WRITING
Notes on measuring WhatsApp sales.
Short pieces on the things managers ask us. Nothing here needs you to buy anything.
FOLLOW-UP6 min read
A morning WhatsApp brief for each rep, from their own chats
Managers get the morning digest; reps get nothing. How to give each rep a daily list of the WhatsApp customers waiting on them, built from company numbers.
Read →CONDUCT7 min read
Delete for everyone: the customer already saw it
A rep used Delete for everyone on a company phone. What WhatsApp removes, what the customer has already seen, and what a manager can and cannot get back.
Read →MANAGEMENT9 min read
How to see what your sales team does in WhatsApp Business
Your reps sell from the WhatsApp Business app on company phones. The 4 questions you need answered, 3 ways to answer them and the rule that keeps it fair.
Read →MECHANICS9 min read
Can you search all your reps' WhatsApp chats at once?
Your reps sell on the WhatsApp Business app on company phones. Why 1 question becomes 12 searches, and what a single search across every number finds.
Read →MANAGEMENT9 min read
How to coach sales reps from real WhatsApp conversations
Your reps sell on the WhatsApp Business app on company phones. How to pick chats to coach from by numbers, a weekly routine, and the rules that keep it fair.
Read →CONDUCT9 min read
What did your rep promise the customer on WhatsApp?
Reps promise discounts, delivery dates and free extras in the WhatsApp Business app on company phones. How to find a promise later and catch it while it is due.
Read →CALLS9 min read
Missed WhatsApp calls: who calls the customer back?
A missed WhatsApp call on a company phone sits in 1 Calls tab nobody else sees. How to know which customers rang and never heard back, and what to do on Monday.
Read →REPORTING7 min read
WhatsApp daily sales report: the one reps never write
A daily sales report for teams selling on the WhatsApp Business app, built each morning from your company numbers instead of a form reps fill in at 6pm.
Read →RESPONSIVENESS7 min read
Are my reps replying on WhatsApp? How to know
Your reps sell from the WhatsApp Business app on company phones. The 3 numbers that say whether customers get answered, and 3 ways to get them for each rep.
Read →RESPONSIVENESS3 min read
How do you measure a WhatsApp response SLA?
Measuring a WhatsApp reply SLA for a sales team: attainment instead of averages, waits that never got a reply, working hours, and one customer across numbers.
Read →FOLLOW-UP3 min read
How to track sales follow-ups on WhatsApp
The 4 WhatsApp sales follow-ups that slip on company phones: a customer waiting, a promise made, a deal gone quiet, a missed call, and how to see each one.
Read →BUYING4 min read
Shared inbox or archive? They are not the same thing
Three different things get sold as a WhatsApp archive, and only one of them is a record. How to tell which you are being shown before you buy it.
Read →MEASUREMENT4 min read
How many customers did your team contact this week?
Your CRM answers a different question: how many contacts a rep chose to log. Counting conversations that actually happened needs a record nobody types.
Read →RESPONSIVENESS6 min read
Which unanswered WhatsApp message should you read first?
Oldest-first gets your WhatsApp queue wrong. What makes a customer message urgent, what looks answered but is not, and how to work the queue on Monday.
Read →CONDUCT5 min read
Is it legal to monitor employee WhatsApp in the US?
On a company-owned number the question is not wiretapping, it is notice. What federal law asks of you, and the four state statutes that add a writing.
Read →BUYING5 min read
Compliance archiving without the enterprise contract
Enterprise messaging governance platforms are sold by demo and annual contract. Here is what a small sales team can get instead, and what it does not cover.
Read →MECHANICS5 min read
Does syncing WhatsApp to your CRM create a record?
A CRM sync records what your reps chose to sync from a browser session. An archive records what happened on the number. The difference matters in a dispute.
Read →MEASUREMENT3 min read
WhatsApp sales tracking: 6 things to track, 3 to ignore
WhatsApp sales tracking for a team on the WhatsApp Business app: the 6 numbers worth a manager's Monday, the 3 that only look like tracking, and why.
Read →CALLS4 min read
How to track WhatsApp calls on company phones
The 3 ways to track WhatsApp calls on a sales team's company phones, what each records, why recording is the wrong default, and what a call log can tell you.
Read →CONDUCT4 min read
Can your employer see your deleted WhatsApp messages?
No on a personal phone. On a company-owned number linked to an archive, yes: the original is kept from delivery and the deletion is logged as an event with it.
Read →CONDUCT4 min read
Which WhatsApp monitoring software is legal for a business?
Most tools ranking for this term are stalkerware built for a phone you do not own. The line that matters is whose device it is and who was told.
Read →CONTINUITY3 min read
The WhatsApp handover when a rep resigns
What leaves with a departing rep on a personal number, what stays on a company-owned one, and the checklist to run before anyone hands in their notice.
Read →MEASUREMENT4 min read
How do you know if your sales team is replying?
Three ways to answer it: what a company phone shows you, what a rep reports about their own week, and what an archive of your numbers can prove.
Read →BUYING3 min read
What to ask a WhatsApp vendor about retention
5 questions that separate an archive from a rolling window: who sets retention, what happens at the limit, audit length, editability, and what you can export.
Read →RESPONSIVENESS3 min read
How fast should you reply on WhatsApp?
There is no honest published benchmark for WhatsApp reply speed yet. How to set your own standard from your median, your business hours and your worst case.
Read →FAIRNESS4 min read
The access log nobody can edit
Every manager view of the archive is written to a log before any data is returned, and no one can edit a row or switch it off. That decides the rollout.
Read →MEASUREMENT2 min read
The four numbers to measure first
Most WhatsApp sales teams start by measuring message volume, which is the one number that moves when people type more rather than when they sell more.
Read →MECHANICS3 min read
Seeing your team's WhatsApp without the Business API
How linking a company-owned number as a companion device gives a manager a view of the WhatsApp Business app from the moment it links, with no API migration.
Read →CONDUCT1 min read
What a deleted message actually costs you
Deleting a WhatsApp message removes it from two phones. Everything a manager would have needed it for happens afterwards, which is the whole problem.
Read →
Find out what happened last week.
Fifteen minutes, your own numbers, no slides. If you don't see something that surprises you, we'll say so.
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