WhatsApp & Email Proof

🎯 Objective:

To systematically collect and store customer compliments or testimonials received via WhatsApp or email, and convert them into usable proof points for marketing (e.g., stories, decks, ads, trust badges).

🛠️ Tools Required:

WhatsApp Web/Desktop
Email (Gmail)
Google Drive (Screenshots/Video)
Google Sheets/Notion (Tracker)
Canva or Figma (for repurposing visuals)

👥 Roles & Responsibilities:

Role	Responsibility
CX or Vendor Manager	Forward positive proofs from WhatsApp/email
Social Media Executive	Store & tag the proof, get approvals for repurposing
Marketing Manager	Approve usage in creatives or ads

📅 Step-by-Step Process:

✅ Step 1: Identify WhatsApp & Email Proof

Sources include:

WhatsApp chats with customers/vendors
Post-sale thank-you notes
Positive email replies
Customer compliments (text, emojis, short videos)

Look for:

Phrases like “Great service”, “Fast payout”, “Super easy”
Media: screenshots, selfies with pickup agents, video voice notes

✅ Step 2: Take Screenshot or Download Media

Use WhatsApp Web or Gmail
Crop irrelevant names or details if needed
Format: .jpg, .png, or .mp4 (for short videos)

📌 Rename with:
[Date]_[Name/Type]_Platform

Example: 2025-08-10_Rahul_WhatsApp.jpg

✅ Step 3: Store in Google Drive

Folder Structure	Usage
Social Proof → WhatsApp Proofs	Text/image compliments
Social Proof → Email Testimonials	Email compliments
Social Proof → Video Testimonials	Any short video/audio proof

📌 Ensure folders are well-organized by month.

✅ Step 4: Update Tracker

Field	Example
Date	10-Aug-2025
Source	WhatsApp / Email
Name (if available)	Rahul Mehta
Type	Text / Image / Video
Summary	Said "fastest pickup ever, thanks team!"
Usage Status	Collected / Approved / Repurposed

Use Google Sheet or Notion for tracking.

✅ Step 5: Get Approval Before Use

Share screenshot with Marketing Manager for internal approval
If usage includes name or face, get verbal or written consent
via WhatsApp message or short email:

“Hi, may we feature your kind words/photo as a review on our website/social media?”

✅ Step 6: Repurpose in Content

Once approved:

Add as slides in pitch decks
Post as “Social Proof” on stories or feeds
Convert into branded story highlight covers
Use in emailers with text overlays

✅ Notes:

Do NOT use any message without customer consent if it includes full name, face, or voice
No editing of text to change intent — grammar/typos can be fixed
Prefer screenshots with emojis or expressive tones — looks authentic
For long proofs, extract headline-worthy lines and crop appropriately