What it does
A funnel for a coach who sells through free webinars. Ads lead to a sign-up page, and a comment keyword on a reel starts a DM that answers questions and sends the sign-up link. Every contact lands in the CRM with its source. Reminders go out by email, SMS and WhatsApp before the live session; people who miss it get the replay and a follow-up. Interested attendees book a call with the coach.
The problem
Plenty of people registered, but only about a quarter turned up, follow-ups were sent by hand days later, and nobody could say which ad or reel brought a paying client.
Approach
Every entry point feeds one contact record with its source, so results can be traced back to the post or ad. The reminder sequence is spread across three channels and timed around the session. Missed sessions are not dead ends: the replay and a short follow-up lead to the same booking page. The coach takes every sales call personally.
- Input
- AI step
- Rules or code
- Person decides
- Result
Screens
Swipe sideways to see the whole screen.
Client work is shown under confidentiality agreements: no client names, and screens are recreated with sample data.
Stack
- Instagram DM automation
- CRM pipeline
- Email, SMS and WhatsApp
- Calendar booking
Impact
Typical for systems like this.
