Templates · Marketing
Business introduction message samples for WhatsApp (shops, CAs, designers, coaching, B2B)
Twenty-two ways to introduce your business on WhatsApp to new leads and customers, as Meta templates and plain app messages, plus who you may message first and who must message you.
By Broadchat teamPublished 11 min read
Before you submit these templates
- Introductions to leads and customers are marketing templates. Meta's category guide lists awareness messages, such as business and product announcements, as marketing.
- State who you are in the first line: your business name, what you do and where. Vague openers such as "Hello dear" read like spam to customers and reviewers.
- Say why you are writing to this person ("you enquired on our website", "we met at the Pragati Maidan packaging expo"). It reminds the customer they agreed to hear from you.
- End with one clear next step: a quick-reply button such as "Send price list" or "Book a call". Several competing links lower replies.
- Do not put phone numbers, prices or offers in variables. Fixed text is reviewed once; a variable holding "Flat 30% off" can get the template paused later.
- A utility category is possible only for strictly account-related, non-promotional messages to an existing customer, such as naming their assigned account manager. Meta decides, and can recategorise after approval.
- Add an opt-out line in the footer ("Reply STOP to unsubscribe") and honour it the same day.
The short answer
A business introduction message on WhatsApp should do four things in four lines: say who you are (business name, what you do, which city), say why you are messaging this person, give one or two facts that make you credible, and end with one easy next step. Send it only to people who gave you their number and agreed to hear from your business, or as a reply when they message you first. Introducing yourself to numbers you bought, scraped or copied from a directory breaks WhatsApp's rules and gets your number blocked.
Below are 13 WhatsApp Business API templates (with {{1}} variables, ready to submit to Meta) and 9 plain messages for the WhatsApp Business app, written for shops, CA firms, interior designers, coaching centres, B2B suppliers, real estate agents, travel agencies and local services.
Who you may introduce yourself to
WhatsApp's Business Messaging Policy says you may contact people only if they gave you their number and agreed to receive messages from your business, by name. That decides which kind of introduction you can send:
| Situation | What you can send |
|---|---|
| The lead messaged you first (website chat button, Click-to-WhatsApp ad, QR code) | A normal, free-form reply inside the 24-hour window. No template needed. |
| The lead filled a form with a WhatsApp consent checkbox, or said yes on a call or at the counter | A marketing template, such as the ones below |
| You have their number from a visiting card, an exhibition list or a referral, but never asked | Do not message yet. Ask for consent by phone or email first, or give them your number |
| A bought or scraped list, directory numbers, group members | Do not message. This is the fastest way to get blocked and reported |
When the lead writes first, you are replying inside the 24-hour customer service window, so you can send any message, including the plain samples on this page, without a template. Since 1 Oct 2026 the first 1,000 such service messages per phone number each month are free; after that they are charged (₹0.115 per message to India, Meta rate card effective 1 Oct 2026, excl. GST). If the lead came from a Click-to-WhatsApp ad and you reply within 24 hours, messages are free for up to 7 days.
Which Meta category these templates are
Meta's template categorisation guide lists awareness messages, such as announcements about your business or products, as Marketing. Almost every introduction is therefore a marketing template: it is charged as one, it reaches only people within Meta's per-user marketing limits, and it must go only to people who opted in. The one exception on this page is the account-manager message, a non-promotional note about an existing customer's own account, which fits Utility. Meta makes the final decision and can recategorise a template even after approval. See WhatsApp template categories explained.
Plain introduction messages for the WhatsApp Business app
Use these as replies when a lead messages you, or one by one to people who asked you to contact them. Fill in the brackets.
1. Clothing or jewellery shop (reply to "price?" on a catalogue item)
Namaste! This is Taneja Sarees, Karol Bagh, Delhi. Thank you for your message. The Banarasi silk saree you asked about is ₹6,800 and available in maroon and bottle green. We have been in Karol Bagh since 1998 and ship across India in 3 to 5 days. Would you like more photos or a video call to see it?2. CA firm (reply to a first message)
Hello, thank you for contacting Mehta and Associates, Chartered Accountants, Ahmedabad. We help small businesses with GST, income tax, audit and company compliance. Could you tell me in one line what you need help with, and your business type? CA Rohan Mehta or I will reply within the hour.3. Interior designer (reply after an Instagram or ad enquiry)
Hi Priya, this is Kavya from Studio Aangan, Bengaluru. Thanks for reaching out! We design complete home interiors, and our kitchens and wardrobes are made in our own workshop in Hosur Road. To suggest the right options, could you share your flat size, possession date and rough budget? I'll send 3 similar projects.4. Coaching centre (reply to a parent)
Namaste, thank you for asking about Excel Coaching Classes, Kota. We teach Classes 9 to 12 in batches of 25 with weekly tests. Which class is your child in, and which subjects? I'll share the batch timings and fees. You are welcome to attend a free demo class before deciding.5. B2B supplier (reply to a buyer's first message)
Hello Mr Nair, this is Neha from Shree Balaji Packaging, Vapi. We manufacture corrugated and mailer boxes, minimum order 500 pieces, with dispatch across India. Please share the box size, quantity per month and printing needs, and I'll send a quotation today. Our catalogue PDF is attached.6. Freelancer or consultant
Hi, I'm Aditya, a freelance web developer in Indore. I build Shopify and WordPress stores for small brands, and I've completed projects for 2 local boutiques and a bakery this year. Happy to look at your current site and suggest 3 quick fixes, free. Would that help?7. Home tutor or music teacher
Namaste, I'm Shalini, and I teach Hindustani vocal and harmonium to children and adults in Malviya Nagar, Jaipur, at home or online. Classes are twice a week, 45 minutes each. Would you like to book a trial class this weekend?8. Your WhatsApp Business app greeting message
Welcome to Krishna Sweets, Lucknow! We make pure ghee sweets, namkeen and festive gift boxes, with home delivery within 3 km. Reply with 1 for the rate list, 2 to place an order, or 3 to talk to us. We reply between 9 am and 9 pm.Set it in the app from the Tools tab → Greeting message; our auto-reply, greeting and away message guide shows the steps.
9. A message your happy customer can forward to a friend (referral)
I got my 2BHK done by Studio Aangan and was happy with the work. If you're planning interiors, message Kavya here: wa.me/91XXXXXXXXXX (Studio Aangan, Bengaluru)The friend messages you, which opens the window, and your reply (sample 3) is a normal service message.
How to write your own
- Line 1, who you are: "This is Kavya from Studio Aangan, an interior design studio in Bengaluru." Not "Hello dear sir/madam".
- Line 2, why them: "You enquired about a 3BHK in Whitefield." This is your proof of consent, in the customer's eyes.
- Line 3, one or two true facts: years in business, what you make in-house, delivery area, a recent project. No claims you cannot back up, such as "No. 1 in Pune".
- Line 4, one next step: a question the customer can answer in a word, or a button.
Keep the first message under about 60 words. Send detail (price list, catalogue, portfolio) after they reply, when the window is open and the messages are service messages.
How to send these
WhatsApp Business app (free, manual). Reply to leads from your phone, set the greeting message, and share your catalogue. See the WhatsApp Business app setup guide and our catalogue setup guide.
WhatsApp Business API (automated). When leads come from a website form, an ad or your CRM, an approved template can introduce you within minutes. In Broadchat:
- Create the template in CRM → WhatsApp Templates, category Marketing, with quick-reply buttons. Meta's review can take up to 24 hours.
- Send it automatically from Automations → Workflow, started by your form or CRM through a Custom Webhook, followed by Send Template Message (V2).
- Build a chatbot in Chatbots with a Keyword Match trigger on each button text ("Send timetable", "Book a call") so the lead gets the next message instantly, and Assign to Agent when they want a person.
The lead follow-up templates cover the messages after the introduction (quotes, site visits, reminders), and building a WhatsApp opt-in list shows how to collect consent before you need it. Agencies that set this up for many local clients can resell the whole platform under their own brand; see white-label WhatsApp.
Sources
- Template categorization — Meta for Developers, checked 30 October 2026
- Template components — Meta for Developers, checked 30 October 2026
- Pricing on the WhatsApp Business Platform — Meta for Developers, checked 30 October 2026
- WhatsApp Business Messaging Policy — WhatsApp, checked 30 October 2026
- Get opt-in for WhatsApp — Meta for Developers, checked 30 October 2026
Broadchat team · Product and partner success team
The people who build and support Broadchat, the white-label WhatsApp Business API platform. We write from what we see while onboarding partners and their clients on the official WhatsApp Cloud API, and we check every article against Meta's current documentation.
Last updated:
13 business introductions templates
Copy the wording, then submit it from CRM → WhatsApp Templates with the sample values shown. Meta reviews every template; approval is never guaranteed.
Hi {{1}}, thank you for shopping at Taneja Sarees, Karol Bagh, and for agreeing to hear from us on WhatsApp. We are a family-run store since 1998 with Banarasi, Kanjeevaram and daily-wear sarees. We share new arrivals here about twice a month.
Reply STOP to unsubscribe
- Show new arrivals
- Store timings
Shop: new customer who opted in at the counter
Marketingintro_clothing_store_billingLanguage: en
Use it when: The day after a customer gave their number at billing and ticked or said yes to WhatsApp updates.
Variables Variable Meaning Sample {{1}} Customer first name Pooja - Telling customers how often you will message sets expectations and reduces blocks.
Dear {{1}}, this is Mehta and Associates, Chartered Accountants in Ahmedabad. You asked about {{2}} on our website. We handle GST, income tax, audits and company compliance for about forty small businesses. Would you like a 15-minute call with CA Rohan Mehta to discuss your requirement?
Reply STOP to unsubscribe
- Book a call
- Send fee details
CA firm: lead from the website enquiry form
Marketingintro_ca_firm_website_leadLanguage: en
Use it when: Within an hour of a website enquiry where the form had a WhatsApp consent checkbox the lead ticked.
Variables Variable Meaning Sample {{1}} Lead name Mr Shah {{2}} Service asked about GST registration for your new firm - Write real facts about your firm, like the client count, only if they are true and current; never invent them.
image header
Hi {{1}}, I am Kavya from Studio Aangan, an interior design studio in Bengaluru. Thank you for your enquiry about your {{2}}. Above is a 2BHK we completed in HSR Layout last month. We do full home interiors with modular kitchens and wardrobes made in our own workshop. Shall I share a few more projects in your budget?
- Yes, show projects
- Book site visit
Interior designer: portfolio introduction
Marketingintro_interior_designer_portfolioLanguage: en
Use it when: After a lead from a property expo, your website or a referral who has agreed to be contacted on WhatsApp.
Variables Variable Meaning Sample {{1}} Lead first name Priya {{2}} Property type and area 3BHK in Whitefield - Upload a real project photo as the image sample; stock photos make reviewers and customers suspicious.
Namaste {{1}}, thank you for your enquiry at Excel Coaching Classes, Kota. We teach Classes 9 to 12 with batches of 25 students, weekly tests and monthly parent meetings. The next {{2}} batch starts soon. Would you like the timetable and fee structure?
Reply STOP to unsubscribe
- Send timetable
- Book a demo class
Coaching centre: parent enquiry
Marketingintro_coaching_parent_enquiryLanguage: en
Use it when: After a walk-in, phone or form enquiry where the parent agreed to WhatsApp updates.
Variables Variable Meaning Sample {{1}} Parent name Mrs Verma {{2}} Course or class Class 11 JEE foundation document header
Hello {{1}}, this is Shree Balaji Packaging, Vapi. We manufacture corrugated boxes and mailer boxes for ecommerce and FMCG brands, with a minimum order of 500 pieces and dispatch across India. As discussed with your team, our product catalogue is attached. Would you like us to courier samples to {{2}} this week?
- Request samples
- Talk to sales
B2B supplier: introduction with catalogue
Marketingintro_b2b_supplier_catalogueLanguage: en
Use it when: After a call or meeting where the buyer agreed to receive your catalogue on WhatsApp.
Variables Variable Meaning Sample {{1}} Buyer name Mr Nair {{2}} Buyer company Kerala Spice Co. - Attach a PDF catalogue under 100 MB; a short, current catalogue gets read, a 60-page one does not.
Hi {{1}}, it was good meeting you at our stall at {{2}}. As promised, this is Shree Balaji Packaging on WhatsApp. Save this number to reach our sales team directly. Shall we send prices for the box sizes you mentioned?
- Yes, send prices
- Not now
After meeting at a trade fair or event
Marketingintro_trade_fair_contactLanguage: en
Use it when: Within two days of an expo, only to visitors who gave you their number and agreed to a WhatsApp follow-up.
Variables Variable Meaning Sample {{1}} Visitor first name Ankit {{2}} Event name IndiaPack Expo, Pragati Maidan - A business card in your fishbowl is not WhatsApp consent on its own. Ask "Can we send you prices on WhatsApp?" and note the answer.
Hello {{1}}, I am Suresh from Iyer Properties, Chennai. Thank you for your enquiry about {{2}}. We are a RERA-registered agency and work with resale and new flats in OMR and Velachery. Tell me your budget and preferred area and I will share three matching options today.
- Share my budget
- Call me
Real estate: new buyer lead
Marketingintro_real_estate_leadLanguage: en
Use it when: After a website or property-portal enquiry where the lead agreed to be contacted on WhatsApp by your agency.
Variables Variable Meaning Sample {{1}} Lead name Mr Raghavan {{2}} Property enquired about 2BHK flats in Sholinganallur - Only write "RERA-registered" if it is true; add your registration number in the profile, not the template.
Hi {{1}}, this is Ritu from Wanderlust Holidays, Jaipur. Thanks for asking about a trip to {{2}}. We plan family and group holidays with hotels, cabs and sightseeing in one package. Could you share your travel dates and number of travellers?
- Share trip details
- Call me instead
Travel agency: holiday enquiry
Marketingintro_travel_agency_leadLanguage: en
Use it when: After a form or call enquiry, when the customer has not messaged you on WhatsApp themselves.
Variables Variable Meaning Sample {{1}} Lead first name Deepak {{2}} Destination Kashmir in December Hi {{1}}, good news from Sunrise Diagnostics: our new collection centre at {{2}} is now open, closer to many of our regular patients. Same tests, same reports on WhatsApp, and home sample collection from this branch too.
- Get directions
Existing customers: new branch or service
Marketingintro_new_branch_customersLanguage: en
Use it when: Once, when you open a branch, start a service or launch a product line that existing customers who opted in to updates would want to know about.
Variables Variable Meaning Sample {{1}} Customer first name Meera {{2}} New branch area Baner, near Balewadi Phata Hi {{1}}, this is Rangoli Home. From today this is our official WhatsApp number for orders, tracking and support. Please save it as Rangoli Home so our updates reach you. Our old number will stop replying at the end of this month.
- Saved, thanks
Existing customers: our new WhatsApp number
Marketingintro_new_official_numberLanguage: en
Use it when: When you move customers from a personal or old number to a WhatsApp Business API number. Send it from the new number, to customers who had opted in on the old one.
Variables Variable Meaning Sample {{1}} Customer first name Arjun - Also post the change from the old number, so customers can see it is genuine.
Hello {{1}}, your account {{2}} with Shree Balaji Packaging is now active. Your account manager is {{3}}, who will handle your orders, dispatch dates and invoices. You can message this number on working days from 10 am to 7 pm.
B2B customer: your account manager
Utilityaccount_manager_assignedLanguage: en
Use it when: When a new B2B customer's account is opened after their first order. Keep it strictly about the account; no product promotion.
Variables Variable Meaning Sample {{1}} Customer contact name Mr Nair {{2}} Customer account code SBP-2214 {{3}} Account manager name Neha Desai - Adding "check out our new mailer boxes" would make this marketing. Send product news separately.
Namaste {{1}} ji, main Sandeep, CoolCare AC Services, Pune se. Aapne AC service ke liye number diya tha, isliye WhatsApp kar raha hoon. Hum AC service, gas refill aur installation karte hain, same-day visit ke saath. Kya aap is hafte visit book karna chahenge?
- Visit book karein
- Rate list bhejein
Hinglish introduction for a local service
Marketingintro_home_service_hinglishLanguage: en
Use it when: For leads who gave their number to your team and agreed to a WhatsApp message, and who speak Hinglish.
Variables Variable Meaning Sample {{1}} Customer first name Ramesh नमस्ते {{1}} जी, हम कृष्णा स्वीट्स, लखनऊ से हैं। काउंटर पर WhatsApp नंबर देने के लिए धन्यवाद। हम शुद्ध घी की मिठाइयाँ, नमकीन और त्योहारों के गिफ्ट बॉक्स बनाते हैं, और 3 किमी तक होम डिलीवरी करते हैं। ऑर्डर के लिए यहीं मैसेज करें।
- रेट लिस्ट भेजें
Hindi introduction for a local shop (Devanagari)
Marketingintro_local_shop_devanagari_hiLanguage: hi
Use it when: For Hindi-speaking customers who gave their number at the counter and agreed to updates.
Variables Variable Meaning Sample {{1}} Customer first name अनीता
Frequently asked questions
How do I introduce my business on WhatsApp?
In four short lines: your business name, what you do and where; why you are messaging this person; one or two true facts that make you credible; and one simple next step, such as a question or a button. Send it only to people who gave you their number and agreed to hear from you, or as a reply when they message first.
Can I send an introduction message to people who have not contacted me?
Only if they gave you their number and agreed to receive WhatsApp messages from your business, for example by ticking a consent box on your form or saying yes at the counter. Numbers from visiting cards, directories, exhibition lists or bought databases are not consent, and messaging them leads to blocks and reports.
Is a business introduction template marketing or utility?
Marketing. Meta lists awareness messages about a business or its products as marketing. A strictly account-related message to an existing customer, such as naming their account manager with no promotion, can be utility. Meta makes the final call and can recategorise after approval.
Do I need a template to reply to a new lead?
No, if the lead messaged you first and you reply within 24 hours of their last message. Inside that customer service window you can send any message. You need an approved template only to start the conversation or to write after the window has closed.
What should a B2B introduction message include?
Your company name and location, what you manufacture or supply, your minimum order and delivery area, why you are writing (a call, a meeting, an enquiry), and one next step such as samples or a quotation. Attach a short PDF catalogue rather than listing every product in the text.
How long should a business introduction message be?
Keep the first message under about 60 words. Customers read the first lines in the chat list preview and decide from those. Send price lists, catalogues and portfolios after they reply.