SETTEROS
Agency and Coach Training

Graphic dashboard for multi-account appointment setting.

Use this page as the operating map for agencies, coaches, and client-facing operators. It shows how to monitor accounts, agents, templates, split tests, booked calls, and revenue from one command center.

Agency Command Center

Portfolio Live
Sub-Accounts 42 Client, student, program, or location workspaces.
AI Agents 118 Setters, follow-up agents, and voice receptionists.
New Leads 2.4k Total inbound conversations this month.
Booked Calls 386 Appointments booked across accounts.
Revenue $91k Tracked revenue from booked appointments.
At Risk 6 Accounts needing operator review today.
Social Growth 14 Accounts using content campaigns to feed appointment setters.

Account Health Review first

Operator Action Queue Do today

Fix Prime Electric calendar routing Confirm calendar owner, availability, timezone, and reminders.
Improve Summit Coaching price response Use a value-first answer and push toward enrollment call booking.
Save Atlas Wellness flow as a reusable template Promote the winning consult flow into the template library.
Review Social Growth replies Tag content leads and route interested prospects into the right account pipeline.

Social Growth Engine Demand layer

Confirm monthly offer Choose the service, consult, appointment, or program being promoted.
Create campaign assets 33 post ideas or captions, weekly themes, CTAs, and nurture prompts.
Route content leads Tag replies as social-growth or content-lead and move them toward booking.

Social Growth Reporting Add to reports

Content output Posts, captions, video scripts, or nurture prompts created.
Conversation lift Replies, inquiries, qualified conversations, and booked calls from content.
Winning theme The content angle to repeat or improve next month.

Campaign Split Tests Compare

Short opener vs warm opener Coaching leads, 312 conversations.
Warm opener wins
Direct booking vs soft nurture Wellness consults, 188 conversations.
Keep testing
Price answer A vs B High-ticket program, 96 conversations.
Needs volume

Template Marketplace Scale winners

Top template: Wellness Clinic Best booked-call rate this month. Reuse for similar offers.
Needs improvement: Travel Agency Drop-off happens before budget question. Shorten intro.
New template candidate: Septic Systems Emergency lead flow shows strong same-day booking potential.

1. Create Account

Build a sub-account for each client, student, offer, program, or location.

2. Deploy Template

Start from the closest niche template, then customize offer and qualification rules.

3. Launch Agents

Activate setter, follow-up, no-show recovery, and voice AI agents as needed.

4. Test Campaigns

Compare scripts, openers, booking prompts, objections, and follow-up timing.

5. Report Results

Show leads, qualified prospects, bookings, sales, revenue, and the next improvement.

Step-by-step daily use

Step 1

Open the command center

Review sub-accounts, active AI agents, new leads, booked calls, revenue, and accounts at risk.

Step 2

Review account health

Prioritize accounts with leads but low bookings, broken calendars, or repeated objections.

Step 3

Inspect conversations

Look for price objections, offer confusion, missed booking prompts, and human takeover needs.

Step 4

Check bookings and routing

Confirm appointments landed on the right calendar with notes, reminders, and source tracking.

Step 5

Run split-test review

Compare script versions, booking prompts, follow-ups, and templates only after enough data.

Step 6

Report and improve

Send clear client or student reports and update one account, agent, or template at a time.

What each dashboard area means

Sub-Accounts Shows how many client, student, offer, or location workspaces are active.
AI Agents Shows how many setters, follow-up agents, no-show agents, and voice agents are deployed.
Account Health Shows which accounts are healthy, which need review, and which need immediate repair.
Split Tests Shows which campaign, script, or follow-up version is producing more booked appointments.
Template Performance Shows which niche workflows should be reused, improved, or retired.
Revenue Tracking Shows whether booked appointments are creating business results, not just activity.