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Chelo
Case Study - Consulting - Instagram Automation

"I feel more relaxed and I'm scaling faster."

How a trading psychology consultant went from 2-4 hours of manual Instagram work every day to a lead system that runs on autopilot.

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schedule
2-4 hrs
Saved every day
bolt
Instant
Lead magnet delivery
smart_toy
0 manual
Lead entry from Instagram
trending_up
2 weeks
From audit to live
Client Testimonial

"I feel more relaxed and I'm scaling faster."

Chelo runs a trading psychology consulting business. He was spending 2-4 hours every day on manual Instagram tasks - DMs, comments, booking calls. We automated the whole intake flow in 2 weeks.

C
Chelo
Trading Psychology Consultant

Every lead required his personal attention. Every single one.

Chelo had a growing Instagram following and leads coming in every day. But getting them anywhere in the system required him to be involved in every step - responding to comments, sending the lead magnet manually, booking calls by hand.

2-4 hours a day. Every day. On tasks that added no value to his clients.

"I was having a lot of stress because I was spending a lot of time and energy doing tasks manually - responding to DMs, comments, booking calls - and not getting the best qualified leads."

- Chelo, Trading Psychology Consultant

  • block

    Manually answering every DM and comment

    Every person who showed interest needed a personal reply from Chelo. No system. Just him.

  • block

    Sending lead magnets by hand

    When someone asked for his materials, he had to send them manually. One by one.

  • block

    Booking calls with no automation

    Each call had to be coordinated manually. Back and forth, no system, time wasted.

  • block

    Poor lead qualification

    No filtering, no scoring. Time going to people who weren't ready to buy.

historyBefore

Instagram DMs
Answered manually, one by one
2-4h/day
Google Sheets
leads_instagram_march_v2.xlsx
not updated
send
Lead magnet
Sent manually per request
manual only
calendar_month
Call booking
Back-and-forth in DMs
no system
Time per day: 2-4 hours Leads: manual entry

What We Did

We mapped Chelo's entire lead intake flow and automated the three steps that were eating his time every day.

person_add

Automatic lead capture

Every new lead is automatically added to Airtable. No manual entry, no Google Sheets, no leads slipping through because Chelo was busy.

send

Keyword trigger + instant delivery

When someone leaves a specific keyword in the comments, they instantly receive the lead magnet file. Automatically. Without Chelo doing anything.

calendar_month

Automatic booking link

After receiving the lead magnet, prospects automatically get a booking link. The calendar fills itself. No back-and-forth, no manual coordination.

construction
Tools used Make (Integromat)  ·  Airtable  ·  Instagram API  ·  Calendly

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airtable.com
A
Chelo / Leads CRM
Live
Grid view
All leads
Filter
Name
Source
Stage
1
Maria G.
Instagram
New
2
Carlos M.
Instagram
Call booked
3
Ana R.
Instagram
Client
24 leads total
Auto-captured from Instagram

The result

"After working with them, they helped me a lot to automate all that process. I have now better leads, scaling faster, and I feel more relaxed because I don't spend all my energy on that. I put all my time and effort into doing tasks that add value to people who are already my customers."

- Chelo, Trading Psychology Consultant

verified 2-4 hours a day freed up for actual client work
verified Better qualified leads - filtered automatically
verified Lead magnet delivered instantly - no DM needed
verified Scaling without adding hours to the day

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