Sustainable Fit Lifestyle
Setter Dashboard
SFL
Setter
Everything you need to do the job, in one place. Bookmark this page.
Start Here
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Daily
DM Setter SOP
Your complete operating manual. Daily flow, scripts, guide links, Claude setup, rapport call, booking, and EOD tracking. This is your main reference every day.
Open SOP →
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Reference
Onboarding & Expectations
Your day one document. Role, expectations, ramp schedule, pay and bonus, how feedback works, and the rules. You sign this once, keep it here to refer back to.
Open →
Daily Tools
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Daily
GoHighLevel Calendars
Where you book rapport calls and sales calls. Open the Book appointment screen, use Default for normal slots, Custom for anything outside May's usual hours.
Open Calendars →
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Daily
Setter Tracker
Log your numbers here every day. Daily Activity, Rapport Calls, and Sales Calls tabs. Always fill in the date and put your name on the calls you book.
Open Tracker →
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Live
Free Guides Hub
All of May's free guides in one place. Match the right guide to what the prospect is dealing with and send it in the DMs.
Open Guides →
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Live
Client Application
Send this to the prospect after the rapport call clears. Links to the health scan video and the application form before the sales Zoom.
Open Form →