Day 1 is assigned to a specific date by the WSP team based on your batch start date.
📅 Check your confirmation email for your full task schedule.
Haven't received it? Email hello@wa.expert and we'll sort it out quickly.
📅 Week 1 · Monday
day-01
What is WA.Expert?.
Today you'll learn: what WA.Expert is and why businesses pay for it — explained so clearly you could teach it to your parents by tonight.
⏱ ~20 mins
📖 Read + Quiz + Submit
✅ Need 3/5 to unlock
🔒 Saturday only
Week
Week 5 of 8
Day
1 of 14
Program
2-Week Program
📖 Read This First — About 8 Minutes
A basic CRM stores data. An advanced CRM predicts behaviour.
Day 30 — Month 2, Week 5. You are in the advanced phase of the 2-Month Expert Program. Today: Advanced CRM — Lifecycle Stages.
You now have the full technical and implementation foundation from Days 1–28. The remaining days build the advanced expert capabilities — the skills that differentiate a junior implementer from a senior consultant.
🔬
Expert-level work is about depth within a domain, not breadth across domains. Anyone can configure a Team Inbox. An expert configures it correctly the first time, anticipates the edge cases, and knows how to fix it when something breaks six months later. That depth is what today builds.
Read the reference page below, then apply your expert-level knowledge to the quiz and the day's task. The tasks at this stage are real deliverables — not practice exercises.
🔑 Expert standard: Every task submission from Day 29 onwards should be something you could show to a client or employer as evidence of your capability. Not a draft — a deliverable.
💡
Read the reference page below before taking the quiz.
What is RFM analysis and how does it apply to WA.Expert CRM segmentation?
A
A Meta compliance framework
B
Recency (how recently they purchased), Frequency (how often), Monetary (how much they spend) — three dimensions that together identify your most valuable customers and the ones most at risk of churning
C
A reporting format for campaign results
D
A type of WhatsApp template
✅ RFM identifies your VIPs (recent, frequent, high-spend) and your at-risk customers (not recent, low frequency). Tagging these segments in the CRM enables precisely targeted campaigns.
❌ RFM = Recency + Frequency + Monetary. Three dimensions that identify VIPs and churn risks. Tag these in CRM → targeted campaigns → higher ROI.
Question 2 of 5
A customer has bought 12 times in 2 years but not in the last 90 days. Which lifecycle action?
A
Delete — they are clearly done
B
Tag as High-Value-Dormant and trigger a VIP re-engagement campaign with a personalised win-back offer — their history makes them worth significantly more effort than a standard dormant contact
C
Send the standard dormant re-engagement campaign
D
Call them directly
✅ High-Value-Dormant is a different segment than standard dormant. 12 purchases = proven buyer. A personalised win-back with a meaningful offer has very high ROI.
❌ High-Value-Dormant requires a different treatment than standard dormant. 12 purchases = proven high-value customer worth a VIP win-back effort.
Question 3 of 5
What CRM data field enables 'predictive re-ordering' campaigns for a consumable product brand?
A
Customer's birthday
B
Average purchase frequency + last purchase date — together these predict when the customer is likely to run out of the product and when to send a timely re-order nudge
C
Customer's city
D
Number of support conversations
✅ Purchase frequency + last purchase date = predicted run-out date = perfect campaign timing. 'Your protein powder is probably running low' sent at the right moment converts extremely well.
❌ Average frequency + last purchase date predicts run-out timing. The right message at the right moment is what makes re-order campaigns work.
Question 4 of 5
A retail CRM has 50,000 contacts. 60% have never been tagged beyond 'Customer'. Why is this a problem and how do you fix it?
A
It is not a problem — tagging is optional
B
60% untagged means 30,000 contacts receive generic campaigns. Fix: retroactive tagging campaign — use purchase history, last order date, and category to bulk-apply tags to all untagged contacts before the next campaign
C
Just delete the untagged contacts
D
Create a new account with better tagging
✅ Untagged = generic campaigns = lower conversion. Retroactive tagging using purchase history transforms a generic database into a segmented one. Worth doing before the next campaign.
❌ 60% untagged = 60% generic campaigns. Retroactive tagging using purchase history turns a generic database into a segmented one. Do it before the next campaign.
Question 5 of 5
What is a 'customer health score' and why is it useful in a WA.Expert CRM?
A
A medical metric for healthcare clients
B
A composite score (based on recency, frequency, engagement, support history) that predicts likelihood of churn — contacts with declining health scores should trigger proactive re-engagement before they go fully dormant
C
The customer's feedback rating
D
A Meta quality metric for contacts
✅ Health score = early churn warning system. A declining score triggers action before the customer goes fully dormant — proactive retention is far cheaper than win-back.
❌ Health score = composite churn predictor. Declining score = proactive intervention. Proactive retention is far cheaper than win-back campaigns.
–of 5
Answer all 5 questions, then check your score.
✏️ Your Task
🔒
Score 3/5 to unlock this
Complete the quiz above first. The moment you score 3 or more, this section unlocks.
🏅
🎉 Day 1 — done!
Day 2 opens on your assigned Tuesday.
📝 Today's Task
Someone in your family runs a small business. In 3–4 sentences, explain WA.Expert to them like you're actually WhatsApp-ing them right now. Your own words — not copied from the page.
Start like this: "So there's this platform I was reading about — it's basically for businesses that get too many WhatsApp messages to handle manually. It lets them..."
0 / 800
From your registration confirmation email. Can't find it?
Submitting before 11 PM IST on your assigned Saturday counts as Day 30 complete.
Week 1 · Coming Tomorrow
Day 2 — WhatsApp App vs Business APIOpens Tuesday on your assigned date.