WhitepaperReal estate

From Enquiry to Site Visit: The WhatsApp Playbook for Real Estate

A free guide to WhatsApp marketing for real estate in India: answer enquiries, share brochures, book site visits and follow up until the booking, in one chat.

15 pages · PDF12-minute readPublished November 2026
Cover of From Enquiry to Site Visit: The WhatsApp Playbook for Real Estate

Inside: the five-stage buyer journey on WhatsApp, the first three automations to switch on, sample templates, results from a SAMWAD customer and a week-by-week 30-day launch plan.

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What’s inside

What you’ll learn.

01The buyer journey on WhatsApp

Five stages (enquiry, brochure, site visit, follow-up, after booking), with what SAMWAD does and the one number to watch at each stage.

02The first three automations

Enquiry reply, site-visit booking and the day-before reminder, set out as trigger, message and next step, with sample templates.

03Results and a 30-day plan

A SAMWAD real estate customer story, a scorecard, a consent checklist and a week-by-week plan to launch.

Who it’s for

Developers and buildersBrokers and channel partnersSales and pre-sales teamsMarketing teams for new launches

A look inside

The buyer journey on WhatsApp.

Most teams use WhatsApp only after a call. Run all five stages in one chat and every brochure, question and visit sits in one thread when sales picks it up.

01Enquiry

Replies with project details; qualifies budget, location, BHK and timeline. The Voice AI Agent answers WhatsApp calls about the project.

WATCH: Enquiries qualified on the same day
02Brochure

Brochure, floor plans, price sheet, location map and photos, with a “Book a site visit” button.

WATCH: Brochures that lead to a visit request
03Site visit

Slot booking in a WhatsApp form; a reminder the day before with the location; reschedule in a couple of taps.

WATCH: Visits completed vs booked
04Follow-up

A post-visit message; serious buyers go to sales with the full chat; launch and price updates for opted-in buyers.

WATCH: Visits that become bookings
05After booking

Booking amount and instalment reminders; KYC and booking documents collected in a WhatsApp form; reminders can go out from your CRM.

WATCH: Instalments paid on time

Design ruleMake the next step one tap. End each message with the visit, the document or the payment the buyer needs next.

Keep reading

More on WhatsApp for real estate.

The customer story quoted in the playbook, plus guides on the same topics.

Case studyHow WhatsApp streamlined real estate operations with 20x ROIRead the story → IndustryWhatsApp for real estateSee how it works →

Put the playbook to work

Book your first site visit on WhatsApp.

Start a free trial, or book a demo and we’ll set up your first automation from the playbook with you.

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For enterprises

Run WhatsApp at scale, on your terms.

Multiple numbers, on-prem or VPC AI, custom integrations and a priority SLA.

Book a live demo