Hiring a setter is an exciting milestone for your business. It’s a step toward growth, efficiency, and building a strong team. But success starts with the right onboarding process. 

A structured approach helps your new setter hit the ground running and sets both them and your business up for success.

This guide offers a step-by-step checklist to onboard your setter effectively.

Step 1: Calendar Scheduling Tool

Your scheduling tool (e.g., Calendly) is critical for helping setters manage appointments efficiently.

Make sure your setter has:

• Access: Share your scheduling link so they can book calls.

• Tracking: Allow setters to track which calls they’ve sourced.

💡 Pro Tip: Create separate scheduling links for different platforms, like social media vs. website bookings. Customize links with tags or initials for better organization. 

Encourage your setter to follow up on calls from other channels using your profile, this can boost conversions even though they didn’t set the initial appointment. Consider a lower commission for these leads.

Step 2: Access to Social Media Profiles

To start, your setter needs direct access to the relevant social media platforms.

Make sure your setter has:

• Login credentials as early as possible to avoid delays.

• Guidelines on the platform’s features.

Step 3: Company Email (Optional but Recommended)

A professional email address is not just about appearance—it’s a security measure too.
Consider:

• Create a business email for your setter (e.g., name@yourcompany.com).

• Use this for all logins, so it’s easy to remove them if needed.

Step 4: Share All Necessary Links

Efficiency starts with easy access to essential tools and resources. Provide your setter with:

Provide:

• End-of-Day (EOD) report. If you don’t have this ask the setter to create it.

• Payment links or other resources.

• Down payment link for DM closes.

Organize these links in one shared document for easy access.

Step 5: Grant Access to Your CRM

A Customer Relationship Management (CRM) system like Hubspot, Go High Level, Trello, Airtable or any other CRM system. This is vital for tracking leads.

Provide:

• Ensure your setter has access to your CRM.

• Guide them on setting up and using the system effectively.

A well-maintained CRM ensures no leads fall through the cracks.

Step 6: Team Communication Channels

Give access to the platform you use to communicate with your team. Think of platforms like Slack or WhatsApp.

Step 7: Introduction Call

Introduce your setter to your company’s team, mission, vision, values, and processes.

This builds rapport, makes them feel welcomed and support,ed and ensures there is alignment with your business goals.

Step 8: Define KPIs and Expectations

Set measurable goals to track performance and also give the setter clarity of your expectations.

Provide:

• Outline daily or weekly targets, such as the number of calls to be booked.

• Build a daily workflow with your setter to help them achieve these KPI’s.

• Clarify what success looks like and align these benchmarks with your objectives.

Setters should always have your own booking rate, or your past setter as the first KPI. Don’t set unrealistic expectations in their onboarding that will demotivate them. 

Step 9: Lead Qualification Process

Teach your setter how to focus on high-quality leads, in your industry. 

Provide:

• Share the criteria for qualifying leads (e.g., budget, intent, etc.).

• Explain how to identify and prioritize high-conversion opportunities.

This ensures they’re focusing on leads most likely to convert in your industry with your offer.

Step 10: Provide Basic Information and Resources

Equip your setter with the knowledge they need to represent your brand confidently. This helps the setter talk about your offer like they are you and handle objections they might get.

Make sure they have access to:

• Share your resources, training, materials, and course.

• Your background and learnings. 

This will empower them to communicate effectively with leads.

Bonus: Utilize Video for Feedback

Provide:

• Use video feedback for training purposes.

• Save these videos in a shared folder for easy reference.

• Schedule weekly reviews to address challenges and celebrate successes.

Video feedback is a time-saver and provides a personal touch to guidance. Your also building an onboarding machine if you ever need to hire another appointment setter.

Congratulations!

Hiring a setter is a big step for your business, and with this checklist, you’ll ensure a smooth onboarding process. By investing in proper onboarding, you not only help your new setter thrive but also create a framework that simplifies hiring in the future.

Remember, a well-supported team member is a motivated and effective one.

This checklist was brought to you by the FindASetter.com team.