WhatsApp for Services & Real Estate: Bookings, Docs, and Deal Flow

Introduction

How service businesses and property teams use WhatsApp to speed up deals.

• Appointment funnels with calendar integration

• Document collection (IDs, proofs, agreements) via secure links

• Visit reminders with live location pins

• Qualification (budget, unit type, move‑in date)

• After‑visit follow‑up with tailored options

1. “Hi {{first_name}}, which area are you exploring?” [North] [East] [West]

2. “What’s your monthly budget?” [< $800] [$800–$1,200] [$1,200+]

3. Offer 3 matching units + 1‑tap Book a viewing.

4. Auto‑send map pin + checklist. Remind 24h and 2h before.

• Shared inbox with assignment rules

• Tags for pipeline stages (New → Qualified → Visited → Offer → Closed)

• Weekly review of conversion by stage & agent