DM Appointment Setter
SOP & Playbook
Your complete guide to engaging prospects from every lead source, qualifying them using the GRCTI framework, routing them to the correct offer, and closing mid-ticket deals directly in the DMs. Study the offer knowledge first, then master the lead source openers and qualification flow.
Your Mission
Engage
Start conversations that feel human, not salesy
Qualify
Uncover pain, goal, and financial capacity via GRCTI
Route
Send qualified prospects to the right offer path
The 4 Pillars
Memorize these — they are the core of every offer
Training
Custom training plan built around the client's equipment, schedule, and fitness level. Designed to retain and grow muscle tissue while avoiding injury. No heavy 1-3-5 rep ranges. Total time commitment is 60 minutes or less per day including cardio.
- Personalized to their home gym or travel setup
- Progressive — walks before runs, meets them where they are
- Focus on muscle retention + growth, not just weight loss
- Injury prevention is a core priority for men over 35
Nutrition
Personalized meal plans for training days, non-training days, home days, and travel days. Built with whole, single-ingredient foods. The goal is to get the body to digest, absorb, and eliminate everything — turning it from a 'storage unit' into a 'furnace.'
- Reduces inflammation within 30 days
- Restores insulin sensitivity (carbs burn as fuel, not stored as fat)
- Controls cortisol for better sleep, recovery, and energy
- 45-minute Sunday meal prep with 3-4 appliances
- Travel-specific protocols (airport, hotel, business dinners)
Supplementation
A smart supplement protocol built on top of proper training and nutrition — so supplements actually get absorbed. Clients are told exactly what to take, when, why, and given direct purchase links.
- No guesswork — click the link, add to cart, buy
- Only effective when paired with proper training + nutrition
- Addresses digestion, sleep, and recovery
Cardio Protocol
Custom cardio prescription: machine, speed, incline, duration, heart rate zone, and training days. Three core benefits: healthy heart and blood pressure, optimal cardiovascular health, and targeted body fat loss without muscle loss.
- Validated with in-body scans or DEXA scans
- Clients have gone from 30% to 10% body fat in 90 days with zero muscle loss
- Supports getting off medications (BP, cholesterol, pre-diabetic)
- Benjamin Button Effect — biological age decreasing on Whoop
Proof & Stats
Use these in conversations to build credibility
550+
Transformations in the last 2 years
97%
Client retention rate after Year 1
671+
Total clients served
250+
Active clients across 15 countries
1
Dispute ever (out of 671+ clients — a $497 low-ticket product)
7 Days
Per week access to coach, 4am–9:30pm
Unique Deliverables
Pricing & Offers
Two tiers — route prospects based on qualification
Executive Optimization Program
$10,000/year
~$833/month
Target: Business owners & individuals making $150K+
Includes: All 4 pillars, 1-on-1 coaching with Dane, community, live events, labs, everything
Payment: Pay in full or installments via Affirm/Klarna (2, 6, or 12 payments)
Couples deal: $10K for both (normally $10K him + $5K her separate = $15K value)
The Sculpt Protocol
$3,500/year
~$292/month
Target: Individuals under $150K income
Includes: 12-month program with training, nutrition, supplementation, cardio protocol, weekly check-ins, 2 group calls/week, coached by certified IFBB Pro
Payment: Pay in full or installments via Affirm/Klarna (3 or 12 payments)
Awareness Level: High — They know something is wrong metabolically.
Score 3/3 (Highest Urgency)
When: Quiz score: 3/3
"Hey [Name]! I saw you took our metabolic quiz — and it looks like your body might be dealing with all 3 metabolic dysfunctions. That's actually more common than you'd think, especially for guys over 35 who are under a lot of stress. Quick question — which one concerns you the most right now: the inflammation, the way your body handles carbs, or the stress/sleep side of things?"
Score 2/3
When: Quiz score: 2/3
"Hey [Name]! I saw you took our metabolic quiz and flagged 2 out of 3 metabolic dysfunctions. That tells me your body is sending some pretty clear signals. Out of curiosity — what made you take the quiz in the first place? Was there something specific going on that made you think 'I need to figure this out'?"
Score 1/3
When: Quiz score: 1/3
"Hey [Name]! I saw you took our metabolic quiz — looks like one area flagged for you. The good news is you caught it early. What was going on that made you decide to take the quiz? Something specific bothering you?"
Score 0/3
When: Quiz score: 0/3
"Hey [Name]! I saw you took our metabolic quiz — and the good news is nothing major flagged. That said, most guys don't take a quiz like that unless something's been on their mind. What made you check it out?"
Transition to GRCTI
After they respond to any opener above, acknowledge their answer and transition into the GRCTI Qualification Framework.
What is GRCTI?
Once you've engaged the prospect with the right opener and they're responding, transition into the GRCTI Framework. Ask these questions in order. Each one builds on the last. By the end, you'll know their pain, goal, what hasn't worked, and how urgent this is — everything you need to route them correctly.
Understand what they actually want to achieve. Get a clear, specific picture of their desired outcome.
The Vision
"If we could wave a magic wand and fix everything over the next 6-12 months, what does your ideal outcome look like? What's the goal?"
Acknowledge
"Love that. That's a great goal and something we help guys with every single day."
Follow-Up Sequences
Never let a lead go cold — follow up systematically
After Sending VSL (No Reply)
24 hours after sending VSL
Follow-Up 1
"Hey [Name]! Did you get a chance to watch that video? Would love to hear your thoughts 🤙"
48 hours (if still no reply)
Follow-Up 2
"Hey man, just checking in. I know life gets busy. That video is only about 10 minutes — whenever you get a chance, let me know what you think and I'll answer any questions."
5 days (final follow-up)
Follow-Up 3
"Hey [Name], I don't want to bug you, but I also don't want you to miss out if this is something that could help. A lot of guys who were in your exact situation — [reference their pain from GRCTI] — are now [reference their goal]. If you're still interested, I'm here. If not, no hard feelings at all 🤝"
After Booking a Call (No Show Prevention)
1 hour after booking
Follow-Up 1
"Hey [Name]! Just confirming your call at [Time]. Dane has helped 550+ men transform their health — guys who travel like you. You're in great hands."
2 hours before call
Follow-Up 2
"Hey [Name]! Quick reminder — your call with Dane is in 2 hours at [Time]. Make sure you're somewhere quiet where you can talk openly."
If no-show
Follow-Up 3
"Hey [Name], looks like we missed you on the call today. No worries — things come up. Want me to grab you another spot this week? Dane has [Time 1] or [Time 2] open."
24 hours after no-show
Follow-Up 4
"Hey [Name], just circling back. I know your schedule is packed. Dane has a couple spots left this week — [Time 1] or [Time 2]. Which works?"
After Quiz (No Reply)
24 hours
Follow-Up 1
"Hey [Name]! Just following up — I saw your quiz results and wanted to make sure you got the info you need. A lot of guys who scored like you are dealing with things they don't even realize are connected. Happy to chat if you have questions."
3 days
Follow-Up 2
"Hey [Name], quick question — after taking the quiz, did anything surprise you about your results? A lot of our clients say the quiz was the wake-up call that got them to take action."
After Free Guide (No Reply)
24 hours
Follow-Up 1
"Hey [Name]! Just checking in — did you get a chance to go through the [guide topic] guide? Any questions I can help with?"
3 days
Follow-Up 2
"Hey [Name], a lot of guys who grabbed that guide ended up realizing the issue was bigger than just [guide topic]. If you're still dealing with [related pain], I'd love to help point you in the right direction."
Daily Workflow Checklist
Complete these every day to stay on top of your leads
Check Slack for new metabolic quiz notifications — DM every new quiz lead within 1 hour
Check DMs for new 'APPLY' messages — respond within 15 minutes (hot leads)
Check DMs for new guide requests — respond within 2 hours
Check for new followers — send opener to men 35+ who match target demographic
Follow up on all open conversations from yesterday
Follow up on VSL sends with no reply (24h, 48h, 5-day cadence)
Follow up on booked calls (confirmation + day-of reminder)
Log all conversations and outcomes in the tracking sheet
Flag any high-ticket prospects who need special attention for Dane
Priority Order
APPLY leads (15 min) → Quiz leads 3/3 → 2/3 → 1/3 (1 hour) → Guide leads (2 hours) → New followers → Follow-ups
Setter FAQs
Common situations and how to handle them
What if they ask about the price before I qualify them?
Deflect and qualify first: 'Great question — we actually have a couple different programs depending on your situation. Let me ask you a few quick questions so I can point you to the right one.' Then continue with GRCTI.
What if they want to speak to the coach directly in the DMs?
For high-ticket prospects, book them on a call. For mid-ticket, you handle the close: 'I totally get it. Dane actually covers everything in this short video — it's like having a 1-on-1 conversation with him. Watch it and I'll answer any questions after.'
What if they're a woman or asking for a woman?
Direct them to MomBod Sculptors: 'Dane's wife actually runs a program specifically for women called MomBod Sculptors. Want me to connect you with her team?'
What if they're under 35?
The program is designed for men over 35, but if they have the right mindset and financial capacity, they can still be a fit. Qualify them normally and let the coach decide on the call.
What if they already have a coach or program?
'That's awesome that you're already investing in yourself. What specifically isn't working with your current setup?' — Then position Dad Bod Sculptors as the solution to whatever gap they identify.
What if they ask about a guarantee or refund?
We've served 671+ clients with only 1 dispute ever. 97% of clients re-sign after Year 1. The results speak for themselves. We don't offer refunds because we deliver — but we do offer installment plans to make it accessible.
What if someone scores 0/3 on the metabolic quiz?
They still took the quiz for a reason. Use the 0/3 opener to find out what's on their mind. Many of these leads still have pain — the quiz just didn't capture it. Qualify them normally with GRCTI.
What if I'm not sure whether they're high-ticket or mid-ticket?
When in doubt, ask: 'Our high-level 1-on-1 coaching with Dane is typically for business owners and executives, while our core program is designed for guys who want the same results with a different coaching structure. Which sounds more like your situation?' Let them self-select.
What's the priority order for working leads?
APPLY leads (respond within 15 min) → Quiz leads 3/3 first, then 2/3, then 1/3 (within 1 hour) → Guide leads (within 2 hours) → New followers → Follow-ups on open conversations.
DM Appointment Setter SOP & Playbook v2.0 — Internal Use Only