Consultants thrive on relationships. But in a world full of noise—email overload, social media clutter, and missed calls—how do you keep your clients engaged between sessions?

Simple: text messaging.

Whether you’re a business coach, marketing strategist, or freelance consultant, using a text message system can dramatically improve your client engagement, retention, and even revenue. In this guide, you’ll discover how to use SMS to stay top-of-mind with clients, drive action, and create long-term loyalty.

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Why SMS Works for Consultants

SMS has open rates of over 98% and response times that crush email. When you text your customers, you reach them instantly—and directly.

Here’s why SMS works especially well for consultants:

✅ Faster replies: Texts are short, immediate, and casual
✅ Better engagement: Clients don’t ignore texts like they do emails
✅ More personal touch: It feels like a conversation, not a pitch
✅ Higher conversion rates: Great for reminders, upsells, and renewals

If you’re not using a text software to communicate with clients, you’re missing a key engagement tool.

👉 Ready to try it yourself? Start your free 14-day SuperPhone trial now

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Step 1: Set Up Your Text Message System

Before you start texting clients, you need the right tool. A professional text message system like SuperPhone gives you more control than sending texts from your personal phone.

Look for features like:

• Two-way messaging
• Broadcast messaging (send a single message to many clients)
• Contact tagging and segmentation
• Automated replies and flows
• Scheduling and message history

With SuperPhone, you can easily organize clients, schedule check-ins, and build stronger relationships through automated yet personalized communication.
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👉 Start your free 14-day trial here
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Step 2: Segment Clients for Personalized Communication

Not every client needs the same messages. One-size-fits-all won’t work when you’re managing different types of consulting relationships.

Use your text software to segment contacts by:

• Service type (e.g., marketing, strategy, financial planning)
• Project stage (e.g., onboarding, in progress, post-project)
• Engagement level (e.g., active, dormant, VIP)
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Example:

1. Send a weekly productivity tip to VIP clients
2. Send reminders or accountability texts to coaching clients
3. Send re-engagement offers to past clients

Segmentation = smarter messaging = more engagement.

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Step 3: Use SMS for Timely Reminders & Accountability

As a consultant, your clients count on you for structure, support, and momentum. Texts help you deliver that between sessions.

Try sending:

• Session reminders: “Hi John, just a reminder—our 1:1 is tomorrow at 3 PM!”
• Check-in prompts: “Quick check-in: How’s your goal tracking going this week?”
• Homework nudges: “Don’t forget to submit your worksheet by Friday 😊”
• Accountability encouragement: “You’ve got this! Small steps today = big wins later.”
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This kind of broadcast messaging keeps you connected and keeps clients motivated—even when you’re not on Zoom.
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👉 Want to try this system? Start your free trial with SuperPhone

Step 4: Share Value Through One-to-Many Broadcasts

You don’t have to message each client individually to be valuable. Use broadcast messaging to reach multiple clients at once while still maintaining a personal feel.

Broadcast Message Ideas:

• Weekly insights or tips: “Here’s one quick mindset shift to try this week…”
• New blog or resource alert: “Just published a new guide on pricing strategy—check it out!”
• Event invites or webinar reminders: “Spots are filling up! RSVP now for Thursday’s masterclass.”
• Limited-time offers: “Early bird pricing for my fall package ends Sunday!”
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Make it a habit to send 1–2 valuable texts per week to stay top-of-mind and position yourself as the go-to expert.
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Step 5: Automate Onboarding and Follow-Up

Want to make a great first impression with new clients? Set up an automated onboarding sequence via SMS.

Example welcome flow:

1. Day 1: “Welcome aboard! Here’s your onboarding checklist: [link]”
2. Day 2: “Need help with anything so far? Just reply—I’m here.”
3. Day 4: “Here’s a short video to walk you through the next step.”

You can also automate follow-up sequences for old leads or clients you haven’t heard from in a while.

“Hey Sarah, just checking in—are you still working on [goal]? Let me know if you need support.”
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Step 6: Encourage Referrals & Reviews via Text

Happy clients are your best marketers. Use your text message system to encourage them to refer friends or leave a review.
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Sample Referral Text:

“Hi Mike! If you know someone who could use clarity and momentum like we’ve created together, I’d love an intro 🙏”
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Sample Review Text:

“I’d really appreciate a quick testimonial—just a sentence or two I can share. Thanks so much for your support!”

Short, direct, and friendly—perfect for SMS.

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Best Practices for Texting Your Customers

✅ Always get permission before texting clients
✅ Keep messages short and conversational
✅ Avoid texting too frequently (1–3x/week is ideal for most consultants)
✅ Include your name or business in your first few messages
✅ Use clear CTAs like “Reply YES,” “Schedule now,” or “Watch this video”

Using a text message system with automation and tracking keeps your communication streamlined and professional.

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Real Consultant Success Story

Michelle, a business strategy coach, switched from email to SuperPhone for all her client communication. Within 30 days, she saw:

• 70% higher response rates
• 40% more accountability check-ins completed
• 15% increase in upsells from mid-program offers

Her clients loved the faster, more personal communication—and Michelle saved hours every week.

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Final Thoughts: Keep Clients Engaged with SMS

If you’re serious about client success and long-term retention, SMS is no longer optional—it’s essential.

A well-executed text messaging strategy for consultants will help you:
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✅ Stay connected between sessions
✅ Improve client outcomes
✅ Drive renewals and referrals
✅ Streamline your day-to-day communication

The best part? You can get started today—no tech headaches, no contracts.
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🚀 Ready to Get Started?
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👉 Start your free 14-day trial of SuperPhone now and experience the easiest way to text your customers, run broadcast messaging, and grow your consulting business with smart, automated follow-up.

🔗 Start Your Free Trial

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