Company:
Team size:
10-12 peoples
Localisation:
Netherlands/Berlin 🇳🇱🇩🇪
Cooperation type:
Automation as a service
Time savings:
Automation saved up to 10 hours weekly on automatic message sending for about 1000 potential clients.
Introduction
The Argonauts community needed a system to send personalised WhatsApp messages to clients.
These messages vary in content, sender number, and recipient.
Manual message sending was becoming unmanageable due to the growing number of clients.
Client Background
Argonauts is a community of leaders requiring constant and personalized communication.
With a growing client base, maintaining continuous, personalized communication manually was becoming increasingly difficult and time-consuming.
Challenge
Manually sending WhatsApp messages to a growing client base became repetitive and hard to manage.
Each message needed:
- personalization,
- different sender numbers,
- had to be sent to specific recipients at scheduled times
Solution
We developed an automated WhatsApp messaging system with the following features:
- Creation of message templates.
- Integration of client data with templates.
- Automatic sending of WhatsApp messages based on predefined schedules or actions.
Implementation
Message Templates and Data Integration:
- Created templates for various types of messages (quiz results, webinar invites, reminders, thank-you notes, etc.).
- Integrated client data and recipient numbers into the system.
Scheduled and Trigger-Based Messaging:
- Messages sent at client-specified times, such as:
- Quiz results notifications.
- Webinar invitations.
- Reminders 24 hours and 1 hour before meetings.
- Thank-you messages post-webinar.
- Next webinar notifications for non-attendees.
- Messages could be sent manually with one click, automatically upon completing an action, or at regular intervals.
Result
Increased Efficiency:
- Automation saved up to 10 hours weekly on manual message sending.
Better Personalization:
- Automated templates ensured messages were personalized and delivered to the right recipients at the right time.
Faster Communication:
- Instant message sending improved communication speed and efficiency.
Error Reduction:
- Automation reduced errors from manual data entry.
Improved Time Management:
- Saved an average of 2 hours daily, allowing focus on strategic tasks.
Automation saved up to 10 hours weekly on automatic message sending for about 1000 potential clients.
Technologies used
Tools Used
Tool | Purpose |
Pipedrive CRM | For managing client data |
Zapier & Make | For automating workflows |
Messagebird & WhatsApp | For sending messages |
Conclusions
The automated WhatsApp messaging system significantly enhanced communication efficiency for the Argonauts community.
Profits
- It saved time,
- reduced errors,
- ensured personalised, timely communication with clients.
This allowed the team to focus on more strategic activities, improving overall operational efficiency.
The solution saved approximately 10 hours weekly allowing the sales team to focus on strategic activities and enhancing overall operational efficiency.
Manual vs Automation approach
Feature | Manual Implementation | Automatic Implementation |
Message Templates | Create and save templates manually. | Create templates once, automatically filled with client data and recipient numbers. |
Data Integration | Manually input recipient data and numbers for each message. | Automatically integrate client data and recipient numbers into the system. |
Scheduled Messaging | Manually send messages at specified times (e.g., quiz results, webinar invites, reminders). | Messages sent automatically at client-specified times (e.g., quiz results, webinar invites, reminders). |
Trigger-Based Messaging | Manually trigger messages based on actions (e.g., sending reminders, thank-you notes). | Messages automatically triggered by specific actions (e.g., reminders, thank-you notes post-webinar). |
One-Click Sending | Manually click to send each message. | Send messages with a single click or automate sending upon completing certain actions. |
Regular Interval Messaging | Manually send messages at regular intervals (e.g., reminders 24 hours and 1 hour before meetings). | Messages sent automatically at regular intervals (e.g., reminders 24 hours and 1 hour before meetings). |
Post-Webinar Messaging | Manually send thank-you messages and notifications for next webinars. | Automatically send thank-you messages post-webinar and next webinar notifications for non-attendees. |