How to Qualify Meetings with an AI Advisor: DM Automation Template

Optimize your calendar with Inrō’s “Qualify Meetings with an AI Advisor” template. Leverage AI to pre-screen prospects, deliver tailored advice, and book only high-value meetings—effortlessly.

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How to Qualify Meetings with an AI Advisor: DM Automation Template

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Automate Your Lead Screening with AI

As a coach, consultant, or agency owner, you know that not every inquiry deserves a slot on your calendar. AI-driven meeting qualification lets you automatically pre-screen prospects, deliver personalized insights, and surface the highest-value opportunities—without manual vetting. With Inrō’s “Qualify Meetings with an AI Advisor” template, you’ll combine a qualifying survey with an AI agent to deliver niche-specific feedback instantly, so only the most promising leads request a discovery call.

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Qualify Meetings with AI Advisor

Made by

Inrō

inro.social

Use this flow to pre-screen prospects, deliver tailored advice, and book only high-value meetings.

Activate the template now

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The Challenge for Service-Based Professionals

Inefficient Vetting:

Manually reviewing every DM or comment drains hours and delays responses.

Missed High-Value Leads:

Without timely, tailored advice, top prospects lose interest or forget to re-engage.

Low-Value Calls:

When unqualified prospects book calls, it wastes your and their time.

By embedding an AI advisor into your Instagram workflow, you can instantly assess fit, deliver actionable insights, and ensure every booked meeting is worth your expertise.

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Use Case Overview: Qualify Meetings with an AI Advisor

This turnkey automation template empowers you to:

Trigger on comments or DMs expressing audit intent (e.g., “Can you audit my strategy?”).
Reply with an invitation to a quick qualifying survey.
Collect key contact properties (business objective, main challenge) via an Inrō survey.
Invoke your custom AI agent—using saved survey responses—to generate a personalized advisory message.
Offer next steps: booking a call for deeper work or opting into a freebie/community.
Tag contacts (e.g., “Qualified,” “Community Invite”) for targeted follow-up.

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Step-by-Step Template Breakdown

1. Trigger on Intentional DM or Comment

Configure the template to watch for comments or DMs containing audit-related keywords (e.g., “audit,” “review,” “help”). When a prospect signals interest, the workflow begins instantly.

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Pro tip: You can also use the scenario trigger as an Icebreaker. This allows new leads who visit your profile to start a conversation by simply selecting the Icebreaker in your DM chat, automatically triggering your flow.

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2. Automated DM Invitation

Upon trigger, Inrō sends a friendly DM:

“Hi [Name]! I’d love to see how I can help. Can you share a few details about your business objective and biggest challenge?

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3. Inrō Survey for Qualification

The survey gathers essential information and saves each response as a contact property:

Business Objective (e.g., “Increase monthly revenue by 20%”)
Primary Challenge (e.g., “Facebook ad ROI is too low”)

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4. AI Advisor Response with Personalized Insights

Once the survey is complete, the template invokes your AI agent—configured in Inrō’s AI Agent section—to generate a niche-specific advisory message. You can script the AI prompt to:

Reference the user’s business objective and challenge
Offer actionable tips on social-media strategy, sales funnels, or content planning
Position your paid consulting or coaching for deeper support

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Here, you’re adding information about your business and sharing your expertise—so the agent can act as your personalized AI advisor.

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5. Offer Next Steps: Call Booking or Alternative Resource

After the AI advice, send a DM with two options:

Book a Call: “If you’d like a deeper audit, schedule a 30-minute strategy session here: [Calendar Link].”
Stay Connected: “Prefer DIY? Join our private community for ongoing tips: [Community Link], or grab our free Social-Media Funnel checklist.”

Depending on their choice, tag them as “Qualified Call” or “Community Invite”.

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6. Tagging & Segmentation for Follow-Up

Inrō tags each contact based on their path:

Qualified Call: Prospects who book or request a call
Community Invite: Prospects who opt for the free resource

These folders enable targeted DM campaigns—ensuring your high-value leads get timely reminders while nurture sequences warm up others.

Conclusion & Next Steps

With Inrō’s “Qualify Meetings with an AI Advisor” template, you’ll:

Pre-screen prospects instantly via survey and AI insights
Deliver tailored strategic advice that resonates
Book calls only with the most promising leads
Nurture others effectively through segmented DM campaigns

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Ready to upgrade your qualification process?

Activate the AI Advisor template on Inrō and start booking high-value meetings—automatically!

Get the template

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