Implementation BlueprintExecution layer

Andy WhatsApp Lead Capture Retainer (5-7 days)

A productized retainer that connects Andy to a client's WhatsApp number and Instagram professional account, qualifies inbound leads, and books appointments through Google Calendar so the client captures inquiries outside business hours. Time: 5-7 days.

By InnovaAI ResearchPublished

AI Chatbots

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Blueprint

Andy WhatsApp Lead Capture Retainer (5-7 days)

A productized retainer that connects Andy to a client's WhatsApp number and Instagram professional account, qualifies inbound leads, and books appointments through Google Calendar so the client captures inquiries outside business hours.

Prerequisites
  • Client's WhatsApp Business number available for QR code pairing or Meta API connection
  • Instagram professional account credentials if DM automation is in scope
  • Google Calendar access for the calendar that should receive booked appointments
  • A written FAQ and service list from the client to seed Andy's knowledge base
  • Slack workspace or a monitored email address for lead and appointment alerts
Execution Timeline
  • 1.Pair Andy to the client's WhatsApp number via QR code, or start the official Meta API connection if the client needs higher throughput
  • 2.Link the Instagram professional account so direct messages route into the same agent
  • 3.Upload the client's website and business information to build the knowledge base
  • 1.Define lead qualification questions Andy should ask before recommending a product or service
  • 2.Load the product and service catalog with prices so Andy can recommend accurately
  • 3.Set the escalation rule for when Andy hands a conversation to a human
  • 1.Connect Google Calendar and map appointment types to the correct calendar and slot length
  • 2.Configure Slack or email notifications so the client's team is alerted the moment a lead or booking arrives
  • 3.Set contact capture fields (name, phone, intent) that Andy writes into the contact record
  • 1.Run end-to-end test conversations on WhatsApp covering inquiry, qualification, product recommendation, and booking
  • 2.Repeat the same test on Instagram DM and the web widget to confirm channel parity
  • 3.Fix any knowledge base gaps surfaced by the test transcripts
  • 1.Train client staff on the chat inbox, escalation handoff, and how to read the conversation log
  • 2.Hand over the monthly response-quality report template
  • 3.Go live on the primary channel and monitor the first live conversations
  • 1.Review day-one live transcripts for misqualified leads or wrong answers
  • 2.Tighten qualification wording and add any missing FAQ entries
  • 3.Confirm appointment bookings landed on the correct Google Calendar
  • 1.Deliver the first weekly performance summary (conversations handled, leads captured, appointments booked)
  • 2.Agree the monthly review cadence and the escalation contact for urgent issues
  • 3.Move the client onto the ongoing retainer scope
Andy Pro at $19/month covers 3 agents, 3 seats, 2,000 messages per month, and multi-channel operation, which suits most single-location clients. Andy Pro Max at $49/month raises this to up to 7 agents, 10 seats, and 7,500 messages per month for clients running high WhatsApp volume. A 14-day free trial lets the agency validate the flow before the first invoice.5-7 days
ROI Logic

The tool cost is $19 to $49 per month depending on message volume and seat count, while the productized retainer is billed at $300/mo for setup plus ongoing management. That leaves the agency roughly $250 or more per client per month after tool fees, and the 8h setup plus 2h/mo effort keeps delivery inside a small margin of the retainer. Margin improves as the agency stacks multiple clients on the same playbook because the configuration pattern repeats.

Deliverables
  • Live Andy agent connected to the client's WhatsApp number and Instagram professional account
  • Qualification and product-recommendation script loaded into Andy's knowledge base
  • Google Calendar booking configuration with confirmed appointment types and slot lengths
  • Slack or email alert routing for new leads and appointments
  • Monthly conversation review and response-quality report
Definition of Done

The client's Andy agent answers a live WhatsApp inquiry, qualifies the lead, and books a Google Calendar appointment without human intervention, with the alert landing in the client's Slack or inbox.

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