结果和退订。

WhatsApp 策略与旅程设计

Design the role WhatsApp should play across acquisition, sales, service and retention.

Audience strategy, opt-in journey, use cases, campaign architecture, response ownership, escalation rules and measurement plan.

活动与群发规划

Send messages because the customer context justifies them.

Campaign calendars, audience selection, template planning, personalization variables, send logic, review and performance analysis.

模板与消息设计

Make business-initiated communication clear, useful and easy to act on.

Template structure, copy, variables, CTA logic, language versions, review cycles and platform submission support where applicable.

线索获取与跟进

Move new inquiries into an accountable follow-up process.

Website leads, campaign leads, click-to-WhatsApp conversations, qualification questions, routing and follow-up workflows.

自动化与聊天流程

Automate repetitive conversation steps without trapping the customer.

Welcome flows, FAQs, qualification, routing, reminders, status updates and clear human handoff.

CRM 集成

Keep WhatsApp conversations connected to the customer record.

Lead creation, contact matching, ownership, conversation context, stages, tasks, notes, tags and workflow triggers depending on the CRM.

Click-to-WhatsApp 旅程

Connect suitable advertising and website CTAs to structured conversations.

Opening messages, campaign context, qualification, routing and measurement can be aligned around the source of the conversation.

报告与优化

Measure what happens after the message is delivered.

Reporting can include delivery, reads, replies, conversation starts, qualification, appointments, sales stages, service outcomes and opt-outs where the available data supports it.

线索筛选

Ask the right questions, collect useful context and route qualified inquiries to the right sales path.

预约提醒

Use approved customer communication to support booking confirmations, reminders and follow-up.

销售跟进

Keep lead ownership, next actions and conversation context visible instead of relying on personal phones.

客户入门

Guide customers through setup, documents, next steps, education or activation after conversion.

留存与再激活

Use relevant lifecycle communication for renewals, reactivation, reminders and customer education.

客户服务

Combine automation for repeat questions with clear escalation to a human agent.