Agencies & Service Businesses Automation
WhatsPortal sends weekly or monthly performance summaries to your agency clients on WhatsApp — key metrics, highlights, next steps — so they feel informed and valued without your account managers spending hours on manual reports.
Official Meta BSP · No credit card required
01
Agency churn is often driven not by poor performance but by poor communication. A client who regularly receives performance updates — even simple ones — stays engaged, trusts the process, and is far less likely to question the relationship during performance dips.
02
Monthly reporting is a significant account management overhead. Each report requires pulling data, formatting it, writing a narrative, and sending it via email. For an agency with 20+ clients, this is days of work every month. Automation reduces it to hours.
03
PDF reports emailed to clients are often never opened. A WhatsApp summary — short, clear, and highlighting the metrics that matter to that specific client — reaches them in the channel they check constantly and delivers the same confidence-building value.
The solution
Configured per client, WhatsPortal sends a performance summary on WhatsApp — 'This week for [Client]: Impressions: 24K, Clicks: 1.2K, Leads: 18. Highlight: lead cost down 15% vs. last week.'
When a campaign hits a significant milestone — 1,000 leads generated, campaign budget 75% utilised, 50% of target achieved — WhatsPortal sends an alert to the relevant client automatically.
Alongside the WhatsApp summary, include a link to the full report — a Google Data Studio dashboard or PDF — for clients who want the detail.
Client replies to the report come into your shared team inbox — with the reporting context visible. Your account manager responds promptly and with full context.
How it works
Configure per-client reporting templates
Set up each client's report template — which metrics to include, reporting frequency, and the WhatsApp contact for the report recipient.
Data pulls, report fires on schedule
Connect your reporting data source via webhook or spreadsheet. WhatsPortal generates and sends the report automatically on the configured schedule.
Clients stay informed, retainers stay secure
Regular proactive reporting builds confidence and reduces churn. Your account managers focus on strategy, not report formatting.
Sync project dashboard
Onboarding files, milestones, and invoice tracking data are pushed directly to your client portal or CRM.
Account Manager
Alpha Media
Hi Rohan! Welcome to Alpha Media. 🎨 We are excited to begin your branding project.
11:00 AM ✓✓
Our onboarding process is entirely on WhatsApp. To start, please choose your next step.
11:00 AM ✓✓
Upload design brief
11:02 AM ✓✓
Please upload your brand guidelines or design brief document (PDF/Word).
11:02 AM ✓✓
📄 Sent brand_brief.pdf
11:03 AM ✓✓
Brand brief received successfully! We will review it and get back to you with initial moodboards in 48 hours. 🚀
11:03 AM ✓✓
Example conversation — automated by WhatsPortal
What our customers say
“We started sending weekly WhatsApp performance snapshots to clients. Retainer renewals improved and the number of 'how are things going?' calls droppe”
Live
Agencies that send regular WhatsApp client performance summaries report significantly higher retainer renewal rates than those relying on monthly PDF reports alone
< 1 min
Average setup time for standard workflows
3×
Increase in response rates compared to email alerts
₹0
Get started for free — free plan included
FAQ
Yes. Configure a different report template per client — each showing the metrics that matter to that specific account. A performance marketing client sees CPC and conversion data. An SEO client sees keyword rankings and organic traffic.
Yes. Set up multiple WhatsApp contacts per client — the marketing manager and the CMO both receive the summary. Replies from either contact come into your shared inbox.
Yes. Include a narrative template alongside the metrics — 'Leads were up 15% this week, driven primarily by [campaign]. Next week we're testing [strategy].' Personalise the context per client or configure a dynamic template.
Free plan: ₹0, 100 messages/month. Standard: ₹1,199/month (5,000 messages). Premium: ₹2,499/month (unlimited). All in INR via Razorpay.
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No credit card required. Free plan available. Official Meta BSP.
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