← Sales Kit

💬 WhatsApp Demo Flow

Communicate with clients anywhere, anytime — pre-scripted demo scenarios

🔧 Pre-Demo Setup

1

GST Filing Reminder

Remind a client their GSTR-1 is due
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🖱️ Steps in TaxzPro

  • Go to Clients → select a client (e.g., "ABC Traders")
  • Click the 💬 WhatsApp button
  • Select template: Filing Reminder
  • Review the auto-filled message → click Send
  • Point to your phone — message arrives in real time!

💬 What to Say

  • "Instead of typing this out on your personal WhatsApp, one click sends a professional reminder."
  • "The message is logged against the client — you can see who sent what and when."
  • "No more 'did we remind that client?' — it's all tracked."
"Every message sent from TaxzPro is logged, auditable, and searchable — unlike your personal WhatsApp."
9:41 AM 5G ▮▮▮
2

Document Request

Ask client to share purchase invoices
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🖱️ Steps in TaxzPro

  • From client detail → click 💬 WhatsApp
  • Select template: Document Request
  • Send → show message arriving on phone

💬 What to Say

  • "Your junior staff can send professional document requests directly from the platform."
  • "No need to draft messages from scratch — templates are ready to go."
  • "The client sees it on WhatsApp, the most natural channel for them."
9:45 AM 5G ▮▮▮
3

Filing Confirmation

Notify client that their return has been filed
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🖱️ Steps in TaxzPro

  • After completing the GST filing for a client
  • Click 💬 WhatsApp → select Filing Confirmation
  • Send → show the professional confirmation arriving

💬 What to Say

  • "Once you file, send a confirmation in one click. Your client knows it's done — no follow-up calls needed."
  • "This builds trust. The client gets a professional notification, not a casual WhatsApp message."
  • "Imagine sending this to all 100 clients every month — automatically, consistently."
"Your clients stop calling to ask 'has my return been filed?' — because they already got the WhatsApp confirmation."
4:30 PM 5G ▮▮▮
4

Deadline Warning

Urgent reminder for approaching deadline
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🖱️ Steps in TaxzPro

  • From client detail → 💬 WhatsApp → Urgent Reminder
  • Send → show the urgency in the message

💬 What to Say

  • "When a deadline is 2 days away and the client hasn't sent data — send an urgent nudge."
  • "This is the message that prevents a ₹50,000 late filing penalty."
  • "Right now, your staff is calling these clients one by one. With TaxzPro, it's one click per client."
💡 Demo impact: This is the most emotionally compelling flow. Pause after sending and say: "How many times has your firm paid a penalty because a client was 1 day late sending data?"
10:15 AM 5G ▮▮▮
5

Invoice / Payment Reminder

Remind client about pending fees
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🖱️ Steps in TaxzPro

  • From client detail → 💬 WhatsApp → Payment Reminder
  • Send → show professional payment notification

💬 What to Say

  • "No more awkward phone calls about pending fees — send a professional payment reminder."
  • "The invoicing module generates the invoice, and WhatsApp delivers the reminder. Connected."
11:00 AM 5G ▮▮▮

5 Messages That Replace Hours of Phone Calls

Filing reminders · Document requests · Filing confirmations · Deadline warnings · Payment reminders
All sent from TaxzPro, all logged, all tracked — powered by Twilio WhatsApp API.