What Setting Agencies Don't Give You
In this segment, Morgan Gillis explains that hiring an appointment setter through an agency is only part of the solution. He stresses the need for a structured onboarding process, including daily reporting, regular meetings, and performance tracking. Gillis advises training the new setter intensively for the first one to two weeks, recognizing that agencies often provide average performers who may not handle reporting or tracking well. He highlights the importance of aligning the setter’s output with the business’s capacity to handle sales calls—typically 8‑12 calls per week—and warns that without proper booking, ad spend can be wasted. The overall message is that businesses must take responsibility for training, monitoring, and scaling their appointment‑setting function rather than relying solely on agency deliverables.
