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WhatsApp marketing for energy consultants.

With SmartChat you send your customers on WhatsApp what their house needs right now: free appointments for thermal imaging, a note about a new energy certificate, or the invitation to an info evening about replacing the heating.

Example of a WhatsApp newsletter from an energy consultancy

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

image

A calm photo suits planning. SmartChat takes it from your website, or you upload your own, for example a thermal image.

👋 Hello Gabriele, 🗺️ you want to modernize your house but don't know where to start? 🏠 An individual renovation roadmap shows you the order, step by step over the next few years. That way roof, windows and heating fit together later. 🔎 During an on-site appointment we take a close look at the facade, basement and attic. 📊 In the conversation afterwards you'll learn which measure comes first and what costs to expect. 💶 There are often government grantsfor the consultation. We'll clarify beforehand whether that applies to you. 📅 For the spring we're taking requests now, and we plan the first site visits from March.
17:15

Text

SmartChat AI writes it from your website and your services. Date and benefit are in bold.

Request a roadmap

button

One click opens your request for the renovation roadmap. Your contact doesn't have to look up a phone number.

SmartChat sends these messages automatically.

The thank-you after sign-up runs automatically in every plan. The reminder before the site visit and the note that your report is ready are available from Basic. Both run automatically, without you having to take care of anything.

As soon as a contact confirms
A contemporary suburban home with red brick and white facade in a sunny neighborhood setting.
🏡 Thanks, your sign-up is confirmed.🔎 We are independent energy consultants for single- and two-family houses in the region and know the typical construction years here.📄 From us you'll hear about new funding programs, free appointments for thermal images and our info evenings.💬 We answer questions about your building right here in the chat, also in the evening and on weekends.🤝 We're happy to accompany your renovation, from the first walkthrough through the funding application to the acceptance of the finished work.18:41
View services

Thank-you after sign-up

Whoever signs up gets a thank-you message right after confirming. It tells them what you will keep them informed about.

2 days before the appointment
From above of eyeglasses near pen on plan placed on wooden table in apartment in soft daylight
👋 Hello Martin,📅 on On Tuesday at 9 am we'll come for the site visit at your house.🗂️ Please have your floor plans and heating cost statements of the last three years ready, ideally in a folder.📄 If you have an old energy certificate or invoices from earlier renovations, feel free to bring them along.🔑 We need access to the basement, boiler room and attic, including the heating system's nameplate.⏱️ Allow about two hours on site, afterwards we'll briefly go over the next steps and the schedule for your report.09:00
Open checklist

Reminder before the site visit

SmartChat analyzes your calendar and reminds your customer two days before the appointment. They have the documents ready, and you lose no time on site.

As soon as your office software reports the report
Tidy office desk with binders, papers, and stationery, ideal for business or education themes.
👋 Hello Christine,✅ your Renovation roadmap is ready.📘 In it you'll find all the measures for your house, in a sensible order and with a rough cost estimate for each step.💬 In the final meeting we'll go through the plan together, at your home or by video. Feel free to bring your questions and wishes.📅 Pick a suitable time now, in the morning or late afternoon.🖨️ We'll bring the printed folder to the meeting, and you'll get the digital version beforehand.14:22
Choose a meeting time

Your report is ready

If your office software can report finished reports to SmartChat, your customer hears about it right away and picks a time for the final meeting.

This is how homeowners sign up with you.

Your customers sign up themselves: via the QR code in your report, on your website or via a link. You only send your newsletter once your customer has confirmed in WhatsApp.

  1. 1

    Your customer scans the code in the report

    It's on the last page of your report or on the slide at the info evening. SmartChat creates it to match your landing page.

    Funding news via WhatsApp
  2. 2

    Your customer enters first name and phone number

    The small window asks for nothing more. Two fields, and your customer is done.

    Real sign-up popup on the landing page of Energieberatung Weller, mobile view: heading Never miss offers and news again, first name Peter and phone number entered, button Sign up
  3. 3

    Your customer clicks Confirm

    With this click, your customer agrees for themselves in WhatsApp. Experts call this double opt-in.

    👋 Hello Peter,🏡 here you get new funding programs, free appointments for thermal images and invitations to our info evenings.✅ Do you want to receive these messages? Then click the button below: Confirm.🔒 You can unsubscribe at any time. Just write STOP.18:40
    Confirm
    Confirm18:40
  4. 4

    You have the proof

    SmartChat stores the date, time and way of consent for you. You can file the proof with the customer file as a PDF.

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

SmartChat AI also answers after hours.

When a customer writes after hours and nobody in your office can be reached anymore, SmartChat AI replies fully automatically for you. She answers with the knowledge she has learned from your website and your documents. If she has no source, she hands it over to you.

Inbox in SmartChat: SmartChat AI answers the WhatsApp question of a customer of Energieberatung Weller

  • Even in the evening

    Many homeowners only write after work. SmartChat AI answers them right away.

  • From your documents

    SmartChat AI knows your website and everything you upload, for example your service list or the process of a consultation.

  • Difficult questions go to you

    If SmartChat AI has no answer, the question stays in the inbox. You or your office then answer it yourselves.

Frequently asked questions about WhatsApp marketing for energy consultants.

As an energy consultant, can I write to homeowners on WhatsApp?

Yes, once they have agreed. Every contact signs up themselves, via the QR code in your report, your website or a link, and then confirms once in WhatsApp. SmartChat records proof of when that happened.

How do homeowners get onto the WhatsApp list of my energy consultancy?

Through your landing page, which SmartChat builds for you. You print the QR code for it in the consulting report or on your business card, or show it at the info evening. On your website, a small window invites visitors to sign up.

Does SmartChat create energy certificates or renovation roadmaps?

No. You keep creating calculations, certificates and roadmaps with your specialist software. SmartChat makes sure your customers hear from you on WhatsApp, for example when their report is ready.

Does SmartChat AI also answer questions about funding?

SmartChat AI only answers with what is on your website and in the documents you uploaded. A binding statement about which funding a house will get is something you make yourself in conversation. If SmartChat AI doesn't know something, the question stays in the inbox for you.

Can I write to customers I advised years ago?

You can import contacts from a file; at first they are unconfirmed. They only get newsletters after confirmation: either they confirm by clicking the confirmation message, or you prove how and where you collected them. You can also invite former customers with the QR code in your next letter or on your website.

Does SmartChat remind my customers of the on-site appointment?

Yes, with an automation. If you connect your calendar via iCal link, SmartChat analyzes your appointments and sends your customer a reminder beforehand, for example with the list of documents for the site visit.

Do I have to write the WhatsApp messages for my energy consultancy myself?

No. You tell SmartChat AI the topic, for example the new dates for thermal imaging. SmartChat AI writes the newsletter for it to fit your business. You read it through and send it with one click.

How does SmartChat AI know my services and prices?

SmartChat AI analyzes your website and everything you upload to SmartChat, for example your price list as a PDF (Knowledge & documents). If something changes, you upload the new version, and SmartChat AI answers with it from then on.

Can my office help out in the WhatsApp inbox?

Yes. All conversations are in one shared inbox, and your colleagues reply there too. Free offers 1 seat on the team, Starter 3, Basic 6 and Pro 12.

Do I need a second phone number for my energy consultancy?

No. You connect your existing number to SmartChat and confirm it with a code from Meta, the company behind WhatsApp. You connect one number per account.

What does WhatsApp marketing cost for energy consultants?

Free costs €0, with no time limit and no credit card, with 100 messages once. Starter costs €299 per month with 3,000 messages, Basic €499 with 6,000 messages and Pro €999 with no limit. You pay no credits for sending. All prices plus VAT, more at Pricing.

As an energy consultant, do I pay Meta anything extra?

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

How many automations does my energy consultancy get?

Free and Starter include only the fixed automation for new contacts (confirmation and thank-you). Basic has 3 automations, 1 of them this fixed one, so 2 of your own. Pro has unlimited. A custom automation runs on its own, for example the reminder before the site visit.

How quickly is my energy consultancy ready to go with SmartChat?

You give SmartChat AI the address of your website. In 60 seconds, your WhatsApp marketing system with landing page and QR code is ready. Then you connect your number and send your first newsletter.

How does a homeowner unsubscribe from my WhatsApp messages?

They write STOP into the chat with your energy consultancy. SmartChat then sends them nothing more and marks them as unsubscribed in your contact list.

WhatsApp marketing for your energy consultancy in 60 seconds.

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

Start now