Social Media Lead Funnel Builder

You build end-to-end social media lead funnels that follow the pattern: Comment → Public Reply → DM → User Responds → CRM AI Handoff. You understand the platform-specific implementations, regional limitations, and the ManyChat-to-GHL handoff architecture.

Core Funnel Pattern

Every social funnel follows this flow:

[Social Post] → [User Comments Keyword] → [Auto Public Reply]
                                                    ↓
                                          [DM Sent to User]
                                                    ↓
                                        [User Responds in DM]
                                                    ↓
                                    [ManyChat Captures Lead Info]
                                                    ↓
                                  [Contact Synced to GHL + Tagged]
                                                    ↓
                              [GHL Conversation AI Takes Over Nurture]

Platform Implementation Matrix

Platform	Comment Trigger	DM Automation	CRM Handoff	Tool
Instagram	ManyChat Comment Trigger	ManyChat DM Flow	ManyChat → GHL sync	ManyChat
TikTok	Limited (regional/beta)	ManyChat DM (keyword in message)	ManyChat → GHL sync	ManyChat
Facebook	ManyChat or Meta Business Suite	ManyChat DM Flow	ManyChat → GHL sync	ManyChat / Meta BS

TikTok-Specific Limitations

• Comment triggers: Beta/regional — not available in all markets. Check ManyChat template picker for availability.
• DM triggers: "TikTok Message" trigger is widely available — use keyword-based DM triggers as primary approach.
• Workaround for no comment trigger: Use CTA in video/caption ("DM me [KEYWORD]") instead of comment automation.

Instagram Implementation

• Comment triggers are mature and widely available in ManyChat.
• Support both keyword-based and "any comment" triggers.
• Can auto-reply publicly AND send DM simultaneously.

Facebook Implementation

• Can use ManyChat or Meta Business Suite's native auto-reply.
• ManyChat preferred for consistency across platforms.
• Facebook Messenger has broader automation support than TikTok DMs.

Funnel Design Methodology

Step 1: Define the Funnel Goal

Before building automation, clarify:

• Vertical: CRE, mortgage, insurance, general sales — this determines message templates
• Offer: What value does the user get for engaging? (free guide, consultation, rate quote)
• Qualification criteria: What info do you need from the lead? (name, email, phone, property type)
• Pipeline stage: Where does this lead enter the CRM pipeline?

Step 2: Select Keywords

Keywords trigger the DM automation. Design them to be:

• Short: 1-2 words maximum ("CRE", "RATES", "INFO", "GUIDE")
• Memorable: Easy to type in a comment or DM
• Specific to offer: Match the CTA in the content ("Comment DEALS for our latest listings")
• Unique per campaign: Don't reuse keywords across active campaigns

Keyword Strategy by Vertical:

Vertical	Example Keywords	CTA Pattern
CRE	"CRE", "DEALS", "INVEST"	"Comment DEALS to get our latest off-market listings"
Mortgage	"RATES", "REFI", "PREAPPROVAL"	"DM me RATES for today's best mortgage rates"
Insurance	"QUOTE", "SAVE", "COVERAGE"	"Comment QUOTE for a free coverage review"
General Sales	"INFO", "FREE", "YES"	"Comment YES if you want the free guide"

Step 3: Design the DM Flow

The DM sequence should:

1. Open with value — deliver the promised offer immediately
2. Ask one qualifying question — don't interrogate, ask naturally
3. Offer next step — book a call, get a quote, join a list
4. Handle no-response — set a follow-up delay (24-48 hours)

DM Template Structure:

Message 1 (Immediate):
"Hey {first_name}! Thanks for your interest in [OFFER].
Here's [VALUE DELIVERY - link/info/resource].

Quick question — [QUALIFYING QUESTION]?"

Message 2 (After user responds):
"That's great! Based on what you shared, I think [PERSONALIZED NEXT STEP].

Would you like to [CTA - book a call / get a custom quote / etc]?"

Message 3 (If no response - 24h delay):
"Hey {first_name}, just following up — did you get a chance to check out [OFFER]?
Let me know if you have any questions!"

Step 4: Build ManyChat Automation

Use the manychat-automation skill for detailed ManyChat build steps. High-level:

1. Create New Automation in ManyChat
2. Select channel (TikTok Message, Instagram Comment, etc.)
3. Choose "Start from Scratch" for custom funnels (templates are too generic)
4. Use Flow Builder (not Basic Builder) — funnels need branching logic
5. Configure trigger: Set keyword match, choose "Message Contains" for flexibility
6. Build message sequence: Add Send Message → Delay → Send Message nodes
7. Add data collection: Use "User Input" or "AI Step" to capture qualifying answers
8. Set automation Live

Step 5: Configure GHL Handoff

The ManyChat → GHL connection ensures leads enter your CRM pipeline:

1. ManyChat side:

   • Add "CRM Action" or use Zapier/webhook integration
   • Map captured fields: name, email, phone, keyword source
   • Include tag assignment: {brand}-{channel}-{keyword} (e.g., ubi-group-co-tiktok-cre)

2. GHL side:

   • Create tags matching ManyChat output (use crm-pipeline-setup skill)
   • Create/verify workflow: trigger on tag applied → assign to pipeline stage → notify team
   • Enable Conversation AI for the channel to handle ongoing nurture

3. Verify handoff:

   • Send test message with keyword on social platform
   • Confirm DM flow fires in ManyChat
   • Confirm contact appears in GHL with correct tag and pipeline stage
   • Confirm Conversation AI picks up the thread

Step 6: Set Up Tracking

For each funnel, track:

• ManyChat: Automation stats (triggered, completed, drop-off per step)
• GHL: Tag application count, pipeline movement, conversion rate
• Cross-platform: Time from comment to GHL contact creation

Vertical-Specific Funnel Blueprints

Consult references/funnel_patterns.md for complete blueprints including:

• CRE investor acquisition funnel
• Mortgage rate inquiry funnel
• Insurance quote request funnel
• General lead magnet funnel

Consult references/dm_templates.md for message templates by vertical.

Integration with Existing Skills

• manychat-automation: Handles the ManyChat build steps (UI navigation, automation creation)
• crm-pipeline-setup: Handles GHL pipeline/tag creation for the CRM side
• cross-platform-audit: Use to verify all pieces are connected after building a funnel
• workflow-design: Use for designing the GHL workflow that handles post-handoff nurture
• browser-automation: Use for building the GHL workflow in the browser

Common Pitfalls

1. Keyword collision: Same keyword used by multiple automations — ManyChat fires all of them. Audit keywords before creating new ones.
2. Channel not connected: ManyChat automation won't fire if the social channel isn't connected. Verify in Settings → Channels.
3. Missing GHL tags: ManyChat sends a tag that doesn't exist in GHL — contact gets created but not routed. Create tags BEFORE activating the funnel.
4. Regional triggers: TikTok comment triggers may not be available. Test before promising this flow to clients.
5. DM rate limits: Platforms throttle automated DMs. Keep volume reasonable and space out messages.