Lead Qualification WhatsApp Template for SaaS

When to fire it in the SaaS lifecycle

Timing decides whether this reads as helpful or intrusive. The sweet spot is minutes to a few hours after a trial signup, demo request, or pricing-page enquiry — while intent is hot and the prospect still remembers filling in their number. Trigger it from your signup webhook or CRM so the send happens automatically, and make sure you have a lawful basis and prior opt-in for that number before the first message goes out. Because the three reply buttons capture the answer as a single tap, you can route the lead instantly: small teams to self-serve onboarding, larger teams to a sales rep, and undecided prospects into a nurture flow. Avoid sending qualification questions to cold, unconsented lists — that is exactly what pushes complaint rates up and drags down your WhatsApp quality rating.

Personalising the variables so it reads 1:1

The template ships with three variables so it never feels like a blast. {{1}} is the first name pulled from your signup form; {{2}} is your product or plan name; and {{3}} is the one qualifying question that matters most to your sales motion — team size, use case, timeline, or current tooling. Keep {{3}} to a single, answerable question rather than a survey; the reply buttons then let the prospect respond without typing. If you sell in multiple regions, clone the template into Hindi or your customers' language and submit each as its own approved template. The goal is a message that reads like a specialist personally reached out, which lifts reply rates far above a generic form follow-up.

• {{1}} name — from your signup or lead form (sample: Ananya).
• {{2}} product/plan — the exact name the prospect signed up for (sample: InfiQ Analytics).
• {{3}} qualifying question — one clear question, mirrored by the buttons (sample: how many teammates will use it).
• Buttons capture the answer in one tap and let you auto-route the lead.

Getting it approved on the first submission

Meta reviews the template text plus your sample variable values, so provide realistic samples — not {{1}}, [name] or placeholder gibberish, which frequently triggers rejection. Keep the body specific and non-promotional in spirit even though it is a Marketing template: no misleading claims, no all-caps shouting, no forbidden content. Include the opt-out line, keep buttons short and honestly labelled, and make sure the variable order in your API call matches the template exactly. Most SaaS templates clear review within a day; once approved you can send instantly through InfiQ, and if you need to change the wording later you simply edit and re-submit for a fresh approval.

What it costs and how it bills

This template bills at WhatsApp's Marketing rate, charged per delivered message rather than per conversation. If the prospect replies and you keep talking within the 24-hour window, that window is a free customer-service window — it is not itself a billing unit, so you are not charged again for staying in the conversation, only for any new template you initiate. On top of Meta's per-message rate, InfiQ applies transparent ₹ pricing (ex-GST), so the number you see is the number you plan against. For a lead-qualification flow the maths is usually easy: one qualified-and-routed inbound lead is worth many multiples of a single Marketing message, which is why teams run this as an always-on trigger rather than a manual send.