This version is 🔥 — and now it’s been upgraded with all relevant OS Knowledge Base links, fully optimized for implementation. Here’s your updated Instagram OS System: Step-Gated Checklist, ready to plug straight into your platform:
✅ Instagram OS System: Step-Gated Setup Checklist
📌 Purpose:
Turn your Instagram + Facebook into an automated lead engine—converting story mentions, post comments, and DMs into clients with zero manual follow-up.
Turn your Instagram + Facebook into an automated lead engine—converting story mentions, post comments, and DMs into clients with zero manual follow-up.
🔐 Step 0: Integration Checkpoint
Goal: Connect FB + IG correctly or the system won’t fire.
✅ Completion:
Instagram Business Account connected to Facebook Page
Admin access to both in Meta Business Suite
Verified inside OS → Settings → Integrations
🧠 Step 1: Understand the IG DM System
Goal: Know what automation triggers are available.
✅ Completion:
Understand comment replies, story mentions, and DM keyword triggers
Previewed how automation responds in each case
🎯 Step 2: Define CTA Trigger Words
Goal: Choose the words users comment or DM to activate your system.
📂 Use: DM Templates folder (in your OS file structure)
✅ Completion:
Created a list of trigger words (e.g. “START”, “DEMO”, “WORKOUT”)
Mapped each to a specific workflow or message response
🔗 Step 3: Organize Link Responses
Goal: Prep all link-based assets for fast reply buttons or DMs.
✅ Completion:
All links added to button templates or message replies
Each link tagged to its use case (lead magnet, booking, resource, etc.)
✍️ Step 4: Customize Your DM Templates
Goal: Write brand-aligned, high-converting messages.
📂 Templates Location: OS > Messaging > SMS/DM Templates
✅ Completion:
First-touch auto-DM written
24-hour follow-up written
Booking/CTA push message added
⚙️ Step 5: Build + Test Your Workflow
Goal: Confirm triggers fire the right messages.
✅ Completion:
Workflow built using “Start from Scratch” in Automations
Triggers added (DM, Comment, Story Mention)
Message templates + links connected
Automation status moved from Draft to Publish
Tested live from your IG account
📅 Step 6: Schedule Content in Content Planner
Goal: Drive consistent triggers with smart content.
✅ Completion:
7+ days of posts scheduled in Content Planner
Each post includes a call to use your trigger word or respond to a story
⏱ Step 7: Comply With the 24-Hour Rule
Goal: Keep all replies inside Instagram’s engagement window.
✅ Completion:
Follow-up message sends within 24 hours of original trigger
No message delays past the limit (non-compliant messages are blocked)
🧩 Step 8: Troubleshoot Connections
Goal: Resolve any broken IG/FB links if automation fails.
✅ Completion:
Reconnected integrations in OS Settings > Integrations
Automations refreshed + re-tested
🧠 Instagram OS Outputs:
Once completed, you’ll have:
✅ A tested & working IG automation funnel
✅ A tested & working IG automation funnel
✅ 7+ days of content that drives DM triggers
✅ A link-mapped message system with compliance
✅ Verified workflow with publish status inside your OS
🛠 Ready to Build It Inside Your OS?
I can now install this flow into your OS dashboard:
- ✅ Progress tracker
- ✅ Auto-scheduled tasks
- ✅ Trigger map
- ✅ Message templates
- ✅ Link library
👀 Want me to do that for you now, or would you like to walk through from Step 0 → Step 8, Fitness GPT-style?
Let’s lock it in.
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