182 meetings booked in 30 days. Half were booked within 3 hours of the first message.

Who they are and what they sell

The client is a financial advisor, one of three people at an advisory firm. They run free online consultations about protecting the family, saving and regular investing.

Traffic comes mainly from Instagram: 252 of 270 booked meetings, the rest from Messenger. In 229 cases the conversation started with a comment under a post. Every DM conversation has one job: book a meeting.

Where it usually breaks

Someone comments on a post about protecting the family because the topic affects them and they have a moment right now. An hour later they're elsewhere, and the advisor is in meetings.

From Apr 9 to Jul 30, 2026 there were 1,154 conversations in the DMs, more than 10 a day. The median time from the first message to a booked meeting is 2.9 hours, and 2 in 3 meetings were booked within a day (Instagram data).

How we set Setor up

This case study covers the period from April to the end of July 2026, and the first booked meeting is from Apr 9. 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 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 or assess anyone's financial situation. When someone asks for a ready-made proposal, it points them to 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, a few questions about where they are starting from and two slots to choose from.

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. 1

   Reply while the comment is fresh

   Half the meetings were booked within 3 hours of the first message, and 2 in 3 within a day. 38% of meetings were booked between 6 pm and 8 am, and almost 1 in 5 at the weekend (the whole period).

2. 2

   Ask where they're starting, not about products

   Whether someone has done anything on the topic, whether they have starting capital, a direction or a clean start. Those are questions about their situation, not recommendations, so you can ask them without advising.

3. 3

   Narrow the hours, then offer two slots

   “Morning or afternoon?” narrows the choice, and “Wednesday 4 pm or Friday 2 pm?” takes a one-word answer. Invite the person they make financial decisions with, too.

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 Apr 9 to Jul 30, 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