Free playbook
How to Send, Track, and Follow Up on Quotes Through WhatsApp Without Losing the Deal
A step-by-step workflow for sales teams handling custom or configurable products, so every quote has an owner, a status, and a follow-up date.
- Why WhatsApp is where quotes go to get lost — and the three specific ways a deal dies in a long thread
- How to capture the full requirement in the first conversation, so the quote you send is right first time
- A four-stage pipeline for quotes: Scoping, Quoted, Negotiating, Confirmed — what each stage means and when to move
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What's inside
- Why WhatsApp is where quotes go to get lost — and the three specific ways a deal dies in a long thread
- How to capture the full requirement in the first conversation, so the quote you send is right first time
- A four-stage pipeline for quotes: Scoping, Quoted, Negotiating, Confirmed — what each stage means and when to move
- The follow-up sequence after a quote is sent: timing, message type, and what to say if the prospect goes quiet
- Handling revisions: how to send an updated quote without confusing the customer about which version is live
- When to move from WhatsApp to a formal document or email — and how to do it without breaking the conversation
- How to divide live quotes across team members so nothing sits unowned
- Three metrics that tell a manager whether the quote process is healthy: quote-to-close rate, average days to decision, and follow-up compliance by agent
Who this is for
Sales teams at businesses selling custom products or professional services (furniture, equipment, manufacturing, property, consultancy) with 3 or more people handling enquiries on WhatsApp, where every sale requires a custom quote and the negotiation happens in the chat.
Made by the team behind Yalla — the chat-native CRM where the AI does the work, not just the talking.