Appointment Setter knowledge and assets

The Appointment Setter answers only from what you give it. When a prospect asks something your material doesn't cover, it hands the conversation to you instead of guessing. Better material means fewer hand-offs and more accurate replies.

The Appointment Setter's campaign description

Write a short paragraph in Campaign description: who you're contacting, what you offer them, and the outcome you deliver. The agent uses it to answer "what is this about?". Keep it in plain language and in outcomes, not features.

The Appointment Setter's knowledge base

Knowledge base holds facts the agent may state when asked. One fact per line works well, for example:

- Works with HubSpot and Salesforce
- Setup takes about two weeks
- Monthly plans, cancel anytime

What to include:

• The questions prospects actually ask, answered in a line each. Read your Inbox for them.
• Real proof points: results and customer types you can back up.
• Answers to "we already use X".

What to leave out:

• Anything you wouldn't want quoted word for word to a prospect.
• Claims you can't prove, or details that are out of date.
• Legal or compliance wording. Those questions should reach a person.
• Long pasted pages. Short, specific lines are easier for the agent to use correctly.

Update it when your offer or messaging changes.

The Appointment Setter's assets

Assets are links the agent may share when they help, each with a description of what it is and when it fits, such as "ROI case study for agencies". The agent shares at most one per message, never the same one twice, and only when it's relevant.

Good assets: a short case study, a one-page overview, a pricing page if you publish one. Each link must be a page you're happy for any prospect to see.

Write answers the Appointment Setter can reuse

• Plain sentences, not slide fragments.
• The phrasing you'd use yourself; the agent adapts it to the conversation.
• No internal notes. Everything in these fields may reach a prospect in some form.