Build a Lead Capture System From Social Media
Turn profile views and DMs into booked clients — automatically.
June 27, 2025 | David
Background & Why This Matters
You’re posting regularly on Instagram, TikTok, or Facebook…
People watch your videos, like your posts, and maybe even send you a DM.
But then what?
If you’re not capturing those eyeballs into your system, you’re leaving money on the table.
Social media is discovery — not conversion.
To turn interest into income, you need a clear system to move people off-platform (without chasing every DM manually).
What You’ll Achieve
You’ll set up a simple lead capture system that:
- Collects emails or phone numbers directly from social traffic
- Sends an automated welcome message or next step
- Puts leads into your funnel (newsletter, consult, waitlist, or booking page)
What to Expect After Setup
- Followers convert into real leads
- You grow your email list (or bookings) passively
- You stop repeating the same DM replies over and over
What You’ll Need
You’ll only need 20-45 minutes and free/low-cost tools to get started:
- Lead magnet or call-to-action like Freebie PDF, “Free Call”, “Join Waitlist”
- Link in bio tool like Linktree, Beacons, Stan Store, or direct website page
- Opt-in form or scheduling tool like Tally.so, ConvertKit, Calendly, MailerLite
- Automation (optional) like Zapier, ManyChat, ConvertKit automations
Step-by-Step Instructions
Let’s walk through using Beacons + Tally.so + ConvertKit.
✅ Step 1: Set Up a Lead Magnet or Call-to-Action
- Decide what you’ll offer in exchange for their info:
- Free 10-minute consult
- PDF guide (e.g., “Top 5 Anti-Bloat Foods”)
- Discount code or checklist
- Create a short, benefit-driven headline: “Want help managing stress in 5 minutes a day? Download my free breathing guide.”
✅ Step 2: Build a Simple Opt-In Form (Tally.so)
- Go to Tally.so and create a new form
- Include:
- Name
- Email (required)
- Optional: “What are you looking for help with?”
- Set up a custom thank-you message: “You’re in! Check your inbox for next steps or a booking link.”
✅ Step 3: Connect Your Form to Email (ConvertKit or MailerLite)
- Create a free ConvertKit account
- Build a “Welcome” sequence that:
- Confirms receipt
- Shares the freebie or next steps
- Optionally invites them to book a call
- Use Tally’s native ConvertKit integration or Zapier to connect the form
✅ Step 4: Add Your Link to a Beacons Page
- Sign up at beacons.ai
- Create buttons for:
- “Free Guide” (connect to your form)
- “Book a Call” (link to Calendly)
- “Join My Waitlist” (if full)
- Customize colors, photo, and bio to match your brand
✅ Step 5: Update Your Social Bio & Posts
- Add your Beacons or Tally link in your Instagram bio
- Update pinned posts and Story highlights with clear CTAs. Example: Ready to reduce back pain from sitting all day? Grab my free 5-minute stretch guide → link in bio
Want this done for you?
Book a free 30-min AI Strategy Connect — we’ll look at your workflow and I’ll show you how to set it up or handle it for you.