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WhatsApp marketing for business consultants.

With SmartChat, you send your clients newsletters and messages on WhatsApp as a template approved by Meta, for example the invitation to the business breakfast, free consulting days or the follow-up on your quote.

Example of a WhatsApp newsletter from a business consultancy

Open monthly planner on a wooden table, image in the newsletter

image

A calm photo suits the topic of planning. SmartChat takes an image from your website, or you upload your own.

👋 Hello Wolfgang, 🧭 on Friday, December 4, we'll plan the 2027 financial yeartogether with owners from the region. 📊 You'll go home with a finished annual plan : goals, budget and the three most important projects. 👥 In small groups of at most eight businesses there's time for your own figures. Feel free to bring your current report. 🍽️ Lunch and materials are included in the price of 490 € plus VAT. 📍 We meet in the conference room of the town hall, there is parking right in front of the entrance. ✍️ Sign up by 20 November and we'll keep a seat free for you.
09:30

Text

SmartChat AI writes it from your website and the program of your strategy day. Date, price and place are in bold, so your contact sees them when skimming.

View the program

button

One click leads to the schedule of the day and the sign-up, without a detour via your homepage.

SmartChat reaches out to your customers automatically.

After the sign-up, after a booking and before every workshop, SmartChat sends the right message, even when you're sitting with a client. The thank-you after sign-up is included in every plan, the other automations come from Basic.

As soon as a contact confirms
Wooden table and black office chairs placed in spacious room in new contemporary workplace
🤝 Thank you, your sign-up is confirmed.🏢 We support mid-sized businesses with strategy, costing and the handover to the next generation, from trades to wholesale.📅 Here you'll hear about talks, our strategy day in December and free slots.📋 Every now and then we'll send you a short checklist from our practice that you can put to use right away.🕗 Our office on the market square is Monday to Friday staffed from 8 am to 5 pm.💬 Is a question about your company on your mind right now? Just write to us here in the chat.16:09
View services

Welcome after confirmation

Whoever has signed up and confirmed gets a thank-you right away. They also learn what your consultancy helps with.

As soon as an intro call is booked
High angle of opened laptop and spiral notebook with blank pages placed on wooden table with cup of coffee and pen during workday
👋 Hello Monika,✅ your First consultation is booked: Tuesday, 10 November, 2 pm.💻 We talk by video, we'll send you the link in the morning. A camera on your laptop is enough, you don't need to install anything.⏱️ Plan one hour , and for you there are no costs.🎯 Feel free to tell us beforehand where things are stuck: prices, the team or succession. That way we bring suitable examples.📎 Your last annual financial statementis helpful, if you have it.🔁 If the date doesn't work after all, just reply here with a new suggestion.11:52

Intro call confirmation

If your booking software can report new appointments to SmartChat, your client gets a confirmation on WhatsApp right away.

1 day before the workshop
Close-up of a calculator on financial documents with graphs and analysis papers.
👋 Hello Jürgen,📅 tomorrow at 9 am we're starting the costing workshop at your business.🧾 Please have the hourly rates and your material prices from the last quarter ready, ideally printed out.👥 Also bring your foreman and your bookkeeping along, because both know the real times on the construction site.☕ We bring the facilitation case and materials, you only need a quiet room with a table for five people.🕓 Around 3 pm we'll discuss the results and set the new prices. You'll then calculate your next quote with these values.17:00
View schedule

Reminder the day before

SmartChat takes the workshop date from your calendar and reminds your client the day before. That way all the figures are ready when you arrive.

This is how you collect contacts for your consultancy.

Your clients and prospects sign up themselves, through the QR code, a popup on your website or a link you share. They only get your newsletter once they have confirmed in WhatsApp.

  1. 1

    Your customer scans the QR code

    At the end of every talk, the QR code is big on the screen. Also print it on your business card and the folder with the materials. SmartChat creates it for your landing page.

    Appointments and checklists via WhatsApp
  2. 2

    Your customer enters first name and phone number

    A small window appears on your website, for example on the page about succession consulting. It needs nothing more than these two details.

    Real website popup from Vogt & Partner Beratung with photo on top, mobile view: heading Keine Angebote und News mehr verpassen, first name Andreas and phone number entered, button Eintragen
  3. 3

    Your customer confirms in WhatsApp

    Only his click on Confirm makes the sign-up valid. This double opt-in means: he agrees once in the window and once more in WhatsApp.

    👋 Hello Andreas,📈 here you get invitations to talks and workshops, free consultation appointments and our checklists for owners.✅ Do you want to receive these messages? Then click the button below: Confirm.🔒 You can unsubscribe at any time. Just write STOP.16:08
    Confirm
    Confirm16:08
  4. 4

    You have the proof

    SmartChat saves the date, time and route of every consent. You file the proof with your records as a PDF.

    Contact Andreas in SmartChat, mobile view: status Confirmed, sign-up history, consent confirmed in WhatsApp, and Download proof button

SmartChat AI answers questions from your interested people.

When an owner writes late in the evening and nobody in your office can be reached anymore, SmartChat AI replies for you, fully automatically. It answers with what it has learned from your website and your documents. If it has no source, it hands the chat over to you.

Inbox in SmartChat: SmartChat AI answers a customer's WhatsApp question for Vogt & Partner Beratung

  • Also after closing time

    If an owner asks late in the evening, they still get an answer right away.

  • In your contact's language

    SmartChat AI replies in the language your customer writes in. Clients with locations abroad understand the message right away.

  • You take over the conversation

    If SmartChat AI can't answer, the message is forwarded in the inbox to you and your colleagues.

Frequently asked questions about WhatsApp marketing for business consultants.

As a business consultant, am I allowed to write to my clients on WhatsApp?

Only contacts who have signed up themselves and confirmed in WhatsApp get messages from SmartChat. This also applies to business clients. SmartChat saves every consent as proof. Whether your approach is legally fine in your specific case, you clarify with your data protection officer or your lawyer.

Can I simply message the business cards I collect at trade fairs and talks?

No. A business card is not enough for a WhatsApp newsletter, because every contact has to confirm in WhatsApp themselves. So show your audience your QR codeat the end of your talk. Then they sign up themselves within a few seconds.

Is WhatsApp professional enough for managing directors?

Your message comes from your consultancy's number, with its name and profile picture. The contact signed up for it themselves and reads it right in WhatsApp. How formal the text sounds is up to you: SmartChat AI writes to fit your business, and you check every newsletter before sending.

How do I follow up on a quote via WhatsApp?

Give all contacts who haven't accepted your quote yet a tag, for example "Quote sent". Then you send this group a short follow-up. If a contact replies, you continue the conversation with them right in the inbox.

How do I invite people to my business breakfast via WhatsApp?

You send the invitation as a newsletter to all subscribers or just to a group, for example to contacts with the tag Trades. The confirmations arrive as replies in your inbox. SmartChat does not keep an attendee list, you maintain that as usual.

Do I have to write the texts for my consultancy myself?

No. You tell SmartChat AI the topic, for example your strategy day in December. SmartChat AI writes the newsletter from your website. You read it, change what you don't like, and send it with one click.

How does SmartChat AI know my services and daily rates?

SmartChat AI analyzes your website and the documentsyou upload to SmartChat, for example your service overview as a PDF. If your services change, you upload the new version. From then on, SmartChat AI answers with the new details.

What happens to my clients' confidential figures?

SmartChat AI answers with what it has learned from your website and the documents you upload yourself. So don't upload confidential documents from your clients, only texts that any prospect may read. SmartChat's app servers are located in Germany.

How do I take over a conversation from SmartChat AI?

You simply reply yourself in the inbox. If SmartChat AI can't answer, the message is forwarded there to you and your team. Once a person has answered a message, SmartChat AI writes nothing more about it.

Can my colleagues in my consultancy reply too?

Yes. All WhatsApp conversations of your consultancy are in one shared inbox. Free has 1 seat for your team, Starter 3, Basic 6 and Pro 12.

Can I use my consultancy's phone number?

Yes. You connect your own phone number to SmartChat and confirm it with the code from Meta, the company behind WhatsApp. You connect one number per account.

What does SmartChat cost for a business consultancy?

Free costs 0 € with no time limit and no credit card, and includes 100 messages, one time only. Starter costs 299 € per month with 3,000 messages, Basic 499 € with 6,000 and Pro 999 € with unlimited. Sending costs no credits. All prices plus VAT, more at Pricing.

What does Meta charge for my consultancy's WhatsApp messages?

Meta bills you directly for the fees for WhatsApp messages. For this, you set up a payment method in your Meta account. You only pay SmartChat for your plan. You can find the exact prices here.

How many automations are included for my consultancy?

Free and Starter have only the fixed automation for new contacts (confirmation and thank-you) as 1 automation. Basic has 3 automations, 1 of them this fixed one, so 2 of your own, and Pro has unlimited. An automation of your own sends automatically, for example the reminder the day before your workshop.

How does a contact unsubscribe from my WhatsApp newsletter?

Anyone who has confirmed your newsletter writes STOP in the chat with your consultancy. From then on, SmartChat sends them nothing and marks them as unsubscribed in your contacts.

WhatsApp marketing for your consultancy in 60 seconds.

SmartChat AI analyzes your website and builds your WhatsApp marketing system with landing page and QR code in 60 seconds. Free costs €0 and needs no credit card.

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