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SHARP LYNX
A team designing customer communication triggers

SHARP LYNX / Marketing services

WhatsApp & SMS Automation

Keep conversations moving with relevant, permission-based messaging.

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What this means for your business

Consent-based reminders, follow-up and retention messages at the right moment.

A reminder can be helpful; a stream of unexpected messages can damage trust. We connect permission-based WhatsApp and SMS messages to meaningful events, such as a booked appointment or requested follow-up, with clear preference and opt-out handling.

Is it the right next step?

Useful when customers have given appropriate permission and timely messages support a real customer journey. A phone number in a spreadsheet does not establish marketing consent.

Find your starting point

The problem

Where performance leaks.

Prospects missing booking reminders.

Uncoordinated messages that frustrate customers.

The decisions behind the work

A closer look at the strategy.

01

Permission is part of the flow

We map how consent is captured, stored and checked before a message is sent. Opt-outs must affect later messages, not just the current campaign.

02

Coordinate timing and frequency

Booking changes, replies and customer stages can make a scheduled message irrelevant. We define when to cancel or suppress a message and avoid duplicate sends across channels.

03

Plan for failed delivery

Numbers change and templates can be rejected. The workflow should surface delivery problems and provide a sensible handoff without repeatedly contacting someone through another channel.

Our approach

How we build it.

01

Consent first

Design opt-in, preference and opt-out handling for your market and provider.

02

Customer journeys

Build enquiry follow-up, appointment reminders and retention flows.

03

Coordination

Connect messaging to CRM stages and avoid duplicate or mistimed sends.

Consultants agreeing on customer journeys and project requirements

A practical start

What we need
from your team.

Clear access, current information and agreed responsibilities keep the work moving. We confirm the requirements before the project begins.

  • Consent records and opt-out requirements
  • Messaging provider and sender details
  • Booking or CRM triggers
  • Approved templates, timing and frequency limits

Included

What you get.

  • Consent flow planning
  • WhatsApp template setup
  • SMS sequences
  • Booking reminders
  • CRM integration
  • Opt-out handling
  • Delivery reporting

Workflow example

A typical campaign cycle.

  1. 01Map journeys
  2. 02Review consent
  3. 03Prepare templates
  4. 04Connect triggers
  5. 05Test delivery
  6. 06Monitor responses

Measurement, not guesswork

Know what the numbers mean.

We review delivery, replies, attended bookings and opt-outs. Provider rules, regional requirements and customer consent affect what can be sent; delivery does not prove a message was read or caused a sale.

FAQ

WhatsApp & SMS Automation questions.

Can you message our whole contact list?+

Only contacts with appropriate permission should receive marketing messages. We review consent and platform rules before any campaign.

Can WhatsApp and SMS use the same campaign?+

The journey can be coordinated, but channel permissions, template requirements and customer preferences differ. We do not assume consent for one channel applies to the other.

Connect the next piece

Related services.

Email Marketing

Lifecycle email and nurture sequences that turn leads into customers and customers into repeat buyers.

Marketing Automation

CRM workflows, lead routing and follow-up that run reliably in the background.

CRM & Sales Automation

Connected pipelines, lead scoring and sales handoffs that remove repetitive admin.

Let's talk about whatsapp & sms automation.

Tell us what is working, what is getting in the way and what a useful next step would look like for your business.

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