How Your Marketing Agency Can Offer WhatsApp to Clients

Standing out is hard. Marketing agencies know this full well. Clients want faster results, more leads, and clearer return on investment. This is why adding WhatsApp Marketing into your current marketing stack might be the smartest move you can make for your marketing agency. WhatsApp Marketing helps you deliver better connections for your clients, unlock a new service offering, and enhance your campaigns.

Why WhatsApp?

WhatsApp is where your clients’ customers already are and where there is a real opportunity for effective marketing campaigns. It boasts a massive user base with 3 billion monthly users, is the #1 messaging app in key markets, and has a 98% average open rate. WhatsApp helps you take slow, impersonal, and easy to ignore ad campaigns to real-time conversations that convert.

With smart WhatsApp Marketing tools, you can deliver more value without inflating costs or team size.

WhatsApp Marketing Tools for Marketing Agencies

1. Click-to-WhatsApp Ads

Turn paid ad traffic into real time conversations to convert leads while their intent is high. Click-to-WhatsApp Ads allow users to be directed to WhatsApp conversations when they click on an ad in a Meta platform such as Facebook or Instagram. Marketing agencies can position this tool as a high-converting alternative to PPC campaigns.

Marketing Agencies can use it to:

• Drive Facebook and Instagram ad clicks into conversations
• Replace low-converting landing pages
• Create direct contact between clients and their leads in seconds

2. WhatsApp Bulk Messaging

Think of email marketing like traditional newsletters – informative, widely distributed, but often buried in crowded inboxes. WhatsApp Bulk Messaging, on the other hand, is faster, more direct, and far more engaging. WhatsApp Bulk Messaging lets you help clients send out targeted, high-volume campaigns to opted-in contacts with customized content, images, and interactive buttons. WhatsApp Bulk Messages are personal, support two-way communication, and are one-to-one despite being broadcasted to thousands. Marketing Agencies can offer full campaign planning, segmentation strategy, and results reporting as a value-added monthly retainer or project-based service.

Use WhatsApp Bulk Messaging for:

• Flash sales and discount alerts
• Webinar or event reminders
• Product launches or back-in-stock announcements
• Localized promotions

Key features:

• Schedule messages in advance
• Personalize by segment or customer attribute
• Track delivery, open, and response rates

3. AI Chatbots

AI Chatbots automates the first part of the customer journey, capturing leads, answering FAQs, and qualifying inquiries before routing to a sales team or live agent. AI Chatbots helps your clients provide 24/7 support, faster response times, helping you lower pressure on customer service teams. Marketing agencies can design and manage chatbot flows; this can be a standalone service or bundled with larger automation packages.

Typical chatbot flows include:

• Lead capture and qualification
• FAQs about services, pricing, delivery, etc.
• Booking or appointment scheduling
• Routing based on topic

4. WhatsApp Automation

WhatsApp Automation lets your clients send personalized messages based on a user’s activity or inactivity. Marketing agencies can set triggers for WhatsApp Automation such as:

• Activity

Activity triggers are based on users taking specific actions such as filling out a form, clicking a button, or completing a purchase. Clients can use this moment of high engagement to deepen the relationship instantly.

• Inactivity

Inactivity triggers help your clients to re-engage when customers go silent, perfect for recovering missed opportunities.

• Scheduled

Scheduled triggers let clients set specific dates and times to send out WhatsApp messages. This is ideal for time-sensitive offers, appointment reminders, renewal prompts, or content releases.

5. Reports & Analytics

Reports & analytics give marketing agencies and their clients access to powerful performance reporting so that you can improve campaign performance. Clients expect performance insights on top of numbers. As a marketing agency, you now have the data to prove ROI and optimize continuously.

Reports & analytics helps marketing agencies:

• Track key KPIs like open rates, opt-in rates, and delivery/read metrics
• Understand user behavior and campaign health
• Quickly identify what’s working and where to improve

Other Advanced Data Points Available:

• Chat Events

Track conversation triggers, session starts, user selections, and keyword usage. This helps you analyze customer engagement patterns and refine message flows.

• Session Metrics

Understand what users are clicking on and how often. See which buttons or replies perform best—and double down on what converts.

• Dropout Analytics

Find out where users are dropping off mid-conversation. Use this insight to reword questions, shorten flows, or trigger automated re-engagement messages.

How to Package WhatsApp Marketing as a Service

Offering WhatsApp Marketing turns one of the most popular messaging apps worldwide into a repeatable, high-margin service line marketing agencies can confidently deliver and scale.

WhatsApp Marketing can be offered as:

• A standalone solution for lead generation or engagement
• An add-on service to your paid media or CRM work
• A strategic retainer for clients looking to modernize communication

1. Lead generation with Click-to-WhatsApp Ads

Provide clients with more leads, enable faster response times, and improve Return on Ad Spend (ROAS) by providing lead generation services with Click-to-WhatsApp as a standalone package or add this to a current lead generation package. Marketing agencies can offer the following services:

• Set up Click-to-WhatsApp Ads on Facebook and Instagram
• Design custom greeting flows for leads who click
• Optimize pre-conversation message copy and template design
2. Sales Automation with AI Chatbots

Offer AI Chatbots that qualify, segment, and route leads to save your clients’ time and enhance prospect engagement. With AI Chatbots, marketing agencies can set up automated lead handling to immediately engage leads. This can be offered with the following services:

• Map and build automated WhatsApp flows that qualify and segment leads
• Captured structured data (interests, location, budget)
• Route leads to appropriate teams or trigger follow-ups
3. Scalable Campaigns with WhatsApp Bulk Messaging

Help clients drive traffic and action with direct, scalable outreach using WhatsApp Bulk Messaging. Offer WhatsApp Bulk Messaging as a standalone service for one-off campaigns, an add-on to existing outreach or retargeting packages, and recurring monthly campaign management. Marketing agencies can do the following:

• Plan, write, and launch personalized WhatsApp Bulk Messaging
• Use tags and segmentation to target different audience groups
• Track engagement metrics like delivery, read rates, and responses
• Schedule messages around events, offers, and lifecycle stages.
4. Enable Automated Messaging with WhatsApp Automation

With WhatsApp Automation, you can keep clients’ leads warm and moving without needing staff to be on 24/7. This is best for driving sales, re-engaging leads, and nurturing customer relationships automatically. This can be packaged as a funnel upgrade that focuses on conversions with dynamic conversations or as a part of a current marketing automation package. Marketing agencies can:

• Configure inactivity, activity, and schedule-based triggers
• Build smart, responsive flows tied to user behavior
• Connect campaigns to ad engagement, or CRM events
5. The Full WhatsApp Business Setup

Provide your clients with a robust and effective messaging platform with smart marketing tools your clients need by getting WhatsApp Business set up. For marketing agencies, this can be positioned as a fixed-fee onboarding package or bundled with other WhatsApp Marketing tools.

• Help clients get verified and approved for the WhatsApp Business Platform
• Draft and manage message templates
• Handle conversational marketing strategy
• Integration of Click-to-WhatsApp Ads, Bulk Messaging, Automation, AI Chatbots, and Analytics tools
• Training or handover documentation for internal teams

The Wrap Up

WhatsApp Marketing works for both marketing agencies and their clients, giving both a competitive edge with personal, scalable messaging proven to drive performance. With WhatsApp Marketing, you can unlock for your marketing agency and clients a higher converting channel, a way to engage leads instantly, opportunities for higher-margin services your marketing agency can lead with, and a service your agency can package, sell, and scale. If your marketing agency is already managing paid ads, lead generation, email campaigns, or CRM, WhatsApp can be a smart extension of your current activities.

Your marketing agency is in a prime position to lead this next shift in digital marketing and now is the time to turn conversations into conversions. Ready to get started? Book a free, no commitment demo with Convrs now!