How to close sales on WhatsApp: the 5 steps of customer service that closes deals
To close sales on WhatsApp, follow five steps, in this order: reply in minutes, not hours; have your price answer ready and written down; ask one thing before quoting; set the next step with a date and time; and follow up with people who went quiet, three times with space between them. Each step only starts once the previous one has become routine, and each one comes with what to do today, using the WhatsApp you already have.
About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 99 a month, with no lock-in. Create my agent
Connect your WhatsApp and the AI learns from your conversations: prices, hours and the way you answer.
Connect my WhatsApp You review and approve before the AI answers anyone.Summary in 5 facts
- Each step only starts once the previous one has become routine, and each one comes with what to do today, using the WhatsApp you already have.
- Connect your WhatsApp and the AI learns from your conversations: prices, hours and the way you answer.
- The order matters because each step depends on the one before: the steps look independent and they aren't.
- Following up with people who went quiet doesn't help while you take three hours to answer the first message: you just show up late twice.
- The method works by hand, with the app you already use.
In numbers
| Number | What it means |
|---|---|
| 24 hours | It's also exactly the behavior a CertuAI agent carries out on its own, 24 hours a day. |
Why does the order matter?
The order matters because each step depends on the one before: the steps look independent and they aren't. Following up with people who went quiet doesn't help while you take three hours to answer the first message: you just show up late twice.
Do I need any tool?
No. The method works by hand, with the app you already use. It's also exactly the behavior a CertuAI agent carries out on its own, 24 hours a day.
Frequently asked questions
- How long does it take to see a difference?
- Step 1 changes the conversation the same day. The other four take a few weeks to become habits.
- Can I skip to step 5?
- You can, but it doesn't work. Without step 1 done, following up with people who went quiet just repeats the delay.
In short
To close sales on WhatsApp, follow five steps, in this order: reply in minutes, not hours; have your price answer ready and written down; ask one thing before quoting; set the next step with a date and time; and follow up with people who went quiet, three times with space between them.
About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 99 a month, with no lock-in. Create my agent
