Step 1: Content or Ad

Start by creating valuable content that is related to your product, service or offer. This content should offer your prospects something for free when they send you a message with a certain keyword. Post this content first on Instagram then (optional) add this post into your paid ad campaigns.

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Step 2: Keyword Trigger

Choose one relevant word that will be used to kickoff your chatbot, then share that keyword with your viewer by mentioning it in your post, ad and copy. Then, when a prospect follows the instructs to DM you with this keyword, the chatbot will automatically be triggered. This initiates the conversation.

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Step 3: Chatbot Conversation

Choose between a simple or complex chatbot depending on your workflow. More complex chatbots are used to qualify leads in the message conversation before sending the lead to your CRM and beginning an automated email flow. Simple chatbots are used to get a greater volume and the qualification is done in the email or calendar booking stage.

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Step 4: Email Automation