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Feature · Coaching Snapshot

Instagram DM Automation — Capture, Qualify & Book From DMs

Captures and replies to Instagram DMs automatically, qualifies the prospective client, and pushes them into your CRM and discovery-call booking flow.

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Coaches live on Instagram — and lose leads in an unread DM pile. This automation makes sure every DM gets an instant, on-brand reply and a path to a booked call.

What it does

  • Auto-replies to Instagram DMs the moment they land
  • Qualifies the prospect with a short conversational flow
  • Pushes the lead into your CRM and discovery-call booking flow
  • Flags hot prospects for you to jump in personally when it matters

What’s wired in your dedicated hours

DM reply scripts, qualifying questions, CRM routing, and the handoff rules for when you take over.

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How it fires in your firm

From trigger to outcome — in seconds

Every feature in the snapshot follows the same predictable flow once installed. No tinkering, no manual steps.

1
Trigger fires

Inbound call, form submission, missed appointment, or scheduled date — the right trigger kicks off the workflow.

2
AI processes

Voice or text AI gathers context, qualifies, and routes — calibrated to your originator type.

3
Action taken

Booking, transfer, follow-up, or review request — whatever the workflow is configured to do.

4
Confirmed

SMS + email confirmation to the prospect. Internal alert to your team. CRM record updated.

5
Tracked

Full transcript and structured data flow into GoHighLevel. Searchable, filterable, exportable.

Related features

More automations inside the snapshot

Every feature works together — installed, configured, and tuned for your firm.

Feature
AI Caller
An AI voice agent that answers every call 24/7, qualifies the prospective client, and books the discovery call straight onto your calendar — no missed calls, no voicemail.
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Feature
AI Chatbot
A website and social chatbot that captures visitors, answers questions about your programs instantly, and turns conversations into booked discovery calls.
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Feature
Appointment Automation
Online booking for discovery calls and coaching sessions with reminders, confirmations, reschedules, and no-show recovery — wired to your calendars and programs.
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Want this — and the other 10 automations?

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$997 one-time. Free A2P 10DLC. 10 dedicated hours of configuration. 1 year of free updates. No recurring fees.

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