Client Welcome Kit
Fill in what you learned on the call. You get a personalised 6-page welcome PDF and a WhatsApp message to send with it — first impression sorted in two minutes.
Prospect details
Only the first four are required. The more you fill, the more personal the PDF reads.
Their company
Sent by
Your details are remembered on this device, so you only type them once.
Options
✓ PDF downloaded. Now copy a message below and send both on WhatsApp.
Send it with this
Generate the PDF first — these fill in with the prospect's name and route.
Send the PDF first, then the message. On WhatsApp, attach the PDF and paste the text as its caption.
After you send
- Log it in the Sales DeskMove the lead to Contacted and set a follow-up for day 3.
- Do not ask "did you see it?"On day 3, send something new instead — a rate for a second route, or the trial offer.
- Call, do not only messageA message opens the door. The booking happens on a call.
- If they reply with questionsAnswer within the hour. Speed at this stage is what they remember.