Professional & Service Businesses

Look responsive even when you’re heads-down in billable work.

Clients judge responsiveness between your meetings. SharpTXT confirms consultations, nudges unanswered quotes, and chases invoices on schedule - so every client gets a fast, consistent follow-up without you touching your phone.

  • Free plan, no credit card
  • Set up with a QR scan
  • See when every message is read
LC
Lumos Consulting
Business account
Today
Message
9:41

Sent automatically: 24 hours before consultation

The problem

Sound familiar?

None of it is hard. It just never stops - and each one is a message someone has to remember.

  • Consultations no-show

    Prep time is wasted when clients quietly forget the meeting.

  • Quotes stall in silence

    Proposals die not from rejection but from never being followed up.

  • Invoice chasing eats partner hours

    Asking for payment feels awkward - so it keeps getting postponed.

  • Status calls break deep work

    “Just checking in” interrupts the work you billed for.

  • Missing documents hold up filings

    Tax forms, KYC documents, and signatures get chased by phone, one client at a time.

What you can automate

Built for Professional & Service Businesses

Set each one up once. From then on it goes out on time, to every customer, the same way.

Consultation reminders

Clients arrive prepared or reschedule early enough to refill.

Quote follow-ups

Polite, timed nudges until you get an answer either way.

Partner lead alerts

New website enquiries forwarded to the right partner’s WhatsApp the moment they arrive.

Document requests

Missing tax forms, KYC documents, and signatures chased automatically - no phone calls.

Retainer & invoice reminders

Polite reminders with the PDF invoice attached, sent on a schedule.

How it runs

Your workflows, on autopilot

Choose what starts it. SharpTXT sends every step after that, and each reply moves the customer along.

Consultations

  1. Starts when
    Meeting booked
  2. Confirmation
  3. Reminder (24h)
  4. Meeting held
  5. Result
    Recap + next steps

Document requests

  1. Starts when
    Filing deadline set
  2. Document / e-sign request
  3. Reminder (3 days)
  4. Result
    Received + confirmed

Invoicing

  1. Starts when
    Invoice issued
  2. Due-date reminder + PDF
  3. Overdue notice
  4. Result
    Paid + receipt

The conversation, not just the message

Replies branch. SharpTXT builds each one as a flow you can see: a step is a message, and every answer is a line to whatever comes next - including the point where a person takes over. This is the same editor you get after signing in.

A new enquiry arrives

Routes each enquiry to the right team in one question, collects the documents list, and keeps the consult booking out of the inbox.

StartMessage

Thanks for contacting us. Is this about 1 accounting, 2 legal, or 3 something else?

1.if1
2.if2
3.if3
Message

We offer a 30-minute consult. Reply a day that suits you.

1.ifanything
Hands offMessage

Thanks - one of our team will review this and reply today.

The duty associate

Message

Consult booked. Please have your documents ready. Reply CHANGE to move it.

1.ifchange
  1. Step 1: Thanks for contacting us. Is this about 1 accounting, 2 legal, or 3 something else? If they reply 1, go to step 2. If they reply 2, go to step 2. If they reply 3, go to step 3.
  2. Step 2: We offer a 30-minute consult. Reply a day that suits you. If they reply anything, go to step 4.
  3. Step 3: Thanks - one of our team will review this and reply today. Hands the conversation to The duty associate.
  4. Step 4: Consult booked. Please have your documents ready. Reply CHANGE to move it. If they reply change, go to step 2.
An answer leaves from its own dotA dashed line sends the contact backHands offA person takes over hereScroll sideways to follow the flow

What changes

Less time messaging. More of it working for you.

Meetings that actually happen

Reminded clients show up prepared - prep time stops being wasted.

Faster yes-or-no answers

Timed quote follow-ups surface real objections instead of endless silence.

Invoices paid closer to due

A scheduled reminder sequence does the asking so relationships stay warm.

Chase less, close more.

Put consultation reminders, quote nudges, and invoice chasing on autopilot - and stay billable.

Start free today

  • Free plan - free forever, no credit card
  • Link your WhatsApp number with a QR scan
Start free

See it with our team

  • A walkthrough built around your workflows
  • Ask about the official Meta WhatsApp Business Platform
Book a demo
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