Module 1 Workbook
Complete these exercises to confirm your tier choice and prepare for Module 2.
Exercise 1: Current State Assessment
Answer honestly:
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How many customer messages do you receive per day currently? _____
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How many do you expect in 6 months? _____
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How many people need access to respond? _____
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What tools do you currently use for sales or customer management? _____
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What is your monthly budget for messaging tools? _____
Exercise 2: Feature Needs Analysis
Rate each feature from 1 (not needed) to 5 (essential):
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Product catalog display _____
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Automatic greeting messages _____
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Chatbot conversation handling _____
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Bulk broadcast messaging _____
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CRM integration _____
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Detailed analytics reports _____
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Green verification badge _____
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Multi-agent team access _____
Add your scores. If your total is above 20, the API is likely necessary. Below 15, the Business App suffices.
Exercise 3: BSP Research (If API Needed)
List three certified Business Solution Providers available in your region. For each, note:
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Name and website
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Pricing model
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Local features offered
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Customer reviews or references
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Languages supported
Exercise 4: Migration Timeline
If you are currently using personal WhatsApp or the Business App, create a 30-day migration plan:
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Week 1: Set up new account and profile
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Week 2: Import contacts and build a catalog
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Week 3: Test automation and workflows
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Week 4: Notify customers and switch fully