Professional services: 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
Hello, I am [Name] from [Firm]. You asked about [service]. To prepare an accurate proposal, may I ask about your business size, your current filings and when you need us to start?
WhatsApp message templates
Please find our proposal for GST compliance
Your engagement letter is ready to sign
Please share your sales data for GSTR-3B by the 8th
Your retainer invoice for this month is attached
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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