Your agreement is signed and your first payment is in. The next step is your intake questionnaire. It tells us who to hire, what your setters say at the door, and how appointments reach your sales team. It takes about 45 minutes, and your answers save as you go.
Everything we build for you starts with your answers. Here's the path from today to a working setter team. Day 1 is the day you signed, and every month has its own milestone.
Day 1 of your engagement. Milestone 1 work started the day you signed.
Fill it out below and click Submit. It sets the job profiles, pay plans and door messaging we work from.
We walk through your answers together, confirm the appointment standard and lock in our two weekly in-office days.
Starts the day you sign and pay. Kickoff, your intake reviewed, the appointment standard and comp plan set, and your Setter Manager recruited and hired. VEXX runs recruiting from job ads through the offer, then hands your new hire off to you. We build your door script, slicks and canvassing app from your answers.
Your Setter Manager is trained, setter recruiting goes live, and your first 2–3 setters are onboarded. The first setter-generated appointments start reaching your sales team.
Five setters onboarded, with your Setter Manager running daily huddles, territories and field operations. Script and slick v2 delivered.
A full month proving the team stays running: twice-weekly coaching, field support, backfill recruiting when needed and setter retention.
Your Setter Manager's leadership development plan, recruiting and retention systems, and a growth plan for scaling past five setters.
Your final Setter Team Playbook, final leadership coaching and the handoff meeting. Every operating piece moves to you.
Nothing in the questionnaire is busywork. Each section feeds something we build for you.
Every question needs an answer, so having these handy makes the questionnaire go faster.
Your answers save in this browser as you go. When you're done, review your answers and click Submit on the last step.
An owner, ideally with your sales manager nearby for the appointment and door-messaging sections. The person who signs the last section should be able to approve pay plans.
Yes. Answers save automatically in this browser on this device. Come back on the same device and browser and you'll pick up where you left off.
Every question needs an answer. If you're not sure, give your best estimate or write "not sure," and we'll fill in the gaps at kickoff.
Under your agreement, VEXX runs all recruiting for your Setter Manager and setters and makes the offers. The pay plans and requirements you set here are the rules we hire by, so offers go out without waiting on approvals. Only special, case-by-case circumstances come to you for sign-off.
Click Submit on the last screen. Your answers go straight to VEXX, and you'll see a confirmation when they arrive.
VEXX does. We run and pay for every job ad and cover all recruiting costs. There's no recruiting cost to you.