WhatsApp Business Setup Checklist
In Sri Lanka, WhatsApp is your most important sales channel. Use this checklist to ensure your profile looks professional, answers questions automatically, and closes sales faster.
1. The Business Profile
- Use your high-resolution business logo as the profile picture.
- Set your exact business name (Do not use personal names for the business account).
- Add your exact location with a Google Maps pin.
- Set your operating hours accurately so customers know when to expect a reply.
- Include a link to your website and your email address.
2. The Digital Catalog
- Add your top 5-10 best-selling products or services to the WhatsApp Catalog.
- Include high-quality images for each item.
- Add clear pricing in LKR.
- Write a short, persuasive description for each item.
- Include a link to the specific product page on your website (if you have one).
3. Automated Messaging
- Set up a "Greeting Message" that sends automatically when a new customer messages you (e.g., "Welcome to SafeNet! How can we help you today?").
- Set up an "Away Message" for outside operating hours (e.g., "Thanks for reaching out! We are currently closed, but we will reply first thing tomorrow at 9 AM.").
4. Quick Replies (Time Savers)
- Create a quick reply for your Bank Account Details (e.g., /bank).
- Create a quick reply for your Delivery Rates and Times (e.g., /delivery).
- Create a quick reply for your Return Policy (e.g., /returns).
5. Advanced Readiness (Optional but Recommended)
- Create Labels to organize chats (e.g., "New Customer", "Pending Payment", "Order Complete").
- Add a WhatsApp "Click-to-Chat" link to your Instagram bio and Facebook Page.
- Consider upgrading to the WhatsApp Business API for AI Chatbots if you receive more than 50 messages a day.
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