Setter team training
Skill work on the door approach and objections, role-play and recognition.
HomeHow It Works
How it works
Six months.One team you own.
We build your D2D setter team in six months: hire your Setter Manager, launch the field, build to five, then hand you a team that runs without us.
The build-out
Month by month
Each month has a clear focus. Pick a month to see what we deliver.
Month 1 · Days 1–30
Onboarding & Foundation
Hire the right Setter Manager and have every tool ready before they start. Nothing is off the shelf.
Target outcomeFoundation built; Setter Manager hired and entering training.
Deliverables
- Kickoff meeting with the owners in the first week
- Intake questionnaire turned into job profiles, scripts and slick copy
- Appointment standard, setter-to-sales handoff and pay plan recommendations
- Setter Manager recruited and an offer extended by about Day 21
- Door script v1, objection handling and a print-ready slick
- Canvassing app set up with starting territories
Month 2 · Days 31–60
Manager Training & Field Launch
Turn the Setter Manager into a producing, self-sufficient leader, and start the setter pipeline.
Target outcomeSetter Manager producing on their own and the first appointments reaching your calendar.
Deliverables
- Setter Manager trained in the office on your services, script, app and territories
- Our In-Field Specialist trains your Setter Manager at the door
- Setter recruiting runs from job ads through final interviews
- Setter onboarding playbook: a new setter’s first five days
- First 2–3 setters hired and onboarded
- First setter-sourced appointments reviewed with your sales team
Month 3 · Days 61–90
Build to Five & Operational Handoff
Reach five setters and hand daily operations fully to your Setter Manager.
Target outcomeSetter Manager plus five setters active, running day to day without us in the field.
Deliverables
- Recruiting continues until five setters are hired and onboarded
- Setter Manager runs the daily huddle, territories and field operations
- Leadership coaching: accountability, incentives, competitions and retention
- Appointment quality reviewed; script and slick v2 delivered
- Year-round standard set: full-time schedules and consistent field hours
- In-office and in-field schedule set for Months 4–6
Month 4 · Phase 2 · Stabilize
Stabilize & Retain
Prove the team holds the standard once the build is done.
Target outcomeThe team holds the standard for a full month.
Deliverables
- Twice-weekly coaching and in-field support
- Coaching the Setter Manager through setter replacements
- Appointment-quality review with your sales team
- Setter retention and coaching
- Strengthening how the Setter Manager holds the standard
Month 5 · Phase 2 · Develop
Leadership & Scale Readiness
Develop your Setter Manager into a leader who can grow the team.
Target outcomeA Setter Manager ready to lead and grow the team.
Deliverables
- Setter Manager leadership development plan
- Continued coaching and field support
- Recruiting and retention systems
- Growth plan for scaling past five setters
Month 6 · Phase 2 · Hand off
Ownership & Final Handoff
Hand every operating piece to your company, documented.
Target outcomeEvery operating piece confirmed as transferred to you.
Deliverables
- Final Setter Team Playbook: recruiting, onboarding, daily operations, scripts and pay
- Final leadership coaching
- Handoff meeting with the owners
- Every item confirmed as moved to your company
Months 7–12 · Add it any time before the end of Month 6
Maintenance Plan · Optional
Keeps the team full, trained and well led after the build.
Target outcomeA team that never depends on one person.
Deliverables
- Two in-office visits a month, 30–60 minutes each
- Up to 4 hours a month of field coaching for the Setter Manager and team lead
- Setter Manager development plan, with a top setter named team lead by Month 9
- A weekly group call with Setter Managers from other companies
- One 30-minute owner check-in a month
The structure
Who does what
The team works for your company from day one. We build it, train it and coach it until your Setter Manager can run it alone.
Your companyOwners and sales team. Runs and closes every appointment.
Setter ManagerYour employee. Runs the field daily, trains and replaces setters.
Setter 1Knocks and sets
Setter 2Knocks and sets
Setter 3Knocks and sets
Setter 4Knocks and sets
Setter 5Knocks and sets
VEXX · Build-out partnerVEXX · In-Field Specialist
The rhythm
A standard week
Setters knock the hours homeowners are home. We are in your office twice a week, every week, for all six months.
MONOff
TUE2–6 PM
WED2–6 PM
THU2–6 PM
FRI2–6 PM
SAT9 AM–2 PM
SUNOff
Setter Manager 1:1
Recruiting pipeline, people issues, leadership development and next week’s territories.
Owner check-in
Team update, appointment-quality feedback from your sales team and decisions needed from ownership.
Built to last
We build the team.
You own the results.
When the build-out ends, your Setter Manager, your setters and your playbook stay with you.
What you keep
Everything stays with you
A Setter Manager
A trained leader who runs the team day to day and grows it past five.
Five setters
A full team booking qualified appointments in the neighborhoods you choose.
Scripts & slicks
Door scripts, objection handling and print-ready slicks in your company’s voice and brand.
The playbook
Recruiting, onboarding, daily operations and pay, written down so the team keeps running.
Questions
Straight answers
Who employs the setters?
Your company does. The Setter Manager and setters work for you, as W-2 employees or 1099 contractors, your choice. We recruit, train and coach them.
How big is the team?
A Setter Manager plus five setters by Day 90. The playbook and growth plan cover how to scale past five.
Who pays for recruiting?
We cover all job ads and recruiting costs. You cover the canvassing app subscription and printed materials.
Do you guarantee appointment numbers?
No one can honestly promise appointment counts or revenue. We promise the work, done fully and on time, and we coach your team every week to hit its standard.
When does the team knock?
Standard field hours are Tuesday through Friday, 2 to 6 PM, and Saturday, 9 AM to 2 PM. Hours are tuned to your market at intake.
What if the Setter Manager leaves?
If your Setter Manager resigns during the build, we recruit a replacement at no added fee.
What do you need from us?
A completed intake questionnaire before kickoff, owner time for the kickoff meeting, and new-hire paperwork and payroll set up within 2 business days of an accepted offer.
What happens after Month 6?
At the handoff meeting we confirm every operating piece has moved to your company. Our optional Maintenance Plan keeps us coaching your team through Month 12.
Let’s build it
Start with a call
One conversation is enough to know whether a setter team fits your company, your market and your sales team’s capacity.