← Sales Floor

Setter Portal

Book it. Note it. Hand it off.

You are the front desk of the floor. Diagnose the lead, book the call, and hand your closer a prospect who is ready.

Quick access

Comms

Slack

Announcements, support, daily floor updates.

 CRM

Go High Level

Your leads and your board.

 Training

Skool

Setter training and certification.

 Production

Master File

Find your production sheet.

How to book an appointment

  1. Book on the spot. The moment the lead says yes, open your closer's link and take the soonest time that works for both of you.
  2. Confirm the show. Tell them it's a Zoom call of about 40 minutes and say the day and time out loud so they repeat it back.
  3. Add your Senior Data notes. Create a separate internal calendar event for your notes. Never put them on the event the prospect sees.
  4. Stay in text until the Zoom. Keep the conversation warm by text right up to the call.

Call flow & notes

Full training in Skool

The call

  1. Intro and frame
  2. Why they opted in
  3. Problem awareness
  4. What they've tried before
  5. Qualifying gates
  6. Frame the mentorship and the investment. Never quote a price.
  7. Edify your closer
  8. Lock the decision and book

Senior Data

Capture on every set

  • Primary pain
  • Emotional driver
  • Past failures
  • Decision maker status
  • Money comfort
  • Urgency on a 1 to 10 scale

CRM & leads

Working your board

  • Call or text from the 7FCC All Team line or your own phone. Pick one and stay consistent.
  • Log notes in GHL after every touch.
  • Every lead lives in a pipeline stage. Move cards in real time and work your board daily.
  • Never quote a price. Pricing belongs to the closer.

Requesting new leads

Lead flow is earned through performance.

  1. Move every current lead into the 3x to 5x called columns.
  2. Show your proof of work to John for approval.
Stay in sync with your closer. You set your own schedule, and your closer always knows it. If you're out or your week is light, tell them right away.

Submitting call recordings

  1. Record every set. Phone sets on your phone, Zoom demos through Fireflies.
  2. Grab the link to the recording.
  3. Post it in #callrecordings-posthere with the lead's name and the date.

Standards of production

Open the Master File

Your production sheet is filled out every working day. It tracks calls, DMs, connects, appointments, demos, units, sales and collections.

  • Log your numbers on the current month's tab.
  • Add a note on every deal.
  • Update it before you log off, then check the pace the sheet calculates for you.

Fireflies + Zoom

Why we record

Recordings and transcripts drive your call reviews and scorecards. They show where calls drop off and what to coach next.

Setup

  • Log in to Fireflies on your computer and phone with your @7figureclosingclub.com email.
  • Use the desktop app to record calls you make from your phone, with the call on speaker.
  • Run a 30 second test call before your first real one.
Fireflies desktop guide

Audio or transcript problems

In the Zoom boiler room this is usually an audio conflict. Stay in the meeting, click the arrow next to the mic, and choose Leave Computer Audio. Muting alone won't fix it.

Slack: who to go to for what

You needGo here
Account or ops help (GHL access, company email)The support channel in Slack. Don't text the founders for ops issues.
Training helpPost in the relevant public channel with context and tag one person.
Wins and announcementsPublic team channels.