Introducing direct messaging between experts and clients
Each session, ask and package now has its own thread for the expert and their client.
Experts need a way to communicate with clients outside of a session, whether that's a conversation ahead of an engagement or an upsell afterward.
Every session, ask and package now has a Conversation tab. Everyone on the booking can read and write in it.
Before the call, use it to send prep and collect questions.
After the call, drop the link to a follow up session or a package and your client can book it from there.
Sessions and asks stay open for seven days after they end. A package thread stays open as long as the package is active.
You get an email when someone writes, and a red dot on the tab until you read it.
Message us in #early-access on Slack for access, we're rolling this feature out incrementally and look forward to your feedback in shaping this feature.
Before the call
Send the prep. Ask what they want out of the hour and drop the agenda. Answers land in the same thread, so nothing is buried in an inbox when the call starts.
Your EveryExpert links open in one click. Links to other sites show a short "You're leaving EveryExpert" page first, so a link in a thread never surprises you about where it goes.
After the call
We leave the thread open for seven days after a session ends (same for an ask after it's delivered). Long enough to send the recap and the one question you forgot to ask. Short enough that old bookings don't pile up as open chats you feel you should check. Then it goes read only, with every message still there to look back on. A package thread stays open for as long as the package is active.
Those seven days are also when your client decides whether there's a next step. A lot of folks have asked for a way to propose one without a cold email, and this is it. Drop the link to a follow up session or one of your packages, say why it's the right next move, and they can book it from the thread.
If a booking is cancelled, refunded or expires, the thread closes right away.
You'll know when someone writes
A red dot sits on the Conversation tab in your session or ask until you open it. If you don't open it within a few minutes, you get an email.
The session was never the whole relationship
There's the prep before, the recap after, and the question of what comes next. The Conversation tab is that home, one thread per booking, open when it's useful, closed when it's not.
Come find us in #early-access and let us know how it slots into your workflow.
– Roman Chursin & the EveryExpert team