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Replying to Clients Like a Pro

Confidently respond to client messages inside OTMS without overthinking every word—or missing a single one. Whether you're a coach managing DMs or a consultant keeping leads warm, this step will save your sanity and strengthen your client relationships.

Watch the Training Video Below

Do It Now: Quick Steps

  1. Go to the Conversations tab in your OTMS sidebar

  2. Click into a client thread

  3. Type your reply and select the message type (SMS, Email, or Social)

  4. Use a saved reply if helpful

  5. Click Send

Pro Tip

Your response speed shapes your client experience. Even a short, kind reply builds trust and positions you as the expert. If you find yourself saying the same thing often, save it as a template so you’re not reinventing the wheel every time.

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