AI plan picker in DMs
By inro.social
What it does
- Uses an AI-powered icebreaker to help leads choose between Starter, Pro, or get advice.
- Presents three quick options in DM and routes to the next step based on the chosen option.
- Tracks interest by tagging a folder entry for each path (starter_clicked, pro_clicked, unsure_clicked) under folder 11149.
How it works
- Trigger: icebreaker with title "Which plan is right for me?" and payload INRO_ICEBREAKERS_5E4BE5.
- User sees three options:
1) See the Starter plan — links to the Starter page with utm_campaign=starter-plan
2) See the Pro plan — links to the Pro page with utm_campaign=pro-plan
3) Not sure yet — offers to book a quick call with utm_campaign=plan-call
- Each option fires a conversion link (2-hour expiry) and adds the corresponding folder entry (starter_clicked, pro_clicked, unsure_clicked).
- The question itself expires after 20 hours if not answered.
When to use
- Onboarding new leads or prospects who need help selecting a pricing plan.
- You want to qualify interest automatically and move people toward a plan or a scheduled call.
Why it helps
- Speeds up decisioning, captures lead intent, and directs users to the next best step with minimal friction.
Notes
- AI-detection improves relevance of prompts; adjust URLs or prompts as needed for your funnel.