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Choose five active WhatsApp enquiries. Use a short reference, then write the next action and when it is due. This worksheet does not save entries.
Your five conversations
| Reference / offer | Stage | Next action | Due date |
|---|---|---|---|
Start with New Lead, Deciding, Paid and Follow-up. Add Qualified and Fulfilment when useful. Close completed work as Customer; close declined opportunities as Lost / Not Fit.
Three replies to personalise
A useful price reply
[Product] is [Price] for [what is included]. [Variant] is [availability]. Delivery to [Area] is [Fee] and takes [Time]. Which [size/colour/option] do you need?
An appropriate follow-up
Hi [Name], you asked about [Product]. Is there anything you need to confirm before deciding, such as [size/delivery/timing]? If now is not the right time, just let me know.
A verified payment update
I have verified receipt of [Amount]. Your order #[Order ID] is confirmed. [Balance, if any, and due date]. Next update: [Next Step/Time].
Finish the task
Complete two relevant actions, then update the dates. Keep paid orders visible until delivery or service is handled.
For an editable tracker, backups, the Excel workbook and the full script bank, see the WhatsApp Business Sales OS.