WhatsApp marketing
We set up WhatsApp Business so every filing client gets the same document checklist the moment they book, labels show which returns are waiting on papers, and broadcasts remind past clients weeks before the deadline instead of days. The August chase for salary certificates becomes a routine you run from one phone.
On the Business bundle package, from PKR 25,000 per month. Ad spend, if you run ads, is separate.
Why it fits
A tax practice lives on WhatsApp in season. Clients book there, send blurry photos of bank statements there, and ask 'ho gaya?' there at midnight in the last week of September. Without structure, the consultant becomes a full-time message sorter. Broadcasts to past clients are also the cheapest marketing a filer has: last year's clients mostly need filing again, and a reminder in early August books them before a competitor's Facebook ad does. Labels and saved replies make that manageable without new software.
The work
Examples
Illustrative starting points, not results. The audit decides the real first move.
Checklist quick reply
For a salaried return please send: CNIC, the salary certificate for the year, bank statements showing profit and tax deducted, utility bills in your name, and details of any property or vehicle. Photos are fine if every corner is readable.
Broadcast in early August
Assalam o alaikum. Filing season has started. Last year we filed your return in September — this year, send your papers by the end of August and we will file well before the rush.
Standardise before it starts. Send every client the same checklist when they book, label each chat by status, and broadcast reminders to past clients in August. In Islamabad and Rawalpindi most filing clients prefer WhatsApp to email, so organising it well saves more time than any other single change.
WhatsApp chats are end-to-end encrypted, but the files then sit on your phone and in its backups. Move documents to a secure folder once received, clear them from shared phones, and never forward a client's statement onward. Tell clients plainly how their papers are stored.
Pitfalls
Where
Price
The Business bundle covers setting up and maintaining WhatsApp Business; if you move to the API, any Meta messaging charges are paid to Meta directly.
Business bundle
from PKR 25,000per month
A local shop, clinic or service that needs to be findable, not just posted.
These are the questions we get on WhatsApp every week, answered the way we would answer them there.
WhatsApp usBoth, for different jobs. A Channel suits general deadline news for anyone who follows; a broadcast list reaches saved past clients individually. Broadcasts feel personal and tend to produce bookings, while a Channel builds a wider audience over time.
We can, but for most solo consultants saved replies and labels are enough. A bot earns its place once several staff share one number and the same few questions arrive hundreds of times a week.
Related
Next step
Tell us your business and where you trade. We reply on WhatsApp with the first thing we would change, usually under 2 hours in working hours.
WhatsApp us
