10. Managing conversations

You’ve sent the DMs. Now comes the most important part: what happens after they reply.

This is where most people drop the ball—they lose track of conversations, forget to follow up, or reply too late. If you're not organized, you're leaving money on the table.

The Goal of Your First Reply

When someone responds, your goal isn’t to pitch immediately. Your goal is to:

  • Confirm they’re a qualified lead

  • Guide the convo toward a booked call or next step

  • Keep it casual but intentional

Think of yourself as a concierge—not a closer (yet).

Tools for Managing DMs

If you’re doing this manually:

  • Use a CRM or Google Sheet to track who replied, when, and the status

  • Tag conversations inside Instagram using Notes or Labels

  • Set daily reminders to check in and follow up

If you're using Autogram, it's all built-in:

  • Replies from multiple IG accounts show up in one inbox

  • Conversations are automatically detected as potential leads, and stored in the Leads Page

  • Track daily reply and lead rates to easily see what's working

What to Say When They Reply “Sure” or “Tell Me More”

Here’s an example template for your second message (the pitch):

Awesome — basically, we [1-liner of what you do], and we’ve been helping [niche] book [result] through Instagram.

Happy to break it down or send a short walkthrough — what’s easiest for you?

Examples:

  • "We run outreach campaigns for med spas that bring in 5–10 new consults/month."

  • "We built a tool that automates IG DMs for coaches trying to scale."

Here, you funnel them towards the best way for you to get in touch with them, which for most is a short call.

Booking the Call

Once someone’s warm and engaged, transition like this:

If it helps, I can show you the system real quick — want to grab a time this week?

Or:

Sounds like this might be a fit — want to hop on a 10-min call and I’ll show you what it looks like?

Then drop the calendar link

Staying organized is what separates the people who “send DMs” from the ones who close deals. Track it. Tag it. Follow up. Rinse and repeat.

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