How to do social selling on Instagram with RADAR (daily routine)
Updated
Quick answer
To do social selling on Instagram with RADAR, add the profile in Social Selling, log up to 3 touches (follow, like, comment or story reaction) while the lead is warming up and, when the card says it is ready for a DM, send the first message and move the lead to reached out. Follow replies through to booked and client.
Social selling on Instagram means selling through relationships: you pick profiles that match your ideal client, interact with them before any pitch and only then start the conversation. In LUME Hub, this routine lives in Social Selling, in the Sales app, inside RADAR. This tutorial follows a lead from first touch to closed deal.
RADAR's screens are in Portuguese, so on-screen labels appear as Portuguese label (English meaning).
How the social selling pipeline works
The pipeline has ten columns that follow the method:
| Stage | Meaning |
|---|---|
| Novo (new) | Profile found, 0 interactions. |
| Aquecendo (warming up) | 1 to 3 interactions (touches). |
| Abordado (reached out) | DM sent, waiting for a reply. |
| Em conversa (in conversation) | The lead replied. |
| Agendado (booked) | Meeting scheduled. |
| Reunião feita (meeting held) | Discovery call done. |
| Follow-up | Had the meeting but didn't buy. |
| Cliente (client) | Closed. |
| Reciclagem (recycle) | Got the DM and never replied; goes back to nurturing. |
| Desqualificado (disqualified) | Not a fit. |
Each card shows the touches (for example "2/3"), the owner and, when the lead has gone 3 days or more without interaction, a clock with the number of idle days.
Step by step
- Open the Sales app and click Social Selling. Stay on the Funil (pipeline) tab.
- In the bar at the top, type the Instagram @ or profile URL, choose where you found it in "Onde encontrou" (hashtag, post comment, referral…) and the Responsável (owner). Click Adicionar lead (add lead). It lands in Novo.
- Click the card to open the lead. In the touches box, pick the channel under "Onde foi" (where): Instagram, LinkedIn, Threads or WhatsApp.
- For each interaction, click its button: Seguiu (followed), Curtida (like), Comentário (comment) or Reação a story (story reaction). The first touch moves the lead to Aquecendo.
- When the card shows "Pronto pro DM" (3 of 3 touches), send the first message on Instagram and drag the card to Abordado.
- When the lead replies, drag it to Em conversa. On Instagram the stage doesn't change by itself: with your account connected, the card flags when the last Direct message is from the lead. On LinkedIn, the Chrome extension moves the lead to Em conversa when they reply.
- Booked a meeting? Drag to Agendado and fill in the meeting date on the lead card, under the commercial section.
- After the meeting, move to Reunião feita, then to Cliente (confirm product, amount and date in the closing window) or to Follow-up, with the "not now" reason.
The tools at the top of the screen
- Importar prospects (import prospects): paste several Instagram profiles, one per line, to create leads in Novo at once.
- Extensão do Chrome (Chrome extension): instructions to install the extension that logs touches for you. See how to install the social selling Chrome extension.
- Fila da IA (AI queue) and Playbook: the AI suggests each lead's next step following your process. See how to use the AI queue and prospecting playbook.
- Reativar conversas (revive conversations): picks up old Instagram conversations that stalled without a reply.
- Relatório do dia (daily report): a summary of one team member's actions for a day, ready to send on WhatsApp.
- Placar da semana (weekly scoreboard): outreach, replies, diagnostics, conversations, proposals, sales and posts for the week, Monday to Friday, compared with your targets.
- Configurar funil (pipeline settings): niches, disqualification reasons, "not now" reasons and the products you sell.
The Direct and Interações (interactions) tabs show messages and interactions from the Instagram account connected to the Hub. To connect it, see the Presence section.
A daily routine that works
- Start with filters. Use priority and period to find today's warm leads.
- Warm up in batches. Give touches to leads in Aquecendo before sending any DM.
- Answer replies first. Leads in Em conversa are worth more than new ones.
- Don't let anyone go cold. The red clock on a card means 7 days or more without interaction. See how to follow up with leads in RADAR.
If you're still getting the method, read what is social selling.
Frequently asked questions
How many touches should I make before sending a DM?
RADAR counts up to 3 touches per lead. At 3, the lead shows “Pronto pro DM” (ready for DM) and the touch buttons lock. The first touch already moves the lead from new to warming up.
Do I have to log every like by hand?
Not if you use the Chrome extension: it logs likes, comments, stories, messages and follows on Instagram from your computer automatically. Without it, use the touch buttons on the lead card.
Can I add many profiles at once?
Yes. In “Importar prospects” (import prospects), paste Instagram profiles one per line. Each becomes a lead in the new column, and profiles already in your list are skipped.
What happens when I drag a lead to the client column?
A closing window opens asking for the product sold, the amount and the closing date. Once you confirm, the sale counts under sales in the weekly scoreboard, with the amount from the lead card.
What if the lead isn't a good fit?
Drag it to the disqualified column. RADAR asks for a disqualification reason, picked from a list you can edit in the pipeline settings.
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