Welcome to the Team
You are joining Sustainable Fit Lifestyle as a DM Setter and Social Media Assistant. May Long is the coach and the business owner. You represent her in every DM conversation and on every rapport call. The prospect always thinks they are talking to May directly.
This is a performance-based role. The more qualified calls you book and the more clients who sign, the more you earn. The base pay covers your time. The bonuses are where the real earning potential lives.
This document covers what is expected of you, how your performance is measured, and what happens if expectations are not met. Read it carefully. There are no surprises after today.
Your Role — Three Steps, All Yours
This role has three steps. All three are required. May only takes over at the very last step, the sales Zoom. Everything before that is your job.
- Step 1 — DM Conversations and Outreach: Follow up with people on Instagram and Facebook who came in for a free guide. When someone comments on a post, an automated tool (ManyChat) usually sends them the guide for you. You send the guide manually when it fits naturally in a conversation, or as a backup if the automation did not fire properly. Then you follow up. When things are slow, you also reach out first to people who are already interacting with May's content, anyone who liked a post, viewed a story, or left a comment, to start a conversation and warm them up. You respond to comments too, to build connection and keep the accounts active. Have warm, real conversations and qualify people using May's framework. The framework is a guide for what to ask, not a word for word script. You use your own natural words so you sound like a real person, not a robot. When they are ready, pitch them onto a short phone call with you.
- Step 2 — Rapport Call: You run this call yourself as May. It is 10 to 15 minutes. Claude generates a framework for the call from the DM conversation. You follow the framework but speak naturally, you do not read it word for word. You listen, ask a few questions, and capture what the person says in their own words. At the end you pitch them onto a Zoom call with May.
- Step 3 — Book the Sales Zoom: You book the Zoom on May's calendar. You send the prospect the application link and the homework video. You log the result in the tracking sheet.
May takes the Zoom from there and closes the client. Your job is everything that happens before the Zoom. Avoiding the phone call part of this job because you feel uncomfortable is a performance issue. We screen carefully for phone confidence because this step is non-negotiable.
Daily Expectations
- Work your scheduled hours, roughly 3 to 4 hours a day to start. As volume grows your hours grow with it, and this can build into a full time role over time.
- Submit your EOD report on WhatsApp every day at the end of your shift. See the Monday meeting format below for what to include. If you forget once, send it the next morning with a note. If it becomes a pattern, it is a performance issue.
- Work all three power blocks, morning, midday, and end of day. Do not batch all your work into one block. These follow the US day, which is your overnight, because that is when prospects are awake and messaging. Spreading them out keeps you responsive instead of leaving people waiting hours for a reply. The US evening block is the most important because that is when the most prospects are online after work. Never skip it.
- Pitch qualified prospects onto rapport calls. If you are qualifying but not pitching, that will show up in the numbers and we will address it.
- Never coach in the DMs. Never quote price. Never explain the full program. Those are May's jobs on the sales call.
Weekly Meeting — Non-Negotiable
Every Monday we have a 15-minute meeting via Zoom. This is a team huddle, so you and the other setter are both on the call. Same time every week. You attend every week. Before the meeting, you send May your previous week's totals on WhatsApp so she has the numbers ready before the call starts. May's permanent Zoom link: https://us02web.zoom.us/j/3233776566
The message you send every Monday before the meeting:
Conversations: ___ / Follow-ups: ___ / Calls pitched: ___ / Calls booked: ___ / Closes: ___ / How I'd rate my week (1-10): ___ / My projection for calls I can book this week: ___
Send this on WhatsApp before the meeting starts every Monday. May reviews it before the call so you go straight into the discussion without spending time reading numbers out loud. The projection is your honest best guess for how many calls you can book this week based on the leads coming in. It makes the number yours, not just something May hands you.
If you cannot attend, you give 24 hours notice. Missing the meeting without notice is a Strike 1 offense.
Midweek check-ins during your ramp. For your first few weeks, we also do quick Wednesday and Friday check-ins, just you and May, one on one on WhatsApp by voice or text. These are private, not in front of the other setter. For Wednesday, come ready with one or two of your toughest conversations from that week. The ones where you were not sure what to say or where it stalled. We pull them up and work through them together. That is how you get sharp fast. Wednesday is your booked number so far, your tough conversations, and "what do you need from me." Friday is wins, where your projection stands, and what content is coming next week to bring you more leads. Once you are settled, we may drop back to just Mondays.
The Team Group Chat
You will be added to a WhatsApp group with May and the other setter. This is how the team stays coordinated, which matters because you both share the same inbox on different days. Use it for:
- Handoffs. When you reply to someone or book a call, drop a quick note so the other setter does not double-message that person. Example: "Replied to the Raleigh guy, he is booked for tomorrow at 2."
- Flagging hot leads. If someone is hot and you are about to go off shift, flag them so the other setter can pick it up.
- Quick questions. Fast things that do not need a full call.
- Your daily EOD report and Monday numbers. Post these in the group.
Always check the inbox history before you reply to anyone. Because you share the inbox, the other setter may have already been talking to that person. Read what was already said so you continue smoothly as May and never repeat a question or contradict what was already said.
Conversation Reviews and Feedback
This is how you get good fast. It is a normal, permanent part of the job, not a sign you are doing anything wrong. The best setters get reviewed constantly. Here is how it works.
During your ramp (first 2 weeks)
May reviews your actual DM conversations daily. She may jump into the DMs alongside you, suggest tweaks, and show you how she would handle certain replies. This is the fastest way to learn the voice and the system. Expect daily feedback and lean into it.
Once you start taking rapport calls
You record every rapport call, always. This is required because May uses each recording to build the sales call. She pulls the prospect's exact words from your call so she can mirror them back on the Zoom. No rapport call is ever run without recording it. Use the GoHighLevel app on your phone to dial the prospect. Put your phone on speakerphone. On your laptop, open Sound Recorder (Windows) or Voice Memos (Mac) and hit record before you dial. Both voices will be captured through your laptop mic. Send the recording file to May on WhatsApp after every call.
Separately, for your own coaching, May reviews at least one of those recordings each week and gives you specific feedback on how you ran the call. Same recordings you are already making, she just picks one to coach you on. This feedback continues ongoing, not just during ramp.
Your Numbers (KPIs)
These are the targets for a part-time setter once you are past your two-week ramp.
Daily targets (part time)
- Calls booked: 0.5 to 2 per day (so 3 to 10 a week)
- New conversations started: 5 to 15 per day
- New follows or friends added: 10 to 15 per day
- Follow-ups sent: 15 to 30 per day
- Calls pitched: 2 to 4 per day (this proves you are actually pitching, not just chatting)
The one to watch most: calls pitched. If you are having conversations but not pitching calls, the booked number stays at zero and nothing moves. Pitching qualified people onto calls is the whole job. If your calls pitched drops to zero for several days, that is the first thing we will talk about.
Pay Structure
- Base: $4.00 per hour for hours worked.
- Bonus: $50 for every client who signs up after you booked their rapport call.
- Payment: Weekly via EasyPay through OnlineJobs.ph.
- Hours tracking: You log all hours using Timeproof on OnlineJobs.ph on your desktop computer only. Mobile logging is not permitted. Hours are tracked automatically including activity levels. Logging hours you did not work is grounds for immediate termination with no warning.
Working as a Team — Coverage and Credit
You are not the only setter. May has a small team, and you each have your own days and hours that are staggered so someone is always covering the accounts. Here is how that works so it is clear and fair.
- Everyone answers everyone. No lead ever waits. Whoever is on shift responds to whoever needs a reply, even if another setter started the conversation. We never leave a prospect sitting unanswered just because someone else talked to them first. A warm lead going cold because nobody replied is the worst outcome. So you help everyone, not just "your" leads.
- The bonus follows the rapport call. The $50 bonus goes to whoever books the rapport call AND runs that phone call with a prospect who then signs up. That is the work that converts, so that is who earns the bonus. If you warmed someone up but another setter booked and ran their call, the setter who ran the call gets the bonus, and the other way around. Because your days are staggered, most of the time you will book and run the calls for the leads you work, so this stays simple.
- So book calls fast, do not guard leads. Since the bonus goes to whoever books and runs the call, there is no reason to sit on a lead or hold it for yourself. The faster anyone books a qualified prospect, the better for everyone. Be quick and be helpful.
The short version: you all talk to everyone so no lead waits, and the bonus goes to whoever books and runs the rapport call that leads to a sign up. Cover each other, book fast, and the credit takes care of itself.
Probation Period
Your first 3 months are a probation period. This is standard and applies to everyone. During probation, Timeproof is required for all working hours. Performance is reviewed at the end of month 3. If you are meeting targets, showing up consistently, and communicating well, you continue beyond probation.
After 6 months of strong, consistent performance, May may choose to move to output-based tracking only and remove the Timeproof requirement. That decision is May's to make based on the relationship and your track record. It is not automatic and it is not something you can request. It is earned over time.
The real proof of work is not screenshots. It is DM activity in GoHighLevel. Conversations started, guides sent, calls pitched, calls booked. If your EOD report matches what shows up in the system, you are doing your job. That is what gets you to 6 months and beyond.
The earning potential is real. At 3 to 4 hours a day you earn roughly $60 to $80 a week base. Think of base pay as what covers your bills. The bonus is how you actually earn well in this role. Two closes a week adds $100 to your weekly pay. Four closes a month adds $200 to your monthly pay. Strong performers who consistently pitch qualified prospects earn significantly more than base. The setter who treats the bonus as the real target and the base as the floor will always out-earn the one who is comfortable at base. Which one do you want to be?
How This Business Works — And Why Your Role Matters
The flywheel
This is how the business grows and how your earning potential grows with it:
May brings leads through content and ads
↓
You qualify them and book rapport calls
↓
May closes them on the Zoom
↓
Revenue comes in
↓
May spends more on ads → more leads come in
↓
You book more calls → you earn more bonuses
↓
The cycle grows
You are the link between May's top of funnel and her closing power. Every qualified call you book is a real opportunity for May to close a client and for you to earn $50. The more leads come in, the more opportunities you have. The more you pitch confidently, the more closes happen, the more the business grows, and the more May can invest in bringing in even more leads. Your success and the business's success are directly connected.
The Pitch Timing Rule — Avoid Both Failure Modes
There are two ways setters fail and both hurt the business and your earning potential.
Over-qualifying: Asking too many questions, never feeling ready to pitch, using qualifying as a way to avoid the phone. The conversation goes 15 messages deep and you still have not pitched. The prospect gets bored and disappears. You earn nothing.
Under-qualifying: Pitching after 3 messages to anyone who seems interested. May gets on the Zoom with someone who has no money, no urgency, and no real pain. 45 minutes wasted. Close rate tanks. This is just as bad as not pitching at all.
The three things that tell you when to pitch:
1. Pain confirmed — they described a specific struggle that has been going on long enough to be frustrating.
2. Want help confirmed — they explicitly said or signaled they want someone to help them, not just a free tip.
3. Can invest confirmed — their job and location signal they have the means to pay for coaching.
When all three are present, pitch. Do not wait for a perfect moment. Do not ask three more questions to be sure. Pitch now.
Do not let conversations drag
Long back and forth conversations that never get to a pitch tend to fizzle out, and the person ghosts. So once you have confirmed the three things, pitch.
- If all three are confirmed → pitch. Do not keep asking more questions to be sure.
- If one is still missing → ask for it directly in the next message. Do not dance around it.
- If the person is clearly not ready → move them to Follow Up / Nurturing in GHL and come back to them later. Do not keep the conversation in limbo.
Either you pitch, or you make a conscious decision to nurture and come back later. No drifting in the middle forever.
Targets — How They Work
Targets exist to keep momentum and give both of us a clear picture of what is working. Here is how they are set and enforced.
The shared accountability principle: Your job is to convert the leads that exist. May's job is to make sure leads keep coming through content, ads, and guide opt-ins. New followers from boosted ads typically take 8 to 16 weeks to warm up before they are ready to have a real conversation. This means lead quality fluctuates and is not always in your control. If lead volume is low or the audience is cold, your numbers will reflect that and it is not a performance issue. If lead volume is healthy but you are not pitching, that IS a performance issue. We always look at both sides before drawing conclusions.
Important: Not having targets or having targets that are never enforced is what causes setters to drift and get comfortable. Targets are real. They are tracked every week. They are discussed every Monday. Consistently missing targets without a valid reason is a performance issue.
Weeks 1-2
Learning only. No call booking targets. Focus on studying the SOP, learning the system, running conversations with guidance, and getting comfortable with the Claude AI tool. May will review your conversations and send feedback via WhatsApp with screenshots. Ask questions freely. This is your foundation.
Weeks 3-4
Soft targets begin. Aim for 3 to 5 rapport calls booked per week depending on lead volume. Lead flow is tied to how warm the audience is at any given time. If the pipeline is thin, targets adjust accordingly. That is never an excuse to stop pitching, but it is always considered when reviewing numbers. May continues reviewing conversations and sending WhatsApp feedback with screenshots. Weekly meetings now include target tracking.
Weeks 5-8
Full performance expectations. Targets increase as volume grows and you get sharper. May reviews one conversation per weekly meeting and gives feedback directly. You are expected to bring your own pipeline analysis and suggestions to the Monday meeting.
Week 8+
Ascension path. Strong performers who consistently hit targets and show good judgment move toward taking on more responsibility. May plans to hire a second setter as volume grows, and your performance influences the timeline and your role going forward.
The Warning System
Expectations are clear from day one. Here is exactly what happens if they are not met.
1
Strike 1 — Verbal Warning via WhatsApp
Sent when: EOD report missed 3 days in a row, weekly meeting missed without notice, calls pitched drops to zero for 3 consecutive days, or any other consistent behavior that is below expectations. May sends a clear message identifying the issue and giving a one-week window to correct it. Date is documented.
2
Strike 2 — Written Warning via WhatsApp
Sent when: the same issue continues after Strike 1, or a new serious issue appears. May sends a formal written message identifying the issue, referencing the prior warning, and setting a specific correction deadline. Screenshot saved. If correction happens, the slate is reset after 30 days of consistent performance.
3
Strike 3 — Termination
If the issue continues after Strike 2, or a third separate issue arises. Clean, professional, and immediate. Paid through the last day worked. No drama.
Immediate Termination — No Warnings
The following result in immediate termination with no strike warnings:
🚫 Reporting false hours
Claiming hours you did not work. This is the most serious trust violation. Immediate termination, no exceptions.
🚫 Sharing prospect or client information
Sharing any information about prospects, clients, conversations, or business data with anyone outside this arrangement. This is a confidentiality violation.
🚫 Deliberately booking unqualified calls to hit numbers
Pitching people who are clearly not qualified just to inflate your booking numbers. One or two mistakes during learning is normal. Doing it intentionally after being corrected is not.
🚫 Coaching in the DMs after being explicitly told not to
Giving prospects advice, tips, or solutions in the DMs after this boundary has been made clear.
Confidentiality
Everything you see, hear, and work with in this role is confidential. Prospect names, client information, business strategies, revenue numbers, conversation content, the SOP, the AI prompt, and anything else related to this business. You do not share any of it with anyone outside this arrangement, ever. This applies during your time in this role and after it ends.
What Success Looks Like
A great setter at SFL is someone who shows up every day, works the system, gives value generously to prospects, pitches confidently when gates are cleared, runs rapport calls with warmth, submits her EOD every day, comes to the Monday meeting prepared, and brings her own ideas about how to improve. She earns well above base because she books closes consistently. She grows into more responsibility over time. That is the person we are looking for and that is what this role can become.
Acknowledgment
By signing below, you confirm that you have read and understood the SFL Setter expectations and accountability policy. You understand what is expected of you, how your performance is measured, and what the consequences are if expectations are not met.
How to sign: You will receive a DocuSign email before your first day. Please complete and sign it digitally. Your signature and the date are recorded automatically. Do not start work until the signed document is returned.
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