Phone and DM setters submit their numbers daily. Managers see team-wide performance with 30-plus calculated metrics.
Why teams need this
Setters report numbers in Slack or spreadsheets with no consistency.
Managers cannot compare setter performance across the team.
There is no calculated view of pickup rate, booking rate, or show-to-close.
Daily submissions get lost and are never analyzed at scale.
What's included
Implementation
Map setters to clients and assign rep types (phone or DM).
Configure the EOD submission form for your workflow.
Train the team on daily submissions and manager review cadence.
What changes after launch
Daily accountability without chasing people in Slack.
Instant visibility into setter productivity and conversion rates.
A clear data trail for coaching conversations.
Who this is for
Teams with phone setters, DM setters, or both
Investment
Standalone or included in multi-module accounts
Turn daily activity reports into a real accountability system with team analytics.