Day 1: Choose Your Tier and Set Up

Morning (60 minutes)
  • [ ] Review Module 1: Decide Business App or API based on your volume and goals
  • [ ] If Business App: Download from app store, verify phone number, create business profile
  • [ ] If API: Contact your chosen Business Solution Provider, begin the setup process
Afternoon (60 minutes)
  • [ ] Complete business profile: name, description, hours, address, website, email
  • [ ] Upload professional profile photo (logo or friendly face)
  • [ ] Write and save greeting message
  • [ ] Write and save away message
  • [ ] Create 5-10 quick replies for common questions
Deliverable: WhatsApp Business account live and ready to receive messages.

Day 2: Build Your Catalog

Morning (90 minutes)
  • [ ] Photograph or gather images for your top 10 products or services
  • [ ] Ensure images are clear, well-lit, and consistent in style
  • [ ] Edit images for brightness and cropping if needed
Afternoon (90 minutes)
  • [ ] Add each item to the WhatsApp catalog with complete information:
    • Product name (specific and clear)
    • Description (features, benefits, specifications)
    • Price (transparent, no hidden costs)
    • Product code or SKU
    • Category assignment
    • Up to 10 images per item
Evening (30 minutes)
  • [ ] Review the catalog on your phone as a customer would see it
  • [ ] Check for errors, missing information, or poor images
  • [ ] Ask a friend or family member to browse and give feedback
Deliverable: Professional catalog with 10 items live and browsable.

Day 3: Create Entry Points

Morning (90 minutes)
  • [ ] Add WhatsApp click-to-chat button to your website homepage
  • [ ] Add button to product pages, contact page, and checkout page
  • [ ] Create pre-filled message links for different pages:
Afternoon (90 minutes)
  • [ ] Update social media bios with WhatsApp link
    • Instagram: Link in bio
    • Facebook: Button on page
    • LinkedIn: Link in featured section
    • TikTok/YouTube: Link in bio or video descriptions
  • [ ] Create your first WhatsApp QR code
  • [ ] Test QR code by scanning with another phone
Evening (30 minutes)
  • [ ] Design simple printed materials with a QR code if you have physical presence:
    • Business card back
    • Receipt footer
    • Store window or counter display
    • Product packaging insert
Deliverable: Multiple entry points live and tested.

Day 4: Map Your Conversation Framework

Morning (60 minutes)
  • [ ] Review Module 2: The Five-Phase Conversation Framework
  • [ ] Write your specific greeting script (not just the auto-reply, but your human follow-up)
  • [ ] List your four qualification questions adapted to your business
  • [ ] Draft your value presentation for your top 3 products or services
Afternoon (90 minutes)
  • [ ] Write responses to your five most common objections
    • “Too expensive”
    • “Need to think about it”
    • “Never heard of you”
    • “Can I trust quality?”
    • “What if it doesn’t work?”
  • [ ] For each objection, prepare proof you can share (testimonials, guarantees, case studies)
Evening (30 minutes)
  • [ ] Practice your close: exact words you will use to ask for the sale
  • [ ] Prepare payment instructions for each method you accept
  • [ ] Write your order confirmation message template
Deliverable: Complete conversation scripts and responses documented.

Day 5: Test Your First Real Conversations

Morning (60 minutes)
  • [ ] Ask 3-5 friends or family to message your business WhatsApp
  • [ ] Treat them as real customers
  • [ ] Walk through all five phases: discovery, qualification, presentation, objection handling, and close
Afternoon (90 minutes)
  • [ ] Conduct conversations with each tester
  • [ ] Note where you feel awkward or unsure
  • [ ] Ask testers for honest feedback: What confused them? What felt pushy? What was missing?
Evening (30 minutes)
  • [ ] Revise your scripts based on feedback
  • [ ] Update quick replies if common questions emerge
  • [ ] Add any missing catalog items or information
Deliverable: Scripts refined through real conversation practice.

Day 6: Set Up Basic Automation

Morning (60 minutes)
  • [ ] Review Module 4: Automation Hierarchy
  • [ ] Finalize and activate greeting message
  • [ ] Finalize and activate away message with clear hours
  • [ ] Create labels for customer organization:
    • New Lead
    • Qualified
  • [ ] Pending Payment
    • Order Complete
    • Follow Up
    • VIP
Afternoon (90 minutes)
  • [ ] If using API or advanced tools: Build simple chatbot flow
    • Welcome message with options
    • Route to “Browse Catalog,” “Speak to Agent,” or “Track Order”
    • Qualification questions for “Speak to Agent” option
  • [ ] If using Business App: Document your manual process for each label
Evening (30 minutes)
  • [ ] Test automation with a friend messaging from a different phone
  • [ ] Check that labels apply correctly
  • [ ] Verify away message activates outside business hours
Deliverable: Automation active and tested.

Day 7: Week 1 Review and Adjustment

Morning (60 minutes)
  • [ ] Count total conversations this week
  • [ ] Note sources: How did people find you? (Ask if unclear)
  • [ ] Review response times: How quickly did you reply?
  • [ ] Identify any conversations that did not go well: What happened?
Afternoon (60 minutes)
  • [ ] Fix any technical issues discovered
  • [ ] Update the catalog based on questions or confusion
  • [ ] Refine scripts based on real experience
  • [ ] Celebrate what went well
Evening (30 minutes)
  • [ ] Plan Week 2 priorities
  • [ ] Ensure you have time blocked for execution
  • [ ] Rest: You have built the foundation. Next week, you drive traffic.
Deliverable: Week 1 assessment complete, improvements made, ready for Week 2.
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