Capture leads for coaching and services

The lead workflow

1. A post or story asks people to comment or DM a word, like CALL.
2. A comment-to-DM or keyword automation sends your booking link.
3. Capture their email asks for their address and saves it on the contact.
4. Keyword automations answer the questions you hear every week.
5. Anything your keywords don't catch goes to the AI agent, if you've switched it on, or waits in your Inbox for you.

Booking link and email in one automation

1. Go to Automations, click New automation and choose Someone comments a keyword.
2. Type the keyword, like CALL, and under Listen on pick the post or reel.

   

3. Write the public reply and the DM, for example Here's my calendar. Grab any open slot., and put your booking page in the link field. Any booking page with an https:// address works.
4. Keep When to send the link on After they reply.

   

5. Under Follow-up, switch on Capture their email. Write the ask, like Want my prep sheet before the call? What's the best email for you?, and the Confirmation after they send it.

   

6. Click Publish, then test it from a second Instagram account.

The email ask comes after the link has gone out, so someone who skips it still has your link. HyperDM saves the address as they typed it and can't confirm it's theirs.

For people who DM rather than comment, build the same thing with Someone DMs a keyword, or install the Booking request → calendar recipe from the flow builder. It asks which day suits them, tags the request and sends your calendar link.

Answer the questions you get every week

Each of these is its own Someone DMs a keyword automation:

An automation takes up to 5 keywords, so PRICE, PRICES, COST covers the common spellings. + Exclude words skips messages that contain a word you add. Don't use STOP or START as keywords: STOP always opts the person out, and START opts them back in.

Let the AI agent take the open questions

The agent ships switched off. To have it answer what your keywords miss:

1. In Agent → Knowledge, paste your FAQs under a Label and click Ingest, or use Import from your website. Then review and approve it, because until you do it's left out of answers.

   

   

2. Fill in About your business, and add your booking page under Approved answer links so the agent may share it.

   

   

3. Ask it real questions in the AI Playground. Nothing is sent from there.

   

4. Turn on Reply to DMs automatically in Agent → Overview.

   

On the Goals tab, Capture a lead lets the agent ask for an email after it answers, at most once per person in any 24 hours.

AI can make mistakes, so test the questions that matter before you switch it on. On Free you have one knowledge source of your own, and the agent's conversations count toward your 50.

One automation per service

If you offer more than one service, give each its own keyword, such as COACHING, AUDIT and WORKSHOP. Each automation gets its own link, its own DM and its own row of numbers. If the Lead qualifier recipe suits you, it asks for a budget and tags people as hot leads or ones to nurture.

Where your leads end up

Every captured email is saved on the person's contact. Open them in Contacts, or in the Inbox's contact pane, to see it with their tags and fields. Analytics counts them in Leads captured, and each automation's Results has an Emails number.

HyperDM doesn't sync these addresses to an email tool or a CRM, so plan to follow up from the list you already keep. In the DM, you can reply from the Inbox while their 24-hour window is open. See email capture for more on the ask.