Upper Level Consulting: Your Growth Partner
Optimizing Setter Performance from Outreach to Onboarding
Explore our data-driven strategies for boosting setter conversion, discover our tailored training packages, and understand our seamless client onboarding process.
At Upper Level Consulting: we specialize in elevating the performance of your sales setters through comprehensive, data-driven strategies and hands-on training. Our goal is to transform your outreach efforts into consistent, high-converting appointments.
Intensive Setter Training
Our intensive training focuses on foundational setter skills, including effective lead qualification, initial outreach techniques, basic objection handling, and robust communication frameworks. We provide targeted guidance for new setter hires or a rapid skill refresh for your existing team.
Script Review & Optimization
Our service includes a comprehensive review of your existing sales scripts, providing updated guidance and best practices for effective client communication.
Lead Automation & Pipeline Review
We guide you on optimizing lead automation processes and thoroughly review existing sales pipelines for efficiency and conversion opportunities, ensuring no lead is left behind.
Management KPI Tracking & Coaching
We provide training for management on key performance indicator (KPI) tracking relevant to setter performance, along with best practices for effectively managing and coaching their setter team.
SOP Review & Guidance
We conduct a comprehensive review of your current Standard Operating Procedures (SOPs) for sales setters, offering recommendations and updated guidance for improved efficiency and performance.
The Reality of Outreach: Persistence Pays Off
In today's competitive landscape, reaching and converting leads requires more than just a single call. Data consistently shows that persistence and a multi-touch approach are critical. Understanding these numbers is the first step to optimizing your strategy.
📉
20-30%
Initial call connection rate. Most first attempts go unanswered.
📞
6-8
Average call attempts needed to connect with an inbound lead.
⏱️
9x
More likely to convert leads contacted within 5 minutes of inquiry.
🎯
80%
Of sales require 5 follow-up calls after initial contact.
Insight: Your setters are likely facing a high volume of unanswered calls. The key isn't just *making* calls, but *strategizing* them for maximum impact.
The Power of Double Dialing
Double dialing is a highly effective strategy where a setter immediately calls a lead a second time if the first call goes to voicemail or is unanswered. This simple technique can significantly boost your connection rates.
Why Double Dialing Works:
✓Bypasses Voicemail Filters: Signals urgency, prompting answers.
✓Captures Attention: Stands out from easily ignored single calls.
✓Increases Connection Rate: Studies show a 20-30% lift compared to single dialing.
✓Reduces "Lost" Leads: More immediate connections mean fewer unresponsive leads.
Structured Communication: Scripts & Conversation Flow
Effective outreach isn't just about making contact; it's about making every conversation count. Implementing structured communication with tailored scripts and a clear conversation flow ensures consistency, confidence, and higher conversion rates.
The 5 Steps to a Powerful Conversation:
1. Opening:
Hook the lead's attention and state the purpose of the call concisely. Set a positive tone.
2. Discovery (Needs Assessment): CRITICAL!
This is where you listen more than you talk. Ask open-ended questions to understand their specific needs, pain points, and desires. This step is paramount because it allows you to tailor your solution directly to *their* unique situation, making your offer highly relevant and compelling. Without understanding their needs, you're guessing.
3. Solution:
Present your med spa's services/treatments as the direct solution to the needs uncovered in Discovery. Focus on benefits, not just features.
4. Close:
Guide the conversation towards the desired next step, whether it's booking a consultation, securing a deposit, or scheduling a specific treatment.
5. Follow-up:
Confirm next steps, send reminders, and establish a clear plan for continued engagement if a booking isn't secured immediately.
The Power of Tailored Scripts & Templates:
✨Channel-Specific Scripts: Tailored scripts for phone calls, SMS, and even social media DMs ensure your message is optimized for each platform.
✨Lead Category Templates: Develop specific templates for new leads, warm leads (e.g., those who engaged with an ad), and reactivations. This ensures relevance and personalization.
✨Consistency & Confidence: Provides a reliable framework for setters, reducing hesitation and ensuring key information is always conveyed.It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Training Packages
Ramp Up Training:
(One-Time Crash Course)
Quick Start: Laying a Strong Foundation for Immediate Impact
Key Features:
Intensive, Focused Session: 4 1-hour sessions in a two-week time span.
Core Setter Fundamentals: Covers essential skills like effective lead qualification, initial outreach techniques, and basic objection handling.
Communication Mastery: Introduction to proven communication frameworks for building rapport and converting interest into appointments.
Ideal For: New setter hires, or a rapid skill refresh for your existing team.
Core Benefits:
Rapid Skill Enhancement: Equip your team with critical skills quickly.
Immediate Application: Setters can apply best practices from day one.
Cost-Effective Entry: A foundational investment to kickstart performance improvement.
Bi-Weekly Training:
(Ongoing Optimization)
Consistent Growth: Sustained Improvement for Evolving Challenges
Key Features:
Regular Sessions: 3 sessions per week, every other week, ensuring consistent skill development without overwhelming your team.
Detailed Call Review & Feedback: In-depth analysis of recorded calls, providing actionable insights and personalized coaching to refine techniques.
Advanced Objection Handling: Continuous training on overcoming complex objections and navigating challenging conversations.
Script & Process Refinement: Ongoing optimization of your communication scripts and outreach processes based on performance data and evolving market conditions.
Ideal For: Teams seeking steady, measurable improvement and adaptability to new challenges.
Core Benefits:
Sustained Performance Gains: Regular training reinforces learning and builds long-term proficiency.
Adaptability: Your team stays agile, adapting to new lead types and market shifts.
Data-Driven Improvement: Insights from call reviews directly inform future training, ensuring relevance.
Reduced Lead Waste: Improved setter skills mean more leads converted into appointments.
Weekly Training (Accelerated Mastery)
Peak Performance: Rapid Skill Development and Maximized Conversion
Key Features:
High-Frequency Sessions: 3 sessions per week, providing intensive and continuous training for rapid skill acquisition.
Comprehensive Call Review: Frequent, in-depth reviews of every setter's calls, identifying nuanced areas for improvement and celebrating successes.
Mastery-Level Objection Training: Advanced strategies and role-playing to handle even the most difficult objections with confidence and finesse.
Real-time A/B Testing & Optimization: Rapid iteration of scripts and strategies based on immediate performance feedback, ensuring maximum conversion rates.
Direct Access & Support: Enhanced access to trainers for quick queries and personalized guidance.
Ideal For: Teams committed to achieving rapid, significant increases in booking rates and dominating their market.
Core Benefits:
Accelerated Results: See significant improvements in setter performance in a shorter timeframe.
Maximized Conversion: Every conversation is optimized for booking, leading to higher revenue.
Unmatched Skill Development: Your setters will become top-tier communicators and closers.
Competitive Edge: Stay ahead of the curve with continuous, data-backed optimization.
Our Collaborative Onboarding Process
Our onboarding journey is designed to be efficient and thorough, ensuring we gain a deep understanding of your operations before crafting a tailored training roadmap. Each step is crucial for maximizing our impact.
1.📝
Agreement & Kick-off
This initial phase formalizes our partnership and sets the foundation for our work together.
**Agreement Signing:** Finalize and sign the service agreement.
**Initial Kick-off Meeting:** A brief virtual meeting to confirm objectives, introduce key contacts, and review the onboarding timeline.
2.💻
System & Data Access
Secure access to your operational systems is critical for our data analysis and understanding of your current workflows.
**CRM/Lead Management Access:** Provide access to your CRM (e.g., GHL, Acuity) for lead tracking, client profiles, and appointment data.
**Phone System/Dialer Access:** Grant access to your phone system/dialer to review call recordings and understand setter communication patterns.
**Automation & Workflow Review:** Provide insights into any existing automations or lead nurturing workflows within your systems.
**Data Review:** We will review your lead management data to identify trends, bottlenecks, and areas for immediate improvement.
3.🎓
Process & Service Training
To effectively train your setters, we need to understand your current processes and the specific services they promote.
**Sales Process Basics:** Train us on the fundamentals of your med spa's sales process, from lead qualification to closing.
**Service-Specific Knowledge:** Educate us on the key features, benefits, and common client questions related to the services your setters focus on (e.g., facials, body contouring, injectables). This ensures our training is highly relevant.
**Current SOP Review:** Walk us through your existing Standard Operating Procedures for setters.
4.🤝
Team Immersion & Insights
Direct engagement with your setter team provides invaluable qualitative insights into their daily experiences and challenges.
**Meet the Setter Team:** Conduct an introductory session with your setter team.
**Discuss Daily Realities:** Understand their day-to-day challenges, common objections, and insights directly from the front lines.
**Observe & Learn:** Shadowing calls or observing their workflow (if feasible and agreed upon) to gain practical understanding.
5.🗺️
Roadmap & Tailored Training
With a comprehensive understanding in place, we will develop and deliver a highly customized training program.
**Success Roadmap Creation:** Develop a detailed roadmap outlining specific training modules, timelines, and measurable goals based on our assessment.
**Tailored Training Delivery:** Implement the customized setter training program, focusing on identified areas of improvement and leveraging our proven methodologies.
**Ongoing Optimization:** Begin the cycle of continuous improvement, feedback, and refinement as per your chosen package.
Your Investment in Growth
We believe in transparent and value-driven partnerships. Below is an outline of the investment for each training tier. Specific pricing will be discussed and customized following our detailed needs assessment to ensure it aligns perfectly with your goals and budget.
Ramp Up Training
$2000
4 1-hour sessions in a two-week time span
Bi-Weekly Training
$2500
3 sessions per week (every other week)
Month-to-month with 30-day notice
Ready to Begin Your Journey to Higher Conversion?
We're committed to making this a seamless and impactful process for your company
Weekly Training
$3000
3 sessions per week
Month-to-month with 30-day notice
Remember: This is an investment in increased bookings, reduced lead waste, and a higher client lifetime value.