Advisor meeting with a client at a light oak table

Generate · Appointment Setting

Meetings on the calendar, briefed before you dial.

Our team calls, qualifies and books. You open your calendar to a meeting with the file already summarised and no-shows get replaced, not invoiced.


Pricing

Transparent tiers, no lock-in beyond the term.

Pricing shown is indicative and confirmed after profiling. Media spend is separate and always in your own ad account.

Starter

$2,400

per month + media

One calendar, one audience. Ideal for a solo broker or advisor.

  • — ~8–12 appointments/mo
  • — 1 calendar integration
  • — Call qualification script
  • — No-show replacement
  • — Monthly reporting
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Scale

$7,500

per month + media

Full-team coverage with a dedicated setter pod and weekly QA on call recordings.

  • — 50+ appointments/mo
  • — Dedicated setter pod
  • — Weekly call QA
  • — Custom qualification criteria
  • — Weekly reporting
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Custom

Let's talk

scoped to your team

Multi-office and franchise structures with territory-based routing.

  • — Territory routing
  • — CRM write-back
  • — Bespoke SLAs
  • — Recruitment of named setters
  • — Quarterly review
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Every engagement includes

The standard.


  • ✓Calendar-ready bookings with confirmation and reminder sequence
  • ✓No-show replacement at no additional cost
  • ✓Written qualification brief attached to every appointment
  • ✓Recorded calls available for coaching and QA
  • ✓Australian-based setters, trained on your offer
  • ✓Direct integration with Calendly, GHL or your own calendar
  • ✓Rescheduling handled by us, not your admin team
  • ✓Weekly show-rate and conversion reporting