Phone / WhatsApp Launch
Outcome at a Glance
Who it’s for: Founders, consultants, coaches, sales teams, and creators who connect through calls, texts, or WhatsApp. What you’ll achieve: A dedicated SMS or WhatsApp number that lets people reach your Delphi by text or voice — so you stay accessible without staying available. Time to first win: 45–60 minutes.
This is on an application basis; customers must be approved to gain access to a number
Why it Matters
Phone and WhatsApp are where most real-world conversations happen — introductions, referrals, warm leads, and client updates. But being reachable everywhere comes at a cost: too many pings, repeat questions, and no time to filter what matters.
Adding Delphi as your dedicated number gives you the best of both worlds:
Reachable when it matters.
Protected from unqualified noise.
Always-on to engage, qualify, and respond instantly.
Why this works:
Visitors experience instant, personal communication in your voice.
You control what conversations reach you in person.
It converts casual inquiries into structured data and qualified signals.
Your Delphi becomes your voice line — one that learns, qualifies, and replies like you.
What You’ll Set Up
Dedicated Number — Connect a number for SMS or WhatsApp.
Profile — Create an Initial Message that greets inbound users naturally and sets expectations (“Ask me anything about [X] — if it’s a fit, I’ll send next steps”).
Mind — Upload content your Delphi can use to answer questions: services, pricing, onboarding, FAQs, voice scripts, or past client stories.
Actions & Alerts — Automate lead tagging, notifications, and follow-up actions when key signals appear.
Integrations (Optional) — Link to your CRM or email for qualified lead sync.
Build → Launch → Operate
Build (30–40 min)
Mind: Add voice-ready material — brief, conversational, and natural.
About / Mission overview
Services and pricing
Onboarding process
Testimonials or case studies
Common objections or “Why us” talking points Add Context + Publish Dates for accuracy.
Profile:
Initial Message: “Hi — this is [Name]. Ask me anything about how I work, pricing, or fit. If it’s a match, I’ll share next steps.”
Suggested Questions:
“How does your process work?”
“What’s included in your [service] package?”
“Who’s this best for?”
“When can we start?”
Actions & Alerts:
Alert Example: “If a user mentions a budget over [$X] or readiness to start, tag as Qualified Lead and notify me.”
Action: When Qualified Lead tagged → Send email notification.
Launch (15–25 min)
Connect Your Number:
Go to Integrations → Phone / WhatsApp.
Submit an application.
If accepted, enable SMS (optional WhatsApp if you plan to share the number internationally).
Set Routing:
Default inbound texts/calls to your Delphi.
Add fallback routing to your email or CRM for qualified tags.
Promote Your Delphi Number:
Add to email signature, business cards, and contact page.
Post on social: “Text [Your Number] to talk with my Delphi.”
Test Before Launch:
Send test messages or calls.
Confirm correct tagging and Action notifications.
The goal isn’t to replace your phone — it’s to give your Delphi a voice line.
Operate (Weekly, 15–30 min)
Review Conversations: Spot trends and refine Mind content for better voice/text responses.
Adjust Alerts: Add or tighten triggers around readiness or purchasing intent.
Monitor Tags: Track how many leads are marked Qualified or Not Yet Qualified.
Follow Up: Add a nurture Broadcast for users tagged Interested but not yet booked.
Recipes (Copy → Tailor)
Alert Example: “If the user mentions they have a budget above $2K or wants to start this month, tag as Lead and notify me.”
Response Snippet Example: “Sounds like you’re ready to move forward — here’s a quick overview of how we start and a link to book a call if it feels aligned.”
Follow-Up Broadcast (Optional): Subject: “Quick next step before we talk” Body: “If you’re still exploring, here’s a short exercise to define your goals and scope. Reply with your notes — I’ll help you plan next steps.”
Metrics to Watch
Qualified Rate: % of phone/WhatsApp leads tagged as Lead or Qualified.
Response Rate: % of inbound texts or calls that receive a response.
Conversion Rate: % of qualified leads who move to booking or sale.
Common Topics: Review Filters → Search terms like “pricing,” “timeline,” “how soon.”
Troubleshooting
Low engagement: Share your number more prominently — email footer, bio, link-in-bio, or QR on business cards.
High unqualified volume: Refine your Initial Message to clarify who it’s for.
Incorrect tags: Adjust alert phrasing (add qualifiers like “over,” “ready to start,” “looking for”).
Response delays: Verify that Actions are active and your number is connected correctly.
Pre-Flight Checklist
Dedicated number connected (SMS or WhatsApp).
Initial Message + 3–5 Suggested Questions live.
Mind populated with pricing, services, and FAQs.
Alerts configured to tag and notify on buyer signals.
CRM or Slack notifications tested.
Weekly Review & Revise routine scheduled.
In Practice
Your phone number becomes an intelligent channel — always on, always aligned with your voice. Whether a prospect texts, calls, or WhatsApps you, Delphi answers first — qualifying, informing, and filtering automatically.
“If someone texts saying they’re ready to start or have a $3K+ budget, tag as Lead and notify me.” That’s your Delphi, doing the first call before the first call.
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