If you're a coach, consultant, or service provider, your Instagram content is your top-of-funnel. CreatorFlow turns that attention into leads by collecting emails and sending booking links via DM, automatically.
The Lead Capture Workflow
- You post content about your coaching, consulting, or service (Reel, carousel, story)
- In the caption or story, you tell people to comment or reply with a keyword (e.g., "BOOK", "INFO")
- Someone comments the keyword on your post or replies to your story
- CreatorFlow sends a DM asking for their email (Email Gate)
- After they reply with their email, CreatorFlow sends the booking link or service info
- The email is saved to your CreatorFlow Contacts for follow-up
Setup: Email Collection + Booking Link
- Go to the Automations page and click "Create Automation"
- Set the trigger type to "Comment keyword on post" (or "Story reply keyword" for stories)
- Enter your keyword (e.g., "BOOK", "INFO", "COACHING")
- In the Pre-DM Options section, toggle Email Gate on
- In the DM message field, write your message with the booking link
- Save the automation
- Turn it on
Thanks for reaching out! Here's my booking link to schedule a free discovery call: [booking link]. Looking forward to chatting with you!
Automate FAQ Responses
Coaches and service providers get the same questions repeatedly. Create keyword automations for your most common questions:
| Keyword | Automated Response |
|---|---|
| PRICE | Sends your pricing page or a DM with your rates |
| BOOK | Sends your Calendly or booking link |
| HOURS | Sends your availability and time zone |
| RESULTS | Sends a link to testimonials or case studies |
Add these keywords to your Instagram bio so people can DM you a keyword anytime to get instant answers. This works with the Keyword DM Reply trigger type.
Multiple Services? Multiple Automations
If you offer more than one service, create a separate automation for each:
- "COACHING" keyword triggers a DM with your 1-on-1 coaching booking link
- "WORKSHOP" keyword triggers a DM with your group workshop details and sign-up link
- "COURSE" keyword triggers a DM with your online course sales page
Each automation has its own analytics, so you can see which services generate the most interest from your Instagram audience.
Exporting Leads
Go to the Contacts page in CreatorFlow and click Export to download all collected emails as a CSV file. Import the CSV into your email marketing tool (Mailchimp, ConvertKit, Beehiiv, ActiveCampaign) to create nurture sequences for leads who didn't book right away.