How to Book and Schedule Demo Calls on Instagram

book and schedule ig

Most businesses have one common goal for lead generation: Book more meetings for their sales team.

If you’re using Chat Marketing to get clients, a chatbot is a great way to intake new leads and close more sales. Plus, it’s an easy way to collect information versus a clunky form on your website. It takes just minutes to set up a discovery call, and you can show off your bot building skills to future prospects coming to you for Chat Marketing services

ManyChat helps with everything from engaging Instagram followers to booking sales team meetings to supporting existing clients. So, how can you build a demo bot that books leads on Instagram for your business?

By using Instagram Automation by ManyChat, of course. 

The demo bot we’ve designed for this post takes five minutes to finish. With a chatbot, customers will get the satisfaction of booking a meeting quickly and easily, and you’ll get all the information needed for a meaningful discovery session and a custom prospects demographic. 


Let’s say you’re promoting a free demo call in an Instagram Story. With Instagram Automation, set a keyword to trigger a lead generation flow once a prospect sends that keyword to your business on Instagram Messenger. 

Go to Flow Builder and choose the Instagram Keyword trigger. Then enter the keyword(s) that will kick off the conversation. In this example, we’ll use the keyword “demo.” 

setting a keyword to booking call on IG

Now, a prospective customer just needs to message you with the keyword “demo” in Instagram Messenger, where they’ll receive a follow-up message from your ManyChat bot.

Welcome message

You never get a second chance to make a first impression. That’s why your welcome message is so important. It’s the first opportunity you get to engage with a high-intent prospect. 

Once the customer has messaged you the keyword, the party is just getting started! Here’s your chance to make a good first impression.

Here’s a follow up message you can use:

Creating welcome message for IG in ManyChat

Short, sweet, and to the point, this follow-up sets clear expectations for the prospect. It’s clear they sent the message expecting a demo, but first we’ll let them know we have a few easy questions. 

Lead qualification questions

The next step is qualifying leads. Understanding a prospect’s pains and goals allow sales teams to provide the best demo for potential clients. Now, there’s no exact answer for how many qualifying questions you should use in your lead generation process. It depends on how much information you need from a prospect before moving forward with a call or demo. 

As an agency or infopreneur, you’ll want to understand the use case and gain a better understanding of a prospect’s challenges. Consider asking the following questions:

What service are you looking for?

This question allows you to understand the use case and grasp the prospect’s pain points. The answer to this question will help you decide which demo to show. 

Follow up message

What’s your company name and your role there?

This question provides insight into the company or person behind the conversation, and helps your sales team do research on the prospective client to deliver a personalized experience. You can send prospects responses to your ManyChat customer relationship management (CRM), a third-party CRM, or a Google Sheet for reps to retrieve information. 

Collecting information

Booking CTA

The call to action (CTA) is the most important part of your flow. When a prospect gets to this stage, you know they’re ready to book a sales demo, and it’s time to let them make it happen. 

This is a great opportunity to use ManyChat’s integration with Calendly. If you’re unfamiliar with Calendy, it’s a scheduling tool that streamlines booking appointments with clients. ManyChat’s integration allows prospects to book a demo right inside the bot conversation. 

Learn how to integrate Calendly and ManyChat in the following tutorial.

Want to see how Calendy and ManyChat can work together? Read How Gold’s Gym Achieved A 9X Lift in Bookings Using Instagram Automation.

By keeping the sign-up process in Instagram Messenger and limiting qualifying questions, you create a seamless experience for prospects, build trust when guiding them through the conversation, and encourage them to schedule a demo.

Grow your Instagram following and make sales with Instagram Automation by ManyChat. Sign up free today.

You already voted!
The contents of this blog were independently prepared and are for informational purposes only. The opinions expressed are those of the author and do not necessarily reflect the views of ManyChat or any other party. Individual results may vary.