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Consulting and B2B services: WhatsApp and DM replies

25 messages from the first reply through price and scope questions, call scheduling, three follow-ups, scope reduction, re-engagement, and referral requests.

25 templates5 groups28 minOctober 15, 2026

  • whatsapp
  • message templates
  • follow-up
  • b2b

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1 template open, 25 templates in total. Members see the rest.

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Use WhatsApp in B2B only with a number the client gave you and when it's their channel; keep messages short and clear about price and scope. Save these as quick replies in WhatsApp Business and edit each one for the person.

First reply and gathering details

5 templates

First reply to a form inquiry

Hi {FIRST_NAME}, this is {ADVISOR} from {FIRM}. I received your request about {TOPIC}, thank you. To point you in the right direction, I only need to know three things: 1. How long has this been on the agenda at your company? 2. Who decides together on this? 3. Is there a date or an outside trigger you need to meet? We can continue in writing, or on a 10-minute phone call between {TIME_1} and {TIME_2}.

4 templates more in this group for members.

24 templates more for members

This item has 25 templates in total. With a membership you see all of it and copy any line in one click.

  1. Price, scope, and timing questions6 templates
  2. Scheduling and reminders4 templates
  3. Follow-ups after the proposal4 templates
  4. Re-engagement, referrals, and closing6 templates
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

Consulting and B2B services page

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    9 video and call scripts for B2B services

    0-3s1. Founder observation video (60s)

    Close-up to camera. "Last month I saw the same thing at three companies." On screen: the same line.

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  • Checklist15 min

    Marketing checklist for consulting firms

    • The homepage's first screen says, in one sentence, who you serve, which problem, and what you do.
    • Every service has its own page with method, duration, deliverables, and an out-of-scope section.

    36 items · 6 groupsMembers only

  • Copy template25 min

    Caption templates

    Three-mistakes post

    The three mistakes we see most often with {TOPIC}: 1. {MISTAKE_1} 2. {MISTAKE_2} 3. {MISTAKE_3} What the three share: {COMMON_THREAD}. Instead, we suggest starting with {SUGGESTION}; {DURATION} is enough for the first step. Which one shows up most at your company? Tell me in the comments and I'll answer one with a concrete example.

    24 templates · 5 groupsMembers only

  • Message template12 min

    15 copy and message templates for selling B2B services

    Founder observation post

    Last month I met with three companies in {INDUSTRY}. All three had the same thing going on: {OBSERVATION}. That usually leads to {CONSEQUENCE}. The first step we recommend is simple: {FIRST_STEP}. How does this look at your company? Let's talk in the comments.

    15 templates · 4 groupsMembers only