Welcome DMs try to move too fast. “Hey, welcome!” Then almost immediately: “Want to jump on a call?” One Skool owner changed the order and it’s now booking him 10+ calls a week. First, welcome them. Then ask: “What made you join?” Now they tell you what they actually want. More clients. Help with their offer. Better systems. Whatever it is. Then the call invitation becomes: “Got it. Want to jump on a 30-minute call and figure out exactly that?” That feels completely different from dropping a Calendly link on a new member. The call is now connected to the problem they just told you they want solved. He treats the call like a gift, not a pitch. Then uses Skoot to run the short DM sequence and move the right conversations toward the booking link. The call itself is where he discovers their goals more deeply and, if there’s a fit, offers the appropriate service. So the call isn’t the first thing you ask for. It becomes the natural next step after they tell you what they came for.

People follow up once. Maybe twice. Then assume the person isn’t interested. One Skool owner just got a call booked from the 3rd DM in her follow-up sequence. And there’s an interesting reason this works especially well with older community members. They’re not really cold anymore. They’ve been sitting inside the community. Seeing other people’s wins. Getting your emails. Seeing your content. Learning what you do. So every once in a while, she goes back through those older members and starts a conversation using a quick slash command. Then Skoot handles the follow-ups from there. Some people reply: “Get back to me in X days.” So she sets a reminder. Others need a couple more nudges. And one of them finally booked on DM #3. You may already have hundreds of people who know who you are and have been quietly getting warmer for months. The opportunity isn’t always finding another new lead. Sometimes it’s having a system that keeps following up with the people already in your world. So far, her Skoot usage shows 136 automated DMs and about 3.2 hours saved. And she still has around 200 older members left to work through. That’s 200 more warm conversations she no longer has to remember to follow up with manually.

If you run a weekly onboarding call, there’s a tiny admin job that comes with it. Figure out who joined recently. Make sure you don’t message older members. Remind the right people about the call. Then do it all again next week. There’s a cleaner way to handle that with Skoot. Create a “New Member” tag. Have every new member get it automatically when they join. Then set the tag to remove itself after 7 days. Now the tag always contains exactly the people who joined in the last week. So when Tuesday comes around, you don’t need to figure out who should get the reminder. That list has already built itself. You can use the tag to @mention those new members in your onboarding post and get the reminder in front of the right people. And this is bigger than onboarding calls. Any time you have something that only applies to people in their first 7, 14, or 30 days... you can create a temporary segment that keeps itself updated. No spreadsheet, checking join dates, or rebuilding the list every week. The right people just keep rotating in and out automatically.

Most people go looking for leads. This guy has potential customers show up in his inbox. He knows the kinds of words his ideal members use when they’re talking about the problems he helps with. So he added those words to Skoot Keyword Watch. Now whenever someone uses one of them in another community, he gets an email with the post. His daily routine is basically: Open the alerts. Read the relevant posts. Leave a useful comment or DM the person when it makes sense. Some then join his community and book a call. That’s a pretty nice prospecting system because you’re not hunting through communities hoping to stumble across the right person. The people you want are identifying themselves through what they post. If you coach agency owners, maybe you watch: “getting clients” “sales calls” “churn” If you help creators: “launch” “email list” “course sales” Whatever your niche is, ask: What would somebody type into Skool 5 minutes before realizing they need what I sell? Those are probably the keywords worth watching.

One community stopped doing onboarding calls for about 3 months. Bandwidth got tight. Other stuff took priority. Pretty normal. The problem showed up later. Around 400 members had joined during that window… and none of them had gone through the onboarding process the community normally used. Now imagine trying to fix that manually. Find every person who joined during those months. Open their profile. Figure out whether they’re the right member. Tag them. Keep track of who you’ve already handled. Do that hundreds of times. Instead, one of the admins exported the member list and used Claude + the Skoot API to match the members and apply a specific tag to them. He tested it on a smaller batch first. Then used the same process on nearly 400 members. A few duplicate names needed checking, but the bulk of the list got handled automatically. What could’ve been hours of member-by-member cleanup became a mostly automated job.