Finance Quote Follow-up on WhatsApp
Automate follow-up on quotes sent to potential clients to increase conversions.

The Challenge
Many quotes are sent but not all turn into contracts. Manual follow-up requires time.
How It Works on WhatsApp
- Automatic Sending
- After sending the quote, schedule a follow-up message.
- Interest Check
- Ask for feedback and respond to any doubts or questions.
- Escalation
- If the client is interested, connect with a consultant to close.
- Nurturing
- If not ready, maintain contact for future opportunities.
Example Conversation
Business Impact
Customization Options
Adapt this solution to your process:
- Custom timing
- Multi-step sequence
- Expiring offers
- Alternative comparison
- Objection FAQs
- Call booking
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What your customer actually receives
Every automation you build lands as a normal WhatsApp conversation. This is the same journey, seen from the other side of the screen.
Your customer’s WhatsApp
Spoki · WhatsApp Business API
- 1Discovery
Hi Sara! Thanks for your interest — want me to show you the options that fit you best?
09:41
Triggered by an ad click, a form or a QR code. No app to install.
- 2Consideration
Here are the three most popular choices. Tap one and I’ll send you the details.
09:43
The AI agent answers questions in real time and hands over to a human on request.
- 3Decision
Your cart is saved. Complete the order here — payment happens inside the chat.
13:07
Checkout and payment without leaving the conversation.
- 4Retention
Your order shipped. Track it here — and let me know how it goes.
18:20
Shipping updates, feedback requests and reorders on the same thread.
One thread, start to finish. Your customer never repeats themselves and never loses the history.
Where this plays out
E-commerce teams use Spoki to recover carts, confirm orders and sell straight inside the chat.
