Financial advisory: call script and WhatsApp templates

Copy, then replace the words in [brackets] with your own details. Keep WhatsApp messages short and only message people who have agreed to hear from you.

Opening call script

Introduce yourself with your registration details and ask about the client's goals, time horizon and comfort with risk. Explain what documents KYC needs, remind that investments are subject to market risk, and fix a follow-up date.

WhatsApp message templates

KYC checklist
Welcome and next steps
SIP mandate reminder
Review meeting invite
Market-risk disclaimer footer

Messages sent on the WhatsApp Business API outside a 24-hour chat need a template approved by Meta. Treat these as drafts to submit, not pre-approved templates.

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