At a glance
- Who
- A financial advisor and investor, one of three people at an advisory firm. Runs free consultations for families and business owners: protecting the family, an investment portfolio, tax costs and insurance.
- Problem
- From Mar 31 to Jul 29, 2026 there were 1,848 conversations in the DMs, more than 15 a day. Each needed a few questions and a slot, while the advisor was in meetings.
- 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 139 meetings, and 355 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 advisor and investor, one of three people at an advisory firm. They run free online consultations for families and business owners: protecting the family, an investment portfolio, the tax costs of investing and insurance.
Traffic comes mainly from Instagram: 349 of 355 booked meetings, the rest from Messenger. In 289 cases the conversation started with a comment under a post. Every DM conversation has one job: book a meeting.
Where it usually breaks
A comment under a post about investing is curiosity, not a decision. For it to become a meeting, someone has to reply, ask about the person's situation and find a slot, while the advisor is in meetings.
From Mar 31 to Jul 29, 2026 there were 1,848 conversations in the DMs, more than 15 a day. The median time from the first message to a booked meeting is 5.3 hours, and more than 6 in 10 meetings were booked within a day (Instagram data).
How we set Setor up
This case study covers the period from the end of March to the end of July 2026, and the first booked meeting is from Mar 31. 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, whether they have starting capital, and whether they need a direction or to set things up from scratch.
- 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 reminds them about the meeting the day before.
- Automations from commentsA comment under a post opens a DM conversation right away: “I saw your comment under my post, do you have a moment?”. Setor takes it from there.
What Setor doesn't do. It doesn't advise or recommend products, quote returns or assess anyone's financial situation. When someone asks for ready-made proposals, it says plans are made at 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 saw your comment under my post, do you have a moment?
yes
what's the most important money topic for you right now?
I commented on the reel about regular investing. I want to get it organised
- 2Qualification
have you done anything on this yet or are you just starting?
just getting to know the topic
do you already have starting capital or do you want to build it first?
for a few months I can pay in a fixed amount and learn
what would help more right now: pointing you in a direction or setting it up from scratch?
probably both
- 3Booking
it's hard to set up well in a chat, because there's the account, how you get in and which tools to pick. can I invite you to a free online consultation?
ok
do mornings or afternoons suit you better?
afternoons
the nearest slots are Friday 4 pm or Saturday 2 pm. which works?
friday 4 pm
send me your name, email and phone number and I'll send the confirmation
sending now
you have a consultation on Friday at 4 pm, the confirmation is on its way to your email
- Friday, 4 pm in the calendar
When someone asks for ready-made proposals, Setor says plans are made at a free 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
Ask everyone the same questions
Whether they've done anything on the topic, whether they have starting capital, a direction or a clean start. Three simple questions about their situation, with no advising, and the conversation leads to a meeting on its own.
- 2
Reply in the evening and at the weekend
4 in 10 meetings were booked between 6 pm and 8 am, and about 1 in 4 at the weekend (the whole period). Someone who comments on a post after work is waiting for a reply after work.
- 3
When someone asks for a ready-made proposal, point to the consultation
Don't hand out ready-made answers in DMs. Say the plan is made at a consultation with a specialist, and offer a slot.
The honest part
- These are the results of one account, one of three advisor accounts at the same firm. 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 Mar 31 to Jul 29, 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 139 free meetings in 30 days, and 355 over the whole period, for a financial advisor serving families and business owners, 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, quote returns or assess anyone's financial situation. When someone asks for ready-made proposals, it says plans are made at a free consultation with a specialist and offers a slot.
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 289 of the 355 booked meetings started with a comment.
Yes. On this account over the whole period 4 in 10 meetings were booked between 6 pm and 8 am, and about 1 in 4 at the weekend. 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 Apr 5 to May 4, 2026. The time from the first message to booking covers Instagram.