SMS Templates for Consulting Firms

SMS is a key communication channel for Consulting Firms because it supports fast, two-way conversations when email is too slow or meetings are hard to schedule. It works well for timely outreach and clear follow-ups across leads, active engagements, and renewal moments. This collection provides ready-to-use SMS templates as practical starting points for sales, delivery, and support teams.

New Inquiry Response

Consulting Firms often receive new inquiries at busy moments when fast acknowledgment shapes the next step. SMS works well because it reaches people quickly and supports short, specific replies. The goal is timely engagement and follow-through by confirming receipt, gathering key details, and setting expectations for next contact.

Template 1:

Hi [First Name], thanks for reaching out to [Company Name] - we received your note. What are you hoping to focus on and what’s a good [Date]/[Time] to connect?

Template 2:

Hi [First Name], this is [Rep Name] with [Company Name] following up on your inquiry. Can you share your [Use Case] and preferred next step - reply here or grab a time at [Scheduling Link]?

Consultation Scheduling

Consulting firms handle consultation scheduling when both sides are juggling calendars and quick confirmation prevents drop-off. SMS is effective because it delivers time-sensitive details fast and makes sure replies stay brief. The goal is response and follow-through by confirming times, reducing no-shows, and capturing last-minute changes.

Template 1:

Hi [First Name], it’s [Rep Name] from [Company Name]. Are we still set for [Date] at [Time], or would another time work better?

Template 2:

Hi [First Name], quick check-in from [Company Name] on scheduling our consult. Reply with 2-3 times that work this week, or book directly here: [Scheduling Link]

Proposal Follow-Ups

Consulting firms send proposal follow-ups to keep prospects engaged and clarify next steps. SMS is effective for this because it prompts quick responses and helps maintain momentum. The marketing goal is to encourage timely replies and support ongoing interest in the consulting relationship.

Template 1:

Hi [First Name], checking in from [Company Name] on the proposal we sent. Would you like to review it together on a quick call, or should I send a brief recap by text?

Template 2:

Hi [First Name], this is [Rep Name] at [Company Name] following up on your proposal. If you’re ready for next steps, reply with yes and I’ll share a few times, or you can pick a slot here: [Scheduling Link]

Project Kickoff Messages

Consulting firms use project kickoff messages to confirm project start details and align expectations with clients. SMS is effective here because it delivers concise updates instantly and prompts quick responses. The goal is to secure acknowledgment, clarify roles, and support smooth project initiation.

Template 1:

Hi [First Name], [Rep Name] from [Company Name] here. Are we still on for the project kickoff on [Date] at [Time], and can you reply OK to confirm?

Template 2:

Hi [First Name], quick note from [Company Name] as we prep for kickoff. Who should be the main day-to-day contact on your side, and should I send the agenda link here: [Link]?

Milestone Updates

Project milestones often require prompt updates to keep all parties aligned and informed. SMS is effective in this context because it delivers concise notifications directly, prompting immediate awareness and quick responses. The marketing goal is to support engagement and timely action on key project developments.

Template 1:

Hi [First Name], quick milestone update from [Company Name] - [Milestone Name] is now complete and the next step is [Next Step]. Can you reply OK to confirm you saw this?

Template 2:

Hi [First Name], heads-up from [Company Name] - we’re tracking a change to the [Milestone Name] timeline and are targeting [Date] at [Time]. Want the brief summary link here: [Link]?

Engagement Check-Ins

A consulting firm uses engagement check-ins to maintain steady communication throughout a project, making sure clients stay informed and involved. SMS is effective for these touchpoints because it delivers reminders and status updates quickly, supporting ongoing responses and reinforcing client participation. The goal is consistent engagement.

Template 1:

Hi [First Name], quick engagement check-in from [Rep Name] at [Company Name] - are we aligned on [Next Step] for this week? Reply with OK or any updates.

Template 2:

Hi [First Name], sharing a brief status check-in on [Project Name] from [Company Name]. Want the latest summary link here [Link] or should we set 15 minutes on [Date] at [Time]?

Contract Renewal Reminders

Consulting firms send contract renewal reminders to prompt clients before agreements expire, reducing the risk of service gaps. SMS is effective because it delivers timely, direct notifications that encourage quick responses. The marketing goal is to prompt action and support smooth contract continuation.

Template 1:

Hi [First Name], [Rep Name] from [Company Name] here - your [Service Name] agreement is up for renewal on [Renewal Date]. Want me to send the renewal link or set a quick check-in at [Scheduling Link]?

Template 2:

Hi [First Name], quick reminder from [Company Name] that your current [Plan Name] term ends on [Renewal Date]. Are you OK to renew as-is, or should we review options for 10 minutes on [Date] at [Time]?

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