Treat the DM inbox like a pipeline
Most brands lose real money in their DMs because there's no stage between 'someone said hi' and 'we made a sale.' The guidebook installs four stages so nothing goes cold by accident.
// guidebook
DM CRM Guidebook
Track conversations, qualify leads, and nurture prospects through the DM inbox.
10 min readOrganic SocialGuidebook
// on this page
// what's inside
Your DM inbox is a CRM whether you treat it like one or not. Here's the tag system, follow-up cadence, and handoff process we use to turn conversations into revenue.
- A 4-stage DM pipeline you can run in a spreadsheet
- Qualifying questions that don't feel like a sales script
- Handoff scripts between community and sales
// what you get
- 4-stage pipeline: New → Nurture → Qualified → Booked
- A tagging schema that maps to Notion or a real CRM
- Follow-up cadence with copy for each touch
- A weekly DM audit that catches leaking leads
// who it's for
- Service businesses booking calls out of Instagram
- Product brands where high-ticket customers DM before buying
- Anyone whose 'sales pipeline' currently lives in their head
// preview
Start readingThe 4 stages
Every conversation lives in one of these:
- New — first inbound, needs a human reply within 2 hours
- Nurture — engaged but not ready; on a 3-touch cadence
- Qualified — matches your ICP and has said something buying-adjacent
- Booked — call scheduled or purchase started
The three questions
There are three questions you can ask inside a normal DM conversation that qualify a lead without turning the chat into a form. The guidebook shows the wording and when to drop each one in.
// unlock the full guidebook
Get the full DM CRM Guidebook
Buy this guidebook on its own, unlock every guidebook with the bundle, or grab a lightweight preview PDF in exchange for your email.
// single
$29
This guidebook, PDF download.
- · Full DM CRM Guidebook PDF
- · Instant download after payment
- · Lifetime access via receipt link
Best value
// all-access
$99
Every current guidebook.
- · All 5 Figs guidebooks
- · New guidebooks as we publish
- · Single receipt unlocks the library
Prefer a free preview? Drop your email for a lighter PDF.
// faq
Do I need a real CRM for this?+
No — the guidebook ships with a spreadsheet version and a Notion version. If you already use HubSpot or Attio, we show where the fields map.
How does this connect to the ManyChat guidebook?+
ManyChat handles the opt-in and the first two messages. The DM CRM picks up when a human needs to step in. They're designed to run together.
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