WhatsApp introduction message to a client: 20 examples

A good WhatsApp introduction message to a client says who you are and which company you're with, reminds them how you got their number, gives one useful detail and ends with a question they can answer in a word. Keep it to three or four short lines, in text rather than a voice note.

Which kind of first message you're writing matters more than the wording. A reply to someone who messaged you joins a conversation they started. A first message to someone who only left a number on a form or a portal starts one, and WhatsApp's rules treat that differently. Below: the parts of a good first message, when you may write first, 20 examples for B2B, real estate, education and insurance, a five-step sales script, and what to leave out. Replace the words in square brackets.

What should a first WhatsApp message to a client include?

Five parts, in this order, plus a sixth when you're the one writing first. Each fits in a line.

Before the first message goes, finish your WhatsApp Business profile. WhatsApp shows customers your business name, description, address, hours and category, and the month and year you joined the WhatsApp Business app, and its Business Messaging Policy expects a profile with customer support contact details. A lead deciding whether to trust an unknown number can check it there.

Can you message a lead who hasn't messaged you first?

Yes, with their permission. WhatsApp's Business Messaging Policy, which covers the WhatsApp Business app as well as the Cloud API, says a business may only contact people who have given it their number and opted in to receiving its messages. A website or portal form that asks for a WhatsApp number and says you'll contact them there is the clean version of that. A number copied from a directory, or from a list someone sold you, isn't.

Three more things change when you write first:

• If your account is in WhatsApp's test, your message counts towards a monthly limit on messages to people who haven't replied, until they answer. WhatsApp told TechCrunch in October 2025 that it was trying different limits and that the test would reach multiple countries within weeks; it hasn't published the number, and the unanswered-message limit explains what counts.
• WhatsApp offers the recipient the option to block or report a business, and says it may use that feedback to limit the messages a business can send.
• Portal leads are shared. IndiaMART describes a BuyLead as a buyer's requirement that it filters and shares with suppliers of that product, so assume your message lands next to your competitors'. Working IndiaMART buyers as a team is covered separately.

The easiest first message is one the lead sends. A click-to-chat link on your website and in your quote emails opens a chat with your number, with a pre-filled message if you like, so the lead starts the conversation in one tap. The WhatsApp link generator builds one, and messaging without saving a number covers opening a chat with a lead you haven't saved.

Introduction messages for B2B buyers and IndiaMART leads

Business buyers compare suppliers on the details, so lead with them: the product, the quantity, where it ships from and what happens next.

Hi [name], thanks for your message.
[Your name] from [company], [city]. We make [product] for [industry].
Could you share the size and quantity you need?
I'll send the price today.

Hi [name], I'm [your name] from [company].
You posted a requirement on IndiaMART for [quantity] [product].
We make it in [city] and can deliver to [their city] in [days] days.
Shall I send a quotation?

Hi [name], [your name] from [company] here.
[Referrer] at [their company] suggested I get in touch;
we've supplied their [product] since [year].
Would a short call this week be useful?

Hi [name], good to meet you at [fair] in [city] yesterday.
[Your name] from [company], stall [number].
As promised, here is our catalogue: [link].
Which of these should I price for you?

Hi [name], I'm [your name], your new account manager at [company].
I'm taking over from [colleague] on [date].
Your current orders and rates stay the same.
Is there anything pending I should pick up first?

Introduction messages for real estate leads

A buyer who enquired on a property portal may hear from several brokers, so show you read their enquiry: the project, the configuration, the budget they gave.

Hi [name], thanks for your interest in the [2BHK] at [project], [area].
I'm [your name] from [agency].
It's ₹[price], with [key feature].
Would you like the floor plan, or a visit this weekend?

Hi [name], [your name] from [agency] here.
You enquired on [portal] about a [configuration] in [area].
I have [number] options around ₹[budget], including [one standout].
Shall I send the details here?

Hi [name], [your name] here, a property consultant in [city].
[Referrer] mentioned you're looking for a [home or office] in [area].
I helped them buy at [project] last year.
Happy to share what's available, whenever suits you.

Hi [name], thank you for stopping by our stall at [expo] today.
[Your name] from [developer].
Sharing the brochure for [project] and the location pin.
When would you like to visit the sample flat?

Hi [name], [your name] from [agency] in [city].
Thanks for your enquiry about [project].
I can share a video walkthrough and the price sheet here,
and we can talk at a time that suits you in [their city].

Introduction messages for admissions and coaching enquiries

Admissions enquiries often come from a parent asking on a student's behalf, so name the course and the next step: a counselling call, a demo class or the fee structure.

Hello [name], thank you for asking about [course] at [institute].
I'm [your name], admissions counsellor.
The next batch starts on [date]; I'll send the fees and timetable now.
Which class is your child in?

Hello [name], I'm [your name] from [institute].
You filled in our form about [course] for [student's name].
Would a 15-minute counselling call today or tomorrow suit you?
If you'd rather get the details by email, just say so.

Hello [name], [your name] from [institute] here.
[Parent's name], whose child is in our [batch], suggested we speak.
We run [course] for classes [range] in [area].
Shall I send the details for [year]?

Hello [name], thank you for visiting our desk at [fair].
[Your name] from [institute].
Here are the [programme] details and scholarship criteria: [link].
Do you have any questions about eligibility?

Hi [name], you're booked for the [subject] demo class on [day] at [time].
I'm [your name] from [institute]; message me here if anything changes.
[Location pin or joining link]

Introduction messages for insurance leads

Insurance needs more care: say who you represent, put no figure in a first message that you can't stand behind, and offer a call for anything personal, such as health conditions.

Hi [name], thank you for your enquiry about health insurance.
I'm [your name], an insurance adviser with [company].
To suggest the right cover, I'll need everyone's ages and your city.
Would a 10-minute call today suit you?

Hi [name], I'm [your name] from [company].
You asked for a quote for [type of insurance] on our website.
I can share three options with premiums by this evening.
Shall I send them here, or by email?

Hi [name], [your name] here, an adviser with [company].
[Referrer] suggested I get in touch about [their need, such as term cover].
Happy to answer questions, with no obligation.
Is there a good time to talk this week?

Hi [name], I'm [your name] from [company].
You mentioned your [policy type] renews on [date].
Would a comparison of options before then be useful?

Hi [name], I'm [your name] from [company].
I just tried calling about your [insurance] enquiry.
When would suit you for a short call?
Or reply here with your questions, whichever is easier.

A five-step WhatsApp sales script for a new enquiry

A script isn't something to paste in one go; it's the order a good conversation follows. Wait for the lead's answer before each next step.

1. 1Greet and introduce: their name, your name, your company, and how you got their number.
2. 2Ask one qualifying question: the quantity, the budget, the date they need it, or who it's for.
3. 3Answer with one specific option rather than the whole catalogue: a price, a unit, a batch, a plan.
4. 4Offer the next step, with a day and a time: a quote, a call, a visit or a demo.
5. 5Confirm in writing what was agreed and when you'll be back in touch. From there, the follow-up messages take over, and if the next step is a price, here's how to follow up on a quotation.

Each step should fit on a phone screen without scrolling. If an answer needs more, send the PDF or a short voice note after the lead has replied, not before.

What not to send in a first message

• A wall of text. Three or four short lines get read; ten get skimmed.
• A voice note to someone who hasn't messaged you. It can't be skimmed, and they have to play it to find out who you are.
• A brochure, PDF or link with no words. An unexplained file from an unknown number looks like spam.
• A price you haven't checked, or a discount you'll withdraw on the call.
• Several messages in a row. Send one, then wait for an answer.
• A request for documents, payment or personal details before the lead knows who you are.

On a sales team, the first message is also where ownership starts. In WavesFlo's shared inbox, a rep can start a new one-to-one chat with a lead, and introductions like these can be saved once as quick replies for the whole workspace, recalled with a slash and edited before sending. An introduction goes when the rep sends it, and every reply passes the opt-out register first. Two limits to know: new conversations from the inbox go to one person, never a group, and a chat's history starts when its number was linked. WhatsApp for sales covers the rest of the routine, and after the sale, reminding customers about payment needs a different tone.