Consulting practice software

Text messaging for consulting apps.

Call reminders, signature nudges, invoice notices — the texts that move an engagement from booked call to paid invoice.

Free to author & testNo credit cardUS & Canada

9:41
Saturday, June 13

Acme: Juniper Ridge Consulting: your appointment with Jordan Lee is confirmed for Thu Jun 25, 2:00 PM. Reply STOP to opt out.

Our free message templates are live.
Sending arrives Summer 2026.

The moment

A text can change the outcome.

A proposal goes out Monday and sits unsigned in an inbox while the client's quarter fills up around it. A text with the signing link gets the proposal executed while the start date still holds.

Juniper Ridge Consulting: A document is still waiting for your signature. Sign here: juniperridge.co/sign Reply STOP to opt out.
Just signed it
The messages

Consulting practice apps messages. And all of the others.

All nine message categories are included — one registration.

Call & session scheduling

Gets booked discovery calls and working sessions confirmed, reminded, and joined — the practice's revenue core.

Call confirmed
Tomorrow's call
Hour-before reminder
Join-now link
Call moved
We missed you
Platform account lifecycle

Keeps the consultant's own CRM subscription active and their account secure.

Verify phone
Card declined
Trial ending
New sign-in
Confirm change
Invoice to payment

Gets the practice's invoices delivered, paid, and receipted on net terms.

Invoice ready
Due soon
Past due
Payment received
Proposal & SOW sign-off

Moves a sent proposal to a signed engagement before it goes cold.

Proposal ready to sign
Still unsigned
Signature received
Engagement status updates

Keeps the client informed as phases and deliverables land in the portal.

Phase update
Deliverable ready
Engagement check-in
The details

Common questions

How many nudges does an unsigned proposal get before it's too many?

One reminder, three or four days after the signature request.

More detail

The first text carries the link; the reminder catches the one that got buried. Past that, silence is usually a decision, and a third text reads as pressure — the wrong note to start an engagement on.

Should an invoice text include the amount, or just a link to the portal?

Both the amount and the invoice number — a figure the client recognizes is what earns the tap.

More detail

Keep scope detail, hourly breakdowns, and terms behind the portal link. On overdue nudges, stay factual — amount, due date, pay link. Anything that reads like a collections notice spends relationship capital the practice runs on.

Do discovery calls and paid working sessions get the same reminder cadence?

Yes — day before plus an hour before, and the discovery call is where the second reminder earns its keep.

More detail

An established client shows up; a prospect who booked from a website is the no-show risk, and the hour-before text is what saves that slot. If a discovery call no-shows anyway, one same-day rebook text — then let it go.

When do I ask clients if it's okay to text them?

Right when they give you their phone number for the first time.

More detail

For a consulting platform, that's usually when they book the first call. That's when texting makes sense to them and the ask feels natural. RelayKit hosts an opt-in page for your app — your AI tool will know how to link to it from the right spot in your flow.

The paperwork

You build the feature. We handle the bureaucracy.

Every text message carries a stack of carrier rules. We've read all of it, so you don't have to.

Registration handled

Getting approved on your own can take weeks.

Most registrations clear in about three days. We handle the filing, so you can keep building your app.

Messages compliant

Send the wrong kind of message and carriers block it — silently.

Every message is checked against carrier rules before it sends, not just passed through.

Opt-ins & opt-outs covered

Miss a single STOP and the fines add up fast.

We stop instantly. Consent is tracked and enforced at delivery, not wired up by you.

The build

Give your AI tool a build spec, not a pile of docs.

RelayKit generates implementation instructions for your AI tool. Messages, variables, event triggers, testing steps, and integration guidance arrive for smooth integration.

Claude CodeCursorWindsurfGitHub CopilotClineCodex

Slots into ShipFast, Supastarter, MakerKit, and Vercel + Supabase.

import { RelayKit } from 'relaykit';

const relaykit = new RelayKit();

await relaykit.appointments.sendConfirmation(customer.phone, {
  date: 'Fri, Jun 6',
  time: '2:00 PM',
});

That's the send.

The test

Preview list

Your safe audience for sending test messages, before and after launch.

  • JoelVerified
    (555) 867-8842
  • SarahVerified
    (555) 412-5519
  • MikeInvited
    (555) 290-3301
+ Invite someone

Run test messages through real phones.

Add yourself, your team, your beta testers. Each person verifies once. After that, your app's messages work for them exactly the way they'll work for customers.

Trigger your real flows — a booking, a code, a reminder — and see the whole loop land: sent, delivered, your database updated.

The process

What it takes to go live.

No telecom expertise required. We handle the carrier side.

01 · PLAN

Choose your messages

Pick the messages your app needs from templates that already know the rules.

Browse the messages →
02 · BUILD

Build and test

Hand the spec to your AI tool, then test the full flow on real phones before launch.

03 · LAUNCH

Go live

RelayKit handles registration and delivery. A few days to approval.

The price

Simple pricing.

Stage 1

Build for free

Set up your messages. Add the code to your app. Test with real phones. No credit card.

Stage 2

Go live for $49 + $19/mo

We file your registration with carriers. Approval takes a few days. 500 messages included per month, then $8 per additional 500. Full refund if you're not approved.

What $19/mo includes.

500 messages a month
Your own sending number
Delivery, opt-outs & quiet hours
A hosted compliance site
Carrier rule-change tracking

Marketing messages add $10/mo. Volume pricing above 5,000 messages. US and Canada at launch. We don't handle HIPAA, healthcare-regulated workflows, or enterprise procurement.

The numbers

When a message can't wait, send a text.

Messages from an app only work when someone sees them. Here's how text and email compare.

Gets opened
Text message98%
Email~20%
Time to first open
Text message~90 sec
Email~90 min
Gets a reply
Text message~45%
Email~6%
Gets through
Text message~98%
Email~84%

Industry SMS-vs-email benchmarks, 2025–26 — open and response from SMS-marketing aggregates; email inbox placement from Validity's 2025 deliverability report. SMS open is inferred from delivery, not pixel-tracked; reported email open rates are distorted by tracking-pixel prefetch and blocking.

The problem

The rules show up after you start building.

US carriers require these from every business that sends texts. Getting approved can take weeks if not done right.

Registration

Before anything sends, your business gets registered in a central registry that every US carrier checks — legal name, tax ID, website, and what you plan to send. Details have to match your IRS records exactly, or the application bounces.

RelayKit collects this during setup and files the registration for you.

Carrier review

Reviewers check your registration and your messages against carrier rules before you're allowed to send. Other providers typically take two to three weeks — and every rejection restarts the clock, with no guarantee the next round clears.

RelayKit submissions are prepared to pass the first time; approval typically takes a few days.

Consent requirements

You have to collect and keep proof that every recipient agreed to get texts from you — how they opted in, when, and which kinds of messages they agreed to. Someone who signed up for appointment reminders hasn't agreed to marketing.

RelayKit provides the opt-in language and keeps the consent records automatically.

Build a compliance website

Reviewers visit your website looking for a privacy policy with specific mobile-data language, posted terms, and a visible description of your texting program. A missing or half-finished site is the single most common reason registrations get rejected.

RelayKit generates and hosts a compliance site for you — privacy policy, terms, and opt-in page included.

STOP and HELP handling

A reply of STOP has to halt messages to that person immediately, and HELP has to get a real answer — automatically, every time. Getting it wrong is a fast way to get a number shut down.

RelayKit handles both at the delivery layer; when someone replies STOP, we stop.

Message restrictions

Carriers limit what businesses can say over text: entire content categories are banned, links get scrutinized, and messages outside your registered use case can get your number flagged. The rules live across multiple carrier policies, and they change.

RelayKit's templates already follow them, and custom messages are checked before they send — not just passed through.

The start

The messages are ready now. Sending arrives Summer 2026.

You can start with the messages today. When sending launches, your AI tool wires up the integration, you test on real phones, and registration and opt-outs stay handled behind the scenes.

Keep exploring