Implementation checklist

WhatsApp BSP evaluation checklist for ad-driven teams

Most teams ask "Which platform has more features?" A better question is "Which setup can our team run consistently without rework?"

Checklist item 1: Ownership map

Document who owns templates, campaign scheduling, inbox response, escalation, and reporting. If this is unclear, tool choice will not fix it.

Checklist item 2: Approval workflow readiness

Define template lifecycle before launch: draft, review, approval, fallback. This prevents campaign bottlenecks.

Checklist item 3: Inbox ergonomics under load

Run a high-volume day simulation. Check assignment logic, macro quality, and handoff clarity.

Checklist item 4: Tracking fundamentals

• Capture utm_* and gclid consistently.
• Implement clear consent behavior for analytics and ad tags.
• Make conversion events explicit and auditable.

Checklist item 5: Landing page trust alignment

Your ad claim, page copy, and CTA should describe the same outcome. Misalignment increases bounce and lowers trust.

Checklist item 6: Migration sequence

Prefer phased rollout: first one campaign flow, then support workflows, then advanced segmentation. Avoid full-stack replacement overnight.

Checklist item 7: Decision memo discipline

Finalize with a one-page memo: chosen option, rejected options, major trade-offs, and next 30-day execution plan.