
May 8, 2025
How to structure a sales funnel on WhatsApp?
Increase conversions and optimize the customer journey.

May 8, 2025
How to structure a sales funnel on WhatsApp?
Increase conversions and optimize the customer journey.

May 8, 2025
How to structure a sales funnel on WhatsApp?
Increase conversions and optimize the customer journey.
With over 2 billion active users, WhatsApp is now a fundamental tool in business communication and essential for connecting customers and companies, especially when the purpose is to enhance the organization's commercial results.
However, for this to happen, it's necessary to use the platform strategically and to structure a well-defined sales funnel to capture leads, nurture relationships, and close deals.
From the moment the consumer becomes aware of the brand to the completion of an order, the audience needs to be guided and observed so that the purchasing experience is the best it can be, and at this point, WhatsApp proves to be a great and efficient ally, creating and maintaining an open channel for valuable interactions and generating new business.
Read also: Conversations via corporate WhatsApp are worth gold, and you didn't even know it!

In this article, we will explore the necessary steps for implementing a sales funnel through the app and present best practices to ensure fluidity and efficiency in operations. Stay tuned!
The 4 phases of the sales funnel through WhatsApp
To start the process of implementing the sales funnel strategy on WhatsApp, we need to understand what this concept is. It is a marketing tactic of chaining and sending messages to potential customers that leads them to the conclusion of a sale, the scheduling of an appointment, a service request, or a quote.
Read also: Marketing generated by WhatsApp conversations

First, we capture the attention of the target audience and subsequently increase the frequency of contact, until there is a narrowing of the relationship and consequently, the achievement of the objective. To do this, it is necessary to follow some steps:
Step 1: define clear objectives and segment your contacts
Establishing clear objectives for each stage of the sales funnel will guide what needs to be done in each situation. In parallel, it is recommended to map the profile of the target audience, as well as their interests, pain points, and needs, to create a more personalized and persuasive communication on WhatsApp.
Read also: How WhatsApp data reveals insights about consumer behavior

It is worth creating specific groups based on these criteria to better target the messages.
Step 2: create a sequence of relevant messages for WhatsApp
Once the audience is defined, create a sequence of messages that guides contacts through the sales funnel. To ensure a positive experience, consider personalizing each message, with a greeting, the customer's name, and utilize triggers such as cart abandonment in e-commerce and previous purchases, for example.
Read also: WhatsApp for retargeting in e-commerce

The sequence can include the following suggestions:
Value message, through a useful tip or an opportunity;
Offer message containing a product with promotional value, discount, or cashback, to stimulate purchase or solve a customer need;
Follow-up to check the customer's interest and answer questions.
Step 3: monitor WhatsApp and optimize operations
Monitor the performance of the customer service team, track campaign results, view customer responses, and adjust the communication strategy via WhatsApp.

Currently, there is already a solution in the market to automate this process and also provide insights for operational improvement!
Read also: Why analyze metrics from service via WhatsApp?
Step 4: Zapper, the right tool for your sales funnel
Created with pioneering spirit in Latin America, Zapper is a powerful solution that monitors interactions on corporate WhatsApp in real-time and governs these messages.
Easy to install, whether on mobile devices or desktop, Zapper supervises conversations, securely stores information, analyzes collected data, and thanks to the new integration with AI, the tool also identifies the “feeling or intention” employed in the messages, whether by agents or clients.

In this way, managers can have a more accurate evaluation of audience satisfaction, process effectiveness, and points that need improvement in operations. From the interactions, Zapper can extract conversational intelligence that aids in creating more effective strategies for converting leads.
With a well-defined sales funnel and the use of tools like Zapper, organizations can enhance the effectiveness of business communication and explore the full potential of WhatsApp to boost business and stand out from the competition.
Request a demonstration with us today to show everything Zapper can do for your company's results!
Click here to schedule!
With over 2 billion active users, WhatsApp is now a fundamental tool in business communication and essential for connecting customers and companies, especially when the purpose is to enhance the organization's commercial results.
However, for this to happen, it's necessary to use the platform strategically and to structure a well-defined sales funnel to capture leads, nurture relationships, and close deals.
From the moment the consumer becomes aware of the brand to the completion of an order, the audience needs to be guided and observed so that the purchasing experience is the best it can be, and at this point, WhatsApp proves to be a great and efficient ally, creating and maintaining an open channel for valuable interactions and generating new business.
Read also: Conversations via corporate WhatsApp are worth gold, and you didn't even know it!

In this article, we will explore the necessary steps for implementing a sales funnel through the app and present best practices to ensure fluidity and efficiency in operations. Stay tuned!
The 4 phases of the sales funnel through WhatsApp
To start the process of implementing the sales funnel strategy on WhatsApp, we need to understand what this concept is. It is a marketing tactic of chaining and sending messages to potential customers that leads them to the conclusion of a sale, the scheduling of an appointment, a service request, or a quote.
Read also: Marketing generated by WhatsApp conversations

First, we capture the attention of the target audience and subsequently increase the frequency of contact, until there is a narrowing of the relationship and consequently, the achievement of the objective. To do this, it is necessary to follow some steps:
Step 1: define clear objectives and segment your contacts
Establishing clear objectives for each stage of the sales funnel will guide what needs to be done in each situation. In parallel, it is recommended to map the profile of the target audience, as well as their interests, pain points, and needs, to create a more personalized and persuasive communication on WhatsApp.
Read also: How WhatsApp data reveals insights about consumer behavior

It is worth creating specific groups based on these criteria to better target the messages.
Step 2: create a sequence of relevant messages for WhatsApp
Once the audience is defined, create a sequence of messages that guides contacts through the sales funnel. To ensure a positive experience, consider personalizing each message, with a greeting, the customer's name, and utilize triggers such as cart abandonment in e-commerce and previous purchases, for example.
Read also: WhatsApp for retargeting in e-commerce

The sequence can include the following suggestions:
Value message, through a useful tip or an opportunity;
Offer message containing a product with promotional value, discount, or cashback, to stimulate purchase or solve a customer need;
Follow-up to check the customer's interest and answer questions.
Step 3: monitor WhatsApp and optimize operations
Monitor the performance of the customer service team, track campaign results, view customer responses, and adjust the communication strategy via WhatsApp.

Currently, there is already a solution in the market to automate this process and also provide insights for operational improvement!
Read also: Why analyze metrics from service via WhatsApp?
Step 4: Zapper, the right tool for your sales funnel
Created with pioneering spirit in Latin America, Zapper is a powerful solution that monitors interactions on corporate WhatsApp in real-time and governs these messages.
Easy to install, whether on mobile devices or desktop, Zapper supervises conversations, securely stores information, analyzes collected data, and thanks to the new integration with AI, the tool also identifies the “feeling or intention” employed in the messages, whether by agents or clients.

In this way, managers can have a more accurate evaluation of audience satisfaction, process effectiveness, and points that need improvement in operations. From the interactions, Zapper can extract conversational intelligence that aids in creating more effective strategies for converting leads.
With a well-defined sales funnel and the use of tools like Zapper, organizations can enhance the effectiveness of business communication and explore the full potential of WhatsApp to boost business and stand out from the competition.
Request a demonstration with us today to show everything Zapper can do for your company's results!
Click here to schedule!
With over 2 billion active users, WhatsApp is now a fundamental tool in business communication and essential for connecting customers and companies, especially when the purpose is to enhance the organization's commercial results.
However, for this to happen, it's necessary to use the platform strategically and to structure a well-defined sales funnel to capture leads, nurture relationships, and close deals.
From the moment the consumer becomes aware of the brand to the completion of an order, the audience needs to be guided and observed so that the purchasing experience is the best it can be, and at this point, WhatsApp proves to be a great and efficient ally, creating and maintaining an open channel for valuable interactions and generating new business.
Read also: Conversations via corporate WhatsApp are worth gold, and you didn't even know it!

In this article, we will explore the necessary steps for implementing a sales funnel through the app and present best practices to ensure fluidity and efficiency in operations. Stay tuned!
The 4 phases of the sales funnel through WhatsApp
To start the process of implementing the sales funnel strategy on WhatsApp, we need to understand what this concept is. It is a marketing tactic of chaining and sending messages to potential customers that leads them to the conclusion of a sale, the scheduling of an appointment, a service request, or a quote.
Read also: Marketing generated by WhatsApp conversations

First, we capture the attention of the target audience and subsequently increase the frequency of contact, until there is a narrowing of the relationship and consequently, the achievement of the objective. To do this, it is necessary to follow some steps:
Step 1: define clear objectives and segment your contacts
Establishing clear objectives for each stage of the sales funnel will guide what needs to be done in each situation. In parallel, it is recommended to map the profile of the target audience, as well as their interests, pain points, and needs, to create a more personalized and persuasive communication on WhatsApp.
Read also: How WhatsApp data reveals insights about consumer behavior

It is worth creating specific groups based on these criteria to better target the messages.
Step 2: create a sequence of relevant messages for WhatsApp
Once the audience is defined, create a sequence of messages that guides contacts through the sales funnel. To ensure a positive experience, consider personalizing each message, with a greeting, the customer's name, and utilize triggers such as cart abandonment in e-commerce and previous purchases, for example.
Read also: WhatsApp for retargeting in e-commerce

The sequence can include the following suggestions:
Value message, through a useful tip or an opportunity;
Offer message containing a product with promotional value, discount, or cashback, to stimulate purchase or solve a customer need;
Follow-up to check the customer's interest and answer questions.
Step 3: monitor WhatsApp and optimize operations
Monitor the performance of the customer service team, track campaign results, view customer responses, and adjust the communication strategy via WhatsApp.

Currently, there is already a solution in the market to automate this process and also provide insights for operational improvement!
Read also: Why analyze metrics from service via WhatsApp?
Step 4: Zapper, the right tool for your sales funnel
Created with pioneering spirit in Latin America, Zapper is a powerful solution that monitors interactions on corporate WhatsApp in real-time and governs these messages.
Easy to install, whether on mobile devices or desktop, Zapper supervises conversations, securely stores information, analyzes collected data, and thanks to the new integration with AI, the tool also identifies the “feeling or intention” employed in the messages, whether by agents or clients.

In this way, managers can have a more accurate evaluation of audience satisfaction, process effectiveness, and points that need improvement in operations. From the interactions, Zapper can extract conversational intelligence that aids in creating more effective strategies for converting leads.
With a well-defined sales funnel and the use of tools like Zapper, organizations can enhance the effectiveness of business communication and explore the full potential of WhatsApp to boost business and stand out from the competition.
Request a demonstration with us today to show everything Zapper can do for your company's results!
Click here to schedule!
With over 2 billion active users, WhatsApp is now a fundamental tool in business communication and essential for connecting customers and companies, especially when the purpose is to enhance the organization's commercial results.
However, for this to happen, it's necessary to use the platform strategically and to structure a well-defined sales funnel to capture leads, nurture relationships, and close deals.
From the moment the consumer becomes aware of the brand to the completion of an order, the audience needs to be guided and observed so that the purchasing experience is the best it can be, and at this point, WhatsApp proves to be a great and efficient ally, creating and maintaining an open channel for valuable interactions and generating new business.
Read also: Conversations via corporate WhatsApp are worth gold, and you didn't even know it!

In this article, we will explore the necessary steps for implementing a sales funnel through the app and present best practices to ensure fluidity and efficiency in operations. Stay tuned!
The 4 phases of the sales funnel through WhatsApp
To start the process of implementing the sales funnel strategy on WhatsApp, we need to understand what this concept is. It is a marketing tactic of chaining and sending messages to potential customers that leads them to the conclusion of a sale, the scheduling of an appointment, a service request, or a quote.
Read also: Marketing generated by WhatsApp conversations

First, we capture the attention of the target audience and subsequently increase the frequency of contact, until there is a narrowing of the relationship and consequently, the achievement of the objective. To do this, it is necessary to follow some steps:
Step 1: define clear objectives and segment your contacts
Establishing clear objectives for each stage of the sales funnel will guide what needs to be done in each situation. In parallel, it is recommended to map the profile of the target audience, as well as their interests, pain points, and needs, to create a more personalized and persuasive communication on WhatsApp.
Read also: How WhatsApp data reveals insights about consumer behavior

It is worth creating specific groups based on these criteria to better target the messages.
Step 2: create a sequence of relevant messages for WhatsApp
Once the audience is defined, create a sequence of messages that guides contacts through the sales funnel. To ensure a positive experience, consider personalizing each message, with a greeting, the customer's name, and utilize triggers such as cart abandonment in e-commerce and previous purchases, for example.
Read also: WhatsApp for retargeting in e-commerce

The sequence can include the following suggestions:
Value message, through a useful tip or an opportunity;
Offer message containing a product with promotional value, discount, or cashback, to stimulate purchase or solve a customer need;
Follow-up to check the customer's interest and answer questions.
Step 3: monitor WhatsApp and optimize operations
Monitor the performance of the customer service team, track campaign results, view customer responses, and adjust the communication strategy via WhatsApp.

Currently, there is already a solution in the market to automate this process and also provide insights for operational improvement!
Read also: Why analyze metrics from service via WhatsApp?
Step 4: Zapper, the right tool for your sales funnel
Created with pioneering spirit in Latin America, Zapper is a powerful solution that monitors interactions on corporate WhatsApp in real-time and governs these messages.
Easy to install, whether on mobile devices or desktop, Zapper supervises conversations, securely stores information, analyzes collected data, and thanks to the new integration with AI, the tool also identifies the “feeling or intention” employed in the messages, whether by agents or clients.

In this way, managers can have a more accurate evaluation of audience satisfaction, process effectiveness, and points that need improvement in operations. From the interactions, Zapper can extract conversational intelligence that aids in creating more effective strategies for converting leads.
With a well-defined sales funnel and the use of tools like Zapper, organizations can enhance the effectiveness of business communication and explore the full potential of WhatsApp to boost business and stand out from the competition.
Request a demonstration with us today to show everything Zapper can do for your company's results!
Click here to schedule!

Claudia Campanhã
Journalist, broadcaster, and postgraduate in social media from FAAP

Claudia Campanhã
Journalist, broadcaster, and postgraduate in social media from FAAP

Claudia Campanhã
Journalist, broadcaster, and postgraduate in social media from FAAP
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