PLAYBOOKS & GUIDES
Free playbooks for marketing, sales and support.
38 free PDFs: a playbook for every use case, team guides and setup guides for Google Sheets and Shopify.
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Illustrative example. Names and details are made up.
TEAM GUIDES
Start with your team’s guide.
Marketing
WhatsApp for marketing teams
13 use cases, a 30-day launch plan and what to measure.
Download PDF ↓SalesWhatsApp for sales teams
9 use cases, a 30-day launch plan and what to measure.
Download PDF ↓SupportWhatsApp for support teams
10 use cases, a 30-day launch plan and what to measure.
Download PDF ↓SETUP GUIDES
Connect and launch.
Google Sheets setup guide
How to connect a Google Sheet to ConvoHut, structure your columns and turn each new row into a WhatsApp journey.
Download PDF ↓Shopify implementation guide
A practical checklist for connecting Shopify, choosing your first journeys and going live safely.
Download PDF ↓Agency partner brief
How agencies can package ConvoHut into recurring services, and how the partner programme pays: a 20% to 30% share of each client’s subscription.
Download PDF ↓MARKETING PLAYBOOKS
13 marketing playbooks.
Abandoned cart recoveryA left cart is a customer halfway to yes. Start a friendly WhatsApp conversation that answers the question stopping them, with their saved cart one tap away.
Read onlineDownload PDF ↓Abandoned checkout recoverySomeone who reached checkout has already chosen what to buy. A timely WhatsApp message with their checkout link and a real person behind it clears the last hurdle.
Read onlineDownload PDF ↓Browse abandonmentWhen a known customer keeps looking at the same product, a light, helpful message can answer the question they haven’t asked yet.
Read onlineDownload PDF ↓Welcome seriesWhen someone subscribes, signs up or buys for the first time, welcome them on WhatsApp with something useful and an open door to reply.
Read onlineDownload PDF ↓Win-back campaignsCustomers who haven’t bought or visited in a while usually haven’t left for good. A personal WhatsApp check-in brings many of them back.
Read onlineDownload PDF ↓Replenishment remindersFor products people use up, a timely WhatsApp message makes reordering effortless, and keeps them from buying elsewhere.
Read onlineDownload PDF ↓Review requestsThe best time to ask for a review is right after a good experience. A WhatsApp message with a direct link makes it easy for happy customers to say so.
Read onlineDownload PDF ↓Promotions and sales campaignsSend your sale, new menu or seasonal offer to the customers most likely to care, and handle the questions it creates in the same conversation.
Read onlineDownload PDF ↓Product and service launchesBuild a waitlist, then tell everyone the moment you launch, with a conversation ready for their questions.
Read onlineDownload PDF ↓Event and webinar invitationsInvite, confirm and remind attendees on WhatsApp, and follow up afterwards with the replay or next step.
Read onlineDownload PDF ↓Ad lead follow-upLeads from Facebook and Instagram lead forms go cold fast. Send them to ConvoHut through Zapier or a sheet, and start a WhatsApp conversation while they still remember clicking.
Read onlineDownload PDF ↓Birthday and anniversary messagesA personal message on a birthday or membership anniversary is one of the few marketing messages people are glad to get.
Read onlineDownload PDF ↓Back-in-stock and waitlist alertsWhen a popular product returns, message everyone who asked, before the stock runs out again.
Read onlineDownload PDF ↓SALES PLAYBOOKS
9 sales playbooks.
Speed-to-lead follow-upWhen an enquiry comes in, start a WhatsApp conversation straight away, and alert your team the moment the lead replies.
Read onlineDownload PDF ↓Lead qualificationAsk new leads two or three quick questions on WhatsApp, branch on their answers, and send the hottest leads straight to a salesperson.
Read onlineDownload PDF ↓Quote follow-upFollow up every quote automatically on WhatsApp with a question they can answer in seconds, and stop the moment they reply.
Read onlineDownload PDF ↓Consultation and demo bookingsInvite leads to book a consultation, confirm it instantly and remind them before the meeting, all on WhatsApp.
Read onlineDownload PDF ↓Payment and invoice remindersSend friendly reminders before and after an invoice is due, with the amount and your payment link, straight from your accounting export.
Read onlineDownload PDF ↓Renewal remindersRemind customers before a membership, policy, subscription or registration expires, with one tap to renew or a reply to ask questions.
Read onlineDownload PDF ↓Trial and intro offer conversionCheck in during the trial, help people get value quickly and make the offer before it ends.
Read onlineDownload PDF ↓Missed call follow-upWhen you miss a call, send a WhatsApp message so the customer doesn’t call the next business on the list.
Read onlineDownload PDF ↓Upsell and cross-sellAfter a purchase or visit, recommend what naturally goes with it, and let customers ask questions before they buy.
Read onlineDownload PDF ↓SUPPORT PLAYBOOKS
10 support playbooks.
Order and shipping updatesSend order confirmations, dispatch and delivery updates on WhatsApp, and handle any questions in the same thread.
Read onlineDownload PDF ↓Post-purchase careAfter a purchase or service, send setup tips, care guidance and a way to ask questions, so customers get value and come back.
Read onlineDownload PDF ↓Appointment confirmations and remindersConfirm bookings and remind customers before appointments, with an easy way to confirm or reschedule by reply.
Read onlineDownload PDF ↓Shared inbox for customer questionsBring WhatsApp questions into one shared inbox with the customer’s details and journey history, so your team replies fast and nobody answers twice.
Read onlineDownload PDF ↓Job and service updatesTell customers when a technician is on the way, when a job is finished and what happens next, all from your dispatch sheet.
Read onlineDownload PDF ↓No-show and cancellation recoveryWhen someone misses or cancels an appointment, send a kind message offering a new time, before they drift away.
Read onlineDownload PDF ↓Customer feedback and CSATSend a one-question feedback message after an order, visit or job, and route unhappy replies to a person straight away.
Read onlineDownload PDF ↓Customer onboardingGuide new customers or members through their first days with short, timely WhatsApp messages, and answer questions in the same thread.
Read onlineDownload PDF ↓Service alerts and announcementsWhen plans change (a closure, delay, outage or weather cancellation), message the customers affected straight away and handle replies in one place.
Read onlineDownload PDF ↓Service due and recall remindersRemind customers when a service, check-up or maintenance visit is due, with a link to book or a reply to arrange a time.
Read onlineDownload PDF ↓LIVE NOW · 7-DAY FREE TRIAL
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