For Personal Finance Coaches

Turn money questions into booked calls.

CreatorFlow sends your consultation links and free guides the moment someone asks. Your calendar fills while you help clients build wealth.

No credit card required • 500 free DMs/month

Meta Tech Provider
@mamimariu
121K followers
@mamimariu
@chic.outfit.studio
45.6K followers
@chic.outfit.studio
@sikusok
1.3K followers
@sikusok
Trusted bycreators

You're helping clients build wealth — but your DMs are overflowing.

Every time you post about budgeting tips or investment strategies, followers ask 'how do I start?' But replying to everyone takes hours — and by the time you respond, they've moved on or found another coach. CreatorFlow automates those conversations so you can turn engagement into paying clients.

Slow Replies

Potential clients lose interest while waiting for your response.

Too Many Inquiries

You can't manage every money question manually — it's overwhelming.

Missed Consultations

People want financial guidance now, not later. You're losing clients.

Set it up once. Keep booking clients on autopilot.

1

Connect Your Instagram

Safe, Meta-approved setup through Instagram's official API. Takes 2 minutes.

2

Add Your Booking Links

Paste your Calendly, discovery call, or consultation booking links.

3

Choose Your Triggers

Set up automations for comments, story replies, or keyword DMs. You're done.

Manual Client Booking vs. Automated Instagram DMs

You've created great financial content. Now automate what happens next.

Manual DM Responses

  • You're checking DMs constantly, even during client sessions
  • Slow replies mean lost clients while you're coaching
  • No way to capture emails before sharing booking links
  • Copy-pasting the same consultation links 50+ times per day

CreatorFlow Automation

  • Instant auto-replies — booking links sent in under 1 minute, 24/7
  • Never miss a client — automation works even while you coach
  • Collect emails (GDPR-compliant) before sending booking links
  • Set it once, keep automating — no more manual client follow-up
Get Started Free

500 free DM automations/month • No credit card

Here's how it works in real life.

Top personal finance coaches use CreatorFlow to turn every comment into a booked consultation. Here's what that looks like:

💬

Budgeting Tip Comment

Trigger:Follower comments: "How do I start budgeting?"
Response:CreatorFlow auto-replies: "Here's my free budget template 👇 [link]"
📸

Story Reaction

Trigger:Follower reacts to your investing tips story
Response:CreatorFlow auto-DMs: "Want to learn more? Book a free call 👇 [link]"
🔑

Keyword DM

Trigger:Follower DMs: "INVEST" or "BUDGET"
Response:CreatorFlow auto-replies: "Ready to take control of your finances? Here's my consultation link 👇 [link]"

Automations that turn engagement into booked consultations.

Automation Type
What It Does
Why It Matters
Comment-to-DM
Auto-sends your booking link when followers comment 'how do I start?' or 'help me budget'
Converts comments into booked consultations — even while you're with clients.
Story Replies
Replies automatically when followers react to your financial tips stories.
Captures interest 24/7, turns reactions into consultations.
Keyword Triggers
Replies to DMs with 'BUDGET,' 'INVEST,' 'COACH,' or any keyword you choose.
Speeds up conversions — followers get booking links instantly.
Email Capture
Collects emails (GDPR-compliant) before sharing your consultation calendar.
Builds your email list while you book clients.

Questions personal finance coaches ask before automating.

Can I use this to book discovery calls?+

Yes. Add your booking link directly into your automated DMs. CreatorFlow works with Calendly, Acuity Scheduling, TidyCal, or any booking platform. When followers comment or DM keywords like "BUDGET" or "CALL," CreatorFlow automatically sends your booking link, so you never miss a potential client.

Will it work for courses or group programs?+

Absolutely. Automate links to course landing pages, webinar registrations, or group coaching sign-ups. Whether you're promoting a budgeting course, investment masterclass, or group coaching program, CreatorFlow can automatically send sign-up links when followers express interest.

Is it safe for my account?+

Yes — CreatorFlow uses Meta's approved Graph API only. We never use browser automation, bots, or any methods that violate Instagram's terms. Your account stays 100% safe because we only use Instagram's official, Meta-approved API. Thousands of creators use CreatorFlow without any account issues.

Can I customize my message tone?+

Of course. Add your personality, emojis, or voice to every message. CreatorFlow lets you write custom messages that match your brand voice — whether you're professional, friendly, or educational. Include emojis, personal touches, or specific instructions to make every automated DM feel authentic.

How much does CreatorFlow cost?+

CreatorFlow offers a free plan with 500 DMs/month, plus paid plans starting at $15/month. See our pricing page for full details. All plans include unlimited automations, making it perfect for finance coaches who want to book consultations and deliver resources automatically.

How fast can I start booking clients?+

Set up takes about 5 minutes. Connect your Instagram, add your booking links, and create your first automation. Once it's live, CreatorFlow starts sending booking links automatically whenever followers comment or DM. You can be booking clients within the same day.

Can I handle different program tiers?+

Yes — set up different keyword triggers for different services. DM 'VIP' for your premium 1-on-1 coaching; DM 'GROUP' for your group program. Each automation can have unique links.

Can I collect emails before sharing program details?+

Yes — enable email gate to capture leads (GDPR-compliant) before delivering program information. Build your list while you book clients.

Does it work for both posts and stories?+

Yes — automate responses to post comments, story replies, and keyword DMs. All three trigger types in one platform.

What about webinar or masterclass registration?+

Automate links to your webinar registration page. When followers express interest in learning more, they get your sign-up link instantly.

Can I track which content drives the most consultations?+

Yes — CreatorFlow's analytics show DMs sent and link clicks per automation. See which financial tips posts drive the most discovery call bookings.

Do clients know the response is automated?+

No. Your messages come from your account in your voice. Clients receive a fast, professional response — that's what matters for building trust.

Ready to book more financial consultations?

Join finance coaches turning DMs into paying clients.

Get Started Free

No credit card required • 500 free DMs/month

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