New to WhatsApp (WA) marketing and don’t know where to start? This beginner-friendly guide to WA number screening will show you how to identify targeted clients in 3 simple steps—even if you’re a novice!
For beginners just getting into WhatsApp marketing, the biggest challenge is often figuring out how to find targeted clients from scratch. WA number screening is the crucial first step to solving this problem, as it helps new marketers quickly identify their target audience. This article will walk you through using WA number screening—with the ITG Global Screening Tool—to build your own database of targeted clients in just three days.
When new marketers start with WhatsApp marketing, they often make the mistake of adding contacts blindly. They assume “the more contacts, the better,” but end up adding a large number of non-target clients. This leads to unresponsive messages, and even account restrictions due to frequent addition of strangers.
Case Example: Xiao Wang, a new cross-border e-commerce seller, added 2,000 contacts in one week. However, only 5 people responded to his promotional messages. Later, using the ITG Global Screening Tool, he discovered that over 1,200 of those contacts were invalid accounts, and fewer than 300 were actually valuable clients.
The second common pitfall is mass-sending the same content without clarifying who the target clients are. For instance, a seller of beauty products might send cosmetics promotions to male users, or a seller of maternal and infant products might send milk powder ads to students.
Data Reference: Analysis from the ITG Global Screening Tool shows that over 60% of messages sent by beginner marketers reach the wrong audience—this is the main reason for low conversion rates.
Many beginners hope to see immediate results, so they skip the fundamental step of WA number screening and jump straight to mass messaging. This not only yields poor results but also increases the risk of triggering platform restrictions.
The ITG Global Screening Tool is designed with a simplified interface specifically for beginners:
- Bulk Upload: Supports direct drag-and-drop upload of Excel spreadsheets, with a maximum capacity of 100,000 data entries at once.
- Automatic Classification: The system automatically categorizes numbers into three tiers: “High-Quality,” “Standard,” and “Invalid.”
- Visual Reports: Uses charts to display verification results intuitively, making it easy for beginners to understand.
Operation Demo: Log in to the ITG backend → Click “Create New Verification” → Upload the number file → Select “Quick Verification” → View the report after 30 minutes.
Even without prior data analysis experience, you can quickly understand client characteristics:
- Automatic Tagging: The system automatically adds tags (e.g., “Region,” “Gender,” “Age Group”) based on number information.
- Behavior Analysis: Displays clients’ active time periods and message reading habits.
- Demand Prediction: Identifies clients’ potential needs through big data analysis.
Case Example: After using this feature, novice marketer Xiao Zhang found that 70% of his clients were active between 8 PM and 10 PM. He adjusted his message-sending time accordingly, increasing his response rate by 3x.
Comes with ready-to-use templates tailored for beginners:
- Script Templates: Pre-written opening lines for different industries.
- Screening Templates: Preset screening criteria for industries like e-commerce, education, and finance.
- Analysis Templates: Automatically generates easy-to-understand reports with operational recommendations.
First, beginners must clarify who their target clients are. It is recommended to define them from three dimensions:
- Basic Characteristics: Age, region, gender.
- Interest Characteristics: Hobbies, topics of interest.
- Needs Characteristics: Products or services they may require.
Specific Actions:
- List the characteristics of the audience most likely to purchase your product.
- Collect initial number resources (e.g., from existing clients, website visitors).
- Organize the data into an Excel spreadsheet, including numbers and basic information.
Case Example: Xiao Li sells fitness supplements. He defined his target clients as “males aged 20–35, interested in fitness topics, and with exercise habits.”
Use the ITG Global Screening Tool for intelligent screening:
- Upload the prepared number data.
- Select the corresponding screening template (e.g., “E-Commerce Consumers”).
- Set basic screening criteria:
- Region restrictions (select target markets).
- Activity requirements (select “Recently Active”).
- Client value rating (select “Above Average”).
- Launch verification and wait for results.
Note for Beginners: For the first use, test with a small batch of data to familiarize yourself with the process before handling large datasets.
Interpret the verification report and start your marketing operations:
- Review core data:
- Ratio of valid numbers.
- Number of high-quality clients.
- Distribution characteristics of clients.
- Develop an operation plan:
- Prioritize contacting high-quality clients.
- Create communication strategies for different client groups.
- Schedule message-sending times.
- Initiate initial interactions:
- Build connections with a gentle approach first.
- Send relevant content based on client tags.
- Record client feedback and continuously optimize.
A: Beginners are advised to start with 100–200 numbers per day, then gradually increase as they gain proficiency. Focus on quality over quantity.
A: Prioritize them in the following order:
- Contact Grade A clients (high-quality clients) first.
- Regularly maintain Grade B clients (standard clients).
- Moderately activate Grade C clients (potential clients).
A:
- Control the frequency of adding contacts: No more than 50 people per day.
- Space out message sends: Do not mass-send identical content.
- Engage in genuine interactions: Avoid purely promotional content.
Xiao Chen was a complete marketing novice. After failing at WeChat commerce, he tried to develop overseas clients via WhatsApp. In his first month, he made all the typical beginner mistakes: blindly adding contacts, mass-sending hard-sell ads, and failing to categorize clients. As a result, he only closed 2 deals that month.
In his second month, he started using the WA number screening service of the ITG Global Screening Tool:
- Week 1: Learned to use the tool and organized 800 potential client numbers.
- Week 2: Screened out 284 valid clients, including 89 high-quality ones.
- Week 3: Created personalized communication plans for high-quality clients.
- Week 4: Closed 15 deals—7x more than the first month.
Now, Xiao Chen has built a database of 1,200 targeted clients and closes over 40 orders per month on average. He said, “WA number screening made me realize that it’s not that clients don’t want to buy—it’s that I wasn’t finding the right ones before.”
- Master the basic functions of ITG.
- Build a database of 500 targeted clients.
- Develop your own communication scripts.
- Achieve stable sales.
- Learn to use advanced screening criteria.
- Establish a client classification and management system.
- Optimize message-sending strategies.
- Increase client conversion rates.
- Develop standardized operation processes.
- Build a client growth system.
- Implement data-driven decision-making.
- Consider team-based operations.
WA number screening is the foundation of WhatsApp marketing and a shortcut for beginners to get started quickly. With user-friendly tools like the ITG Global Screening Tool, even complete novices can master the ability to acquire targeted clients in a short time. Remember: Successful WhatsApp marketing relies not on luck, but on the right methods and tools. Start your WA number screening journey now and use professional techniques to find your targeted clients!
Final Advice for Beginners: Don’t rush for quick results. First, solidify the basics of WA number screening. Make a little progress every day, and in 30 days, you’ll find yourself transformed from a marketing novice to a client-acquisition expert. Keep going—your success story is next!
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