# SETTEROS Video Script for Agencies and Coaches

## Video Title

How to Use SETTEROS for Agencies and Coaches

## Recommended Length

10 to 15 minutes

## Audience

Marketing agencies, appointment-setting agencies, automation agencies, business coaches, high-ticket coaches, consultants, course creators, client success teams, and operators managing multiple client or student pipelines.

## Video Goal

Teach agencies and coaches how to use SETTEROS to launch sub-accounts, deploy AI agents, use templates, manage account health, run split tests, report results, and improve booked appointments across multiple accounts.

## Opening

Welcome to SETTEROS.

In this video, I am going to show you how to use SETTEROS as an agency, coach, or multi-account operator.

The goal is to help you manage multiple appointment-setting systems from one operating view.

That may mean client accounts, coaching students, program offers, business locations, lead campaigns, or internal brands.

By the end of this video, you will understand how to create sub-accounts, deploy templates, assign AI agents, connect calendars and channels, review account health, run split tests, and report results clearly.

## Scene 1: What SETTEROS Does for Agencies and Coaches

On screen:

- Sub-accounts
- AI agents
- Templates
- Campaign split tests
- Booked appointments
- Revenue tracking
- Client reports

Voiceover:

For agencies and coaches, SETTEROS is not just a chatbot.

It is an appointment-setting operating system.

You can create separate sub-accounts for clients, students, programs, offers, or locations.

You can deploy AI agents for different workflows.

You can use templates to launch faster.

You can review performance across accounts.

And you can report the numbers that matter: conversations, qualified leads, booked appointments, completed calls, sales, and revenue.

## Scene 2: Quick Start Checklist

On screen:

Quick Start Checklist

1. Create the sub-account.
2. Choose a template.
3. Add the offer.
4. Add qualification rules.
5. Create the AI agent.
6. Connect GHL channels.
7. Connect calendar.
8. Test 10 conversations.
9. Launch one lead source.
10. Review first 50 conversations.
11. Send first report.

Voiceover:

Here is the fastest way to launch a new client, student, program, or offer.

First, create the sub-account.

Second, choose the closest marketplace template.

Third, add the offer and ideal customer.

Fourth, add qualification rules and disqualifiers.

Fifth, create or assign the AI agent.

Sixth, connect GHL messaging channels.

Seventh, connect the calendar and routing rules.

Eighth, test at least ten conversations.

Then launch one lead source first, review the first 50 conversations, and send the first performance report.

## Scene 3: Create the Sub-Account

On screen:

Sub-Account Setup

Client Name - Offer Name
Program Name - Enrollment Flow
Location Name - Appointment Type

Voiceover:

Every client, student, offer, program, or location should have a clear sub-account.

Use a naming structure that makes sense later.

For example:

Atlas Wellness - New Patient Consults.

Summit Coaching - Enrollment Calls.

Prime Electric - Service Appointments.

Good naming keeps your dashboard clean when you are managing many accounts.

## Scene 4: Choose a Template

On screen:

Template Marketplace

- Coaching
- Wellness Clinic
- Med Spa
- Real Estate
- Electrician
- Accountant
- Travel Agency
- Primary Care
- Septic Systems

Voiceover:

Next, choose the closest template from the marketplace.

Templates help you launch faster because they already contain a starting workflow for a niche.

For example, a wellness clinic may need consult booking and patient intake.

An electrician may need urgency, location, and service issue routing.

A coach may need goal discovery, budget fit, and enrollment call booking.

Start with the closest template, then customize it for the actual offer.

## Scene 5: Customize the Offer and Qualification Rules

On screen:

Customize

- Business or program name
- Offer
- Ideal customer
- Pain points
- Disqualifiers
- Appointment type
- Human takeover rules

Voiceover:

After choosing a template, customize it.

Add the business name, offer name, target audience, main pain points, desired outcome, appointment type, and disqualifiers.

Then define what makes someone qualified.

Use criteria like need, budget, urgency, location, decision-maker status, service fit, problem severity, and timeline.

Qualification rules are what protect the client, coach, or closer from wasting time on wrong-fit calls.

## Scene 6: Create or Assign AI Agents

On screen:

AI Agent Types

- New lead setter
- Follow-up agent
- No-show recovery agent
- Reactivation agent
- Voice receptionist

Voiceover:

Now create or assign the AI agents.

For a simple account, one agent may be enough.

For a more advanced account, you may use multiple agents.

One agent for new leads.

One for follow-up.

One for no-show recovery.

One for reactivation.

And one voice receptionist if Retell voice AI is active.

Use clear names like:

Setter - Atlas Wellness - Consults.

Clear naming helps operators know exactly what each agent is responsible for.

## Scene 7: Connect Channels and Calendar Routing

On screen:

Connect

- SMS
- WhatsApp
- Instagram
- Facebook Messenger
- Website forms
- Voice AI
- Calendar
- Round-robin routing

Voiceover:

Next, connect the messaging channels through GHL.

This may include SMS, WhatsApp, Instagram, Facebook Messenger, website forms, website chat, or voice AI.

Then connect calendar routing.

Confirm the correct calendar owner, appointment type, time zone, available times, reminder messages, and no-show recovery.

If a team has multiple closers, confirm round-robin routing.

Never launch paid traffic before the calendar flow has been tested from start to finish.

## Scene 8: Test Before Launch

On screen:

Test Scenarios

- Ready buyer
- Price objection
- Low budget
- Wrong location
- Human takeover
- No response
- Booking flow
- No-show recovery

Voiceover:

Before launch, run at least ten test conversations.

Test a ready buyer.

Test someone asking price.

Test someone with low budget.

Test someone outside the service area.

Test someone asking for a human.

Test someone who stops responding.

And test the full booking flow.

The goal is to catch problems before real leads come in.

## Scene 9: Launch in Phases

On screen:

Launch Order

1. Website leads
2. SMS leads
3. Instagram or Facebook leads
4. WhatsApp leads
5. Voice AI
6. Reactivation lists
7. Paid campaign traffic

Voiceover:

Launch in phases.

Do not turn on every channel at once unless the account has already been tested.

Start with website leads or the safest existing lead source.

Then add SMS, Instagram, Facebook, WhatsApp, voice AI, reactivation lists, and paid campaign traffic.

This makes it easier to find and fix issues.

## Scene 10: Daily Command Center

On screen:

Agency Command Center

- Sub-accounts
- AI agents
- New leads
- Booked calls
- Revenue
- Accounts at risk

Voiceover:

Once accounts are live, start each day in the command center.

Review active sub-accounts, active AI agents, new leads, booked appointments, revenue, and accounts at risk.

The most important question is:

Which account, campaign, agent, or template needs attention first?

Start with accounts that have high lead volume, low booking rate, broken routing, or high-value opportunities.

## Scene 11: Account Health Review

On screen:

Account Health

Healthy
Watch
Fix Today

Voiceover:

Account health tells you where to focus.

A healthy account has leads coming in, conversations starting quickly, qualified leads being identified, and appointments being booked.

A watch account has a pattern that needs attention, like high lead volume but low bookings.

A fix-today account has a clear issue, like broken calendar routing or follow-ups not sending.

This is how operators avoid guessing.

## Scene 12: Split Testing

On screen:

Split Tests

- Agent A vs Agent B
- Short opener vs warm opener
- Direct booking vs soft booking
- Price answer A vs B
- Follow-up A vs B

Voiceover:

SETTEROS also helps you run controlled split tests.

You can compare one opener against another.

You can test a direct booking prompt against a softer prompt.

You can test different price answers.

You can test follow-up timing.

But only test one major change at a time.

And judge the winner by booked appointments, not just replies.

## Scene 13: Template Improvement

On screen:

Template Loop

Deploy
Measure
Improve
Save Winner
Reuse

Voiceover:

Templates are not static.

The best agencies and coaches improve templates based on real conversations.

Deploy the template.

Measure performance.

Find the weakest part of the flow.

Improve one thing.

If it works, save that improvement back into the template library.

This is how your SETTEROS system becomes more valuable over time.

## Scene 14: Reporting

On screen:

Weekly Report

- Leads captured
- Conversations started
- Qualified leads
- Booked appointments
- Completed appointments
- Show rate
- Sales
- Revenue
- Best channel
- Next improvement

Voiceover:

For agencies and coaches, reporting matters.

Keep reports simple and tied to outcomes.

Show leads captured, conversations started, qualified leads, booked appointments, completed appointments, show rate, sales, revenue, best-performing channel, main missed-opportunity pattern, and the improvement being made next.

Do not overload clients or students with technical detail.

They need to understand what happened, what improved, and what happens next.

## Scene 15: Role-Based SOPs

On screen:

Roles

Owner/Admin
Operator
Client Success
Closer/Coach

Voiceover:

If more than one person is involved, define the roles.

The owner or admin manages sub-accounts, permissions, templates, billing, and portfolio performance.

The operator builds agents, connects channels, reviews conversations, fixes routing, and improves scripts.

Client success prepares reports, communicates with clients, and explains results.

The closer or coach takes booked calls, reviews notes, marks show and no-show status, and reports call quality.

Clear roles prevent confusion as the system grows.

## Scene 16: Troubleshooting

On screen:

Common Fixes

Low bookings: improve prompt
Poor lead quality: tighten rules
Off-brand AI: update tone
Broken routing: test calendar
No test winner: wait for data

Voiceover:

If an account has leads but low bookings, check the offer, booking prompt, calendar, and follow-up.

If lead quality is poor, tighten qualification and disqualifiers.

If the AI feels off-brand, add preferred phrases, forbidden phrases, and stronger tone examples.

If routing is broken, test the calendar flow from start to finish.

If a split test has no clear winner, let it run longer and make sure you are comparing only one variable.

## Closing

On screen:

SETTEROS
Launch accounts. Improve templates. Report results.

Voiceover:

That is the agency and coach workflow for SETTEROS.

Create clean sub-accounts.

Start with templates.

Customize the offer and qualification rules.

Deploy the right AI agents.

Test before launch.

Monitor account health daily.

Improve templates with real data.

Run controlled split tests.

And report results clearly.

The goal is more qualified booked appointments across every account you manage.

For support, contact hello@setteros.online.