official Meta provider: what we ask on the strategy call

The strategy call about official Meta provider for a field-service company is not a deck. We ask how yesterday went: jobs in a group, addresses in a voice note, and job completion on the technician’s phone.

We ask who decides, who fixes a mistake, and what must not reach a customer without the dispatcher, the technician and the customer. The WhatsApp connection goes through Meta, on the business’s official account, not through a workaround.

Bring whoever owns the business number, and whoever is allowed to approve a message template. Without real material we cannot tell if official Meta provider fits, or if you only need the process tidied.

The call ends as one of three things: we start around the work that repeats, we say it is not ready, or we cut the scope to something you can open quickly. We do not leave “we will come back with a proposal” without a scope.

We do not connect a private number and we do not bypass Meta’s template rules. Without the official account, a WhatsApp bot and an information system stay a promise. The official provider is how they get connected.

For a field-service company, “what we ask on the strategy call” is a practical test of official Meta provider, not a headline. the dispatcher, the technician and the customer need to know what is going on without asking in the group. Messages that went through the template show up in the system, not only on someone’s phone. Bring whoever owns the business number, and whoever is allowed to approve a message template. We do not connect a private number and we do not bypass Meta’s template rules. The example stays the work of a field-service company: jobs in a group, addresses in a voice note, and job completion on the technician’s phone. If you cannot point to one step that enters the system and one step that stays with a person, you do not yet understand their day, and there is no point building a screen. The call is booked only after there is a real example from this week, not a general description, and the system stays the business’s.

If a field-service company wants official Meta provider as part of one software house, the next conversation is about the work itself: AI agents, a secure information system and a WhatsApp bot as an official Meta provider, with human approval before anything goes to a customer. We do not add clients or numbers we do not have.