WhatsApp CRM Integration Onboarding Form Country
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🧑💻 Current Tech Stack Please tick every platform or tool your business already uses—website CMS, e-commerce plug-ins, CRM, automation apps, and so on. The more accurate this snapshot, the faster we can stitch everything together for you.
E-commerce / booking plug-ins in use
🤝Customer-Engagement Workflow
Quickly sketch your day-to-day follow-up routine—manual replies, semi-automated touch-points or full automation—and give us rough daily volumes. This helps us size the ideal workflow and avoid bottlenecks from day one.
How do you currently engage prospects & customers?
Biggest pain-point in your follow-up process
💬 WhatsApp & Meta Setup
Tell us the state of your WhatsApp Business setup, approval status, current BSP, phone numbers, and Meta Business verification—so we can connect Zeta Engage without any snags.
WhatsApp Business Account (WABA) already approved?
Current WhatsApp Business BSP (provider) - if any
Facebook Business Manager Verification status
Tell us more about this Phone Number
Expected monthly WhatsApp message volume
- Select - < 1 000 1 – 10 k 10 – 50 k 50 – 100 k 100 k +
📝 Content & Chatbot Inputs
Feed us the raw ingredients - your FAQs, product links, opening hours and preferred tone—so we can script a chatbot that sounds like your best-trained team-mate from day one.
Top 5 FAQs you get from new leads
Preferred chatbot tone of voice (you can choose 1~3 options)
🛠️ Resources & Support
Tell us who’s available on your side, when you hope to go live, and if you have any special notes, so we can match the right expertise or take the reins entirely if you’d prefer a hands-off rollout.
Do you have internal staff to help with implementation?
Anything else we should know?
🧲Lead Capture This section examines how your business captures new leads and how you track their information . Understanding your lead sources and storage methods will highlight the top of your sales funnel and any gaps in your lead capture process.
How do you currently capture leads? (Select all that apply) Identify the channels or methods through which you typically obtain new business leads.
Do you use a CRM to manage leads? (Select one) A CRM can streamline lead management. Indicate whether you currently use a CRM platform to organise and follow up with leads.
If Other, which CRM do you use?
How do you qualify leads before follow-up? (Select all that apply) Lead qualification is the process of determining which leads are most likely to convert. Identify any criteria you use to decide if a lead is worth immediate follow-up.
You select other, please specify in detail.
Do you segment your leads based on their stage in the customer journey? (Select one) Segmenting leads means categorising them (for example, new prospects vs. returning client). This helps tailor your follow-up strategy for each group.
If yes, how do you categorise them? (Select all that apply) If you segment leads, select the labels you use to group them. These categories illustrate how you differentiate your communication approach.
You chose 'Other'. Please specify in detail.
✉️Email Follow-Ups Email is a primary channel for nurturing leads. This section looks at how you follow up with leads via email – including the frequency of emails, the types of content you send, personalisation tactics, and the tools you use.
Do you send email follow-ups to leads? (Select one) This determines if you have any email outreach process for new leads.
If yes, how often do you send follow-ups? (Select the usual timing) Indicate the typical timing of your follow-up emails after a lead comes in. This shows how quickly and persistently you reach out.
You chose 'Other'. Please specify.
If yes, what type of emails do you send? (Select all that apply) Identify the kinds of follow-up or marketing emails you typically send to leads. This highlights your email content strategy.
You chose 'Other'. Please specify.
If yes, how do you personalise follow-up emails? (Select all that apply) Personalisation can improve email engagement. Indicate any ways you tailor emails to individual leads.
Do you use A/B testing for email follow-ups? (Select one) A/B testing means sending variations of an email to see which performs better (like different subject lines or content). This question checks if you experiment to optimise your emails.
What platform do you use to send emails? (Select all that apply) This identifies the tools you rely on for sending out emails, which can impact your ability to automate and track performance.
You chose 'Other'. Please specify in detail.
Do you track email open and response rates? (Select one) Tracking metrics like open rates and reply rates helps you measure the effectiveness of your email follow-ups.
💬 WhatsApp Follow-Ups Messaging apps like WhatsApp can provide quick, personal follow-up with leads. This section covers whether you use WhatsApp for follow-ups and how you manage timing, content, and personalisation in your messages.
Do you use WhatsApp for lead follow-ups? (Select one) Some businesses use WhatsApp to reach leads. Indicate if WhatsApp is part of your follow-up communication channels.
If yes, how do you send messages on WhatsApp? (Select all that apply) This question uncovers your approach to sending WhatsApp messages, whether manually crafting each message or using automation tools.
You chose 'Other' (Please specify in detail).
If yes, how quickly do you follow up via WhatsApp? (Select the typical timing) Speed of follow-up can influence lead engagement. Choose the option that best describes how soon you message new leads on WhatsApp.
You chose 'Other'. Please specify in detail.
If yes, what types of WhatsApp messages do you send? (Select all that apply) Identify the nature of messages you send via WhatsApp to leads, which shows how you engage them on this platform.
You selected 'Other'. Please specify in detail.
Do you use templates or personalised messages on WhatsApp? (Select one) Templates can save time, while personalised messages can increase engagement. Indicate your style of messaging on WhatsApp.
Do you track WhatsApp message response rates? (Select one) Tracking response rates on WhatsApp helps gauge the effectiveness of your messages (for instance, do leads reply or click links you send).
CRM & Automation Usage Automation and CRM integration can greatly improve follow-up efficiency. This section explores your use of automated follow-up systems and CRM tools , including what you automate, triggers for automation, and how well these systems work together.
Do you use automation for lead follow-ups? (Select one) Automation refers to any system that sends messages or performs follow-up actions without manual effort each time. Indicate if you have such systems in place.
If yes, what types of automation do you use? (Select all that apply) List the automated actions or sequences you use to engage or manage leads.
You chose 'Other'. Please specify in detail.
If yes, what actions trigger your automated follow-ups? (Select all that apply) Specify the events that cause your automation to initiate a follow-up. Triggers ensure timely responses based on lead behavior or time lapsed.
You chose "Other". Please specify in detail.
If yes, how do you measure the effectiveness of automated follow-ups? (Select all that apply) Tracking performance is important for improving automation. Indicate which metrics or feedback methods you use to evaluate automated follow-ups.
Do you integrate your automation with your CRM? (Select one) Integration means your automation tools (email software, messaging platform, etc.) connect with your CRM so data flows between them. Indicate if your systems are linked.
If yes, how seamless is your automation integration? (Select the best description) Describe how well your automated follow-up tools work with your CRM. This shows if your process is fully hands-free or needs manual oversight.
🤖Automation Preferences This final section gathers your preferences and goals regarding implementing or improving an automated remarketing and follow-up system. It will help determine the next steps and recommendations to enhance your process.
Would you like to implement an automated remarketing system? (Select one) Remarketing involves re-engaging leads or past customers (often through targeted messages or ads). Indicate your level of interest or readiness for a more automated approach.
Would you like to include utility messages as part of your automation setup?
What communication channels would you prefer for automated follow-ups? (Select all that apply) Choose the channels through which you’d be comfortable automating follow-up communications. This highlights where you see the most value or ease in automation.
You chose 'Other'. Please specify in detail.
What is your main goal for implementing automation? (Select all that apply) Clarify the primary outcomes you hope to achieve with an automated follow-up/remarketing system. This will guide the focus of any improvements.
You chose "Other". Please specify in detail.
Would you like a review of your current automation setup with recommendations? (Select one) If you're open to expert feedback, indicate whether you want a review of your existing follow-up and remarketing setup. This could help identify gaps and suggest enhancements.
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