How it works
Five steps from your first call to your first daily report. Most agents are seeing reports within 7–10 days of saying yes.
Step one. Twenty minutes. We ask, you answer, we tell you whether we fit.
01
You book a 20-minute slot via Calendly. We ask 4–5 questions: lead source, lead volume, your current setup, what’s not working, what tier you’d lean toward. We tell you whether Standard or Pro fits, what hours-per-week makes sense for your lead flow, and what we’d need from you to get started. By the end of the call, you have a quote and a yes-or-no answer on fit.
02
If we’re a fit and you say yes, we match you with a booker. The match looks at your lead source and lead type (warm transfer vs fresh form vs age-call list — they call differently), your shift window and timezone, your tier (Pro tier draws from the seasoned bench), and your tools (Mobile Planet familiarity is the baseline). We send you the booker’s first name, a short profile, and the start date.
03
The week before they start, the booker shadows your lead types and tools with our team. You set up the booker on an AIL-side phone-booker account with training-lead access to your leads — the same access mechanism AIL originally built for onboarding new agents into a manager’s leads during certification, which we apply for external phone bookers. You never share your AIL username or password. You also share your Calendly link or booking flow, availability windows, and any agent-specific notes. We provide training, a first-week checklist, and an optional intro call between you and the booker.
04
The booker starts. You get the first daily activity report at end of day one, and your live dashboard activates immediately. By the end of week one you’ve seen five daily reports, the booker’s first batch of booked appointments, their callback queue, and the cementing notes on the leads they booked. Week one is also the calibration week — if anything’s off, we adjust before week two.
05
After week one, you have four ways of staying in the loop without lifting a finger: the daily activity report at end of every shift; your live dashboard with your booker’s shift schedule, upcoming appointments, and callback queue (no more messaging your manager to ask who’s calling for you); Telegram alerts the moment an appointment is cemented; and one-tap show checks that route no-shows back to the booker for same-day follow-up. If you have a trip, a convention, or a contest coming up, tell us your return or start date — we go heavy on your leads two to three days before so you come back to a working week instead of an empty one. Your part is the part only you can do — respond to bookings, show up, share what you learn about lead quality, stay reachable for edge cases.
Sent at the end of every booker shift. Header (date, booker name, shift hours), KPI strip, disposition breakdown, appointment cementing table, booker notes. Three minutes to read. Clarity by morning.
This isn’t a guarantee. It’s a process. The trigger is usually multiple attendance issues in a short window, a performance regression without a lead-flow cause, or a material quality issue you raise.
We acknowledge within the same business day, pause the assignment, and move someone from the bench. Standard tier: typically a replacement within a week. Pro tier: priority placement — typically faster. You don’t have to do the booker conversation. We handle it.
A 20-minute discovery call. We ask about your lead volume, your current setup, and what’s not working. We tell you whether Standard or Pro fits, and quote you exactly. If we’re not the right partner for where you are right now, we’ll say so on the call — no hard feelings either way.