Reporting your appointment-setting agency can actually run on

Your setters work leads in a dialer. Your bookings land in a CRM. Each client wants their own numbers. Right now that means rebuilding reports by hand every week. We put dials, connects, booked calls, show rate, and set-to-close in one live view, per rep and per client.

Book a 20-minute call

An appointment-setting agency sells one thing: booked meetings that turn into revenue. Proving that cleanly is the whole business, and it is exactly what scattered tools make hard. The dials live in the dialer, the sets live in the CRM, the closes live in the client’s system, and the client reporting gets stitched together by hand the night before the call.

What the command center shows

Per rep: dials, connects, conversations, sets, and set-to-close, so you can see who is pacing and who is stuck, live.
Per client: a branded view of every booked meeting and what happened to it, ready without a manual rebuild.
Show rate and no-shows: tracked by rep and by lead source, so you fix the leak instead of guessing.
Cost per booked meeting: the one number that tells you which campaigns and clients are actually worth the floor time.

The number no single tool gives you

Your dialer can show connect rate. Your CRM can show sets. Neither can show you that connect rate and set rate dropped together last Tuesday because of one list. That cross-tool pattern is where the money is, and it only appears when both numbers sit in one snapshot. See how the dial-to-deal ratio and speed to lead actually move your booked-call numbers.

Client reporting that runs itself

Give each client a live, branded link instead of a Friday spreadsheet. When they can see their own booked meetings and show rate any time, renewal conversations get a lot easier, and your team gets its evenings back.

Questions, answered

Which dialers and CRMs do you support?

The common agency stack: GoHighLevel, HubSpot, PhoneBurner, Aircall, RingCentral, Dialpad, Google Sheets, and more. If it has an API or an export, we can connect it.

Can each client get their own view?

Yes. Every client can get a branded, live view scoped to just their data, so you stop rebuilding reports by hand.

Do you auto-dial or send messages for us?

We focus on the data command center and reporting, plus alerts like instant speed-to-lead notifications to a rep. We do not run your dialer for you.

What you get, and what it’s worth

One team, one price. Every tool connected, the systems your CRM can’t build, and the whole thing run for you.

Your branded command center: live ops, analytics, trends, team, and a daily brief$6,000 build
Every tool in your stack connected into one warehouse you own$4,000 build
The automations your CRM can’t: speed-to-lead, no-show recovery, lead routing$3,000 build
AI call audits and scorecards on every call, scored on your criteria$2,500 build
AI agents trained on your playbook, wired into your phone and CRM$3,000 build
Fully managed: hosting, monitoring, fixes when an API breaks, ongoing changes$1,500 / mo
A real person accountable for the outcome, not a ticket queueincluded

Total value$18,500+ build · $1,500+/mo

Your price

from $2,500 setup+ from $500/mo managed

Priced to your stack, not a menu. We scope it on the call.

Our guarantee

Live in 14 days or your setup fee is on us.
See it first: we map your leaks free, before you pay a cent.
Your data stays in your own warehouse. Cancel anytime, no contract.

See every setter and client in one view. Book a free teardown.