Entrepreneur making sales through WhatsApp

May 8, 2025

How to structure a sales funnel on WhatsApp?

Increase conversions and optimize the customer journey.

Entrepreneur making sales through WhatsApp

May 8, 2025

How to structure a sales funnel on WhatsApp?

Increase conversions and optimize the customer journey.

Entrepreneur making sales through WhatsApp

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!

Mulher realizando uma compra on-line via WhatsApp

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

Ilustração representativa de um funil de vendas pelo WhatsApp

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

Ilustração de um funil de vendas por WhatsApp, destacando o passo 1: defina objetivos claros e segmente seus contatos

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

Ilustração de um funil de vendas por WhatsApp, destacando o passo 2: crie uma sequência de mensagens relevantes para o WhatsApp

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.

Ilustração de um funil de vendas por WhatsApp, destacando o passo 3: monitore o WhatsApp e otimize a operação

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.

Ilustração de um funil de vendas por WhatsApp, destacando o passo 4: Zapper, a ferramenta certa para o seu funil de vendas

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!

Mulher realizando uma compra on-line via WhatsApp

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

Ilustração representativa de um funil de vendas pelo WhatsApp

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

Ilustração de um funil de vendas por WhatsApp, destacando o passo 1: defina objetivos claros e segmente seus contatos

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

Ilustração de um funil de vendas por WhatsApp, destacando o passo 2: crie uma sequência de mensagens relevantes para o WhatsApp

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.

Ilustração de um funil de vendas por WhatsApp, destacando o passo 3: monitore o WhatsApp e otimize a operação

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.

Ilustração de um funil de vendas por WhatsApp, destacando o passo 4: Zapper, a ferramenta certa para o seu funil de vendas

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!

Mulher realizando uma compra on-line via WhatsApp

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

Ilustração representativa de um funil de vendas pelo WhatsApp

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

Ilustração de um funil de vendas por WhatsApp, destacando o passo 1: defina objetivos claros e segmente seus contatos

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

Ilustração de um funil de vendas por WhatsApp, destacando o passo 2: crie uma sequência de mensagens relevantes para o WhatsApp

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.

Ilustração de um funil de vendas por WhatsApp, destacando o passo 3: monitore o WhatsApp e otimize a operação

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.

Ilustração de um funil de vendas por WhatsApp, destacando o passo 4: Zapper, a ferramenta certa para o seu funil de vendas

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!

Mulher realizando uma compra on-line via WhatsApp

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

Ilustração representativa de um funil de vendas pelo WhatsApp

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

Ilustração de um funil de vendas por WhatsApp, destacando o passo 1: defina objetivos claros e segmente seus contatos

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

Ilustração de um funil de vendas por WhatsApp, destacando o passo 2: crie uma sequência de mensagens relevantes para o WhatsApp

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.

Ilustração de um funil de vendas por WhatsApp, destacando o passo 3: monitore o WhatsApp e otimize a operação

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.

Ilustração de um funil de vendas por WhatsApp, destacando o passo 4: Zapper, a ferramenta certa para o seu funil de vendas

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

Claudia Campanhã

Journalist, broadcaster, and postgraduate in social media from FAAP

Claudia Campanhã

Claudia Campanhã

Journalist, broadcaster, and postgraduate in social media from FAAP

Claudia Campanhã

Claudia Campanhã

Journalist, broadcaster, and postgraduate in social media from FAAP

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Zapper offers independent solutions so that your business can use WhatsApp in a secure and smart way, enhancing the experience and breaking down barriers in this important communication channel.

Copyright 2025 | Zapper

Visconde de Pirajá Street, 495 - Ipanema - Rio de Janeiro, Brazil - Whatspread Marketing LTDA - CNPJ 25.128.908/0001-06

LinkedIn logo
Instagram logo

Who we are

Zapper offers independent solutions so that your business can use WhatsApp in a secure and smart way, enhancing the experience and breaking down barriers in this important communication channel.

Copyright 2025 | Zapper

Visconde de Pirajá Street, 495 - Ipanema - Rio de Janeiro, Brazil - Whatspread Marketing LTDA - CNPJ 25.128.908/0001-06

LinkedIn logo
Instagram logo

Who we are

Zapper offers independent solutions so that your business can use WhatsApp in a secure and smart way, enhancing the experience and breaking down barriers in this important communication channel.

Copyright 2025 | Zapper

Visconde de Pirajá Street, 495 - Ipanema - Rio de Janeiro, Brazil - Whatspread Marketing LTDA - CNPJ 25.128.908/0001-06

LinkedIn logo
Instagram logo

Who we are

Zapper offers independent solutions so that your business can use WhatsApp in a secure and smart way, enhancing the experience and breaking down barriers in this important communication channel.

Copyright 2025 | Zapper

Visconde de Pirajá Street, 495 - Ipanema - Rio de Janeiro, Brazil - Whatspread Marketing LTDA

CNPJ 25.128.908/0001-06