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Sales · Nº 38

The WhatsApp Sales Handbook

From the First "Hi" to Getting Paid

Customers ask "how much?" on WhatsApp all day. How many of them actually pay?

24 tools, a spreadsheet, and ready-made messages that take a sale from the first hi to a payment you checked on the statement, not in a screenshot.

You get 24 tools to set up the account, answer "how much is it?" in the first reply, confirm every order in writing, check every payment, and bring past customers back with permission. Plus a 7-tab spreadsheet, filled in with the example.

1ready-made spreadsheet
13templates to adapt
24tools

A book explains the method. This handbook puts it to work: the tool, a worked example, and a spreadsheet with your numbers.

Secure checkout by Digistore24Money-back guaranteeLifetime access

One-time payment of $29.00. The order form shows the final amount, with any taxes for your country, before you pay.

Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.

14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.

Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.

Saturday, 11 a.m. Two customers are waiting at the counter and the phone won't stop buzzing. Someone asked about a dress last night and never got an answer. Someone else wants "the blue one" in a medium, and you're scrolling up to find out which blue. A third sends a screenshot of a transfer and says she's on her way to pick it up. You know WhatsApp sells. You just couldn't say how much last month.

THE SPREADSHEET

WhatsApp sales spreadsheet

Use the completed example as a reference and enter your business data in the marked fields. Check the instructions and the calculations before you make a decision.

The WhatsApp Sales Handbook · The spreadsheet on screen
The spreadsheet on screen
The WhatsApp Sales Handbook · Simulation with the example data
Simulation with the example data

SOUND FAMILIAR?

Three situations this handbook solves

A customer writes "how much is it?"

You don't just send a number. Your first reply has the price, a photo of someone wearing the piece, and one question about size. The conversation keeps going, and you already know which item and size to look for.

A screenshot arrives: "I'm on my way"

Before anything leaves the counter, you open the bank app and look for the money on the statement. If it's not there yet, the item waits. It's the store's rule, it applies to everyone, so there's nothing to argue about.

The first week of the month

You block one hour, redo the X-ray for the month that just closed, and put it next to the month before and the same month last year. You pick the stage that lost the most sales and one change to test.

INSIDE

What you'll find in each tool

Five parts that follow the order of a sale. Get the channel in order: count one month, pick the right version, finish the profile, lock down the account. Open the doors that bring conversations in. Sell in the chat, from catalog to order summary. Get paid and deliver without falling for a fake receipt. Then bring customers back with permission and review the numbers once a month.

The WhatsApp Sales Handbook · The tool: the idea, where it comes from, and the diagram
The tool: the idea, where it comes from, and the diagram
The WhatsApp Sales Handbook · The step-by-step and the hands-on exercise
The step-by-step and the hands-on exercise
The WhatsApp Sales Handbook · Illustrative example with numbers
Illustrative example with numbers: Mangaba Moda Feminina, a fictional women's clothing store. Débora, the owner, handles buying and pricing. Yasmin answers WhatsApp. Raquel runs the counter and ships the orders. Until Débora counts September, nobody knows how much the channel really sells. Their numbers run through every tool.
The WhatsApp Sales Handbook · The diagram in detail
The diagram in detail

WHAT YOU GET

Everything included in your purchase

  • The WhatsApp Sales Handbook in PDF: 24 tools, each with step-by-step instructions, a worked example, and an exercise
  • The WhatsApp sales spreadsheet in Excel and Google Sheets, with 7 tabs, filled in with the example company
  • The Template kit: 13 ready-made texts, from the greeting and the reply to "how much is it?" to the order summary and the payment reminder
  • 2 worksheets to fill in (monthly X-ray and WhatsApp order) and a 30-day plan, one week per stage
  • Access to your handbook on the Consylion platform
The WhatsApp Sales Handbook · What lands in your library
What lands in your library
The WhatsApp Sales Handbook · The final checklist
The final checklist

Full table of contents

The 24 tools, in the order you'll use them

Part 1 · Part 1 · Your store's channel

  1. 01
    WhatsApp X-rayCount one month of conversations, orders, and paid sales, and see which stage loses the most
  2. 02
    Business app or APIPersonal number, Business app, or API: pick the one that fits your volume and your team
  3. 03
    Business profileThe details customers look for before they write to you, filled in
  4. 04
    Secure accountTwo-step verification, a business-only phone, and the scams that take over accounts

Part 2 · Part 2 · From the click to the first hi

  1. 05
    Entry pointsLinks, QR codes, and every other door, each tagged so you know where sales come from
  2. 06
    Click-to-WhatsApp adsOffer, audience, and the first message already written for the customer
  3. 07
    Automated messagesGreeting and away messages that hold on to the customer and still sound human
  4. 08
    Answering "how much is it?"Price, photo, and one question, all in your first reply

Part 3 · Part 3 · Selling in the chat

  1. 09
    Lean catalogA short list of products with photo, price, and size, ready to send
  2. 10
    Showcase in the chatPhoto, short video, and text, in the order that helps people decide
  3. 11
    Remote sizingThe questions and the size chart that cut down on exchanges
  4. 12
    Several people on one numberWho replies, how they sign, and how they pass a conversation along
  5. 13
    Order summaryProduct, amount, delivery, and payment, confirmed in writing before anyone pays

Part 4 · Part 4 · From order to payment

  1. 14
    Payment methodsInstant bank transfer, card payment link, or payment on delivery: what each one costs and risks
  2. 15
    Verifying instant bank transfersThe money on the statement, not in the screenshot, before anything leaves
  3. 16
    Unpaid ordersA hold period and a reminder for the "I'll pay you soon" orders
  4. 17
    Delivery and shippingDelivery time and price stated before payment, not after
  5. 18
    Remote sales, all in writingWhat the customer needs to know before paying, and how to cancel

Part 5 · Part 5 · After payment

  1. 19
    Order updatesFour short messages that take the order from paid to delivered
  2. 20
    Permission to messageThe customer's yes, on record, within the platform's rules
  3. 21
    Status and broadcast listsNew arrivals for people who saved your number, without turning into spam
  4. 22
    New arrivals by size and styleA one-to-one message when something in their size and style comes in
  5. 23
    VIP groupA launch group with a start date, rules, and an end date
  6. 24
    Monthly WhatsApp reviewOne hour a month with the channel's numbers and one decision

Who it's for

It's for you if

  • You sell on WhatsApp every day and suspect sales slip away somewhere between the first message and the payment
  • You still sell from your personal number, or from the Business app without a catalog or automated messages
  • You get paid by instant bank transfer and release orders based on a screenshot of the receipt
  • More than one person answers the same number, and nobody's sure who promised what to whom
  • You want to reach past customers again without turning into spam or putting your number at risk

It's not for you if

  • You need diagnosis, proposal, and objection scripts for consultative selling. That's The Sales Closing Handbook
  • You want to build the funnel and the CRM for the whole company. See The Sales Handbook
  • Your problem is exchanges and complaints after the sale. That's The Customer Service and Experience Handbook
  • You want a bot to do the selling for you. This handbook starts with a person who replies, with a photo and a price

Frequently asked questions

I don't sell much on WhatsApp. Is this worth it?

Start with three tools: the X-ray, the order summary, and payment verification. They take little time and start preventing losses even with a handful of conversations a day. The rest can wait until the volume is there.

The example is a clothing store. Does it work for my business?

If customers message you to buy, yes. Every tool has a section on how it applies to services, retail, manufacturing and distribution, and independent professionals. You swap the example's numbers for yours.

Do I need the API or some special software?

Probably not. Tool 02 gives you a simple rule based on conversations per day and how many people answer. The example store stays on the Business app, with a business-only number and a computer at the counter.

What about the platform's rules and my customers' data?

The handbook works inside WhatsApp's business rules: permission before any list, an easy way out, and care with customer data. Where the rules change from country to country, an In your country box tells you what to check with your lawyer or accountant.

How much time does this take?

About 2 hours and 24 minutes of reading, or 6 minutes per tool, plus the exercises. The 30-day plan gives each stage a week. After that, the routine is the daily payment check and a one-hour review once a month.

What do I get, and in what formats?

Each handbook is a PDF of about 100 pages with 24 to 27 tools. Every tool has step-by-step instructions and a worked example. You also get the handbook's spreadsheet in Excel (.xlsx), which opens in Google Sheets too, with the example already filled in. The message, policy, and clause templates are in the Template Kit inside the PDF, ready to copy and adapt. Read it in the member area or download the files.

How do I know if it fits my business?

Each handbook's page shows the problem it solves, who it is for and who it is not for, the full table of contents, sample pages, and the company used in the examples. The examples come from small businesses in several industries, with illustrative numbers. If it is not a fit, you can ask for a full refund within 14 days of your purchase, as described in the Refund Policy.

What is the difference between a handbook, an area set, and the Series?

A handbook solves one problem. An area set brings together every handbook and spreadsheet in one of the 6 areas, for less than the price of 5 single handbooks. The Consylion Handbook Series brings together all 100 handbooks and 100 spreadsheets, for less than the price of 8 single handbooks, and includes the next handbooks in the Series. Products outside the Series, from Consylion Life or Consylion Business, have their own price. They are sold separately and are not part of an area set or the Series.

Do I need to read everything before I start?

No. Each tool works on its own. Open the table of contents, pick the tool for today's problem, and start there. You can also read it cover to cover.

Do I need to know Excel?

The basics are enough: open the file and fill in the marked fields. The formulas are already built, and the handbook's example is filled in for reference.

How do I pay, and when do I get access?

By card or bank transfer, as a one-time payment with no subscription. Once your payment is confirmed, you get access to the member area by email. Approved card payments are confirmed right away. Bank transfers are confirmed when the funds clear. If access does not arrive within 24 hours of confirmation, check your spam folder and write to team@consylion.org.

How long do I have access, and how can I use the files?

Access does not expire, and you can download the files for offline use. The license is individual. You may read the handbooks, print them for your own use, and fill in and adapt the spreadsheet and templates with your company's data. If you are a consultant, accountant, or manager, you may apply the tools with your clients and deliver the result of your work, not the files. You may not share, resell, or distribute the files or the access.

How do support and refunds work?

Support is by email at team@consylion.org, on business days, with a reply within 5 business days. It covers questions about access, files, and payment. It does not include consulting or advice on applying the material to your case. You can cancel within 14 days of your purchase, without giving a reason, and get the full amount back through the payment method you used. Send the request to the same email. The details are in the Refund Policy.

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One-time payment of $197.00. The order form shows the final amount, with any taxes for your country, before you pay.

Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.

14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.

Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.

Sales · Nº 38

Run it like a sales counter, not an inbox

Your customers already buy by message. This handbook gives you the tools, the spreadsheet, and the messages to reply with a price, confirm every order in writing, and check every payment before anything leaves the store. What you sell through it is up to you.

See all 100 handbooks · $197.00

Single handbook
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One-time payment
Secure checkout by Digistore24Money-back guaranteeLifetime access

One-time payment of $29.00. The order form shows the final amount, with any taxes for your country, before you pay.

Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.

14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.

Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.

All 100 handbooks

Handbook Series

6 departments, 100 handbooks, 100 spreadsheets

$197.00 $2,900.00 separately

Money-back guarantee · Secure payment

One-time payment of $197.00. The order form shows the final amount, with any taxes for your country, before you pay.

Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.

14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.

Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.