At a glance
- Who
- A financial and investment advisor, one of three people at an advisory firm. Runs free online consultations about family wealth, succession planning and investing, including property.
- Problem
- Wealth planning isn't decided in a minute. The median time from the first message to a booked meeting is 25 hours, and there were 478 conversations in the DMs.
- Change
- Setor replies to people who commented on a post, asks where they are starting from and offers two slots. In 30 days it booked 49 meetings, and 102 over the whole period.
- Scope
- One of three adviser accounts at the same firm, best 30 days. Counted: booked meetings.
Who they are and what they sell
The client is a financial and investment advisor, one of three people at an advisory firm. They run free online consultations about protecting family wealth, succession and inheritance planning, and investing, including property.
Traffic comes mainly from Instagram: 93 of 102 booked meetings, the rest from Messenger. In 83 cases the conversation started with a comment under a post. Every DM conversation has one job: book a meeting.
Where it usually breaks
The topic of wealth and succession often doesn't end in a single chat session. Someone asks, comes back the next day, and the advisor is in meetings in the meantime.
From May 7 to Jul 31, 2026 there were 478 conversations in the DMs, almost 6 a day. The median time from the first message to a booked meeting is 25 hours, and 27 of 102 meetings were booked at the weekend.
How we set Setor up
This case study covers the period from May to the end of July 2026, and the first booked meeting is from May 7. Setor replies to Instagram and Messenger DMs and runs the conversation from the comment to a slot in the calendar. The whole setup comes down to four things.
- QualificationSetor asks whether someone has already done anything on the topic, where they are starting from, and whether they need a direction or to set things up from scratch. On family protection it also asks whether someone has a company, to match the right specialist.
- Follow-upsWhen a conversation stops halfway, Setor comes back a few hours later with one short question.
- CalendarSetor asks whether mornings or afternoons suit, offers two slots, collects a name, email and phone number and confirms the booking. It also suggests that anyone they make financial decisions with joins the meeting.
- Automations from commentsA comment under a post opens a DM conversation right away: “I see you're interested in the topic, do you have a moment?”. Setor takes it from there.
What Setor doesn't do. It doesn't advise or recommend products, quote returns, plan succession or taxes, or assess anyone's financial situation. It gathers context and books a free consultation with a specialist. The advisor does the advising.
What a conversation looks like
The pattern is simple: a comment under a post, questions about where they are starting from and two slots to choose from.
- 1Opening
hey, I see you're interested in protecting your family, do you have a moment?
yes
- 2Qualification
have you done anything on this topic yet?
yes, I've already put quite a lot aside and I'd like to get it under control more systematically
that's a very good moment to set it up properly. do you run a company?
yes, a one-person one
would it help you more to find a direction or to set it up from scratch?
a direction
- 3Booking
if you like, I'll invite you to a free online consultation and we'll match you with the right specialist. interested?
sure
do mornings or afternoons suit you better?
morning, ideally friday
I have two nearby morning slots: Friday 10 am or Monday 10 am. which works?
friday
send me your name, email and phone number so I can send the invite
sending now
you have a consultation on Friday at 10 am, the confirmation is on its way to your email. if you make decisions together with someone, you can both join
- Friday, 10 am in the calendar
Setor doesn't plan succession or say how to invest wealth. For that, it invites people to a consultation with a specialist.
What you can copy
You don't need Setor to start. You can put these three things in place even if you reply yourself.
- 1
Keep the weekend open
27 of 102 meetings were booked at the weekend, and 37 between 6 pm and 8 am (the whole period). If you only reply during working hours, those conversations wait until Monday.
- 2
Don't close the conversation after the first answer
The median from the first message to a booked meeting was 25 hours. Many people come back the next day, so go back to the conversation yourself before it goes cold.
- 3
Invite the other person, too
When you make decisions about wealth together with someone, invite that person to the meeting. One sentence in the confirmation is enough.
The honest part
- These are the results of one account, one of three advisor accounts at the same firm. It's also the smallest sample of the three: 102 booked meetings. Your numbers may look different.
- The account doesn't record meeting outcomes or amounts, so we don't give revenue or a client count. A booked meeting isn't a client.
- Results cover May 7 to Jul 31, 2026. The evening and weekend shares cover the same period.
- The dashboard marks Setor's replies only from July 2026, so we don't show a before and after. Comments under posts depend on the advisor's reach: Setor handles traffic, it doesn't create it.
Data read from the Setor dashboard on Oct 31, 2026.
Frequently asked questions
Yes. Setor AI, an AI appointment setter for Instagram and Messenger DMs, booked 49 free meetings in 30 days, and 102 over the whole period, for an advisor focused on wealth and investing, from Instagram and Messenger conversations (data as of Oct 31, 2026). It runs the conversation from the first message to a slot in the calendar, and the advisor does the advising.
No. Setor doesn't advise, recommend products, plan succession or taxes, or quote returns. It asks whether someone has already done anything on the topic and where they are starting from, and then books a free consultation with a specialist.
Connect your calendar: Setor sees open slots, offers two specific ones and books whichever the person picks. Without a connected calendar it sends a booking link or asks what time suits them.
The comment automation sends a message to someone who commented on a post, and when they reply, Setor takes over. On this account 83 of the 93 Instagram bookings started with a comment.
Yes. On this account over the whole period 27 of 102 meetings were booked at the weekend, and 37 between 6 pm and 8 am. You can take over a conversation at any time, and Setor won't talk over you.
From the Setor dashboard, read on Oct 31, 2026. A booked meeting is a contact marked as booked in the dashboard, on Instagram and Messenger. The best 30 days are the best consecutive 30 days by date, here May 7 to Jun 5, 2026. The time from the first message to booking covers Instagram.