From ad to booked call
What a person goes through after seeing each ad, top to bottom. Left: what they see on their phone, using real screenshots and the exact message copy. Right: what LeadPace or Instagram does at the same moment. Send changes by step code, like "1.7: soften the subject line".
- Ready Built and checked
- Needs review Built, wants a decision or sign-off
- Needs fixing Known problem
- Not set up Still to build
- Not checked Exists, not verified yet
- On hold Waiting on a decision
3 Months in 2 Days
Ads T1 to T7. Paused, ready to launch after a real test.
Cold. Established service business owners in the Lower Mainland, on Facebook and Instagram.
-
1.1ScrollingReady
Sees the ad and taps Apply now

T1 as it shows on Instagram Top of funnel lead form
T1 
T2 
T3 
T4 
T5 
T6 
T7 Nothing happens behind the scenes at this step.
- Needs review "2 spots" is only true while the 2-client cap holds. Update the ads when spots fill.
-
1.2Opens the formReady
Instant form inside Facebook or Instagram

1. Intro 
2. Where is your business based? 
3. How long in business? 
4. What's one new client worth? 
5. Name, phone, email (prefilled) 
6. Privacy policy, tap Submit Nothing happens behind the scenes at this step.
- Ready The 3 questions are for insight only. Every answer goes through to contact details and the booking screen.
-
1.3SubmitsReady
Last screen: book the call

What they see after Submit. Book My Call opens go.megafon.ca - TriggerLead arrives in LeadPace
Trigger: Facebook lead form submitted, form "3 Months in 2 Days - Book a Call + Questions".
- SavedAnswers saved to the contact
Where is your business based, How long have you been in business (Booking), What's your average sale.
- TagTag: leadform-3mo
- CheckCheck: has a tag
Always passes, so every lead continues. Nobody is screened out; qualifying happens on the call.
- PipelineOpportunity created
New Lead Sales Pipeline, stage Lead New, named after the contact.
- AlertAlerts to Neema
LeadPace notification, a text to Neema's cell and an email to neema@megafon.ca, each with the lead's name, phone, email and 3 answers.
- SendPosted to Slack #new-leads
Same details plus an Open in LeadPace link. Channel notifies on every new post.
- Ready Tested Nov 3: the lead and all 3 answers landed on the contact.
- Ready All four alerts confirmed Nov 3. The LeadPace one had been failing because its redirect page was blank.
- TriggerLead arrives in LeadPace
-
1.4Right awayNot checked
First text and email
Text from MegafonHey {first name}, it's Neema from Megafon. Got your request for 3 months of content in 2 days. Grab a time for your free 30-minute game plan chat here: https://go.megafon.caEmail from Neema(first email)Hey {first name}, thanks for reaching out. Next step is a free 30-minute game plan chat with me. Grab a time here: https://go.megafon.ca
Neema- SendSend text 1, then email 1
Messages only go out 7am to 7pm, 7 days a week. Outside those hours they wait.
- Not checked This wording was updated after the last test, so it hasn't reached a real phone yet. The earlier version did.
- SendSend text 1, then email 1
-
1.5Taps Book My Call (any time)Needs review
Booking page: go.megafon.ca

Landing page 
Pick a day 
Pick a time 
Application, part 1 
Part 2 
Part 3 
Part 4 
Part 5 and Submit - Calendar30-Minute Game Plan calendar
Bookable from 12 hours to 8 days ahead, on purpose: it keeps show-up rates up. 30-minute slots.
- SavedAnswers saved to the contact
Website, years in business, industry, goals, revenue, magic wand, invest, show-up commitment.
- Needs review The time zone line reads "GMT-08:00 undefined".
- Needs review Industry choices don't fit trades or clinics, so most will pick Other.
- Needs review Answers don't tag or filter anyone yet. Decide what counts as not qualified.
- Needs review "Select up to 3" isn't enforced, and the button says Submit, not Schedule meeting.
- Calendar30-Minute Game Plan calendar
-
1.6BookedNot checked
They're out of the follow-ups
Confirmation and reminder messages come from the calendar's own settings.
- GoalWorkflow goal: appointment booked
30-Minute Game Plan calendar, status new, confirmed or showed. They leave the workflow from any step.
- CallGame plan call with Neema
30 minutes.
- Not checked Confirmation and reminder messages weren't reviewed in this build.
- GoalWorkflow goal: appointment booked
-
1.7Not booked, 10 min laterReady
Follow-up 1
Email from NeemaCouldn't find you on my calendarHey {first name}, I saw your application but couldn't find you on my calendar. Sorry if there was an issue. Here's the link: https://go.megafon.ca
NeemaText from MegafonHey {first name}, I saw your application but couldn't find you on my calendar. Sorry if there was an issue. Here's the link: https://go.megafon.ca- WaitWait 10 minutes
- CheckBooked yet?
Yes: the workflow ends. No: send email 2, then text 2.
-
1.8Still not booked, 25 minReady
Follow-up 2
Email from NeemaDid life get in the way?Hey {first name}, did life get in the way? No stress. Here's the link again: https://go.megafon.ca
NeemaText from MegafonHey {first name}, did life get in the way? Here's the link again whenever you're ready: https://go.megafon.ca- WaitWait 15 minutes
- CheckBooked yet?
Yes: ends. No: email 3, then text 3.
-
1.9Still not booked, next dayNot checked
Follow-up 3, the last one
Email from NeemaWhat time works best for you?Hey {first name}, I only take on 2 of these at a time, so I want to get you a spot before they're gone. What time works best for you this week? https://go.megafon.ca
NeemaText from MegafonHey {first name}, what time works best for you this week? Happy to hold a spot: https://go.megafon.ca- WaitWait 24 hours
- CheckBooked yet?
Yes: ends. No: email 4, then text 4.
- EndWorkflow ends
No more automatic messages after this.
- Not checked Follow-ups 1 and 2 reached a real phone and inbox on Nov 2. This last one hasn't had time to fire in a test yet.
- Needs review The old "not qualified" branch (tag dnq, polite no email) is still in the workflow but nobody can reach it now.
Free video: DM ECOSYSTEM
Ads T8 to T12. Paused, on hold until the lead magnet plan is settled.
Cold. Service business owners, Instagram only.
-
2.1ScrollingOn hold
Sees the ad and taps Send message
Top of funnel DM ad
T8 
T9 
T10 
T11 
T12 Nothing happens behind the scenes at this step.
- On hold Held until the lead magnet direction is clear (Jeremy).
-
2.2DM opensReady
Starter message in their Instagram DMs
Text from MegafonMessage me "ECOSYSTEM" for the free training.Under it, one tap-to-send button: ECOSYSTEM. (From the published ad template, not a screenshot.)
- SendECOSYSTEM message template
Published on T8 to T12 and M1 to M4, Nov 3.
- SendECOSYSTEM message template
-
2.3Taps ECOSYSTEMReady
They ask for the video
They sendECOSYSTEM- TagInbox monitor tags the lead
Source: ecosystem ad. Posts it to the team's Instagram inbox channel. It never replies on its own.
- TagInbox monitor tags the lead
-
2.4Right awayNeeds review
They get the video link
Text from MegafonHere's the full breakdown of the Sold-Out Ecosystem: youtu.be/K9W4nRbthSI- SendLink sent
By the ad template's reply or the AI setter.
- Needs review Confirm what sends the link: the template's reply or the AI setter. The message shown is a placeholder.
- SendLink sent
-
2.5After the videoNot checked
AI setter carries the conversation
Megafon Plus follows up, asks about their business, and sends the booking link. It never quotes a price in DMs.
- AlertMegafon Plus AI setter
- Not checked Not tested end to end with this keyword yet.
-
2.6Taps the booking linkNeeds review
Same booking page as 3 Months in 2 Days
Same calendar and application as step 1.5, then the same booked call (1.6).
Nothing happens behind the scenes at this step.
Proof carousel: DM ECOSYSTEM
Ads M1 to M4. Paused.
Warm. People who already know Megafon. Test: original carousel (M1, M2) against the tweet style (M3, M4).
-
3.1ScrollingReady
Swipes the 10 cards, taps Send message
Middle of funnel DM ad
M1/M2 


M3/M4 

Nothing happens behind the scenes at this step.
- Needs review Judge the test on DMs and booked calls, not clicks.
-
3.2DM opensNeeds review
Same path as the free video ads
Same ECOSYSTEM starter message and button, then the video link, then the AI setter books the call. Steps 2.2 to 2.6.
Nothing happens behind the scenes at this step.
Vortex reels
Ads B3 to B10. B5 to B10 running, B3 and B4 paused.
Warm. Everyone who has engaged, shown at most once every 3 days.
-
4.1ScrollingReady
Watches a reel, no button
Bottom of funnel reel
B3 
B4 
B5 
B7 
B9 Nothing happens behind the scenes at this step.
-
4.2Over the next daysNeeds review
Proof makes the other ads land
They see results, then reply to a DM ad, apply on the form or message Neema directly.
Nothing happens behind the scenes at this step.
- Needs review Decide whether B3 and B4 launch with the rest.
What needs a look
Every flag on this page, most urgent first. Tap a code to jump to the step.
- 1.4Not checkedThis wording was updated after the last test, so it hasn't reached a real phone yet. The earlier version did.
- 1.6Not checkedConfirmation and reminder messages weren't reviewed in this build.
- 1.9Not checkedFollow-ups 1 and 2 reached a real phone and inbox on Nov 2. This last one hasn't had time to fire in a test yet.
- 2.5Not checkedNot tested end to end with this keyword yet.
- 2.1On holdHeld until the lead magnet direction is clear (Jeremy).
- 1.1Needs review"2 spots" is only true while the 2-client cap holds. Update the ads when spots fill.
- 1.5Needs reviewThe time zone line reads "GMT-08:00 undefined".
- 1.5Needs reviewIndustry choices don't fit trades or clinics, so most will pick Other.
- 1.5Needs reviewAnswers don't tag or filter anyone yet. Decide what counts as not qualified.
- 1.5Needs review"Select up to 3" isn't enforced, and the button says Submit, not Schedule meeting.
- 1.9Needs reviewThe old "not qualified" branch (tag dnq, polite no email) is still in the workflow but nobody can reach it now.
- 2.4Needs reviewConfirm what sends the link: the template's reply or the AI setter. The message shown is a placeholder.
- 3.1Needs reviewJudge the test on DMs and booked calls, not clicks.
- 4.2Needs reviewDecide whether B3 and B4 launch with the rest.