Book 3 Appointments Per Day With Cold IG DMs (Automated System)

Most people trying to get clients in 2026 on Instagram are doing it completely wrong. They're sending countless cold DMs that are getting ignored, posting content that gets stuck at 500 views, and I know exactly how that feels. Or wasting time chasing leads that were never buyers to begin with. So in this video, I'm going to be sharing the exact strategies that I personally used to get countless clients. And I'm even going to be showing you live examples of conversations in the DMs, which nobody else is doing on YouTube. So if you are looking to get clients on Instagram in 2026, this is going to blow your mind. This is going to be a one hour free course and nobody will expose the strategies that I'm sharing in this video. Lock in, let's jump into it. I want to break it down into three simple sections. Profile optimization, which is the most important thing. Lead generation for outbound and inbound. I'll be sharing live examples of literal conversations that have converted and I'll show you how to lead nurture. very important, you watch all three. Let's jump into the first one, which is going to be profile optimization. I'm gonna quickly get my handsy thing out. So when it comes to profile and your optimized profile, this is your modern day landing page. This is your digital CV. essentially. That is how valuable it is. And the reasons why is it improves outreach due to respect and authority. I can reach out to people with 100,000 followers or a million followers and get replies at a 10% FRR, first reply rate, compared to you who would never get a chance or even getting a reply. So that is the first one. It improves respect. If you're getting rejected, that is probably a big element to it. It lowers CPA, cost per appointment, and also CAC for ads, so cost to acquire clients. And it's not what you say anymore. It's not even what you offer. It's who you are. Very important. Now, when it comes to profile optimization, I've condensed this down into a simple checklist that should take no longer than 30 seconds to explain. Number one, you need the blue tick. If you don't have the blue tick, you are missing out. That is like, it's just a cognitive bias. People review their DMs, they see a blue tick, and they associate it with someone that is important. That is it. So have the blue tick, please have the blue tick. Next is a clean username with no numbers. Have your username. Just don't have any numbers in there. If you have like weird letters like X, Y, free, it's not professional. So clean username with no numbers. That is very important. The next is a profile picture of your face. This is also very important or in a professional setting, but make sure you can clearly see you basically in it. And you can also change the contrast up. Notice how the contrast of the blue is a bit higher, which makes it pop when I do reach out to people. And all these micro things do make a massive difference if you want to actually have success rate when it comes to booking appointments on Instagram and making money through it. So that is very, very important. You need to have contrast turned up, make sure it pops, make sure it's of your face. That is the third thing. Fourth thing is a free line curiosity bio. Don't go into too much detail. Just give your location or age. Give something roughly around what you do. and then a CTA pointing to whatever it is, which could be a DM CTA. It doesn't matter too much. We've tested it. It doesn't make a huge amount of difference, but that is the fourth thing. And the fifth thing is going to be pinned posts with story highlights, which tell your story and actually build trust by having nurturing assets. You notice this on my page, we have deep nurturing assets. So they say I got lucky. Here's everything they didn't see. And it's very personal. It's very personal. We can see the positive replies here. I didn't see my family last day or last Christmas day, or I posted 235 long form YouTube videos, or I lost close friends. Like that is what you need in the actual Instagram profile. You need these trust building things. And you can also have like captions, which tell your story, but you want to add these things because it increases authority and it builds a connection. Very important. And you pin that to your profile. You see how it's pinned. That's very important. And you can actually hide all your reels onto the profile tab right here so people can't see your reels on your page. That's if you want more aesthetics. It doesn't make a huge difference, but that's just something that you may want to consider. Now, what is the goal of this role? It's to become someone who is investable. Think about Dragon's Den or Shark Tank. Essentially, why people invest in other people, let me put a dollar sign right here, is because they always invest into the entrepreneur first and then the product second. The reason for that is entrepreneurs are much harder to change fundamentally than the product or service. So people want to buy from people. And this is done through the three Cs, a little, I guess, framework I've made where you have clarity, credibility, and consistency. So clarity is who you're helping and does it resonate with your niche? If you're helping gym owners, please have photos of you in the gym working out. Or if you're helping personal trainers, you would do the same. If you're helping, let's say, Med spa owners, you would be in a med spa or you would be in that clinic environment to be able to resonate. That's very important. No matter whether you're doing Instagram, LinkedIn, Facebook, it's still the same. Next is credibility. Why should people trust you? Why should people buy from you? Can you explain your mission, your vision? If you don't have case studies, can you look at someone or their competitors in the market who have adapted? adopted AI or a similar kind of strategy and break that down to position yourself as an expert. There are all these things you have to do for credibility. So consistency is posting every day on stories, every day on Instagram. Very important as well as hitting your outbound KPIs. So that is very important as well. But let's jump into lead generation. Now I'm going to be covering both outbound and inbound. This is like the most important part of the video besides your profile once you've got your profile set up. And obviously we do have a free community if you want to join that and get your profile reviewed by me or other people in that group, you can join that. I'll be the first thing in the description. But that's just if you want a bit more of a help with that. But long story short, what we have is outbound and inbound. Push marketing and pull marketing is another way of saying that. Push marketing is obviously you pushing your offer on people, which is outbound. And pull marketing is pulling people into our funnel, which is typically through free lead magnets and through content like reels, trial reels, which I'm going to be breaking down in a minute. And I'm literally going to be exposing how I've been able to get such huge amounts of attention, like ridiculous 20,000 comments. I don't know why it keeps going yellow there, but 20,000 comments. You can see here, almost 500 comments. 1,000 comments. These are warm, engaged leads, people who are wanting what I'm talking about in the video, and just funneling them into my DMs in an automated way, and then from the DMs, automating into an appointment, and just having pretty cool material. Everything like that is very much needed. So let's start with outreach, and there are four simple steps to making this work. Number one is lead sourcing using what I call the piggyback method. Let me break this down like you're five years old. If I want to find, let's say, personal trainers on Instagram, this could be for any niche. There are already people helping your ICP. What I mean by that is there are competitors to you watching this who are further along, who have created content, made ads, spent ads, on attracting your ICP. So what you can do is if I just go to like here and search for this guy, let me just get him, you can see that he has a following and he has a brand that is for personal trainers. So if you find a post that is very specific to personal training, like this one right here, and you click on the people who can actually, sometimes you can't see this, but you can see we get a transformation coach. And I didn't even do this before the... thing i'm recording right now this is just how it works you can see another fitness coach these people have not been messaged i can guarantee you if you were to reach out to this guy right here he wouldn't have been messaged before so this is an amazing lead like scraping way of the lead scraping strategy sorry and it's something that i would be massively focusing on like this is a perfect icp that you could help with content you could help with ai in the dms and this works any niche, I promise you there are people who help your ICP. But then we can go a step beyond that. What we can do is actually click on this Pokemon right here, which is called Instant Data Scraper. It's a Chrome extension. You can find it on Google and the Chrome extension store, and you can basically click on it. And what you're going to get is a column where you can actually scrape all of his people and you can just start crawling. Just make sure on Instagram, you make sure it's selected. If it goes yellow like this, that is perfect. If it doesn't, then Make sure you have it selected as yellow. But what you can do then is essentially start crawling. And if you click start crawling, it is going to be able to take all of these leads and just crawl and scrape into a CSV. And that's perfect. But you can see we're getting yoga and different types of coaches that haven't been messaged before. That is how I would automate scraping. And that is just the first part of outbound. The second part is sending an automated. personalized DM as an opener. Now, how you do this, so you automate the scraping, put it into a CSV, make sure it's in the correct format, and then if I were you, I'd basically use this tool, so auto leads. Let me just go for auto leads, Instagram, let me try and find this. This one right here, you can start for free, and then you can basically send automated personalized DMs to these people where it says, hey Charlie, have you thought about posting on YouTube? And that is literally an opener that I've seen a 15% first reply rate with. You basically just ask a question, which kind of leads us onto my next point. And I'm going more in depth into the actual copywriting in a second. But I'm just showing you the general four steps when it comes to outreach. Next is speed to lead. So responding quickly once they respond back to your opener. And you should be getting a 10% to 15% first reply rate. And then you use a Trojan horse, which is a sexy, free offer. that you know your niche wants. It could be a free AI audit, it could be an actual automation you give away for free, it could be a free week's work, a free week of like, I don't know, whatever, like a trial. And then you transition into WhatsApp. You get them off Instagram onto WhatsApp because then you kind of have their number. And a lot of people spend more time on their phone that's like two meters away from them at any given point. Like your phone is probably two meters within you right now, but you probably don't go on Instagram all day. If you do, I don't suggest doing that, but you probably do go on WhatsApp and you're more likely to get that because it directly hits you. So that is why we want to take them off WhatsApp. We do that by introducing a Trojan horse, which I'll explain in a second, and make sure you stick to the end of this video so you can actually get a tracking tool that can allow you to have a pipeline for sending Instagram DMs, which is amazing. Now, number one, as I said, I've basically done this already in terms of scraping. You want to find engaged leads from recent posts, use Instant Dayscraper, and have it as the tab and then just like scrape hundreds if not thousands i would recommend blocking one week per day so one i won't try and actually you know i am going to try and write one day one day per week you focus on getting five thousand leads a thousand leads using this method and then you're good to go you're set for the entire week you can just focus on sending dms and responding quickly make sure notifications are turned on next you want to send personalized openers that would go to a trojan horse offer you transition into WhatsApp and then you provide value and suggest a time to meet on Google Meet or Zoom. That is the very simple four steps to booking an appointment from outbound on a macro level. But what we're going to do now is dive into the micro level and actually look at a live conversation. So it could look something like this. Use auto leads, this one right here, to essentially say, hey, RB, have you thought about posting on YouTube? As a question, you could be asking him, hey, RB, have you thought about... using AI as a setter instead of your manual one? Or have you thought about using AI to automate booking appointments or qualifying leads? You just ask a question. It's as simple as that. Do not overcomplicate it. Do not overthink it. Just ask a question with a personalized element to it, which is his name, and you'll find you'll get a 10% first reply rate, assuming you have the optimized profile checklist completed. You have the blue tick, picture of your face, you have no name. sorry you need a name but no numbers or letters and you have the pinned post of your story and it looks professional if you have all of these things and you're going to be posting content which i'll show you in a second to people that aren't following you which is amazing because if you're a bit scared of like what your friends might think this is an amazing way of making them not see your content but still getting followers it's crazy but you see this is a live conversation that works very well um i gave a bit of value very customizable That couldn't hurt. And that's like all you're trying to get. You're not trying to get a yes. You're trying to get a maybe. So yeah, I said it's worth a shot at least. So yeah, once again, the reason he's respecting me though is because of my optimized profile. That is the most important thing you'll notice. And I don't follow a script. I give a bit of value. I make it customizable. I chat to him like I'm speaking to a friend. That is so important. And you can see here that I'm basically saying that I'm going to create something free, which is your Trojan horse. That is to get their interest, to get their contact information, to get them, like you get their phone number, for example. And yeah, you basically just say like, I couldn't find or I want your WhatsApp number so I can send you whatever you've sent as a Trojan horse. So a Trojan horse is basically an element of your offer that you're giving away for free. It's a free lead magnet. All of you know what a free lead magnet is. It's basically just something that's free that you can get people to opt in for. As simple as that. But this is what you have to do. So you can see here, perfect. Once again, it's just a long conversation. You can pause it, read it in your own time. But yeah, we just carried out the conversation and then that is how you can work with clients. It's as simple as that. But it's all about following the four steps right here. And it doesn't have to be specific language you use. Just speak to them as you would a friend, provide value, lead with value with your free Trojan horse or free leaf magnet, whatever you want to call it, and then get them off Instagram onto WhatsApp. And you can say that you'll send them whatever you're doing as the free leaf magnet and you'll send it to them on WhatsApp or email. And then you've got their email, which is amazing, or phone number, phone number's better. But that is the second method when it comes to outbounds. So the first one is lead scraping. You should understand lead scraping now. You should understand. how to send dms in an automated way then you want to keep top of mind meaning you're constantly liking and engaging with their posts so let's say this guy or someone i wanted to work with i would be following him i'd look at his stories i'd like his story i would um you know be liking his post commenting on his posts every single day and a quick tip is if you follow these people what that means is you can actually get their content on your feed so if i go onto the home page I would be seeing just like fitness coaches if that's who I wanted to work with. And I could just be liking, commenting in an automated way essentially, which is amazing. So that is something as a quick tip you can do. And just don't stop following up with them until they reply or tell you to go away. Very important. Now, when it comes to tracking, this is extremely important. And most people have never seen this tool. I promise you I was going to give you a tool. So that's what I'm doing. This is basically an IG pipeline. tracking tool that you haven't seen before. If I go here, click on pipeline, you can see that we've got over 10,000, close to 11,000 unaccepted chats. If they are an initial contact, I can basically see right here and you can respond to the DMs right here. You can follow up one, you can follow up two, follow up three. If they're considering, you can put them in this stage and you basically want to put leads in these stages. So then that is organized and you know who to follow up with. That is very important. If you don't do this, you're going to be making it very hard for yourself. So make sure you have a pipeline using Omniko or you can use other tools but this is an amazing one and you can actually organize your pipeline, see where leads are at and as they get further down the pipeline the more follow-ups, the more touch points and the more top of mind you should be because that is like just letting leads slip through the cracks. If you get someone to book a call or close to booking a call like they're considering so that in this stage you constantly want to be following up until they tell you to go away or buy the thing. Next, so we've covered that. Oh, didn't mean to do that. Let's go back here. So you understand tracking now. And congrats, you pretty much made it through the outreach section of this video. And you should be a lot more confident in terms of like just all of this, like how to scrape leads for your ICP, so ideal client profiles, how to send a personalized opener, going to a Trojan horse, going to WhatsApp, and then you suggest a time to book a call. And if you do this, 50 messages per day, that is all you really need. You will see responses from that, I promise. Now, when it comes to inbound, this is very, very important. A mistake I've made in the past is going viral. You can see this has gotten a ton of engagement, a ton of likes, a ton of saves, basically. Almost 17,000 people saving this post. It's crazy. But this was wrong. I should not have gone viral. I should have made more specific content to my ICP. And the way in which... you can create content on Instagram because you're mainly going to be doing trial reels, which is a way of reaching people outside of your audience. The main way you'd be doing this, and you can see I've got a bit of a content flow right here. This is personally what we use to the most part, but it's a very solid strategy. What you do is you go onto Reddit. Now, if I go onto Reddit right now, let's go to Reddit. So as you can see, I am on the artificial intelligence subreddit. So let's say I wanted my personal brand to be around AI. And that's like the main topic I want to talk about. How I would be getting ideas for that is by going onto Reddit, going onto a subreddit or multiple subreddits and clicking on top. So you want to get top and then this week. And what you're going to find is like literal proven posts that are performing well. So people are actually engaging with this. And then you can just recreate that on a different platform like Instagram and it will pretty much get a good response. So that is an amazing tip. The other one for when it comes to ideation, so knowing or thinking about what to actually post, is by looking at competitors, doing competitor research, and that is what I would suggest. So in summary, Reddit trending this week on the subreddits that you're gonna be creating content on on Instagram, and then competitors on different platforms. So next is, For the actual Instagram reel, you're gonna do a value-based body with a comment CTA. That's very important. So what that would look like, just for those wondering, if I go to my profile, I go here. This is the hook. So we have a hook. And then we basically have me speaking. This is the value body. And then you have a nice caption right here, which you can see. And I prefer this UGC style. It gets a ton of views, ton of engagement, everything like that. But what you do is have the same value-based body with the same call to action. So the CTA is comment revid, which is a tool. But you test five, minimum five different hooks. So what we do, and we do this on trial reels. So what I am telling you guys to do is have the same value body. It's me calling a receptionist. Same like here. It's the same value body. But we're testing different hooks. You can see different text hook right here. A different text hook right here. Maybe it's an actual hook like that. Or this one, you get the point. This one got 70,000 views compared to these that only got 700. So you test different hooks, but you keep the value of the body the same when it comes to the Instagram reel. And you post these on trial reels, which reaches a new audience outside of your audience. And then what you do is you take the best performing one and post it to your main profile like what you can see right here. That is the strategy. And then if you're honoring Charlie, that's great. You can get a ton of views. But how do you turn those views into actual money? Well, this is the most important part when it comes to posting views on Instagram. What you want to do is have an automation on GHL, ManyChat. We give that out in my low ticket community if you want an automation like GHL to be able to respond back to these leads that do comments. But you can see we get a ridiculous amount of comments on our posts asking for what we're sharing in the video. We get them to reply yes if they are following us. So we can essentially turn views into followers. And then once they're followers, that comes into the lead nurture part where they constantly see my stories every day. They see my lead nurturing posts that tells my story. That's what separates me from the competition. So I'm not just an AI tools guy, but rather someone that has the same values. So yeah, core values, the same mission as them. And that's really important. So you turn a view into a follower by getting them to follow you by replying yes. on ManyChat or GHL and then you send them the free lead magnet. For me that's like a free community and then we carry out the conversation how many clients you're working with six you get the point we count the conversation but the ones we call sell them you get the point but yeah high level and ManyChat is what you can use and that basically then sends them the Trojan horse you capture their data and then you convert them by email convert them by calling them if you have an SDR or SMS. everything like that but that is essentially the strategy for reels and trial reels um in terms of you know in terms of getting like views and then turning those views into actual followers and then followers obviously you book into your thing so if they sign up for this that's great we capture their data either way we're still going to carry out the conversation to get the most likelihood of them actually like buying it basically um so that is very important and hopefully this is making sense so far we have covered profile optimization we've covered um yeah profile optimization we've covered how it's your digital cv the optimized checklist um the goal of it in terms of the three c's and become someone that's investable one thing i do want to mention that i haven't covered yet and let's actually dive into this now because it's lead nurture and it's to become investable so as i said from the profile optimization that is a big part of why we do that to demand respect to become someone that someone wants to work with like people generally want to work with me which is amazing because of what i've shared and what i talk about in terms of my associations and everything but one thing i would say is sharing the losses is the most valuable thing because if you think about it most people have not won in life so why would you want to like resonate or if you're trying to resonate sharing everything that's going well is not relatable. You want to share their losses. And if you share your journey, you share what's worked, and more importantly, what hasn't worked, that is going to be more trustworthy. So if you look at my profile right here, the goal, as I said, is to post trial rules, which gets fresh leads, new people to see my profile. Maybe they just look at it briefly, they check it out. But then what... they probably do is click on start here because i've literally said start here so they probably click on it and then i go into my story and this is like one percent of the lead nurture you need to have to have a successful instagram client acquisition strategy i want to dive into more in a second but i literally say this was me three years ago and i share me like my bottom i had no clue what i wanted to do with my life very important Then we have the transition to now living my dream of life in Dubai. But I explain the story. Like the reason Batman is so good is it wouldn't be good if he had no hardships. If his parents didn't die, like that wouldn't be anything, you know. So yeah, you want to share all of this. Share your mission. Give a bit of value in that. Once again, go back to the starting point. And this is all to do like the free Trojan horse. It's the same Trojan horse essentially you could do. But this is very important right here. You disqualify people, which is huge. And then, yeah, we want to do the opposite of what everyone else is doing in the market. Like people are showing cars and all that BS. Like I want to do the opposite. Yeah, don't believe anyone who tells you it's easy to pay money online. So yeah, then the next one is like social proof or like value. So yeah, like I give a value here. talking about leverage and how you need to build trust at scale. And that is how you make a lot of money. You need to find a way to make money in your sleep or you'll be working until you die. You need to be getting attention, stuff like that. Yeah, and just like more stories. This is what you need. But once again, we do actually do like lead nurturing posts. For example, 18, once I make, I can't remember what it said, but once I make 100K a month, once the business slows down, once the kids get older. once I stop working, but then I wish I would have done this or spent more time in the present moment. So it's more of my personal values that I'm putting out into my brand, not just the main thing I want to become an expert in, like AI or marketing. And a great, like, I guess, what should I say? A great, like, percentage would be the 80-20 rule, where 80%, you talk about your subject matter. So if you are a subject matter expert in fitness, you'd make 80% of your content talking about fitness. The other 20% could be you spending time with your kids or you spending time with your parents or something you're very passionate about that would equate to better brand longevity because not just from the branding point of view, but also for yourself. If you just post the subject matter thing that you're an expert in, you may burn out. Yes, it's the fastest way to grow, but you're going to burn out. You want to be posting things that you actually care about. And that's like why we have the 80-20 rule. So yeah, they're important. You can use the same like text fonts. That's something that I've been struggling with, but we've got it here, here, kind of here. This one hasn't, so I need to talk to my guy to do that. But yeah, you see how there's a lot of mechanisms to this Instagram game. It's not just like you send cold DMs and book appointments. you need to have an optimized profile you need to go through the checklist you need to understand both push and pull marketing you should be posting one post per day on your main profile doing one story per day and then posting about five trial wheels per day and then the best performing trial wheel you post your main one that's what we do with like this stuff like very important that's how we get so many comments and stuff um and yeah don't like reinvent the wheel That's a very big thing. You don't have to become a genius in this. You can literally look at someone that's doing well in your niche and just copy them, essentially. Good artists copy, great artists steal. I recommend putting a slight twist on it just for your reputation's sake, but that is a good saying for a reason. You don't need to reinvent the wheel. You need to look at what's working in the market and put your own twist on it. And that pretty much sums it up. I just realized it was actually less than an hour. I managed to do it in half an hour but I'm sure you guys enjoyed and saved a bit of time on that funds but yeah if you did just subscribe most you aren't subscribed so definitely hit that because in 2026 I'm going to be posting the best videos so yeah hopefully you learned some things subscribe and feel free to join the free community if you want to do that and I'll catch you in the next video

📚👉 Access New FREE Community For (Download AI templates & Client Acquisition) - https://www.skool.com/free-systemkit-6100

🔐Become a private community member only for agencies, coaches looking to get 1-1 scaling support with me - https://urlgeni.us/private-community

Full description🔽

My Links 🔗
👉 Subscribe:    / https://www.youtube.com/@charliebarberbiz 
👉 Linkedin:   / https://www.linkedin.com/in/charlie-barber-753510264/
👉 Facebook:   / https://www.facebook.com/profile.php?id=61555409819449
👉 Instagram:   / https://www.instagram.com/charliebarberbiz/

Timestamps:
0:00 - Intro
0:28 - The Three Fundamentals We'll Cover
1:00 - First Step: Profile Optimisation
1:20: Why You Must Optimize it
2:10 - My Profile Checklist
4:20 - The Three C's To Become Investable
5:40 - Lead Generation (Push & Pull Marketing)
6:30 - Proven Outreach System (Automated scraping + DMs)
16:00 - Secret IG Tracking & Pipeline Tool
17:00 - Viral Trial Reel Strategy 
22:00 - Lead Nurturing For Trust, Relatability & Likeablility

#outreach #automation