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Worksheet

Template planning sheet

One printable page, ruled into a row for each message your business sends. Columns cover message name, trigger event, who speaks first, category, variables with sample values, button label, owner and approval status. A block at the bottom records the window rule your agents follow once a customer replies.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “WhatsApp templates explained: categories and the 24-hour window”, www.gullysystem.com/blog/whatsapp-templates-explained-categories-and-the-24-hour-window