WhatsApp automation for IT services, SaaS and marketing agencies
A "we need a website" enquiry is a scope nobody has written yet. Linkubit answers within a minute, asks what a proposal depends on — scope, budget, timeline, who decides — books the discovery call, follows the proposal up without nagging, and sends the kickoff details when the client signs. The same for a SaaS demo request.
Linkubit answers an agency or software enquiry on WhatsApp, email or Instagram within a minute, captures scope, budget range, timeline, company size and decision-maker, scores the lead, books a discovery call or a demo at a time inside your hours, reminds it, follows the proposal up on a schedule that stops on reply, and sends kickoff details when the deal closes. A quoted figure is one on your rate card.
Qualifies on
- What they need — scope, in their words
- Budget range, with 'not sure' as an answer
- Timeline and any launch date
- Company size and industry
- Who decides, and whether they are the one asking
- Current tool or vendor, and why they are looking
None of this is hardcoded. It is a schema you edit, which is why a completely different business runs on the same system.
Scored before it is called
The call goes to a rep only when the lead is worth one
Budget, company size, timeline and decision-maker are fields a scoring rule reads. A lead above your threshold gets a discovery slot with a senior person; one below gets your starting-from figures and a document. Both are answered in a minute.
- Scoring rules read the fields, not the model's opinion
- A tenant's own field wins over anything the product infers
Freight forwarder
Property consultancy
Proposals followed up, not chased
A sequence you wrote, stopped by the client's reply
Day 2, day 7, day 21 — each a message from the record: the scope they described, the option they leaned toward. A reply cancels the rest and reopens the conversation. Three unanswered nudges is a stop, not a fourth.
- Stopped on reply, in every channel
- Free-form inside the window, a template outside it
Step 1 · Introduction
Sent · opened twiceStep 2 · Case study
Sent · repliedReply received
“Interested — can you call Tuesday?”
Step 3 · Break-up email
cancelledAlso built for this market
Demos booked from the enquiry
For a SaaS product, the demo is a time inside your hours, the confirmation carries the join link, and a reminder two hours ahead asks for a YES.
The retainer, renewed
A monthly retainer or an annual licence is a renewal date on the record; the reminder goes with the amount and a link, as a utility message about a contract the client holds.
Reports and questions, in the same thread
A client's 'how did the campaign do?' is answered from the report you loaded; anything the report does not answer goes to the account manager with the thread.
From enquiry to kickoff
What an agency lead looks like when the first minute, the qualifying, the call and the follow-up are handled, and a person handles the proposal.
Answered in a minute, scope started
"Do you build Shopify stores?" is answered with yes, the starting-from figure on your rate card, and two questions — what are you selling, and when do you want to launch.
Qualified and scored
Budget range, company size, timeline, decision-maker, current vendor. Fields, scored by your rules. Above the threshold: a discovery call with a senior person. Below: a document and a check-in later.
The discovery call
A time inside your hours; the confirmation with the join link and what to have ready; a reminder two hours ahead. A no-show is offered the next times.
The proposal, followed up
Sent by your team with the number in the text. Day 2, day 7, day 21 from the record; a reply stops the sequence; a 'not now' schedules one check-in in a quarter.
Signed, then kickoff
The advance as a payment request; the kickoff message with the team, the timeline and the first milestone; the retainer reminded before each renewal.
The templates an agency sends
Four WhatsApp message templates for agencies and software companies — discovery call booked, proposal sent, project kickoff details, and monthly report ready. Each is written the way Meta's review reads it.
| Template | Category | When it goes out |
|---|---|---|
| Discovery call booked | Utility | The moment a call or demo time is agreed. |
| Proposal sent | Utility | When the team sends the proposal after the discovery call. |
| Kickoff details | Utility | When the agreement is signed and the advance has landed. |
| Monthly report ready | Utility | When a retainer client's report is published. |
Each template opens on its own page with the variables, a filled example and what Meta’s review objects to. Utility and authentication templates cost ₹0.115 a message in India, marketing ₹0.8631 — the pricing guide has the rest.
Questions agencys ask
Will it quote a project price?
Only the starting-from figures on your rate card, with what they include. The proposal price comes from your team; the assistant sends it and follows it up.
Can it qualify on company size and budget?
Both are fields; a scoring rule reads them and decides whether the lead gets a senior call or a document first. The rule is yours to edit.
Does it work for a SaaS demo request?
Yes — the enquiry is qualified the same way, the demo is booked at a time inside your hours with the join link in the confirmation, and a trial that goes quiet is followed up on a schedule that stops on reply.
What about existing clients?
A client's question is answered from the documents and reports you loaded; anything they do not answer goes to the account manager with the thread. Renewals are reminded with the amount and a link.
Read next
Ready to put your sales on autopilot?
Start with the it services, saas & agencies setupOnboarding starts from this industry's description — edit it, and the workspace is configured from what you wrote. No card.