Attain Digital × Eco2u NW

The Appointment Setting System

One setter in South Africa, phoning inbound solar enquiries and booking Ryan the same day. The plan, the script, the pay, the hiring and the training — end to end.

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What this is

A complete appointment-setting operation for Eco2u NW: one setter, based in South Africa, phoning inbound solar enquiries and booking them into Ryan's diary the same day or the next.

It slots into the sales process that already exists rather than replacing it. Leads still land from Meta into GoHighLevel; Ryan still designs, quotes and closes. The setter fills the gap between the two — the one where deals currently die, because nobody rings fast enough or hard enough.

The case in one line: the leads are already arriving and being worked too slowly. A setter who calls every one inside five minutes, qualifies it properly and books it the same day turns lead volume Eco2u is already paying for into appointments Ryan can close.

📞 Appointment Setter Job Tasksplaybook58 The nine-step call script, roof check, objections, booking→ £ Pay & Commissionsetterpay23 The scheme, the maths, the terms→ 🇦🇫 Hiring in South Africahiring67 Channels, Facebook campaign, all advert copy→ 🎭 The Role-Play Packroleplay92 12 scenarios, scorecard, weekly rota→

The scheme, at a glance

	Rate	Note
Base retainer	£350/mo	Paid whatever happens
Per appointment held	£15	Held, not booked
Per install closed	£100	Paid after the deposit clears
Quality bonus	£100/mo	Show rate ≥75% and accuracy ≥95%
On target	£2,050/mo	40 held appointments, 10 installs

What happens this week

Check the Teams setup end to end. Send yourself an invite from Ryan's calendar and join it from a phone browser with no account. If a guest can't join in one tap, the show rate dies before anything else matters.
Sign off the qualification gate with Ryan. No dormers, roof space and roof age are his rules; the rest were added. Fifteen minutes, and everything downstream depends on it.
Confirm the pre-call proposal promise is deliverable. The script now offers a written proposal before the appointment in exchange for a roof screenshot and an annual kWh figure. That's a strong card — but only if Ryan can actually turn one round in time. Agree the SLA with him before the setter says it.
Build the application form — ten questions and the voice recording. Copy is written.
Launch the Facebook ad at £7/day, plus free posts into SA remote-work groups and a Gumtree listing. About £35 all in.
Get the contractor agreement drafted for South African law. Longest lead time of anything here — start it first.
Provision the UK number and Ryan's calendar access in GoHighLevel, and test the dialer end to end.
Set up the group chat — you, Ryan and the setter — and pin the handover card format.

Open — needs an answer before go-live

Nothing here blocks hiring. All of it blocks the first live shift.

#	Item	Who
1	Written confirmation of FCA authorisation or AR status, plus the finance provider's legal name. The script now says “finance at 0% APR” on live calls, so this needs to be on file — talking about credit is a regulated activity. Longest lead time here	Les / Kurt
2	Teams confirmed as the platform — the closer process guide still says “calls are always Zoom”. One of the two documents is out of date; the playbook now says Teams throughout. Also confirm guests can join by browser link without an account	Ryan
3	Sign-off on the qualification gate, including the added criteria — flats, listed buildings, the 8-panel floor	Ryan / Les
4	Install coverage area — which postcodes can the setter book?	Les
5	Job economics confirmed so the install commission can be set at its final rate	Les / Attain
6	Current Meta lead volume per day — sets the honest ceiling on installs	Tom
7	Contractor agreement reviewed for SA labour law — longest lead time	Tom
8	International data transfer safeguard (UK IDTA/addendum) and a line in the privacy notice about handling outside the UK	Tom / Eco2u
9	Meta Special Ad Category — check whether it applies to a SA-targeted job ad before building the campaign	Tom
10	Rand figures for the adverts at the day's rate	Tom
11	Consent wording captured and stored on the Meta lead form	Tom
12	Confirm there really is no government grant funding for solar right now — the setter now says that outright on calls, so it needs to be right. (Earlier there was mention of a £4,500 contribution; if that still exists the wording needs changing)	Les

What this was built from

Sales script library — the able-to-pay scripts. Voice, positioning and every compliance rule carried straight through.
Closer process guide — the GoHighLevel stages and the 48-hour clock. Its “always Zoom” rule is superseded here by Teams — worth correcting at source.
Sales process & flowchart — speed-to-lead, the advert-price objection, the honest-ballpark principle.
Ryan's calculator and the configurator — where the real pricing lives. The setter never touches it.

One consistent rule inherited from the scripts: honesty converts. No invented deadlines, no competitor-slating, no promised savings, no finance talk, and a straight answer about where the setter is sitting. It's the reason the existing material works and it's the spine of everything here.

Attain Digital × Eco2u NW · appointment-setting system · internal · password-gated.

Setter System

What this is

The scheme, at a glance

What happens this week

Open — needs an answer before go-live

What this was built from