Setter Training

Pick a topic. Work them in order your first week.

00Start Here›

Welcome, tools, hours — watch this first.

01Speed to Lead & Dial Rule›

The 5-minute rule, two dials a day, the two texts.

02The Two Lead Types›

Fresh form-fills vs self-booked appointments.

03Slack — How We Run the Day›

Channels, the reaction system, and how to report a lead.

04The Call — Script, Notes & Booking›

The opener, the full script doc, the six must-collects, booking rules.

05Talking Price & The House Check›

Reading price lists & ranges — and never booking a house that can't buy.

06Pipeline & Follow-Up›

The Opportunities tab, morning order, stage moves.

07Tags, Group Chats & Confirmation Calls›

self-book confirm vs verified, and the confirm cadence.

08Cancelling an Appointment›

Reschedule first — then the cancel button and the auto-credit.

09Objection Playbook›

The five objections and the re-close.

10Your Numbers›

What good looks like, and when to escalate.

📄Documents›

SOPs, scripts & PDFs — live from HQ.