# WhatsApp · Outreach & Follow-up Template

## Goal

- 1-to-1 outreach to warm leads from LinkedIn / Made-in-China / Facebook
- Nurture existing client relationships
- NOT for cold spam — always initiate from a prior touchpoint

## Message Types

### A. Cold-warm First Touch (after LinkedIn DM or inquiry)

```
Hi {name}, this is Tyrone from Shanghai Chengxuan Intelligent.
Saw your inquiry on {platform} about {topic}.
Would love to share a quick case study ({client_type}) that matches your scenario.
Is it OK if I send over a 1-pager?
```

### B. Follow-up after Quotation

```
Hi {name}, checking in on the proposal we sent on {date}.
Happy to jump on a quick call to walk through the scope if that helps.
What time works on your end?
```

### C. Case Study Sharing

```
Hi {name}, attaching a brief on a recent {industry} project —
scope: {scope}, duration: {weeks} weeks, key outcome: {metric}.
Let me know if any part is worth a deeper conversation.
```

### D. Relationship Maintenance

```
Hi {name}, quick update — we just published a piece on {topic}.
Link: {url}
Might be useful for your team. No need to reply, just sharing.
```

## Style

- **Short**: 50–150 words per message
- **Direct**: state purpose in first sentence
- **No spam trigger words**: "guaranteed", "amazing opportunity", "act now"
- **Attach 1 file max** per message (PDF / image)
- **Respect timezone**: don't DM at night local time

## Compliance

- Follow **WhatsApp Business policy**: no mass broadcast to non-opted-in contacts
- Include opt-out in bulk messages: "Reply STOP to unsubscribe"
- GDPR: for EU contacts, have consent on file
- Keep a log in `state/whatsapp-outreach.log`

## Front Matter (for draft messages)

```yaml
---
platform: whatsapp
message_type: first-touch | follow-up | case-share | nurture
recipient_segment: <industry / role>
source_topic: <master draft or inquiry ref>
status: draft-pending-review
language: en | zh
send_window: "recipient local 09:00-11:00 or 14:00-17:00"
---
```

## Execution

- **Not** via browserless — WhatsApp Web has strict anti-automation
- 小橙 drafts the message text → Tyrone copies & sends manually via phone / WhatsApp Web
- 小橙 logs send time + recipient ref to `state/whatsapp-outreach.log` after Tyrone confirms sent