AI setter for consultants
An AI setter for consultants screens the Instagram and WhatsApp DMs your content brings in, finds the problem and the decision maker, and books intro calls worth your hour.
ManySetter teamUpdated 5 min read
Chapter 01The inbox
Where your leads start the conversation
Most consultants get buyers from three places. Each one deserves its own first question.
A diagnostic lead magnet
They comment “SCORECARD” for your diagnostic. The flow sends it, the setter asks about their company.
Readers who switch apps
A LinkedIn post links to your WhatsApp. Founders arrive with a problem already in mind.
A keyword from a podcast
Listeners DM the keyword you said on a podcast. Ask what made them reach out now.
Chapter 02Qualify
Ask these before the call
A setter books calls only for people who pass your fit rule. These questions make the rule, one per message.
0 of 4 completed
Not a fit when
Wants free advice in the DM, not a project. Runs a company outside the industries you serve. Is a job seeker asking for career tips.
Keep confidential details off DMs
Tell the setter to ask about the problem in general terms. NDAs, financials and contract questions go to you on the call.
Chapter 03Script
The DM script, ready to copy
Opener after the scorecard
Right after your flow sends the scorecard.
Here’s the scorecard! Before you score yourself: what does your company do, and how many people are on the team?
- Next
- Wait for the company and team size.
- Why it works
- Size and industry tell you in one reply if your method applies.
Find the problem
Once you know the company.
Thanks. Which problem made you grab the scorecard, and what is it costing you today in time or money?
- Next
- Listen for a cost: hours, churn, missed deals.
- Why it works
- A named cost turns curiosity into a project.
Budget and decision
When the problem is one you solve.
That’s the work I do: Replace [offer] for Replace [ideal client], Replace [price]. Is that in range, and who else would weigh in on the decision?
- Next
- In range: book with everyone who decides. Out of range: share a free resource.
- Why it works
- Budget and buyer in one message, before your hour is spent.
Book the intro call
After a yes on budget.
Great. Let’s look at how to get you Replace [result] on a 30-minute intro call. Replace [day] at Replace [time] or Replace [day] at Replace [time]? Bring whoever decides with you.
- Next
- It books in the DM with Cal.com, Calendly or iClosed.
- Why it works
- Two options and the right people make the first call count.
A useful follow-up
Two days later, if no time is picked.
Hi Replace [first name], just checking in. I can send a one-page outline of how a project at Replace [business] would run before we talk.
- Next
- After that, wait for them to come back.
- Why it works
- Something useful earns the reply a reminder doesn’t.
Chapter 04Handle
What they say, what you reply
| When they say | Reply with |
|---|---|
| What’s your hourly rate?Reply with: Give the engagement range, not an hourly rate. Then ask which problem they’d want solved first. | Give the engagement range, not an hourly rate. Then ask which problem they’d want solved first. |
| We hired a consultant before. Nothing changed.Reply with: Ask what was delivered: a deck or a change. Then say in one line how you stay through the rollout. | Ask what was delivered: a deck or a change. Then say in one line how you stay through the rollout. |
| Just send me a proposal.Reply with: Agree to send one after a short intro call. A proposal written blind usually misses the real problem. | Agree to send one after a short intro call. A proposal written blind usually misses the real problem. |
| Can you give me a few quick tips?Reply with: Share one useful idea, then offer the call. Long free advice in DMs teaches people not to pay. | Share one useful idea, then offer the call. Long free advice in DMs teaches people not to pay. |
ManySetter
Your DMs, qualified and booked.
An AI setter for consultants, inside your Manychat flows: your fit questions, your voice, your calendar.
- Keeps your Manychat flows
- Asks your fit questions
- Books the call or hands off
Build and test free · Works with your Manychat account
Chapter 05Manychat
Run it inside Manychat
ManySetter is an AI setter for Manychat: it qualifies inbound Instagram, WhatsApp and Facebook Messenger conversations inside your existing flows, then books a call or hands the lead to your team.
Install the ManySetter app
Where to click: SetupConnect Manychat
Copy your ManySetter code, click Install in Manychat and paste the code (install guide).
Start the setter where leads arrive
Where to click: Automation+ ActionManySetterStart conversation
Add it last in your “SCORECARD” comment automation, your podcast keyword automation and the WhatsApp welcome flow behind your LinkedIn link.
Keep the conversation going
Where to click: AutomationBasicDefault Reply
In each channel’s Default Reply, keep only ManySetter › Continue conversation.
Give it your fit rule and calendar
Paste the questions from chapter 02, then connect Cal.com, Calendly or iClosed so it books in the DM.