General
Setup
List Growth
Automation
Campaigns
Sales & Support
Tech
Design
Find All Tasks Here:
→ START & Tips
→ Growing vs. Scaling Your Business
→ Grow an Audience
→ Say Goodbye to Manual Work
→ WhatsApp Marketing Broadcasts
→ Conversations into Sales
→ Select Your Software
→ Visuals to Convert
WhatsApp Checklist
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In the top-right corner, press “Duplicate” to make a copy and start editing the template for your own business.

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⚡ General Tips for Using Notion.
- Press CMD + “-” to Zoom out to a better format
- Or in Chrome, Press Settings in top-right and select:

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How to Use This Template to Maximize Your Success
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💡 PAGES: each macro-area has its own list filled with content.
You will find:
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- Setup: explaining the basics and how to get started with WhatsApp Business API
- List Growth: explaining the right techniques to collect and boost subscribers
- Automation: explaining the most important flows for WhatsApp marketing and how to bring them to life
- Campaigns: explaining everything about WhatsApp campaigns, with best practices, what to look out for, who to target and more
- Sales and Support: giving an overview of best practices to make the best out of WhatsApp as customer service and/or sales channel
- Tech: with a list of useful tools you could use or when operating your WhatsApp channel
- Design: with tips and tricks when it comes to designing WhatsApp messages
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💡 CARDS: in each tab there are different cards with very important information.
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Please note that each card has content inside you can access by clicking on “OPEN”: make sure you don’t miss anything.