WhatsApp Business API Setup & Outreach Automation (HNIs – India)

Job Description We are a wealth advisory firm working with HNI clients. We have a verified database of ~2,500 HNIs and want to run a compliant, structured WhatsApp outreach campaign to initiate conversations (not spam or hard selling). We are looking for an experienced freelancer/agency to set up WhatsApp Business API, configure automation, and help execute a 3-stage outreach workflow. Scope of Work 1. WhatsApp Business API Setup Set up WhatsApp Business API via an official provider (WATI / Gupshup / Zoko / MessageBird or similar) Business verification & phone number setup Ensure full compliance with WhatsApp policies 2. Outreach Workflow & Automation Upload and segment ~2,500 contacts Configure a 3-layer message flow: Soft introduction (curiosity-led) Value / data follow-up (only to open/read users) Scarcity / filter message (warm leads only) Automation rules to ensure no spamming 3. Messaging & Tracking Assist with WhatsApp template formatting (Meta-approved) Set up reply routing to team inbox Basic reporting: Messages sent Replies received Interested / warm leads 4. Optional (Good to Have) CRM or Google Sheet integration Auto-reply for basic queries Lead tagging / labels Deliverables Fully functional WhatsApp Business API setup Automated 3-stage outreach campaign Clean dashboard or report showing responses & interested leads Handover documentation for internal team Skills Required WhatsApp Business API experience (mandatory) WhatsApp automation tools (WATI, Gupshup, Zoko, Twilio, etc.) CRM / workflow automation Experience with compliant bulk messaging (important) Project Type Fixed price or hourly (open to discussion) Immediate start preferred

Project ID: 40257065