A Playbook

Turn lead-magnet downloads into booked calls, in 5 simple DMs.

A ready-to-send DM flow that opens the conversation, sorts who is ready, and books the call. No cold openers, no rewriting every message from scratch.

Prefer to be guided? Open the AI Implementation Toolkit.

Want an AI coach to rewrite these DMs for your business?

The playbook teaches you the flow. The AI Implementation Toolkit takes over from there and rewrites all 5 stages in your voice, for your lead magnet and your offer.

1Download the file 2Open ChatGPT, Claude, or any AI tool 3Upload it and it guides you
Download your AI Implementation Toolkit
Why this matters

Most lead-magnet downloads go cold in a week.

Someone hands you their email for your free guide. They are the warmest lead you will get all week. Then, most of the time, one of two things happens.

Either you never message them, so they forget you exist. Or you sit down to write a personal DM, spend twenty minutes on it, get a "thanks" back, and stall. Then the next lead comes in and you do the whole thing again.

The cost is quiet but real. The leads go cold, the calls do not get booked, and you start to hate your inbox. The problem is not the leads. The problem is that you do not have a repeatable flow, and every message feels like a decision.

01

You ghost them

The download drops, you tell yourself you will follow up when you have time, and you never do. The lead cools, the trust window closes.

02

You over-write every DM

Every new message is a full rewrite. Twenty minutes per lead, three leads a day, and by Thursday you are done.

03

The message hides the ask

You bury the point under soft openers and "not a sales pitch" disclaimers, so nobody knows what you actually want them to do next.

The belief to kill

"If I do not personalise every message, it will sound fake and it will not work."

This one belief is why most people either ghost their lead-magnet downloads or burn out rewriting every DM from scratch.

The reframe

Personalisation done well is one real thing acknowledged. It is not a rewritten paragraph.

The 5-stage flow below has one job. It carries the same shape every time, so the only thing you personalise is the name at the top and, when the reply is real, one honest sentence back. That is it. That is enough to feel human without turning every DM into a fresh essay.

The 5-stage flow

One shape, five stages, every script sitting with its stage.

Each stage below carries the goal, the timing, the exact script Marc uses, and the rules that keep it in his voice. Copy them as-is, or use them as the shape and swap in your own lead magnet, call name and booking link.

01

Stage 1: The first touch after the download

Goal: Confirm they got the guide and open the conversation.

Timing: The auto WhatsApp fires the moment they opt in. The manual Facebook DM goes out 12 to 24 hours after signup.

Version A: Automated WhatsApp responder
Hey [NAME]! Marc here from Master Implementers - this is an autoresponder, but I personally read every reply after this one. Quick check: did the 6P Guide land in your inbox? Reply "yes" if you got it - if not, I'll send it over directly.
Version B: Manual Facebook DM
Hey [NAME]! Marc here. Just making sure the 6P Guide reached you okay? Reply "yes" if you got it - if not, I'll drop it in directly.

Rule 1: Keep it under 4 short lines. Anything longer reads as a pitch, and the ask gets buried.

Rule 2: Ask for one small yes ("did it land?"). Do not attach a question about their business yet. That comes in Stage 2.

Rule 3: Only personalise the name and the guide title. Nothing else. This message is a script, on purpose.

02

Stage 2: The A/B/C question

Goal: Warm intro, then sort them into one of three spots with a concrete A/B/C question. This is the highest-leverage message in the flow.

Timing: The moment they reply "yes" to Stage 1.

Hey [NAME]! Marc here. Glad the 6P Guide reached you. Spent years pulling that together from coaching 150+ private clients over the past decade - covers both the internal and external stuff, because most people need both. Quick question so I can point you to the right next step: Where are you at in your business right now? Most people I chat with tend to be in one of these spots: A) Making some money ($3-10K/month) but it's inconsistent or scattered. Want clarity on what to focus on. B) Doing okay but feel stuck. Know there's another level but can't see what's blocking it. C) Still early / figuring things out. Exploring for now. Which one's closest? Just reply A, B, or C - or share in your own words if none fit.

Rule 1: Give three concrete options, not an abstract "what is your biggest challenge?" question. On a phone, A/B/C is easy to reply to. An open question is not.

Rule 2: Leave the door open at the end ("or share in your own words if none fit"). Open-ended replies are the highest-converting scenario. See Stage 3D.

Rule 3: One credential line, one time. "150+ private clients over the past decade" earns the ask. A full resume kills it.

If no reply, send these two follow-ups

The A/B/C question is where most people leak. These two nudges recover a real chunk of that.

Follow-up 1: 24 hours after Stage 2
Hey [NAME] - bumping this up in case you missed it. A, B, or C? (Takes 2 seconds and helps me point you to the right next resource.)
Follow-up 2: 48 to 72 hours after Follow-up 1
Hey [NAME] - last check-in on this one. Even if you're just observing for now, I'd love to know where you're at. Honestly, the answer to that one question has helped a lot of my clients get clarity just by sitting with it. If now's not the right time, totally fine - just let me know and I'll close this off on my end.
03

Stage 3: The response that matches their reply

Goal: Meet them where they are with the right pitch. There are four scenarios. Pick the one that fits and send it.

Timing: The moment they reply with A, B, C, or their own words.

3A · If they reply "A"

High urgency: inconsistent $3-10K per month

Got it - thanks for sharing. Honestly, this is the exact spot I was in a few years back. Making money, but the inconsistency was quietly killing me. And so what fixed it wasn't another strategy. It was diagnosing what was actually broken in my business model - most people are solving the wrong problem entirely. Here's what I want to do for you: I run a free 1-1 Private Business Clarity Consult - 45-60 mins where I personally help you: - Diagnose what's ACTUALLY blocking consistent $10-30K months (rarely what people think) - Map your 1-2 highest-leverage moves for the next 30-60 days - Walk away with real clarity - whether we end up working together or not My client J went from a scattered coaching practice to $950K in her first year after we cleaned this up. G, a piano teacher, built $15K/month recurring in under 6 months. Over 2,200+ of these calls across 30+ industries - pretty confident I can help you see what you can't see right now. Want to grab a slot? -> https://marcteo.com/work-with-us Let me know once you've booked so I can confirm on my end.
3B · If they reply "B"

Medium urgency: stuck, cannot see the block

Got it - this is SUPER common. You're not alone. Listen, when people tell me they feel stuck and can't see what's blocking them... 9 times out of 10, the real issue is a diagnosis problem, not a strategy problem. You don't need more tactics. You need someone to reflect back what you can't see in yourself - because that's almost impossible to do alone. And so here's what I want to do: Let's hop on a free 1-1 Private Business Clarity Consult. 45-60 mins, just you and me, where we: - Cut through the noise and find your ACTUAL bottleneck right now - Map the 1-2 priorities that'll move the needle (instead of the 20 you're juggling) - Give you clarity you can act on immediately - no pitch required My client V hit $120K from a single weekend after this kind of clarity work. YW went from $300/month clients to $3,000/month pricing. Grab a slot here: -> https://marcteo.com/work-with-us Let me know once you've picked a time - I'll confirm on my side.
3C · If they reply "C"

Low urgency: still exploring

All good - most people start here. And honestly, the 6P Guide alone will give you plenty to work with for now. If you want to go deeper at some point, I also run a free 1-1 Private Business Clarity Consult - no pitch, no pressure. 45-60 mins where I personally help you map your situation and see what's actually possible. Even if you're not ready to act on anything yet, most people walk away with a clearer picture of where they are and what's next. Totally optional - but the offer stands whenever you want it: -> https://marcteo.com/work-with-us Either way, enjoy the guide.
3D · The highest-converting scenario

If they share in their own words

When someone skips A/B/C and opens up about their real situation, they are telling you they trust you. Match their energy. Reference the specific thing they said, not a generic one-liner.

Thanks for sharing that, [NAME] - really appreciate the honesty. Listen, what you described around [REFERENCE SPECIFIC THING THEY SAID] is something I've worked through personally, and with a ton of my clients. And so here's what I want to do: Let's hop on a free 1-1 Private Business Clarity Consult - 45-60 mins where I personally diagnose your exact situation and show you how I'd approach it if I were in your shoes. You'll walk away with clarity on: - What's ACTUALLY blocking you (usually not what you think) - Your 1-2 highest-leverage moves for the next 30-60 days - A clear path forward - whether we work together or not Grab a slot here: -> https://marcteo.com/work-with-us Let me know once booked and I'll confirm on my end.

Rule 1: Match, do not sell. If they said "A", answer as someone who has been there. If they said "C", back off and offer without pressure.

Rule 2: Reference the specific thing they said in 3D. If you skip it and go generic, the trust closes.

Rule 3: Never write "this is not a sales pitch". The defensive line signals the opposite. Use "whether we work together or not" instead.

04

Stage 4: Booking confirmation and prep

Goal: Confirm the call, protect the calendar, and prime them to show up prepared.

Timing: The moment they tell you they have booked.

Booked - talk soon. Can't do anything earlier this week, fully slammed on my end. Few things to make the call 10x more useful for you: - Show up on time (schedule gets messy otherwise) - Be in a quiet, focused space - not driving or in a cafe - Watch this 5-min video before we hop on: https://masterimplementers.com/ty-personalcall The video saves us about 15 mins of background so we can jump straight into YOUR situation on the call. See you soon.

Rule 1: Set the frame that your time is full. "Fully slammed on my end" is honest and lifts the value of the call.

Rule 2: Give three concrete prep instructions. Vague prep does not get read.

Rule 3: Point them to a pre-call video if you have one. It saves 15 minutes on the call and makes the whole thing feel intentional.

05

Stage 5: The 24-hour reminder

Goal: Cut no-shows and prime them to show up ready to be honest.

Timing: The day before their scheduled call.

Hey [NAME]! Excited for our call tomorrow at [TIME]. Quick reminders: - Block 60 mins in a quiet space - If you haven't yet, watch this before we hop on: https://masterimplementers.com/ty-personalcall (saves us 15 mins of background) - Come ready to share what's really going on in your business - the honest version, not the "looking good" version. That's when these calls actually move the needle.

Rule 1: Send it 24 hours out, not the morning of. The morning-of reminder feels transactional.

Rule 2: Name the honest version. "Not the looking-good version" is what earns you a real conversation.

Rule 3: Do not add anything else. This message has one job. Keep it clean.

Bonus: Marc's simple follow-up library

If a conversation goes quiet anywhere in the flow, these are the four lines Marc reaches for. Short, low-friction, no essay.

Simple

Hey XXX! Just checking if you received my previous message? :)

Simpler

Hmmm? :)

Value-based resource

Hey xxx, hope all's been well! Btw, not sure if you're interested, but XXXXXX. Let me know if you'll like it!

Direct invite

Hey xxx, hope all's been well! Btw, not sure if you're interested, but X

What you will end up with

The finished pack you will build inside the AI toolkit.

When you run the AI Implementation Toolkit, this is the shape of the output. All 5 stages, rewritten for your business, ready to paste into WhatsApp and Facebook.

Your finished 5-stage script pack

One flow, five stages, filled with your details.

1 Stage 1 scriptFirst-touch WhatsApp and Facebook, in your voice.
2 Stage 2 scriptYour warm intro and your own A/B/C question, tuned to your audience.
3 Stage 3 scriptsFour match-the-reply pitches, each pointing at your call.
4 Stage 4 scriptBooking confirmation and prep, with your pre-call resource.
5 Stage 5 scriptYour 24-hour reminder that gets people to turn up ready.
Sender nameWho is sending the DM
Business nameYour company or brand
Lead magnet nameThe guide they downloaded
Call nameWhat you call your 1-1 offer
Booking linkWhere they go to book
A finished example

What the whole flow looks like, read straight through.

This is Marc's own live version, using his business name (Master Implementers), his guide (the 6P Guide), his call (the free 1-1 Private Business Clarity Consult, 45 to 60 minutes) and his booking link (https://marcteo.com/work-with-us). Reading it end-to-end shows how the flow feels when the brackets are filled in once, and reused.

Stage 1: First touch (WhatsApp auto)

Hey [NAME]! Marc here from Master Implementers - this is an autoresponder, but I personally read every reply after this one. Quick check: did the 6P Guide land in your inbox? Reply "yes" if you got it - if not, I'll send it over directly.

Stage 2: The A/B/C question (they said "yes")

Hey [NAME]! Marc here. Glad the 6P Guide reached you. Spent years pulling that together from coaching 150+ private clients over the past decade - covers both the internal and external stuff, because most people need both. Quick question so I can point you to the right next step: Where are you at in your business right now? Most people I chat with tend to be in one of these spots: A) Making some money ($3-10K/month) but it's inconsistent or scattered. Want clarity on what to focus on. B) Doing okay but feel stuck. Know there's another level but can't see what's blocking it. C) Still early / figuring things out. Exploring for now. Which one's closest? Just reply A, B, or C - or share in your own words if none fit.

Stage 3: Response to a "B" reply (stuck, cannot see the block)

Got it - this is SUPER common. You're not alone. Listen, when people tell me they feel stuck and can't see what's blocking them... 9 times out of 10, the real issue is a diagnosis problem, not a strategy problem. You don't need more tactics. You need someone to reflect back what you can't see in yourself - because that's almost impossible to do alone. And so here's what I want to do: Let's hop on a free 1-1 Private Business Clarity Consult. 45-60 mins, just you and me, where we: - Cut through the noise and find your ACTUAL bottleneck right now - Map the 1-2 priorities that'll move the needle (instead of the 20 you're juggling) - Give you clarity you can act on immediately - no pitch required My client V hit $120K from a single weekend after this kind of clarity work. YW went from $300/month clients to $3,000/month pricing. Grab a slot here: -> https://marcteo.com/work-with-us Let me know once you've picked a time - I'll confirm on my side.

Stage 4: Booking confirmation (they said they booked)

Booked - talk soon. Can't do anything earlier this week, fully slammed on my end. Few things to make the call 10x more useful for you: - Show up on time (schedule gets messy otherwise) - Be in a quiet, focused space - not driving or in a cafe - Watch this 5-min video before we hop on: https://masterimplementers.com/ty-personalcall The video saves us about 15 mins of background so we can jump straight into YOUR situation on the call. See you soon.

Stage 5: 24-hour reminder

Hey [NAME]! Excited for our call tomorrow at [TIME]. Quick reminders: - Block 60 mins in a quiet space - If you haven't yet, watch this before we hop on: https://masterimplementers.com/ty-personalcall (saves us 15 mins of background) - Come ready to share what's really going on in your business - the honest version, not the "looking good" version. That's when these calls actually move the needle.
Why this is worth doing

A simple DM flow buys back your inbox and your calendar.

1. Your inbox stops being a source of dread. The same 5 messages carry every lead, and you stop deciding what to say from scratch.

2. Your calendar starts filling with the right calls, from people who told you where they are before they showed up.

3. The energy you saved goes into the client work that actually pays you, which is the whole reason you started this.

Do this now

Send one first-touch DM in the next 24 hours.

In the next 24 hours, pick one real lead who just downloaded your guide. Adapt the Stage 1 script with only their name and your guide title. Send it.

The short version

Five things to remember before you start.

01

Same shape, every time

One flow, five stages. Do not rewrite the shape. Only the name changes by default.

02

Ask one small yes first

Stage 1 asks nothing about their business. It only asks if the guide arrived. That is what earns Stage 2.

03

A/B/C beats "what is your biggest challenge"

Three concrete choices are easy to reply to on a phone. Abstract questions are why leads go quiet.

04

Match, do not sell

The reply chooses the pitch. If they open up in their own words, that is your highest-converting scenario. Reference what they said.

05

Never write "not a sales pitch"

Defensive language signals the opposite. Use "whether we work together or not" and let the offer stand on its own.

Ready to have this rewritten in your voice?

The playbook teaches you the flow. The AI Implementation Toolkit takes over and rewrites all 5 stages for your business, your lead magnet, and your offer.

1Download the file 2Open ChatGPT, Claude, or any AI tool 3Upload it and it guides you
Download your AI Implementation Toolkit