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Agencies & Service Businesses Automation

Collect client testimonials and case study content on WhatsApp — automatically after project delivery

WhatsPortal sends a testimonial request to clients on WhatsApp at the right moment — project complete, client satisfied — and guides them through a short feedback flow that gives you quotable content, case study material, and a Google review.

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  • Official WhatsApp BSP
  • Free plan — no credit card required
  • Instant webhook integrations
  • Custom WhatsApp Flows
  • Billed in INR via Razorpay

You delivered great work. The client loved it. You meant to ask for a testimonial. Three months later, the moment has passed.

01

Testimonials are asked for too late. A client who was thrilled at project delivery becomes harder to reach six months later. The enthusiasm fades, work piles up, and the ask feels awkward. The 48-hour window after project completion is when the ask should happen — and almost never does.

02

Asking for a testimonial via email feels like a big ask. Clients intend to do it, don't know what to write, and it sits on their to-do list indefinitely. A WhatsApp bot that asks one question at a time — 'What did we help you achieve?' — makes the process easy enough to actually complete.

03

Testimonials and case study content are the highest-converting marketing assets for agencies. A well-crafted quote and a result statement — 'increased leads by 40% in 90 days' — closes more proposals than any campaign. But most agencies don't have a system for collecting this content consistently.

The solution

WhatsPortal collects client testimonials on WhatsApp — conversational, timely, and structured for marketing use.

Timed testimonial request

48 hours after project completion or a milestone delivery, WhatsPortal sends a personalised testimonial request — 'We're thrilled with how [Project] turned out. Would you be willing to share a few words about your experience?'

  • 48 hours after project completion or a milestone delivery, WhatsPortal sends a personalised testimonial request
  • 'We're thrilled with how [Project] turned out
  • Would you be willing to share a few words about your experience?'

Guided testimonial flow

Instead of 'write us a testimonial,' the bot asks structured questions — 'What challenge were you facing before working with us?', 'What results have you seen?', 'What would you say to someone considering us?' — producing quotable, specific content.

  • Instead of 'write us a testimonial,' the bot asks structured questions
  • 'What challenge were you facing before working with us?', 'What results have you seen?', 'What would you say to someone considering us?'
  • producing quotable, specific content

Google and platform review prompt

For clients who give strong feedback, a follow-up message directs them to leave a review — 'Would you mind sharing that on Google? It takes 2 minutes and helps us enormously.' Includes a direct Google review link.

  • For clients who give strong feedback, a follow-up message directs them to leave a review
  • 'Would you mind sharing that on Google
  • It takes 2 minutes and helps us enormously.' Includes a direct Google review link

Case study content collection

For significant results, the bot asks for permission to use the content in a case study and requests key metrics — before, after, timeframe — so your team has the raw material to build a compelling story.

  • For significant results, the bot asks for permission to use the content in a case study and requests key metrics
  • before, after, timeframe
  • so your team has the raw material to build a compelling story

How it works

Streamlined automation in four simple steps.

  1. 01

    Project completion triggers the request

    When a project is marked delivered in your system, WhatsPortal sends the testimonial request automatically to the project contact.

  2. 02

    Client completes the flow on WhatsApp

    One question at a time, the client shares their experience. The whole flow takes under 5 minutes and feels like a conversation.

  3. 03

    Your marketing team has ready-to-use content

    WhatsPortal collates the responses. Your team has quotes, results, and case study material — without a single manual request.

  4. 04

    Sync project dashboard

    Onboarding files, milestones, and invoice tracking data are pushed directly to your client portal or CRM.

A

Account Manager

Alpha Media

Hi Rohan! Welcome to Alpha Media. 🎨 We are excited to begin your branding project.

11:00 AM ✓✓

Our onboarding process is entirely on WhatsApp. To start, please choose your next step.

11:00 AM ✓✓

Upload design briefSchedule kick-offMeet the team

Upload design brief

11:02 AM ✓✓

Please upload your brand guidelines or design brief document (PDF/Word).

11:02 AM ✓✓

📄 Sent brand_brief.pdf

11:03 AM ✓✓

Brand brief received successfully! We will review it and get back to you with initial moodboards in 48 hours. 🚀

11:03 AM ✓✓

Example conversation — automated by WhatsPortal

What our customers say

“We went from having 4 testimonials on our website to 20+ in three months. We just added WhatsPortal after every project. Clients actually enjoy the quick WhatsApp chat — it doesn't feel like a task.”

— [Agency founder]

Live

Agencies using automated WhatsApp testimonial collection systems collect significantly more client quotes and case study content than those relying on manual, ad-hoc requests

< 1 min

Average setup time for standard workflows

3×

Increase in response rates compared to email alerts

₹0

Get started for free — free plan included

FAQ

Common questions about agency testimonial collection bot

Can I collect video testimonials via WhatsApp?

Yes. Ask clients to send a short video message on WhatsApp — &apos;Even a 30-second voice note or video from you means a lot.&apos; WhatsApp makes video messages easy to record and send. Responses land in your team inbox.

Can I use the testimonial content without explicit permission?

Include an opt-in question in the flow — &apos;Are you happy for us to use your feedback on our website and marketing materials?&apos; Only approved responses are used publicly. WhatsPortal records the consent.

Can I ask for testimonials from clients mid-project — not just at the end?

Yes. Send a mid-project satisfaction check — &apos;We&apos;re halfway through your project. How has the experience been so far?&apos; This surfaces issues early and captures positive sentiment at peak enthusiasm points.

What does WhatsPortal cost?

Free plan: ₹0, 100 messages/month. Standard: ₹1,199/month (5,000 messages). Premium: ₹2,499/month (unlimited). All in INR via Razorpay.

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Happy clients will tell the world — if you make it easy enough. Start on WhatsApp.

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