Find the first handover that cannot be reconciled
Choose a permitted test or an authorised, minimised record. Identify where the inquiry originated, whether the receiving system recorded it, which CRM record it belongs to and who should act next. Keep evidence references instead of copying private conversations into a public report.
Check what happens when the same event is delivered again, the receiving system is temporarily unavailable or a person returns through another contact route. A second technical delivery need not create a second prospect. Record the identity and merge rules rather than assuming every platform count is a unique person.
Use a stage dictionary the team can explain
Read the actual status definitions supplied by the messaging provider and CRM. Do not label an accepted API request or available delivery receipt as a sales conversation. A reply may acknowledge a message without establishing project fit; qualification needs its own agreed criteria and record.
On smaller screens, scroll the table horizontally to read all columns.
| Observation | What to record | What it does not establish |
|---|---|---|
| WhatsApp link clicked | Contact intent and the click context | That a message was sent or received |
| Outbound request accepted | Provider reference and processing result | That the recipient read or replied |
| Delivery status available | The actual status and its provider definition | A completed sales conversation |
| A person replies | The authorised conversation record and owner | Project fit or a signed contract |
| Sales outcome recorded | Criteria, source, date and responsible role | That the automation caused the outcome |
Assignment needs coverage and a recovery path
Review who receives the inquiry, working hours, reassignment rules and the treatment of an unavailable representative. Make queues, failed assignments and unresolved records visible to an owner. A round-robin rule is not proof that someone actually accepted the work.
If a bot or automated reply is used, provide a usable path to a person and a clear way to handle requests that the workflow cannot resolve. Review failed sends and duplicate follow-ups before adding more messages. The workflow guide covers message planning and current policy checkpoints separately.
Keep permission and stop requests with the workflow
WhatsApp requires permission for subsequent contact and respect for stop requests. Review recorded permission and suppression before enabling outbound activity; a collected number alone is not blanket consent.
Limit access to conversation content and personal fields to the authorised receiving process. Do not put message text, phone numbers or private identifiers in Google Analytics, public worksheets or shareable diagnostic screenshots.
Primary reference: WhatsApp Business Messaging Policy — updated 23 September 2026, checked 24 October 2026
Review a cohort, not a promised response-time uplift
Measure observed receipt and assignment delays, completed contact, project-fit reasons and later outcomes using their actual definitions. Set any service commitment from staffing and operating capability; this article establishes no standard greeting time, open rate or contactability benchmark.
Compare similarly mature inquiry cohorts with the same cost boundary. A faster technical acknowledgement may coexist with an unresolved sales backlog. Use the review to locate a missing owner, failed integration or unclear stage before claiming that automation reduced CAC.
On this website, whatsapp_click is contact intent and is separate from generate_lead, which requires a server-confirmed successful contact form. A real WhatsApp conversation or sales-stage outcome needs additional observed evidence; a click must not manufacture it.
Frequently asked questions
Choose the next step for your project review
- Compare CPQL and advertising spend per contract
- Review calculation definitions and limits
- Read the GPR Property experience in context
For a campaign, lead-quality or measurement review, begin with the project objective and aggregate figures for the same period. Deliverables, timing and fees depend on the assessed scope; outcomes are not guaranteed.
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