AI setter for marketing agencies
An AI setter for marketing agencies answers the DMs your case studies and free audits bring in, checks budget and decision maker, then books strategy calls with owners ready to hire.
ManySetter teamUpdated 5 min read
Chapter 01The inbox
Where your leads start the conversation
Most marketing agencies get buyers from three places. Each one deserves its own first question.
A case-study Reel
They comment “AUDIT” on a case-study Reel. The flow sends the form, the setter asks about their business.
Readers from LinkedIn
LinkedIn posts send owners to your Instagram DMs. They already know you, so get to timing sooner.
A click-to-WhatsApp ad
Your own ads bring colder owners who tapped “Get a free audit”. Check budget before booking.
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 a one-off post or logo, not ongoing marketing. Has no money for ad spend on top of your fee. Is another freelancer pitching their services to you.
No promised numbers in the DM
Tell the setter never to promise leads, revenue or ad returns. Results depend on the account, so your team discusses them on the call.
Chapter 03Script
The DM script, ready to copy
Opener after the audit form
Right after your flow sends the audit form.
Got it, your audit request is in! So I look at the right things: what does your business sell, and who usually buys it?
- Next
- Wait for their business type.
- Why it works
- It ties the free audit to their business, not to your pitch.
What’s not working
Once you know what they sell.
Thanks! Where do most of your new customers come from today, and which part of your marketing isn’t pulling its weight?
- Next
- Note the channel and the gap for the call.
- Why it works
- The gap they name becomes the agenda of the strategy call.
Fit, budget and timing
When the gap is one your agency fixes.
That’s our lane. We run Replace [offer] for Replace [ideal client], and it’s Replace [price]. Does that fit your budget, and could you start this quarter?
- Next
- Yes to both: book. Budget too low: share a free resource and close kindly.
- Why it works
- Naming the floor early saves a call that can’t end in a yes.
Book the strategy call
After a yes on budget and timing.
Great. Let’s plan how to get you Replace [result] on a short strategy call, ideally with whoever signs off. Would Replace [day] at Replace [time] or Replace [day] at Replace [time] work?
- Next
- The setter books it in the DM once your calendar is connected.
- Why it works
- Getting the decision maker on the first call avoids a second pitch.
Follow up with proof
When they go quiet after the times.
Hi Replace [first name], still keen on Replace [result]? I can send a case study from a business like Replace [business] first, then we pick a time.
- Next
- Stop after two follow-ups and let the lead rest.
- Why it works
- Proof restarts the thread better than repeating the times.
Chapter 04Handle
What they say, what you reply
| When they say | Reply with |
|---|---|
| What do you charge?Reply with: Give your starting retainer in one line, then ask their monthly spend. Hiding it makes owners assume the worst. | Give your starting retainer in one line, then ask their monthly spend. Hiding it makes owners assume the worst. |
| We tried an agency before and got nothing.Reply with: Ask what they were promised and what they got. Then say in one line how you report and decide. | Ask what they were promised and what they got. Then say in one line how you report and decide. |
| Can you send a proposal first?Reply with: Say a proposal without their numbers would be a guess. Offer the call to scope it, then send it after. | Say a proposal without their numbers would be a guess. Offer the call to scope it, then send it after. |
| We’re talking to two other agencies.Reply with: Fine. Ask what they’re comparing: price, channels or reporting. Then book the call so the comparison is fair. | Fine. Ask what they’re comparing: price, channels or reporting. Then book the call so the comparison is fair. |
ManySetter
Your DMs, qualified and booked.
An AI setter for marketing agencies, 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
Put it last in your “AUDIT” comment flow, your link-in-bio DM flow and your click-to-WhatsApp ad flow.
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.