What's included
The full scope of what Standard and Pro tiers cover — and the things we explicitly don't do. Read carefully; this is the offer, not a teaser.
01 · People
Every booker assigned to you has been trained on the AIL-style workflow before their first shift on your leads. That means they know what a lead drop is, what to do with it on day one, and how to prioritize freshness. They’ve been trained on Mobile Planet — the workflow, the dispositions, the notes pattern.
They use AIL-style call structures — controlling the call, cementing the appointment, handling the standard objections without overexplaining. They’ve practiced no-show recovery scripts, callback escalation, and refusal-to-callback conversion.
Standard tier bookers are solid and reliable. They handle normal lead follow-up at a consistent pace. Pro tier bookers are seasoned — stronger call control, stronger objection handling, better with hesitant leads.
02 · Visibility
Visibility isn’t a single feature. It’s four surfaces that, together, mean you never have to ask “what did my booker do all day.”
A structured report at the end of every shift: dials, reaches, books, callbacks queued, no-shows followed up, refusals, bad numbers, and short notes from the booker on lead quality. Three minutes to read. Clarity by morning.
Three pages built around how AIL agents run their week. Your Schedule — your assigned bookers and the shifts they’re calling for you (most VA agencies make you message the manager every morning asking who’s working today; ours is a page). Appointments — upcoming presentations with cementing notes and confirmation status. Callbacks— every queue item, when to call, and why. Plan around your booker’s coverage instead of guessing it.
The dashboard updates on its own. The moments that matter most also get pushed to your phone right away — lead reference, time, date, prep notes. You finish a presentation, glance at your phone, and you already know what the rest of your week looks like.
After an appointment time passes, you tap one of three statuses — kept, no-show, rescheduled. The update routes back to the booker instantly. No-shows go straight back into the booker’s queue for same-day follow-up, when the lead is still warm. This is the part most operations miss.
03 · Reliability
The hidden cost of hiring a raw VA isn’t the hourly rate. It’s the moment they don’t log in on Monday and you spend the day fielding “where’s the booker?” and rebuilding from scratch.
We handle that. Attendance monitoring runs on our side. If a booker stops working out, replacement is included — Standard tier typically within a week, Pro tier priority. Replacement isn’t “we’ll start interviewing.” It’s “we move someone from the bench.”
04 · Focus
A generic VA agency serves real estate, mortgage, dental, and “various.” The shared training is shallow. The AIL-specific patterns aren’t there.
We’re built around AIL. That’s the bench depth. That’s the training material. That’s the management familiarity with what your day looks like. We also serve adjacent verticals — Final Expense IMOs, MP agencies, similar agent-first telesales models. If your workflow looks like AIL, we probably fit. If it doesn’t, we’ll say so on the discovery call.
You’re trained in sales. You have the script. You can qualify the lead on the call and you know what’s going to happen at the appointment. Our bookers are trained to book the appointment cleanly, not to sell.
So your personal book ratio and show ratio will typically run higher than your booker’s on the same leads — and that’s the right way around. Our job is to free up your hours so more of those appointments happen, not to outperform you on the calls themselves.
If anyone in this category promises their bookers will outproduce trained AIL agents on the same leads, that’s a flag.
AIL momentum is fragile. You spend a month building a full calendar, you qualify for a convention or a trip, you come back to an empty week — and the first two or three weeks back, you’re not making money. You’re hitting the phone again trying to rebuild a flywheel that was spinning the day you left.
We protect that.
When you’ve got a trip, a convention, or a contest, tell us your return date. We go heavy on your leads two to three days before you’re back — fresh dials, follow-up on every callback, no-show recovery, the whole lead surface. You come back to a calendar that’s already full. The momentum picks up where it left off instead of restarting from zero.
Same pattern for contest months. We scale the dial volume up ahead of the cycle so you go in with a built calendar instead of building one in week one.
Not an upcharge — just how we think about momentum. Most agencies don’t, and the cost of that gap is invisible until you’ve come back from a trip and realized your “month off” was actually two months of lost income.
If you’ve shopped this category, you’ve seen the pattern. Most “appointment setting agencies” also sell lead generation, SDR-as-a-service, paid media, social, web design, content, and “fractional sales departments” — and serve fifty industries. We don’t.
We do not:
We also don’t try to serve every vertical. The whole company is built for AIL-style insurance workflows. If your workflow looks like AIL, we probably fit. If you’re a SaaS company, a dental practice, or a real-estate brokerage, you’re in the wrong place.
This is the boundary that lets us actually deliver what’s inside it.
There are good reasons to not work with us, and we’d rather mention them now than three weeks in. A few situations where you’d likely be better off somewhere else:
If a couple of these describe where you are right now, you might be better served elsewhere, and we’d just say so on the discovery call. No hard feelings.
Standard ($15/hr) is for agents who need trained appointment-setting support at a practical rate. The booker is solid and reliable. Reporting and replacement are included.
Pro ($20/hr) is for agents who want a more seasoned booker — stronger call control, stronger objection handling — and want priority placement and priority replacement. Best for higher-volume agents and agency leaders.
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.