DM lead qualification template

Alto’s AI agent asks your qualifying questions in the DM, books good fits on your calendar and sends everyone else something useful. Tricky questions come to you.

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Copy the brief

Best for: Coaches & consultants
Runs on
Built on: AI DM Agent
Works with

delphine.careerchatsOriginal audio

Teachers, your skills transfer 💬

delphine.careerchats Thinking about leaving teaching? Your skills fit more jobs than you think. DM me and let’s talk it through.

Discovery callsAI DM Agent

Live

GoalBook a free discovery call
AsksRole now, goal, timing
Books onCalendly
Not readyFree career guide
Hand offPricing questions

Averyavery.reads

Hi! I saw your Reel. Do you work with teachers who want to change careers?

I do! What do you teach now, and what would you love to move into?

Year 6. I’d love to get into UX research this year.

That’s a great fit for coaching 😊 Want a free 20-minute call? I have Tuesday at 10:00 or Thursday at 14:30.

Thursday please!

Booked for Thursday at 14:30. See you then!

How it works. Your questions, asked the way you’d ask them.

They message you
From a Reel, a Story or your bio, people DM to ask about working with you.
The agent asks your questions
The ones you’d ask on a discovery call, one at a time and in your voice.
Good fits book a call
It offers times from Calendly or Cal.com in the chat and books the one they pick.
Everyone else is looked after
People who aren’t ready get a free resource. Anything the agent shouldn’t answer comes to you with a summary.

Your agent’s brief, ready to copy. Paste it in when you create the agent. Swap the brackets for yours.

Goal
What the agent works towards
Help people who are thinking about [your offer] work out whether it’s right for them, and book a free [length] call with anyone who’s a good fit.
Voice
How it should sound
Warm and encouraging, like a friend who happens to be an expert. Short messages, no jargon, one question at a time.
Questions
Before offering a call
Ask what they do now, what they’d like to change and when they’re hoping to make the change.
Good fit
When to book
Offer a call if they want to [outcome] within [timeframe] and are open to working with a coach. Offer two or three times and book the one they choose.
Not ready yet
The free resource
If they’re just exploring, send my free [resource] and let them know they can message any time.
Hand to me
When to step back
Hand the chat to me for pricing questions, partnership requests or anything personal.

Make it yours. Your questions, your calendar, your rules.

The questions you’d ask
Three or four from your discovery calls. The agent asks them naturally, one at a time.
- Current role
- Goal
- Timeline
- Budget
Your calendar
Good fits pick a time in the chat, and the call lands in your calendar.
- Calendly
- Cal.com
Something for later
A guide, a podcast episode or a free class for people who aren’t ready yet.
- Free guide
- Podcast episode
- Workshop replay
Approve replies at first
Start with every reply waiting for your OK, then let the agent run on its own once you trust it.

DM lead qualification FAQs

Have something else in mind?
Talk to the Alto team.

Can AI qualify leads in Instagram DMs?

Yes. Alto’s AI agent asks your qualifying questions in the DM, in your voice, and picks the next step from the answers: book a call, send a resource or hand the chat to you.

How does it book calls?

Connect Calendly or Cal.com. The agent offers open times in the chat and books the one they choose.

Should coaches use the same DM script for everyone?

With an agent you don’t have to. It follows your brief but responds to each person’s situation, so a career changer and a new graduate get different conversations.

Will I see what the agent says?

Yes. Every conversation is in your inbox, you can approve each reply before it sends while you’re getting started, and handoffs reach you with a summary.

Can a comment campaign hand off to the agent?

Yes. A comment-to-DM campaign can pass the chat to your agent, so people who comment on a Reel get qualified too.

Which plan do I need?

The AI DM Agent is on Alto’s Pro plan.