Everything you need after the Certified Setter course, on one page. Every link in the course points to a section here. Bookmark it: when the plans or the answers change, we update this page.
Start here
Get certified. Watch every video, then fill out the certification form under the last video of the course.
Questions. Ask in the community where you took the course. The Ellipsend team answers there. Inside a business owner's account, the Need Help button at the bottom right of the app reaches support.
The masterclass. A free, one-hour class, live on Zoom, with no replay. Register yourself before you pitch anyone: https://masterclass.ellipsend.com
To get credit when a business owner registers through you, add ?ref= and your referral token to the end of the link. Your token is the part after ?via= in your referral link (see Get your referral link). If your token is janesmith, your masterclass link is:
https://masterclass.ellipsend.com/?ref=janesmith
A registration through that link is credited to you, and you're paid 25% on any purchase that follows.
Your badge
Your badge arrives with your certification. It links to Ellipsend with your referral code, so anyone who taps it and signs up is credited to you.
Put it in two places:
Your Instagram highlights
Your first message to a business owner
Certified setters also apply first when an Ellipsend customer asks us for a setter.
Get your referral link
You earn 25% of what the business owner pays, for as long as they keep paying. On a Pro annual signup that's about $750.
Sign up. Join the referral program at https://ellipsend.getrewardful.com/signup
Copy your link. Your personal link is in the referral dashboard after you sign up, and your commissions show there too. It looks like https://ellipsend.com/?via=janesmith; the part after ?via= is your referral token.
Link first. The business owner has to sign up through your link, so send it before they sign up.
Getting paid. Payouts go out on the 1st and the 15th of each month, once a signup is 30 days old.
Masterclass credit. Use the same token on the masterclass link (see Start here) when you invite a business owner to the class.
Which plan to pitch
Pro is the default for any business with a setter. For prices, check the pricing page instead of quoting from memory: https://ellipsend.com/pricing
The one question: who replies in the inbox?
Who replies | Plan |
Only the business owner | Core |
The business owner plus one or two setters | Pro |
Outgrows Pro but isn't ready for Premium | Pro+ |
Serious volume, or a bigger team | Premium |
Core is for a business owner working the DMs alone: one inbox seat, a simplified pipeline, up to two Spotlights. No custom stages or activities, no shared saved responses, no Agents report, no live chat. With one seat, you and the business owner can't both reply, so nobody with a setter belongs on Core.
Pro has three inbox seats with the business owner included, a custom pipeline with up to seven stages, custom activities, shared Spotlights and saved responses, the Agents report, and live chat support.
Pro+ is Pro plus one more inbox seat, three more stages, activities and shared Spotlights each, and advanced API and Zapier access. Annual only. Mention it so nobody is surprised later.
Premium is for serious volume: around 1,000 or more new conversations a week, several funnels to track separately, or four or more setters. It's also for a business doing $100K+ a month from the DMs. Pitch Premium to a Pro-sized business and you can lose the deal. If a business looks Premium-sized, bring in the Ellipsend team through path 2.
What signing up through you adds. On an annual plan bought through your link, the business owner gets the standard annual discount on Pro, Pro+ or Premium, plus three things they can't get on their own:
A free onboarding call
A free setter training call
The Elli Report, an audit of their last few months of DMs that finds leads who went quiet
The pitch templates
Whatever format you use, the pitch has four parts:
What changes for you: you answer more leads because you're not searching for them.
What the business owner gets to see: what you got done, and which posts bring in the leads that buy.
What comes with signing up through you: the extras.
The ask. On the first try, that's your recommendation to move onto Ellipsend. On the second try, after a "not right now," the ask gets smaller: a short Loom, a seat at the free class, or an intro to the team.
Two rules for every template:
Use your own count. If you mention how many leads went unanswered, go back 30 days and count the conversations that asked about the offer and never got a second message. If it's small, say the small number. A made-up number ends the conversation the moment the business owner checks.
Say you get paid. One line, in your own words. It reads as honest. A business owner who finds out later reads it the opposite way.
Template one, the text
For your first week, and for the business owner who reads everything and replies fast.
Hey [name], quick one. I'm certified on a tool called Ellipsend, and I think we should move the inbox onto it this week.
It puts every lead in one place with a stage, so I can answer more people instead of scrolling to find them.
And you'd be able to see what I got done each day, plus which posts are bringing in the leads that actually buy, so you know what content to make more of.
If you want to see it first, I can introduce you to the Ellipsend team, or we can jump on their free live class together.
Signing up through me also gets you an audit of the last few months of DMs that finds leads who went quiet, plus some other extras you can't get on your own.
Heads up, they pay me a referral if you sign up through me, but I'd be recommending it either way.
Template two, the voice note
For the second try. The business owner said not right now, a week or two goes by, and you come back with something small. Talk it, don't read it off your phone, and keep it under a minute.
Hey [name], circling back on Ellipsend. The main thing for me is time. Right now a chunk of my day goes to finding people in the inbox, and with Ellipsend every lead sits in a stage, so that time goes back into actually talking to them.
For you, it means you can open it any time and see what I did today, and which posts are bringing in the leads that buy.
I can send you a short Loom, introduce you to the Ellipsend team, or grab a seat at their free live class, whichever's easier.
Signing up through my link also gets you some extras you can't get on your own. Heads up, they pay me a referral for it, but I'd be recommending it either way.
Template three, the Loom
For the business owner who wants a quick look before an intro to the team, on the first try or the second. Keep it under four minutes. Record the first half inside their own Instagram inbox, so they're looking at their own leads. For the second half, email kenny@ellipsend.com for demo account access so you can record inside a real Ellipsend inbox.
Time | On screen | What you say |
0:00 | Their Instagram inbox | "This is our inbox right now. I want to show you how I work it." |
0:20 | Scrolling and searching | Show how you find the people you need to answer today. If you counted unanswered leads, say your own number |
1:20 | Ellipsend, the pipeline | "Same kind of leads. Every one of them is sitting in a stage, so nobody scrolls away." |
2:00 | A Spotlight | "This is what I'd open every morning. New leads on top, and I work it to zero." |
2:30 | The Agents report | "And this is what you'd open. You'd never have to ask what I did today." |
3:00 | Your face, or the pipeline | The next step: an intro to the Ellipsend team, or a seat at the free live class |
3:20 | Same | The extras they only get through your link, then the referral line |
One lead shown well beats ten shown fast.
Objections and answers
"We already have ManyChat"
What they mean. I think these two do the same job.
ManyChat's doing its job. It sends the first message.
My problem starts after that, when a real person replies and it's on me. ManyChat doesn't show either of us who's waiting, what stage they're in, or which post they came from.
Ellipsend does the automations too, so it would replace ManyChat. You wouldn't be paying for both.
Stay away from. Trashing ManyChat; the business owner picked it and it got them here. Don't say Ellipsend does everything ManyChat does. Some things, like timed delays inside a flow, aren't in Ellipsend today. If they ask about a specific ManyChat feature, the honest answer is "I'll find out," then path 2.
"It's too expensive"
What they mean. I don't see the return yet.
Fair. Here's how I'd look at it.
Our offer is $[price]. I counted [number] leads last month that never got a second message.
If this gets us one of those back in a year, it's paid for. I think it gets us more than one.
A year of Pro on the current annual offer is $2,988. Run the math with the business owner's real offer price first. If their offer is $500, don't use this answer.
Stay away from. Offering Core as the cheap way in. It has one inbox seat, so the two of you can't both work in it. And don't discount. You can't, and it makes the price sound made up.
"I don't want to change tools"
What they mean. I don't have time for a migration. The last one hurt.
I get it. Most of the switch is on me, and I'm already trained.
From you it's one onboarding call and connecting Instagram and Facebook.
The automations do get rebuilt in Ellipsend, and I'll do that with their team. You don't have to learn a new builder.
Stay away from. "Nothing changes." Things change. The automations move and ManyChat gets turned off. A business owner who hears "nothing changes" and then watches things change stops trusting you.
"Let me think about it"
What they mean. Usually one specific question they haven't asked, or it's not this week's priority.
Makes sense. What's the part you're weighing?
Then stop talking. Whatever they say is the real objection. Answer that one. If they don't name anything, offer a smaller step and a date:
Two easy ways to get more to go on. I can intro you to the Ellipsend team by email and you ask them directly. Or there's a free one-hour class, live, and I'll be on it too.
I'll bring you this week's missed leads on Friday either way.
Stay away from. Pushing, and any deadline that isn't real.
"Can we just start on the small plan?"
What they mean. I'd rather spend less while I find out if this works.
That plan has one inbox seat. So only one of us could reply to leads from it.
Pro is the first plan where we're both in the inbox and you can see what I'm doing.
Stay away from. Offering Core as a trial run for a business with a setter. One setter whose business owner started small earned $12.25 and is now selling the upgrade.
"We don't get enough leads yet"
What they mean. This isn't a problem for us yet. If it's true, agree with them.
You're right, at this volume it can wait. Let's look again when the ads start.
There's a free class in the meantime if you want to see how other coaches set it up.
Stay away from. Pushing software on a business that doesn't need it yet. A setter who does that loses the next pitch too.
"I don't want to commit for a year"
What they mean. I don't want to be locked in.
That's a question for them, not me. Let me intro you by email and they'll tell you the options.
Stay away from. Guessing at billing terms. This one is always path 2.
The three paths
The business owner says | Path | What you send |
Ready | 1. Your link | "Here's my link. Use this one so the referral is tracked to me." Send it before they sign up |
Questions you can't answer | 2. An email intro | One email to kenny@ellipsend.com with the business owner copied. Two lines: who they are, what they sell, and the one question they have |
Not yet | 3. The free class | "There's a free one-hour class, live. I'm going. Want me to sign you up?" Register them with your masterclass link |
Go to the class yourself either way. After they sign up, the business owner has one onboarding call and gets setup help from the team. Your training is already done.
Running the inbox: your weekly checklist
Every morning
Open your Spotlights and work each one to zero. A good starter pair: new leads assigned to you from the last 7 days, and follow-ups where the last message was yours.
Check the 7-day window: green dot, you can message the contact; red dot, the window has expired.
Move each lead to the right stage as you work it. Set the stage before you send a booking link, and send every link as a button so the sale tracks back to the post.
As it happens
Log the activity: booked call, follow-up, purchase. Log purchases with cash collected. The reports only count what's logged on stages and activities.
Once a week, five minutes
Dollars per DM, in the totals row on the Agents tab. Tells you whether conversations are turning into money.
Booking rate (bookings divided by contacts), a custom metric on the Campaigns tab. Tells you whether leads are moving. If the business runs a funnel that isn't about booking calls, swap in that funnel's number, like registration rate for a webinar.
Top post by revenue on the Content tab. Tells you what to make more of.
Then one look at the pipeline view for the biggest drop between two stages. That gap is where the week's effort goes. If people on the team own their leads, glance at the Agents tab for who's trending up or down.
Help-center articles
Setup
Inbox
Automations
Reports
Plans
Last updated 2026-10-22