As a consultant, you can support your clients in different ways. Each service has its own strengths and is suited to a specific type of question, moment, or client need. By using the right format at the right time, you not only increase the value of the consultation but also improve client satisfaction and engagement.

Our platform offers four ways to connect with clients. Below you’ll find guidance on how to use each service effectively.

Phone Consultation – for Depth and Connection #

A phone consultation is ideal when a client needs direct interaction and deeper engagement. This format works particularly well for emotional, complex, or sensitive topics where follow-up questions and alignment are important.

Many consultants regularly use phone consultations as a follow-up to an earlier chat or text consultation.

Chat Consultation – Accessible and Flexible #

Chat consultations are well suited for clients who want to ask a quick question or prefer written communication. This format allows for focused, structured exchanges within the platform.

Chat consultations are effective for short, targeted questions or for maintaining ongoing guidance without immediately scheduling a phone call.

Text Consultation – Clear and Structured Advice #

A text consultation allows you to go deeper into a question or situation. Clients can carefully formulate their request and, if needed, include attachments or photos. You then provide a detailed, written response through the platform.

This format is ideal for clients who want to reread the advice and reflect on the insights at their own pace.

Text consultations are often used for in-depth analyses or advice where context and explanation are important. Many consultants combine a text consultation with a follow-up chat or phone consultation to further explore the insights provided.

Callback Requests – Planned Within a Time Window #

With a callback request, the client specifies a time window in which they can and would like to be called back. You can accept this request within five minutes.

Within this time window, you start the consultation at a moment that suits you. There is no fixed appointment time, but there is a clear agreement regarding availability and duration.

Callback requests are particularly useful for returning clients. Working with time windows provides flexibility while maintaining structure, resulting in well-organized consultations and a strong relationship of trust.

Please note that being directly available is always the best service, as it allows clients to start a consultation immediately.

Combining Services Strategically #

The real strength often lies in combining different consultation formats. A short chat may lead to a callback request, or a text consultation may be deepened through a phone call.

Rather than using each service in isolation, treat them as a flexible set of tools that adapt to the needs of your clients.