DM-to-Calendly booking flow
When someone DMs "info" or "ready" on Instagram or TikTok, the AI agent qualifies, sends your Calendly link, and confirms when they book. The lead lands in your "Discovery call" pipeline stage.
USE CASE: COACHES & CREATORSFor coaches & solopreneurs
Turn DMs into bookings. On autopilot.
The CRM for creators who sell in DMs. AI replies in your voice, instant Calendly booking, in-DM checkout, and full course-launch playbooks, across Instagram, TikTok, Threads, YouTube, and every other platform you post on.
14-day free trial · No credit card required · Cancel anytime
4.2x
Booked calls/wk
With AI DM triage
< 30 sec
Reply time
AI in your voice
8
Platforms scheduled
From one calendar
$0
Per-seat add-on
Flat-rate pricing
Creator pain
Why most creators stop scaling around 20k followers
The DM volume gets too big. Three patterns we see every week.
You sell in DMs, but DMs are a black hole
Your IG and TikTok bring in 50-200 DMs a day from interested buyers. You read the first 10 in the morning, lose the thread by lunch, and forget who is who by Friday. Six-figure-launch energy goes to waste in unanswered DMs.
You answer the same five questions every day
How much? When do we start? Is there a payment plan? Do you do 1:1 or group? What is your refund policy? You have typed the answer 800 times. Each one steals 90 seconds you could be creating content with.
Course launches feel like running a war room solo
You are doing the live, replying to comments, fielding "did the link break?", sending replays, all simultaneously. Conversion drops because you cannot keep up. Refund rate climbs because onboarding is patchy.
The fix
A workflow that lets you create instead of triage
01
Train AI on your voice
Paste 30 past DM replies. Set your tone, emoji style, and rules. Your AI now sounds like you, but works at 3am, answering FAQs, booking calls, sending checkout links.
02
Connect your channels
Plug in Instagram, TikTok, Threads, YouTube, Telegram, and email. Every DM lands in one inbox. AI handles 70%; you handle the high-touch 30%.
03
Schedule, launch, sell
Plan your week of content across 8 platforms in one calendar. When launch week hits, the launch playbook coordinates emails, broadcasts, and DMs end-to-end.
Built for the creator workflow
Six features that turn a chaotic DM business into a calm, profitable one.
AI replies for FAQs in your voice
Train your AI bot on your brand voice: emoji choices, phrases, opt-out lines. It answers the same five questions instantly, 24/7, and hands off when the question gets nuanced.
Course launch playbooks
Run a 5-day launch sequence across email + Telegram + IG DM. Cart-open notifications, mid-cart urgency, last-call FOMO, and a thank-you replay drip, all from one workflow.
Calendly + Zoom built-in
AI books on your Calendly with auto-generated Zoom links, pastes them in the DM, and adds a reminder 1 hour before. You wake up to a calendar full of qualified discovery calls.
Sell in DM via LemonSqueezy / WeePay
For lower-ticket offers ($47-$497), accept payment via DM. AI sends a checkout link, customer pays, AI delivers the access link. End-to-end without a website.
Multi-platform scheduler
Schedule content across Instagram, TikTok, YouTube, X, Threads, Pinterest, LinkedIn, and Facebook from one calendar. Every reply from a scheduled post lands in your inbox.
A typical course launch week
Maya is a mindset coach with 38k Instagram followers, 12k email subscribers, and a Telegram broadcast channel with 4k members. She is launching her flagship 8-week program, "Calm Founder," at $997 for the next 5 days. Last launch, without CRM Solid, she burned out by day 3 and left $40k on the table because she could not keep up with DMs.
This launch is different. The playbook is preloaded: cart-open email Tuesday 9am, IG live Wednesday 6pm, Telegram broadcast Thursday 11am, last-call email Friday 8pm. The AI bot has read every past launch FAQ ("what is the time commitment", "is there a payment plan", "is this for me if I have a team of 3").
By 10am Tuesday she has 47 DM responses to her cart-open email footer ("Reply CALM to chat"). The AI answers 31 instantly, hands 12 to her (high-intent + complex questions), and books 4 discovery calls on her Calendly. By day 5, $87k in sales is in and she has not pulled an all-nighter once. Her DM closet is organized; refund requests next week will be handled by an automated "are you sure?" + check-in workflow.
What changes after two weeks (no launch needed)
- You stop dreading your DMs. Most creators we talk to say this is the single biggest mental-health win. You finally feel like the DM inbox is manageable.
- Booking rate on discovery calls doubles or triples. When the booking link goes out 30 seconds after someone says "interested" instead of 3 hours later, conversion changes.
- You actually publish more content. Because you are not burning 90 minutes a day on DM triage, you have more time to film, write, record.
- Your refund rate drops. Better onboarding sequences mean fewer buyers feel lost in week 1. Most coaches see refund rates fall 30-40% in the first quarter.
Templates & playbooks included
- FAQ auto-responder: pre-built for the 12 most common creator DMs (price, refund, timeline, format, etc.)
- Discovery-call booking sequence: DM -> Calendly link → confirmation → 1hr reminder → Zoom link
- 5-day course launch playbook: pre-launch teaser, cart-open, mid-cart, last-call, post-launch thank-you
- Live-event coordination: pre-event reminders, live-chat moderation, post-event replay drip
- Refund-save sequence: fires when refund keyword detected; checks in, offers extension, schedules a call
- VIP referral ask: sends 60 days after a client finishes the program asking for a referral
- Annual check-in: fires 12 months after a client started; keeps the relationship warm for repeat purchases
Integrations creators actually use
- Calendly: your booking page, integrated into every DM-to-call flow
- Zoom / Google Meet: auto-generated meeting links for every booked discovery call
- LemonSqueezy / WeePay: in-DM checkout links, digital product delivery, license keys
- Gmail / Outlook: for newsletter, drip, and broadcast email
- DeepL: auto-translate DMs for creators with international audiences (Spanish, Portuguese, German, etc.)
- OpenAI / Anthropic / Gemini: pick the AI brain that fits your tone best
Staying personal at scale
We get asked: "Does AI handling DMs make it feel fake?" Honest answer: it depends on how you set it up. Most creators we work with run a hybrid mode. AI handles FAQs and bookings,you handle anything emotional, anything new, anything that smells like a real connection. The AI gives more of your time back to be personal, not less.
We also support manual-approve mode: every AI-drafted reply shows up in your inbox for one-tap approval before it sends. New creators usually start here, then graduate to auto-send after 1-2 weeks of seeing the AI nail their voice.
“My last launch did $87k in 5 days. My previous one, same audience, same offer, did $48k and broke me. The difference: this time I actually slept. The AI handled FAQ DMs while I filmed lives.”
Maya Hollis
Mindset Coach · Calm Founder Co.
Recommended plan
Starter for solo creators
Solo creators with one offer and under 5k followers → Starter ($49/mo) is the sweet spot. Multiple offers, bigger audience, or live launches → Growth ($199/mo). Verified creators with 50k+ followers get 30% off Growth via the Creator Plan.
- AI in your voice
- DM-to-Calendly flow
- Course launch playbook
- 8-platform scheduler
- In-DM checkout
- Creator Plan 30% off
Creator FAQ
The questions coaches and creators actually ask before switching to a real CRM.
Yes. The more examples you give it, the better. Paste 20-50 of your favorite past DM replies, list your preferred emojis, set tone instructions ("warm, fast, never salesy"), define hard rules ("never make pricing promises without confirming"). The bot will write in your voice. You can always review and tweak responses before they go out; start with manual approval, graduate to auto-send once you trust it.
Not for lower-ticket digital products. CRM Solid can send LemonSqueezy or WeePay checkout links directly in DM, accept payment, and trigger delivery, all in the same conversation. For higher-ticket coaching ($1k+), most coaches still send a discovery-call invite and close on Zoom.
Instagram has rate limits we respect automatically. For incoming-DM replies (within Meta's 24-hour conversation window), there are essentially no limits; you can reply as much as the user keeps talking. For outbound (re-opening conversations after 24 hours), you need to use Meta-approved message templates, which we support out of the box.
Yes. The playbook includes a 5-day launch sequence template you can deploy in 30 minutes. It coordinates email + Telegram broadcast + IG story replies and tracks who clicked, who bought, and who hesitated so you can run targeted last-call DMs. Several creators have run six-figure launches using this exact template.
Even better, actually. Smaller audiences = more 1:1 attention pays off. The AI handles FAQ noise, so every meaningful DM gets a personal reply from you. Many of our creator customers grew from sub-1k to 10k+ followers with this workflow, because they could finally engage with every DM instead of letting them rot.
Starter ($49/mo) for solo creators with under 5k followers and one offer. Growth ($199/mo) for creators with 10k+ followers, multiple offers, or live launches. We also offer a Creator Plan with 30%-off for verified creators with 50k+ followers. Email [email protected].
Keep exploring
Other playbooks and features creators pair with this one.
For Marketing Teams
Going beyond solo? Run multi-platform campaigns with attribution.
For Ecommerce
Sell physical products too? See the DTC + WhatsApp playbook.
For SaaS Startups
Built a software side-product? Use the SaaS PLG playbook.
AI Sales Bots
Deep dive into how to tune your AI persona for creator-style DMs.
Multi-platform Scheduler
Schedule content across 8 platforms from one calendar.
Ready to ship
Stop drowning in DMs. Start creating.
14-day free trial. AI in your voice. Creator Plan = 30% off for 50k+ creators.
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