Choose the support your agency needs across systems, staffing, and quality control. We’ll start with your current process and agree on where to focus.
We configure HighLevel and VICIdial around how your final expense team works. During scoping, we map lead intake, calling, appointment booking, calendar assignment, and reporting so the people doing the work know what to do at each stage.
We recruit, train, and manage setters for the agreed appointment setting process. Setters learn your scripts, booking criteria, calendar rules, and handoff expectations. We provide ongoing management so your agents can focus on their appointments.
We review calls and use activity and appointment data to identify coaching opportunities. We can look at how setters introduce the call, qualify a booking, confirm details, and record the outcome, then reinforce the agreed standards.
We monitor how the configured tools and workflows are operating, help troubleshoot issues, and review the data your team uses to manage booking. The support scope is defined with your agency.
We review how leads enter the workflow, who receives them, when follow up happens, and what the setter says. We help refine scripts and document next steps so the team has a consistent way to handle calls and outcomes.
We review where time and opportunities are lost across lead handling, appointment booking, and agent follow through. Use the findings to decide which processes, handoffs, or staffing changes to prioritize.
Tell us how your agency sells, where its leads come from, and what happens between a new lead and an appointment.
We configure the agreed systems, document the booking process, and prepare the setter team.
We review calls, booking activity, and workflow issues so your team can make informed changes.
We’ll review your sales model, lead flow, and current tools on a discovery call.
