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Job Description We are a wealth advisory firm working with HNI clients. We have a verified database of ~2,500 HNIs and want to run a compliant, structured WhatsApp outreach campaign to initiate conversations (not spam or hard selling). We are looking for an experienced freelancer/agency to set up WhatsApp Business API, configure automation, and help execute a 3-stage outreach workflow. Scope of Work 1. WhatsApp Business API Setup Set up WhatsApp Business API via an official provider (WATI / Gupshup / Zoko / MessageBird or similar) Business verification & phone number setup Ensure full compliance with WhatsApp policies 2. Outreach Workflow & Automation Upload and segment ~2,500 contacts Configure a 3-layer message flow: Soft introduction (curiosity-led) Value / data follow-up (only to open/read users) Scarcity / filter message (warm leads only) Automation rules to ensure no spamming 3. Messaging & Tracking Assist with WhatsApp template formatting (Meta-approved) Set up reply routing to team inbox Basic reporting: Messages sent Replies received Interested / warm leads 4. Optional (Good to Have) CRM or Google Sheet integration Auto-reply for basic queries Lead tagging / labels Deliverables Fully functional WhatsApp Business API setup Automated 3-stage outreach campaign Clean dashboard or report showing responses & interested leads Handover documentation for internal team Skills Required WhatsApp Business API experience (mandatory) WhatsApp automation tools (WATI, Gupshup, Zoko, Twilio, etc.) CRM / workflow automation Experience with compliant bulk messaging (important) Project Type Fixed price or hourly (open to discussion) Immediate start preferred
Mã dự án: 40257065
13 đề xuất
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Hoạt động 6 ngày trước
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13 freelancer chào giá trung bình ₹7.338 INR cho công việc này

Greetings, With 10 years of experience in compliant outreach systems and marketing automation for regulated industries, I specialize in setting up WhatsApp Business API workflows that initiate warm, permission-based conversations—never spam. I handle provider onboarding, automation, and reporting end-to-end with clear documentation for handover. Skills & Deliverables: WhatsApp Business API setup & business verification Meta-approved templates & compliant workflows 3-stage automation with anti-spam rules Team inbox routing, tagging & reporting CRM/Sheets integration & handover docs Why Hire Me: We have successfully built and delivered multiple compliant outreach systems for clients, mostly abroad and also locally, with measurable lead engagement. Let’s collaborate to launch a structured, compliant WhatsApp outreach campaign.
₹11.000 INR trong 7 ngày
4,6
4,6

I understand that you need a structured WhatsApp outreach campaign tailored for your wealth advisory firm, targeting a verified database of 2,500 HNIs. This involves setting up the WhatsApp Business API through an official provider, ensuring compliance, and creating an automated three-stage messaging workflow that gently initiates conversations without coming off as spammy. With over 15 years of experience and more than 200 projects delivered, I specialize in API integration and automation. My background includes successfully implementing WhatsApp Business API setups and configuring outreach campaigns, ensuring they align with compliance standards while effectively engaging potential clients. To approach your project, I would first establish the WhatsApp Business API using a provider like WATI or Gupshup, followed by segmenting your contact list and designing the three-layer message flow. This would include a soft introduction, a data follow-up for engaged users, and a scarcity message for warm leads. I estimate that the setup and initial outreach could be completed within two weeks, ensuring everything runs smoothly. I'd love to discuss your specific needs and how we can make this outreach campaign a success.
₹1.650 INR trong 7 ngày
1,9
1,9

I will set up WhatsApp Business API, configure automation, and execute a 3-stage outreach workflow for your 2,500 HNI clients, ensuring compliance with WhatsApp policies and delivering a fully functional setup, automated campaign, and clean dashboard. Waiting for your response in chat! Best Regards.
₹9.750 INR trong 3 ngày
1,3
1,3

With 4+ years in digital marketing and automation, we specialize in WhatsApp Business API setups, compliant outreach workflows, and lead engagement for high-value clients. We focus on structured, policy-compliant campaigns that maximize warm responses without spamming. For your WhatsApp Business API Setup & Outreach Automation (HNIs – India), we propose: Scope & Approach WhatsApp Business API Setup • Register via official provider (WATI / Gupshup / Zoko / MessageBird) • Complete business verification and phone number configuration • Ensure compliance with Meta/WhatsApp policies Outreach Workflow & Automation • Upload and segment ~2,500 HNI contacts • Configure 3-stage message flow: – Soft intro (curiosity-led) Messaging & Tracking • Meta-approved WhatsApp templates formatting • Reply routing to your team inbox • Dashboard/reporting: messages sent, replies received, warm leads Optional Enhancements • CRM or Google Sheet integration • Auto-reply for basic queries • Lead tagging / labels Deliverables – Fully functional WhatsApp Business API setup – Automated 3-stage outreach campaign – Clean dashboard/report showing responses & interested leads – Handover documentation for your internal team We emphasize compliance, personalization, and measurable results, ensuring the campaign reaches HNIs effectively while maintaining WhatsApp’s policy standards.
₹1.500 INR trong 9 ngày
0,4
0,4

Hey there ? I can set up and manage your WhatsApp outreach campaign for HNI clients, covering: ✔ WhatsApp Business API setup via official providers (WATI/Gupshup/Zoko/MessageBird) with business verification & compliant phone number configuration ✔ Uploading and segmenting ~2,500 contacts ✔ Designing and automating a 3-stage workflow: soft intro → value follow-up → scarcity/filter for warm leads ✔ Assisting with Meta-approved message templates and reply routing to your team inbox ✔ Tracking messages, replies, and interested/warm leads with clear reporting ✔ Handover documentation for your internal team I have proven experience with WhatsApp API, automation tools, and compliant bulk messaging, ensuring a smooth, structured, and non-spammy campaign.
₹2.000 INR trong 7 ngày
0,6
0,6

Hello, I am Inweb Technologies, a seasoned Digital Marketing expert with over a decade of experience. I have carefully reviewed your project requirements for setting up WhatsApp Business API, configuring automation, and executing a structured outreach campaign for your wealth advisory firm targeting HNIs in India. With my expertise in digital marketing and web development, I specialize in building optimized websites and executing result-driven marketing campaigns that generate leads and sales. I am confident in my ability to set up the WhatsApp Business API, configure the automation, and execute the 3-stage outreach workflow as per your specifications. I would love to discuss your project further in detail. Let's connect in chat to explore how we can collaborate effectively. Best regards, Raj
₹12.500 INR trong 7 ngày
0,0
0,0

Hi, WhatsApp Business API Setup & Outreach Automation (HNIs – India) "", We provide complete frontend to backend development with clean, scalable, and high-performance solutions tailored to your requirements. Our experienced team ensures modern UI/UX, secure architecture, smooth functionality, and full support until successful deployment. Let’s build a reliable and impactful product together. Regards, Muhammad Abdullah
₹7.000 INR trong 7 ngày
0,0
0,0

Hi, I understand your requirement clearly it needs to be structured, compliant, and relationship-focused, especially given you’re dealing with HNI clients. I have hands-on experience setting up WhatsApp Business API via official BSPs (WATI, Gupshup, Twilio, Zoko) including Meta verification, number provisioning, and template approvals — fully aligned with WhatsApp policies to avoid quality rating issues or bans. What I’ll Deliver: 1️⃣ Complete WhatsApp API Setup Business verification & number configuration Template approval (optimized for higher approval rates) Compliance-safe messaging structure 2️⃣ 3-Stage Automated Outreach Flow Soft intro (curiosity-based, non-promotional) Value follow-up (triggered only for engaged users) Warm-lead filter message Smart throttling & anti-spam safeguards 3️⃣ Tracking & Lead Management Reply routing to shared inbox Lead tagging (Interested / Follow-up / Not Interested) Dashboard with: Messages sent Delivery & read rates Replies Warm leads Optional Integrations CRM or Google Sheets sync Auto-responses for FAQs Basic workflow automation I focus on conversation-first outreach, not bulk blasting — especially critical for wealth advisory positioning. I’m available to start immediately and can suggest the most cost-effective BSP based on your scale. Please message me so we can finalize provider selection and rollout timeline. Thanks and Regards Surendra
₹7.000 INR trong 7 ngày
0,0
0,0

I can help you launch a fully compliant WhatsApp Business API outreach system designed for structured HNI engagement — focused on conversations, not bulk messaging. What I’ll deliver: WhatsApp Business API setup via official provider (WATI/Gupshup/Zoko/Twilio) with business verification Contact upload & segmentation for ~2,500 HNIs 3-stage automated outreach flow with safe messaging logic (no spam triggers) Meta-approved template formatting and submission support Team inbox routing for replies and lead handling Reporting dashboard tracking sends, replies, and warm leads Optional integrations: CRM/Google Sheets sync, auto-replies, tagging & lead qualification workflows. I’ve worked with WhatsApp automation and understand compliance rules critical for financial services outreach. Available to start immediately and guide setup through launch and handover.
₹7.000 INR trong 7 ngày
0,0
0,0

Dear Hiring Manager, I have hands-on experience setting up WhatsApp Business API via official providers like WATI, Gupshup, and Zoko. I specialize in compliant, structured outreach workflows that initiate conversations — not spam. For your HNI database (~2,500 contacts), I will: • Complete WhatsApp Business API setup & verification • Configure a compliant 3-stage automated outreach flow • Set up segmentation, reply routing & lead tagging • Provide clear reporting (sent, replies, warm leads) • Deliver clean documentation for internal handover I focus on relationship-driven messaging, policy compliance, and scalable automation. Available to start immediately. Best Regards, Marry Ansari
₹7.000 INR trong 2 ngày
0,0
0,0

Mumbai, India
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