At a glance
- Who
- An online trading mentor for beginner and intermediate investors. Teaches market strategies, risk management and emotional control. Sells courses, and every sale starts with a call with his team.
- Problem
- In the last 90 days 2,676 people wrote to the account, about 30 a day. Many write after work, and every conversation has to be run so that it promises nothing that isn't in the offer.
- Change
- Setor asks what drew someone to trading and what they have tried, and books a call with the team. In the best 30 days the account logged 16 sales of courses worth $18,485.
- Scope
- One account, best 30 days of sales. Counted: course sales with an amount, not investment results.
Who they are and what they sell
The client is an online trading mentor. He teaches beginner and intermediate investors market strategies, risk management and emotional control. It is an educational offer: the mentor sells courses and doesn't manage anyone else's money.
Almost all the traffic comes from Instagram: 2,481 of 2,676 conversations in the last 90 days, the rest from Messenger. A free introductory training comes first, and every sale starts with a call with the mentor's team.
How many conversations there are to handle
In the last 90 days 2,676 people wrote to the account, 30 a day on average, sending 15,604 messages between them. Beginners ask everything at once: where to start, whether they can see what the course looks like first, how much they need to begin. An answer after many hours comes at a different moment, and a promise that can't be kept is worse than no answer.
hi, I'm just starting and don't know where to begin. can I see what the course looks like before I buy anything?
- next message from the account: the following day
With Setor that message gets an answer the same evening, and the answer sticks to the offer. In the last 90 days Setor sent 10,933 replies on Instagram and Messenger, 28% of them between 8 pm and 8 am.
In the best 30 days, from Jul 13 to Aug 11, the account logged 16 sales worth $18,485, $1,155 per sale on average. Every one of them is linked to a DM conversation on Instagram. This is revenue from selling courses, not an investment result.
How we set Setor up
Setor replies to Instagram and Messenger DMs and runs the conversation from the first message to a slot in the calendar. On this account the setup comes down to four things.
- QualificationBefore offering a slot, Setor asks what drew someone to trading, whether they have studied it before and what they find hardest. It doesn't book anyone under 18 or anyone looking for guaranteed profit without risk.
- Follow-upsWhen a conversation stops halfway, Setor comes back a few hours later with one short question.
- CalendarSetor offers two slots, asks for an email and a phone number, books the call with the mentor's team in the calendar and confirms it in the DM.
- Automations from comments and storiesA comment under a reel or a reply to a story can open the conversation. When someone asks for material, Setor sends a link to the free introductory training.
What Setor doesn't do. It doesn't give signals or investment advice, doesn't assess the market or positions and doesn't promise profits. It doesn't promise anything outside the offer either, such as trial access. It gathers context and books the call, and the mentor teaches the course.
DMs don't sleep in the evening.
Setor replies when the mentor has finished for the day, is asleep or is off for the weekend. Figures from the last 90 days.
- 28%of Setor's replies sent between 8 pm and 8 am
- 34%of calls booked between 6 pm and 8 am
- 22%of calls booked at the weekend
What a conversation looks like
The pattern is simple: a free lesson to start with, questions about the person's situation and two slots to choose from.
- 1Opening
hey, can I ask you something? 🙂
sure
we have a free introductory training, want me to send it? 😊
yes please
- 2Qualification
here you go 🙌 what made you want to learn trading?
I'd like to earn a bit extra, but I'm only starting
have you tried learning it before?
a little on a demo account, but I lack knowledge about the market
and what's hardest for you on the demo?
I don't know where to start or what matters
- 3Booking
that's really common. can I suggest something? a call with the mentor's team, no strings attached, to understand your situation and see whether we can help
sure
does Monday 5 pm or Tuesday 7 pm work?
monday
send me your email and phone number so I can finish the booking
sure, sending
booked 🙂 the confirmation is on its way to your email
- Monday, 5 pm in the calendar
Setor doesn't comment on the market, doesn't say what to invest in and doesn't promise profits. For that, it invites them to a call.
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
Start with a free lesson from the basics
Beginners want to see what it looks like first. A free training answers that before anything about a sale comes up. This pattern handled 2,676 conversations in 90 days, and 203 of them ended in a booked call.
- 2
Say plainly what you don't promise
When someone asks for something that isn't in the offer, such as trial access, one honest answer beats a promise. Then go back to the question about their situation. An answer like that costs nothing and saves disappointment on the call.
- 3
Offer slots after work
34% of calls were booked between 6 pm and 8 am, and 22% at the weekend. If you only offer slots during working hours, you shut out the people who work a regular job.
The honest part
- These are the results of one account. Your numbers may look different.
- The amounts are the mentor's course sales, not investment results. Setor doesn't assess the market and doesn't promise profits.
- Amounts are logged by the client's team. On this account 30 of 38 logged sales have an amount, so total sales may be higher. In the best 30 days every one of the 16 sales has an amount.
- Setor handles traffic, it doesn't create it. Someone has to write first before a call can be booked, and the mentor's team sells and teaches the course.
Data read from the Setor dashboard on Nov 1, 2026. Amounts converted to USD.
Frequently asked questions
Setor AI is an AI appointment setter for Instagram and Messenger DMs. It replies to every message, qualifies leads, follows up after a few hours and books the call into a connected calendar. On this account it books calls with the mentor's team, and the best 30 days logged 16 course sales worth $18,485.
Yes. On the account in this case study 16 course sales worth $18,485 were logged in the best 30 days, and over the last 90 days 203 of 2,676 DM conversations ended in a booked call. Setor runs the conversation from the first message to a slot, and the mentor teaches the course.
No. Setor doesn't give signals or investment advice, doesn't assess the market and doesn't promise profits. It asks what drew someone to trading, whether they have studied it before and what they find hard, then invites them to a call with the mentor's team.
Connect your calendar: Setor offers two slots, asks for an email and a phone number and books whichever the person picks. Without a connected calendar it sends a booking link or asks what time suits them.
Yes. On this account 28% of Setor's replies went out between 8 pm and 8 am, 34% of calls were booked between 6 pm and 8 am, and 22% at the weekend (last 90 days).
Yes. You can take over and reply yourself, and Setor won't talk over you. You can also exclude friends and anyone on a blacklist so Setor never messages them.
From the Setor dashboard, read on Nov 1, 2026. A booked call is a contact marked as booked in the dashboard (Instagram and Messenger). A sale is a sales call marked as won, and the amount is the sum of logged amounts from course sales. The best 30 days is the best stretch of 30 consecutive days, here Jul 13 to Aug 11, 2026. Hours and weekdays use Polish time.