Appointment Setter Dashboard

Beginning of Shift Login in to all software here:

  • HubStaff - Time Tracking Software | Steps: Clock In, Begin Computer Monitoring
  • Slack -Team Communications | Steps: Check Slack Channel Communications and Respond to All Communications
  • Asana - Call Queue | Steps: Open Call Queue Project
  • Google Drive Folder with Scripts - need link | Steps: Have the correct doc opened before making calls
  • Bamboo - CRM Management for Clients | Steps: Use your login to access

End of Shift Report


Meeting Times and Reminders

Monday - Friday - Daily Meeting with Mrs. Erika

9:15 AM - 9:30 AM

  • Review weekly and daily goals for outgoing calls and appointments
  • Review previous day's metrics outgoing calls and appointments set
  • Team shoutouts or account status updates
  • Problems with any accounts or scripts?


Click to Join


Zoom Details:

Meeting ID: 818 4496 5680

Passcode: 416928

Thursday- Braven Team Training

with Mrs. Chaffin


2:45 PM - 3:30 PM

Click to Join


Zoom Details:

Meeting ID: 847 3946 7400

Passcode: 223643