WHATSAPP CRM QUOTE CHECKLIST — UAE SMALL TEAMS
Prepared by Kibi · kibihq.com

OUR SETUP
People who need access: ___
WhatsApp Business work numbers to connect: ___
Quotes / invoices we send in a typical month: ___ / ___
Where our customers are based: ___
Expected messaging / campaigns: ___
Must-have sales tools: ___

ASK EACH PROVIDER FOR THE SAME BILL
[ ] Monthly payment, paid monthly
[ ] Yearly payment, paid up front (not only a monthly equivalent)
[ ] Included people and the charge for extra people
[ ] Included connected numbers; eligible number add-ons
[ ] Callbacks, lead assignment, quotes and invoices on this exact plan
[ ] Messaging rates, any provider mark-up and who bills them
[ ] AI / automation / active-contact allowances and extra usage
[ ] Setup, onboarding or migration charges
[ ] Any separate paid tool needed for our workflow
[ ] Applicable tax and billing currency
[ ] Renewal, cancellation and export terms

TRY THE SALES DAY
[ ] Connect one work number
[ ] Receive an enquiry and choose who replies
[ ] Record the customer's question and next agreed call
[ ] Create a sample quote and check the invoice workflow
[ ] Ask the covering colleague to find the latest request

More help: https://kibihq.com/whatsapp-crm-uae/
Current Kibi pricing: https://kibihq.com/pricing/