Free playbook
The WhatsApp Team Inbox Playbook: How to Assign, Track, and Follow Up on Every Enquiry When Your Whole Team Shares One Number
A step-by-step system so every conversation has one owner, every lead gets a second reply, and nothing falls through the cracks.
- A quick audit to find out how many leads are already slipping through your shared inbox
- How to give every conversation exactly one owner — without a complicated system
- Round-robin, manual pick-up, and skill-based routing: which one suits your team size
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What's inside
- A quick audit to find out how many leads are already slipping through your shared inbox
- How to give every conversation exactly one owner — without a complicated system
- Round-robin, manual pick-up, and skill-based routing: which one suits your team size
- The 5 status tags every team needs on day one, and the rule that makes them work
- Response-time targets and staleness alerts that fire before a lead goes cold
- A handover protocol so the prospect never notices they were passed to someone else
- The 3 metrics every manager should review in 15 minutes every Monday
Who this is for
SMEs with a sales or enquiry team of 3-10 people sharing a single WhatsApp business number — travel agencies, education businesses, property firms, professional services — where leads are currently handled on whoever picks up first.
Made by the team behind Yalla — the chat-native CRM where the AI does the work, not just the talking.