WhatsApp templates · Lead follow-up & sales
7 free lead follow-up & sales templates for WhatsApp
Fast follow-up wins deals. Replying to an enquiry the customer just sent can use a utility template; promotional follow-ups are marketing.
ChatGPT
Claude
PerplexityCopy and adapt
Lead follow-up & sales templates
Highlighted words are variables — they're filled in for each customer when you send.
Enquiry received
UtilityHi {{customer_name}}, thanks for your enquiry about {{product_name}}. {{agent_name}} from our team will message you shortly.
Brochure sharing
MarketingHi {{customer_name}}, here is the brochure for {{project_name}} as requested. Would you like to schedule a visit?
Tip: Attach the brochure PDF as a document header.
Demo confirmed
UtilityHi {{customer_name}}, your demo with {{agent_name}} is confirmed for {{demo_date}} at {{demo_time}}. The meeting link is below.
Follow-up after demo
MarketingHi {{customer_name}}, thanks for your time today. Shall I share a proposal for {{business_name}}?
Proposal sent
UtilityHi {{customer_name}}, as discussed, our proposal {{proposal_number}} is attached. Let me know if you'd like any changes.
Cold lead re-engagement
MarketingHi {{customer_name}}, you asked about {{product_name}} a few weeks ago. Is it still something you're looking for?
Course enquiry
MarketingHi {{student_name}}, thanks for your interest in {{course_name}}. The next batch starts on {{start_date}}. Want the fee details?
Tips
Get better results
Tip 1
Leads from Click-to-WhatsApp ads open a 72-hour free window once you reply — answer fast with free-form messages.
Tip 2
Use buttons to qualify: a bot can tag 'Yes' replies as hot leads and assign them to a rep.
Tip 3
Track stages (New → Qualified → Won) with a List custom field.
How to use these templates
From copy to approved in 3 steps
1
Copy and adapt
Click “Copy text”, change the wording to your brand and keep the {{variables}} you need.
2
Submit to Meta
In Lead Pattern go to Templates → new template, pick the category, paste the text, add sample values and submit.
3
Send automatically
Once approved, use it in broadcasts, bots, chats or triggers from Shopify, WooCommerce and SAP Business One.
Send them automatically
Lead Pattern sends approved templates from broadcasts, bots and integrations. See WhatsApp CRM.
Lead follow-up & sales templates FAQ
Do I need a template to reply to a new enquiry?+
No — if the customer messaged you in the last 24 hours, you can reply freely. Templates are needed to start or restart a conversation.
Can I see which ad brought a lead?+
Yes. Lead Pattern tags leads from Click-to-WhatsApp ads to their ad, and Ads Insights shows cost per WhatsApp lead.
Do I need the WhatsApp Business API to send templates?+
Yes. Templates are part of the official WhatsApp Business API. Lead Pattern sets up the API for free and lets you create, submit and send templates from one place.
More template categories
Order updates
Confirmations, changes and cancellations
See templates →Payment reminders
Due dates, overdue invoices, receipts
See templates →Shipping & delivery
Dispatch, tracking, delivered
See templates →Appointments & bookings
Confirmations, reminders, reschedules
See templates →OTP & verification
One-time passwords and login codes
See templates →Offers & promotions
Sales, launches, discounts
See templates →Abandoned cart
Bring shoppers back to checkout
See templates →Feedback & reviews
Ratings, surveys, review requests
See templates →SAP & B2B dealer updates
Invoices, sales orders, dealer alerts
See templates →Welcome & onboarding
Sign-ups, opt-ins, account updates
See templates →Festival greetings
Diwali, Holi, New Year and more
See templates →
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