Recommended tools
| Tool | Role | Cost signal | Profile |
|---|---|---|---|
| Manychat Core | DM automation and comment keyword capture | Free entry plan; paid tiers by contacts and channels | View |
| Calendly Core | Booking page for discovery calls | Free entry plan; paid tiers for teams and automation | View |
| Kit Core | Lead magnet and email follow-up | Free entry plan; paid tiers scale by subscribers | View |
| Tally Core | Application or qualification form | Generous free plan; paid tier for advanced needs | View |
| Notion Core | Lead tracker and operating workspace | Free entry plan; paid tiers by seats and features | View |
| Stripe Optional | Payment collection | Transaction-based pricing | View |
Setup order
- 1 Create the offer and booking page.
- 2 Build the lead form and email capture.
- 3 Connect Instagram comment keyword to DM delivery.
- 4 Add a short email follow-up sequence.
- 5 Track leads, booked calls, and paid customers in one table.
Warnings
Watch: Do not automate cold spam DMs.
Watch: Manychat only works after the creator already has attention.
Watch: Stripe availability depends on country and business setup.