FAQ
Frequently asked questions
Everything clients usually ask before, during, and after a setup.
Getting started
How long does a setup take?
Setups usually take 2 to 3 weeks from the contract and deposit date. We confirm your exact timeline on the discovery call.
What do I need before we start?
A discovery call with us and a 50% deposit. From there we take care of the configuration and structure.
What happens on the discovery call?
We look at where your outbound stands today, what you want it to do, and which setup fits. You leave with a clear recommendation and next steps, whether or not you decide to work with us.
Which industries do you work with?
We work with all sorts of industries that need outbound or inbound systems.
Do you provide calling data or lead lists?
Yes. We can source calling data and lead lists at competitive rates through our partners, with DNC scrubbing included. If you already have your own data, we work with that too.
Do I need to be technical?
No. Everything is automated, designed, and simplified around what matters to a business owner: actionable information and insights.
The setup
What exactly do you set up?
Depending on your bundle: the dialer and campaigns, lead submission flow, lead and caller tracking, campaign analytics, automated dashboards, and team operations sheets for staffing, QA, and coaching. All of it wrapped in a user-friendly ecosystem built to support owners.
Is this just a dialer install?
No. The dialer is only the tip of the iceberg: one tool inside the larger system we build around it. Every setup uses industry-leading strategies and optimizations, with automation workflows, sheet dashboards, and clean, scalable workflows designed for the best outcome.
Whose accounts does everything live in?
Yours. Dialer, sheets, forms, and dashboards are all created in or transferred to accounts you control. Nothing important lives only with us.
What tools does the system run on?
Your own dialer, plus lightweight, familiar tools like Google Sheets and Forms for the trackers and dashboards. No proprietary software to get locked into, and nothing that stops working when the engagement ends.
How many callers can this handle?
From a single caller to a full floor. The Team Operations layer adds staffing, QA, coaching, and manager-level reporting built for running callers at scale, the way real call centers do.
Can I upgrade my bundle later?
Yes. The bundles build on each other, so you can start with Starter and add the Performance or Team Operations layers when you are ready.
After handover
What happens after handover?
Everything runs in accounts you own, so nothing breaks when the engagement ends. Every bundle includes 4 free consultation calls to review your setup, numbers, quality, and next steps.
Do you provide the callers?
By default we build the system and your team runs it. Caller and staff sourcing can be added to any bundle.
What if we need changes later?
Your consultation calls cover reviews and adjustments, and you can always book more time with us.
Pricing
How much does it cost?
Each bundle is a one-time setup fee that depends on your team size and tools. Book a call and we will quote it plainly, with no surprises.
When is the rest of the payment due?
The remaining 50% is due at handover, once your system is built and the keys are yours.
Are there recurring fees?
Not to us for the setup itself. You pay your own tool subscriptions, like the dialer, directly and at cost, in your own accounts.
Still have questions? Book a call