Conversations
The Conversations feature allows you to communicate directly with clients, other consultants, and platform support. This guide explains how to manage conversations, respond to inquiries, and use the custom pricing feature.
Accessing Conversations
Click Conversations in the navigation bar or click the message icon. The Conversations page displays your message inbox with all active conversations. New messages are indicated with an unread badge.
Responding to Client Inquiries
Clients reach out through Conversations when they have questions about your content or want to discuss their needs. Prompt, professional responses help build trust and can lead to engagements.
When you receive a new message, a notification indicator appears in the navigation bar. You also receive email notifications based on your notification settings. Open the conversation, read the client's message carefully, and respond with helpful information.
Aim to respond within 24-48 hours. Prompt responses demonstrate professionalism and increase the likelihood of converting inquiries to business.
Professional Communication
When responding to clients, answer their questions directly and completely. Provide relevant context about your services or expertise. Ask clarifying questions if you need more information about their needs. Be professional and courteous in your tone.
Starting Conversations
You can initiate conversations with platform users from several places. From a user's profile, click the contact button. From content pages, use the contact option if available. From the Conversations page, click to start a new conversation and search for the person you want to contact.
Sending Messages
Type your message in the input field at the bottom of the conversation and press Enter or click Send to send. Use Shift + Enter to add line breaks within your message.
File Attachments
You can attach files to your messages to share documents, proposals, or other materials.
You can attach up to 10 files per message. Maximum file size is 50MB per file. Common document formats including PDF, Word, Excel, and image files are supported.
Custom Pricing
A key feature for consultants is the ability to offer custom pricing to clients for your services, reports, or courses. When a client's needs differ from your standard pricing, you can create a custom price offer within the conversation.
Creating a Custom Price Offer
The custom price offer appears as a special message in the conversation. It shows the item, the original price, and your custom price. If the custom price is lower than the original, the discount percentage is displayed.
How Custom Pricing Works
When you send a custom price offer, the client sees the offer in the conversation. If they accept, they can proceed to checkout at the custom price. The custom price becomes the effective price for that specific purchase. The original listing price remains unchanged for other clients.
Custom pricing is appropriate for volume arrangements, long-term client relationships, negotiated agreements, or special circumstances where the standard price does not fit the client's situation.
The custom price cannot be the same as the original price. If you want to offer a discount, the custom price must be lower. You can also set a higher custom price for enhanced service levels.
Sharing Content in Conversations
You can reference your published content when relevant to a conversation. Share links to your services, reports, courses, or articles when they relate to what the client needs. This helps clients discover relevant offerings and can lead to purchases.
Managing Conversations
Conversation List
Your inbox displays all active conversations with the most recent at the top. Each conversation shows the participant name, a preview of the last message, and unread indicators if applicable.
Search
Use the search function to find specific conversations or messages. Enter keywords related to what you are looking for.
Archiving
To keep your inbox organized, you can archive messages. Archived messages are moved out of your main inbox but can be accessed from the Archived Messages section in the sidebar.
Notification Settings
Control how you receive email notifications for each conversation. Click the notification settings option in the conversation to choose your preference.
| Setting | Description |
|---|---|
| Every 4 hours | Receive an email digest of new messages every 4 hours |
| Every 12 hours | Receive an email digest every 12 hours |
| Every 24 hours | Receive a daily email digest of new messages |
| Off | Do not receive email notifications for this conversation |
You can also mute individual conversations to temporarily silence notifications without changing your overall settings.
Building Client Relationships
Conversations are often where client relationships begin. A thoughtful initial response can set the tone for a productive engagement.
When clients inquire about your content, thank them for their interest. Answer their questions thoroughly. Provide additional relevant information that helps them make a decision. Offer to discuss their needs further. Consider whether custom pricing makes sense for their situation.
Following up appropriately after initial contact maintains momentum. If a client seems interested but has not responded, a polite follow-up message can help move the conversation forward.