Use cases / Schedule annual reviews
Annual reviews without playing phone tag
The situation
It's January and your calendar for annual reviews is half empty. You pick up the phone, reach three out of ten clients, and the rest promise a callback that never comes. Yet you know exactly how this goes: clients who talk to you once a year stay - clients who don't hear from you for years eventually cancel through a comparison site.
How SmartChat solves it
With SmartChat, you invite your entire book of clients to their annual review via WhatsApp - personally, with their first name and two specific time slots. With a 98% open rate, the invitation doesn't land in spam, it lands on their lock screen. You enter confirmations into your directly connected Google Calendar, and the reminder before the appointment goes out on its own.
Set up in 3 steps
- 1
Connect your client base: your clients confirm once via double opt-in - after that you can reach them in a fully GDPR-compliant way, with unlimited contacts.
- 2
Send the invitation: write a template with the client's first name and two suggested times - SmartChat sends it to everyone whose annual review is due.
- 3
Lock in the appointment: confirmations go into your directly connected Google Calendar, and SmartChat handles the reminder before the meeting.
Best suited for
Womit du das umsetzt
FAQs
My clients are used to phone calls - does WhatsApp even work for them?
It works precisely because hardly anyone picks up the phone anymore: the message waits on their phone until your client has time, and gets read with a 98% open rate. Replies often come in the evening - exactly when your client finally has a quiet moment.
Am I allowed to just message my client base on WhatsApp?
Your clients sign up themselves once and confirm via double opt-in - so everything is documented for GDPR compliance. After that, you can invite them to their review year after year.
How do I keep track of who already has an appointment?
Booked reviews sit in your directly connected Google Calendar, and SmartChat reminds your clients before the appointment - so no-shows become noticeably rarer.
What does this cost me per client?
SmartChat starts at 299 euros a month with unlimited contacts. Meta bills the actual WhatsApp fees directly to you - SmartChat adds no markup.
Start for free today
Enter your website - your WhatsApp marketing is live in under 60 seconds.
Start for free