Setter Track · Jitter Growth
Book appointments
that actually show.
Everything you need to operate as a Jitter setter. Work top to bottom. Watch the Loom, read the SOP, run the checklist. Nothing here is optional.
00 · Start Here
Welcome to Jitter — you're officially a setter
The bare minimum expected out of you is two things: booked appointments and speed to lead. Everything in this track exists to make you elite at those two.
Tools required — really simple:
- GoHighLevel — you only operate in two tabs: Conversations and Opportunities. That's it.
- Slack — for communication. Notifications ON at all times, non-negotiable. New leads and confirmation reminders come through here.
- Calling — call from your computer if you have a mic. If not, call from your phone and take notes on your computer.
Hours: roughly 9am–7pm EST (Ram will confirm your exact schedule).
One booked appointment that shows is worth more than ten "interested" leads. Optimize for SHOWS, not bookings.
▶ LOOM
Before you move on
01 · Speed to Lead & The Dial Rule
The single highest-leverage habit — and it's tracked
When a fresh lead comes in, your speed to lead needs to be instant. Five minutes is the max. Under 60 seconds is ideal — that's a near-guaranteed pickup. Ram tracks your speed to lead in his tracker, so this number matters very much.
THE DIAL RULE — non-negotiable: every lead gets called TWICE per day, two separate times (a couple hours apart). After EVERY dial — pick up or not — send the two texts.
Text 1 (send immediately after the dial):
"Hey {first name}, just tried calling you."
Text 2 (send right after the first):
"This is regarding your bathroom, by the way."
- The texts keep you top of mind and give them a way to reach back. They see the missed call, think "oh snap," and call you back.
- If they don't answer the first dial, you've still got your second shot a couple hours later.
- Never move anyone to the next follow-up day unless you've officially dialed them TWICE that day.
- Leads that came in overnight: call them immediately when your shift starts. It's fine if the speed-to-lead clock reads bad on those — just get them first.
▶ LOOM DROPS IN HERE — Ram running a live speed-to-lead block
Before you move on
02 · The Two Lead Types
Every lead is one of these — know which before you dial
| Type 1 — Fresh Lead (form fill only) | Type 2 — Self-Booked Appointment | |
|---|---|---|
| What you get | Name, phone, zip code / city. No address, no notes, no nothing. | Name, phone, address, an appointment already on the calendar, and some notes. |
| Your job | Call within 5 minutes, run the script (module 03), collect ALL the data (module 04), book the consult (module 05). | Call them, confirm the time, get better notes, then tag self-book confirm. |
| The appointment | You book it — next day or a day in advance. | Keep it exactly as they picked it unless THEY ask to move it. |
Self-book confirm call:
"Hey {first name}, I just saw you booked in here for the 22nd at 10am — is that all good to go? … Great, I just wanted to confirm that with you and grab a few more notes about your project. I saw you wanted a {their notes} — tell me more about that."
- On the self-book call, dig for detail: master bath or guest? Existing tub or shower? Vanity, flooring, tile — what else are they updating? Write it all down.
- These are two-minute calls max. Confirm, enrich, tag, done.
▶ LOOM DROPS IN HERE — one fresh-lead call + one self-book confirm, back to back
Before you move on
03 · The Call & Script
You're not selling the shower — you're selling the appointment
Your entire job in one line: book the in-home design consult with BOTH decision makers present. That is it.
- Use an American name on every call — any one you like, it can even be different each time.
- Before you dial, check the client's notes section in GHL (takes 5 seconds): company name, areas they cover, and their requirements. Follow it to a T — every client is different.
Opener (fresh lead):
"Hey, is this {first name}? Hey {first name}, this is {your name} with {Client Company} — you filled out that form online about updating your bathroom. I'm the one who gets it over to the schedule, so I'm catching you while it's fresh. You got two quick minutes?"
Confirm the basics:
"Perfect. And just so I have it right — the project's at your home in {city from the lead}?"
From there: ask about the project, take notes on everything (module 04), then take their address, open the appointment tab, and book them (module 05). There's a recorded example call under this module — study it until you can run it from memory.
▶ LOOM DROPS IN HERE — Ram taking a real call through the full script
Before you move on
04 · Notes & Disqualify
Your notes go straight to the client — they have to be dialed
Data you MUST collect on every fresh-lead call. If you didn't collect all of these, you didn't do your job:
- Street address
- Project scope — master bath or guest? Existing tub or shower? Remodel or starting fresh? Vanity, flooring, tile?
- Timeline
- Budget comfort
- Decision makers — both will be there
- Detailed notes throughout the call
These notes get forwarded to the client. If the client gets bad notes, Ram gets blamed — and then YOU get blamed by Ram. Write everything down.
Disqualification check — before you book, every time. Take five seconds in the client's notes section in GHL:
- Some clients only want certain work (e.g. walk-in showers only — if the lead wants a vanity too, that's a "sorry, we actually can't do vanities").
- Some don't take new construction. Whatever the requirement is, it's in the notes section.
- Outside the client's coverage area = disqualified.
▶ LOOM DROPS IN HERE — note-taking live + disqualification edge cases
Before you move on
05 · Booking Rules
How the appointment actually gets locked
After the notes and the address are taken, open the appointment tab and give them availability. Always try to book next day, or a day in advance.
Offering times:
"Okay, I can get you in here on the schedule. We do have tomorrow the 21st open — I have a 12 or a 3pm, and if that doesn't work, I have a 9am on the 22nd. Would that work?"
Before you book ANYONE, two things must be true — absolutely sure, every time: (1) the additional notes are filled out, and (2) the address is filled out.
- Offer two slots plus one alternate — assumptive, never "would you like to book?"
- Self-booked appointments stay exactly where the homeowner put them unless they ask to move.
- Reschedules move the SAME appointment — never create a duplicate.
▶ LOOM DROPS IN HERE — booking a lead end-to-end in GHL
Before you move on
06 · Pipeline & Follow-Up
The Opportunities tab stays organized. Forever.
Everybody in the Opportunities tab means one thing: they came in and they have NOT booked yet. Your morning routine, in this order:
- Call every new lead that came in overnight — immediately, first thing.
- Then work the follow-up stages — Follow Up Day 1, Day 2, and so on. Call each one.
- Log everything in Conversations as you go.
| What happened | Where they go |
|---|---|
| New lead, called (twice) + texted, no book yet | Follow Up Day 1 — then Day 2, Day 3… Keep contacting daily for at least a week, maybe two. |
| Picked up but didn't book | Follow Up Day 1 — keep following up. |
| "Call me in two weeks" | Follow Up Later — check this stage every day for anyone due. |
| Full follow-up run, no response, no "no" | Lost |
| They booked | Nothing — they move themselves. Don't touch them, don't worry about them here. |
Nobody advances to the next follow-up day without TWO dials that day (module 01). No exceptions.
▶ LOOM DROPS IN HERE — the morning pipeline sweep, live
Before you move on
07 · Tags & Group Chats
Two tags. Do not confuse them.
| Tag | When you add it |
|---|---|
| self-book confirm | After you call a self-booked lead and confirm their appointment + notes (module 02). (Older name: "verified self-book" — same tag.) |
| verified | After the confirmation call (module 08) when they've told you they're showing up. This is the "they're real, they're coming" tag. |
For group-chat clients, the verified tag is a trigger: it automatically creates a group text — the company's number + the assigned rep(s) + the homeowner, with one intro message. No extra texts, ever.
- Verify ONLY appointments you'd bet money on showing. The tag is a promise.
- Never add the verified tag twice, and never text the homeowner separately once the group chat exists.
▶ LOOM DROPS IN HERE — the tag flow start to finish
Before you move on
08 · Confirmation Calls
Shows are the product — this is how you protect them
You'll get a reminder on Slack and in GHL for every upcoming appointment. The cadence:
| Appointment is… | You call… | Say |
|---|---|---|
| A day or more out | The day before | "Hey {first name}, just confirming we've got you down for 2pm tomorrow — are we still good to go?" |
| Booked for the next day (already inside 24h) | 1–1.5 hours before the slot | "Hey {first name}, just wanted to quickly confirm your appointment — we've got you down for 3 o'clock today, about an hour and a half from now. Are we good to go?" |
- They say yes → hit them with the verified tag. Done.
- They say no or wobble → reschedule it right there, really simple. A moved appointment beats an empty driveway.
▶ LOOM DROPS IN HERE — a real confirmation call
Before you move on
09 · Objection Playbook
Every objection is a request for certainty
"Just send me a price / how much is it?"
"Totally fair — honest answer: every {project} is different, that's exactly why the visit is free. They measure, you get an exact number on the spot, and if it's not for you, you say no and keep the number. Worst case you're 45 minutes smarter. Does {day} still work?"
"My husband/wife isn't home right now."
"Perfect — the visit's really for both of you anyway, they'll want everyone in the decision there. What evening are you both home this week? I'll lock it there instead."
"We already got someone / already have quotes."
"Smart — you should compare. Most folks use ours as the second opinion; it's free and takes under an hour. If your current quote wins, you lost nothing. Want to keep your {day} slot as your comparison?"
"I'm just looking / not ready."
"That's exactly who this is for — the estimate is free BECAUSE it's for people still deciding. You get real numbers now, use them whenever you're ready. Where does {day} land for you?"
"How'd you get my number?"
"You filled out our form online about your {project} — I've literally got your answers here. I'm just the one who books the free estimate you started."
Answer, then ALWAYS re-close with a time. An objection handled without a re-close is a conversation, not a booking.
▶ LOOM DROPS IN HERE — objection reps, rapid fire
Before you move on
10 · Your Numbers
What "good" looks like — the same rubric Ram's dashboard grades
| Metric | Green | Fix-it zone |
|---|---|---|
| Speed to first call | < 5 min (under 60s ideal) | > 15 min = system alarm goes off |
| Dials per lead per day | 2, every day, until booked or lost | Anyone advanced a stage on one dial |
| Schedule % (lead → booked) | > 25% | < 15% |
| Show % (booked → sat) | > 70% | < 50% |
- Escalate fast: weird lead, angry homeowner, client question you can't answer → Slack Ram immediately. Bad news early is cheap; bad news late is expensive.
- Never promise pricing, discounts, or timelines on the client's behalf. "The estimator handles exact numbers" is always true and always safe.
▶ LOOM DROPS IN HERE — reading your numbers + weekly cadence with Ram
Graduation
📄 Documents
SOPs, scripts & PDFs — live from HQ
Everything Ram publishes lands here automatically. Newest first.
Loading documents…