One prospecting tool for all your clients
You call on behalf of several clients, each with its own target, its own instructions and its own report to deliver. We build the tool that brings together your lead lists, your call sessions, your appointments and your reports, designed around your rules, so your team spends its time on the phone.
The time nobody sees is the time between calls
Between calls, there's the record to fill in, the calendar to update, the client's tracking sheet to complete. By hand every time, and often twice.
The appointment copied three times: into the calendar, into the tracking spreadsheet, into the client's tool.
Automate appointment tracking between your CRM and your spreadsheet: each appointment is entered once and lands where it belongs, as long as your CRM allows it. We check before we promise.
The duplicate you find by calling the same company twice, from two different lists.
Each client's report, rebuilt on Friday from the week's exports.
Campaign instructions scattered across a shared document, messages and everyone's memory.
For an agency paid per appointment, an hour spent copying means fewer calls, and fewer appointments at the end of the month.
Everything that happens around the call, in one place
Appointment booking in thirty seconds
At the end of the call, your setter answers the qualification questions and picks a time slot. The prospect record is created, and the appointment lands in the right person's calendar.
Call sessions you can track
Each session opens, pauses and closes with its numbers: calls made, decision makers reached, appointments booked, callbacks to follow up on.
Your lead lists merged and deduplicated
Lists from several sources land in one place, with no duplicates, and records are enriched from the official French company registers.
The client report that fills itself in
The week's numbers, per client, are already there on Friday. All that is left is to review the report before sending it.
Your reps' commissions
If your reps are paid per appointment, their share is calculated for each attended appointment, according to your rules. All about setter and closer commissions
We keep what works
If your dialer or your e-signature tool works for you, it stays in place, and the tool connects to it where the software allows it: we check before we promise. We replace the patchwork around it: the spreadsheets and the copy-pasting.
One appointment followed from the first call to the commission
Vauclane is a fictional agency. Follow one of its appointments in four steps: Karim books it, Marc prepares for it, the commission is calculated, and Sophie sees everything. It takes a few minutes to read.
New appointment · Belcire
- Prospect
- Head of operations, trucking company, 40 employees
- Stated need
- Plan delivery routes without a spreadsheet
- Decision maker
- Him, with his business partner
- Timeline
- Before the end of the quarter
- Current tool
- A shared spreadsheet
- Time slot
- Thursday 2:00 PM, with Marc
On the video call, we work from your own agency.
The questions people hesitate to ask
Yes, if that is what you want. Who sees what, per client and per person, is part of the rules we document with you during Process Map and Plan, then write into the build quote. For example, a client can follow its appointments and numbers without seeing anyone else's, and a setter can see only the accounts they call for.
It depends on what it does for you. Sometimes it stays, and the tool connects to it. Sometimes it is replaced, because all it does is store what the team copies over from somewhere else. During Process Map and Plan, we look at how your team uses it, and the plan recommends one or the other. You decide.
A first, focused tool in a few weeks, a complete tool in a few months, delivered in stages. We start with what costs you the most time, so the team benefits from the very first delivery.
The 30-minute demo is free. Next comes Process Map and Plan, a fixed price of $2,500 to $7,500 (USD, plus any applicable sales tax), set before we start, and deducted from the build if you sign for it within 60 days of the document's approval. The price of the build comes last, in a quote built on the plan.
30 minutes to see what would change at your agency
On a video call, we walk through a recent appointment at your agency with you, and we count what got copied over along the way. It's free, and there's no commitment.
Book 30 minutes