Template • DM flows

DM flow template for simple, honest sales conversations

Use this DM flow template to move people from Story replies or post comments into clear, friendly conversations that end in a yes, no or next step — without sounding like a bot.

Use this template in Stratboost → Explore Botly & Smart Trees

This template is included with Stratboost and can be automated with Botly Smart Trees or used manually by your team.

Stratboost • DM flow framework

Warm lead flows Simple questions Clear routing No pressure

Start with a manual script, then turn it into an automated Smart Tree once you’ve tested the flow.

Who this is for

For coaches, agencies, creators & brands who sell in the DMs

Use this template if DMs are where real sales happen in your business.

  • Coaches and consultants booking calls from DMs
  • Agencies qualifying leads from inbound messages
  • Creators selling digital products via Stories
  • Ecommerce brands supporting and upselling loyal customers

When to use it

Use this DM flow for warm leads, not cold outreach

It works best when someone:

  • Replies to a Story or carousel CTA
  • Comments asking for more info
  • Fills in a form and lands in your inbox
  • Comes from a Botly Smart Tree and needs a human follow-up

Template structure

DM flow framework: context → questions → fit → next step

Keep the flow short and clear. The goal is to understand fit and offer a next step, not force a sale. 

[Step 1 – Acknowledge & set context]
Thank them for reaching out and remind them what they replied to.

[Step 2 – Simple qualifying question]
Ask 1–2 short questions to understand their situation.

[Step 3 – Reflect & summarise]
Repeat back what you heard so they feel understood.

[Step 4 – Offer a path]
If they’re a fit, suggest one clear next step. If they’re not, share a helpful resource.

[Step 5 – Confirm & close loop]
Confirm the next step and handle any small objections or timing issues.

Copy-paste version

Copy-paste DM flow template (manual or Botly)

Use this as a manual script, or import the steps into Botly Smart Trees as messages and quick replies. 

[STEP 1 – ACKNOWLEDGE]
"Hey [NAME] 👋 thanks for replying to my Story about [TOPIC] / my post on [TOPIC]."

Optional:
"Happy to share more and see if [OFFER] makes sense for you."

[STEP 2 – QUALIFYING QUESTION]
"Before I send anything, can I ask:
1) What are you working on right now when it comes to [AREA]?
2) What's the main thing you're stuck on?"

[STEP 3 – REFLECT]
"Got it — so right now you’re [SUMMARY OF SITUATION],
and you'd like to [DESIRED RESULT] without [THING THEY WANT TO AVOID]."

[STEP 4 – OFFER A PATH]
IF GOOD FIT:
"Based on what you said, [OFFER] could be a good fit because:
- [REASON 1]
- [REASON 2]

The best next step would be:
[OPTION A – 'book a quick call']
[OPTION B – 'grab the workshop / starter offer']
Which sounds more helpful for where you are?"

IF NOT A FIT:
"From what you’ve shared, I don’t think [OFFER] is the best fit right now.
I don’t want to sell you something you don’t need.

Here’s what I’d suggest instead:
[FREE RESOURCE / LOWER-COMMITMENT NEXT STEP]."

[STEP 5 – CONFIRM / CLOSE]
Once they choose:
"Perfect. Here’s the [LINK / NEXT STEP] 🔗
If you have any questions as you go through it, just message me here and I’ll help."

Example in action

Example: coach booking a call from Story replies

Here’s how a business coach might use this DM flow to book qualified calls. 

[STEP 1 – ACKNOWLEDGE]
"Hey Alex 👋 thanks for replying to my Story about 'signing clients without cold DMs'. Appreciate you reaching out."

[STEP 2 – QUALIFY]
"Before I send the details of the program, can I ask:
1) What are you selling right now?
2) How are you currently finding clients?"

[STEP 3 – REFLECT]
"Got it — so you’re selling a 1:1 offer at £1.5k,
and most of your clients come from referrals and the odd Instagram DM.
You’d like a more predictable way to sign 2–3 clients a month."

[STEP 4 – OFFER A PATH]
"I think the Client Flow program could be a good fit because:
- it’s built around content + DMs (no cold outreach)
- we map one simple system you can repeat monthly

Best next step would be a quick 20-minute call to check the details and see if it feels right.
No pressure at all either way.

Want me to send you the booking link?"

[STEP 5 – CONFIRM / CLOSE]
Once they say yes:
"Nice. Here it is 👉 [LINK]
Grab any slot that works this week.
If you want me to double-check time zones, just send your city and I’ll confirm."

Plug into your system

How to use this DM flow template in Stratboost

DMs shouldn’t live in a silo. Tie them into Botly Smart Trees, Ella email flows and your funnel workflows.

  1. Turn the script into a Smart Tree. Use Botly to create a Smart Tree that routes replies and collects key info before a human jumps in.
  2. Send qualified leads to Ella. Push people who say “yes” straight into Ella-powered email flows for reminders and follow-up.
  3. Connect Story CTAs to DM flows. Use the Story Post Template with a keyword CTA that triggers this DM flow.
  4. Map it to your funnel with workflows. Drop your DM flows into the AI Funnel Blueprint so they sit next to landing pages, emails and content.
  5. Optimise over time. Use Stratboost analytics to see which questions and CTAs lead to booked calls and sales, then update the template.

Next steps

💬 Built for DM-first coaches, agencies and creators

Use this DM flow template to make your next conversation easier for both sides

Stop writing new DM scripts from scratch. Use a simple framework, then let Stratboost help you route, follow up and track what converts.

Create your Stratboost account →

Start by standardising one DM flow, then expand into Smart Trees, email follow-ups and full funnel workflows.