Blog Details

A WhatsApp lead qualification flow for professional services (lawyers, accountants, consultants, marketing agencies) routes serious prospects to the partner and politely disqualifies the rest. Wutt asks the right questions up front, sends a tailored intro deck, and books a paid discovery call.

Typical professional services flow

Lead -> WhatsApp from LinkedIn, web widget, or referral
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  v
AI greets, asks 4 questions: service needed, company size, timeline, budget
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  v
AI scores the lead (low / medium / high)
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  v
High-score -> partner gets the lead instantly, with full transcript
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  v
Medium-score -> AI sends intro PDF + offers a discovery call
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  v
Low-score -> AI sends self-serve resources (blog, FAQ) and exits politely
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  v
All paths logged for monthly review

4 ready-to-use message templates

1. Greeting

TEMPLATE: pro_greet_v1
Body:     "Hi {{1}}, thanks for reaching out to {{2}}. To connect you with the right person: what service are you looking for?"
Buttons:  [Legal] [Accounting] [Consulting] [Marketing]

2. High-score handoff to partner

TEMPLATE: pro_handoff_v1
Body:     "Thanks {{1}}. Based on your needs, our partner {{2}} will message you in the next 10 minutes. Meanwhile, attached is our intro deck."
Header:   PDF (intro deck)
Buttons:  [Open chat with partner] [Book a discovery call]

3. Discovery call confirmation

TEMPLATE: pro_call_v1
Body:     "Booked: 30-min paid discovery call on {{1}} at {{2}} with {{3}}. We will send a Zoom link and a 1-page brief to fill in advance."
Buttons:  [Add to calendar] [Reschedule] [Cancel]

4. Polite exit (low score)

TEMPLATE: pro_exit_v1
Body:     "Hi {{1}}, based on what you shared, we may not be the best fit right now. Here are some great resources: {{2}}. Feel free to come back anytime."
Buttons:  [See resources] [Subscribe to updates]

Sample conversation

Lead: "Hi, we need help with a tax audit. Company of 80 people. SAR 30M revenue."
Wutt AI: "Got it — this is a high-priority case for us. Our tax partner Sara will message you in the next 10 minutes. Meanwhile, here is our tax practice intro."
            [Open chat with partner] [Book a discovery call]
Sara (via Wutt): "Hi Ahmed, Sara from Wutt Tax. I see you are facing a tax audit at 80-person, 30M SAR company. We can definitely help. Want a 30-min paid discovery call this week?"

-- Lead books a call --
Wutt (template pro_call_v1): "Booked: 30-min paid discovery call on Tuesday 2 PM with Sara. Zoom link sent."
            [Add to calendar] [Reschedule]

Why this works

Most professional-services firms lose leads because the “are you serious?” question is asked too late, after a 30-minute call. Wutt asks it on WhatsApp, in 4 quick questions, before any human time is spent. Partners see only qualified conversations.