Add WhatsApp to every retainer, without adding headcount
Clients keep asking for WhatsApp. Recoverly gives you WhatsApp automation for agencies on Meta's official platform: connect a client's number in about two minutes, launch proven flows, and report on reads and replies. Then point the same flows at your own proposals.
Where agency WhatsApp work gets stuck
Agencies don't struggle to sell WhatsApp. They struggle to deliver it profitably and still chase their own pipeline.
Every client becomes a custom build
One wants cart recovery, one wants reminders, one wants lead follow-up. Without ready-made flows, each becomes a scoping call, a developer and a late launch.
Per-message pricing eats the margin
Tools that mark up Meta's fees or charge per seat make WhatsApp hard to quote. Your retainer ends up subsidizing someone else's pricing model.
Your own leads wait their turn
The proposal goes out Friday and gets chased next Wednesday, if someone remembers. Your own pipeline gets whatever hours are left.
WhatsApp automation for agencies, for clients and your own pipeline
Every flow ships with templates, timing and stop rules. Use them for clients, or point them at your own leads.
Instant lead follow-up
A form, an ad lead or a Calendly booking gets a WhatsApp reply in seconds, with one quick question on budget. Hot leads get your call first.
Proposal follow-up
Send the proposal and let the sequence chase it: a check-in at 24 hours, a walkthrough offer on day 4, a last note on day 7. Any reply, or a won deal, stops it.
Client onboarding sequence
A signed contract starts a welcome and a checklist, one step at a time: connect the number, send brand assets, book the kickoff. Each step waits for a reply or your tag.
Monthly report delivery
On the first of the month, your reporting tool or a Zapier schedule sends a short summary with a link to the full report. Questions come back in the thread.
Review and referral asks
After a launch or a strong quarter, ask for a Google or Clutch review. Tag a happy client in your CRM and a referral ask follows.
Client flows on the client's own number
Each client gets a workspace with their own number, templates and consent list. Launch cart recovery, reminders, lead follow-up or broadcasts; Meta bills the client directly.
How to package WhatsApp as a retainer line item
A structure clients understand: a fixed setup fee, automations as the monthly line item, campaigns as the upsell. Your software cost stays flat per client, so the margin is yours.
- Week 1 · setup. Connect the number, set up the business profile, submit templates.
- Week 2 · core flows. Lead follow-up or booking reminders, whichever pays the client first.
- Month 1 · report. Read rates, replies and the results each flow drove.
- Month 2 · upsell. Broadcasts to the opted-in list, plus the AI chatbot.
- Every quarter. A review ask and a referral request, tagged from your CRM.
Live this week
Request early access
The web app is rolling out in small batches. Tell us you're an agency and how many clients you manage; we'll set up your first workspace with you.
Connect a client's number
The client, or you with admin access to their Meta business portfolio, continues with Meta and confirms the number. Their phone app keeps working.
Launch from ready-made flows
Pick the flows that fit, edit the copy in the client's voice, set quiet hours, publish. Utility templates usually clear Meta review in minutes.
Messages that get replies
Use them as-is or edit the copy; Recoverly submits templates to Meta for approval.
WhatsApp for agencies, asked and answered
Make WhatsApp a line item on every retainer.
Request early access, connect your first client's number, and launch from flows that already work.