HOW LEAD AUTOMATION WORKS FOR THE persona builder

Step-by-step system to gently guide clients from interest to booking — without pressure.

🪜 STEP 1 — LEAD MAGNET LANDING PAGE

Platform: Durable / Gamma / any site builder

Create a calm, clean page that reflects your tone of voice.
Include:

• Cover and preview of your “5 Steps to Your Visual Identity” guide
• A short, soulful intro: “This guide is for experts and creatives who want to be seen for who they really are.”
• Email signup form (ConvertKit / Mailchimp) or DM keyword trigger (e.g., “IDENTITY”)

📎 How to create a website in 30 seconds with Durable →

📎 How to create a lead page in Gamma without a website

🪜 STEP 2 — EMAIL SEQUENCE (MAILCHIMP)

Platform: Mailchimp

Set up an automated 3-email flow, triggered after sign-up:

1. Welcome + Guide
2. Subject: “Your guide to being fully seen”
3. Includes download + soft intro to your approach
4. Behind the Process
5. How you guide clients, your philosophy of presence, authenticity, and image
6. Client Story + Invitation
7. Show transformation with a real client (before/after, quotes)
8. CTA: Book a free visual identity consultation

📝 Each email = short, visual, empowering.

🧠 No sales pressure — just trust and resonance.

📎 How to create this email journey in Mailchimp →

🪜 STEP 3 — INSTAGRAM DM BOT (MANYCHAT)

Platform: ManyChat (or Instagram auto-replies)

Connect to Instagram Business and set up auto-replies triggered by keywords like:

• IDENTITY → sends your PDF + link to consultation
• SESSION → shows booking link + types of sessions
• EXAMPLES → link to a portfolio or Behance

Include Quick Replies like:
🔘 View Work
🔘 Book Call

🔘 Ask a Question

📎 How to build this Instagram chatbot in ManyChat →

🪜 STEP 4 — BOOKING PAGE (TIDYCAL)

Platform: TidyCal

Let clients schedule on their own.
Set up:

• 2 options:
• Free consultation: 20 mins (Zoom or call)
• Identity Session booking: with description, price, duration
• Intake form: name, email, goal for session
• Optional: prepayment or deposit

📎 How to set up a TidyCal booking page →

TEST YOUR FUNNEL

Before going live, walk through the full funnel

as if you're the client:

• Does the signup form work?
• Are emails arriving in order?
• Does the Instagram DM bot respond correctly?
• Can a client schedule and confirm a session?

• ✅ What this gives you:A working 24/7 lead system
• No pressure, no hard selling
• Designed for photographers who value calm and connection

EXPLORE THE FULL CONTENT FOR EACH STEP BELOW

Want to learn how to build your funnel step-by-step?

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