Agent Ready Inbound Calls
Onboarding
This onboarding walkthrough explains how agents set up and start taking inbound “Live Client” calls inside the platform. Step-by-step guidance through account creation, subscription setup, wallet funding, settings (states/area codes/phone number), marketplace product selection, notifications, the agent checklist, and how to accept/disposition calls.
Step by Step
- Use the live signup link.
- Register first name, last name, email.
- Select “I am an agent” (ignore “I am an agency” for simplicity unless needed).
- Verification code may appear.
- No cost occurs at signup; costs begin only after wallet funding/subscription billing.
- Common sticking point: users think nothing happened.
- If a subscription already shows as active, it may already be set.
- Subscription billing draws from the wallet and may start after a short delay (example mentioned: ~7 days).
- Deposit funds into wallet.
- Suggested minimum to participate daily: $300 at the start of the day.
- Wallet pays for both subscription fees and leads/calls.
- Select states and populate area codes.
- Add the phone number where calls should be transferred.
- Reminder: always click “Save” or changes won’t persist.
- Select products/campaigns to receive calls.
- Must Save selections via the Actions/Save control.
- Browser Notifications must be allowed or you won’t see inbound call pop-ups.
- Use the Agent Checklist to identify missing setup items.
Orientation
This training explains why inbound “call-in” opportunities are valuable (you pay for conversations, not for chasing contact), and how to approach them with the right expectations and mindset. The trainers emphasize that callers still have sales resistance and are usually seeking information, not ready to buy immediately. Agents must focus on having real conversations, qualifying only for eligibility (state + age range), and avoiding “buzzer beating” (hanging up to avoid being billed before the buffer time). The training frames success as a principled sales process: belief → trust (authority + empathy) → stakes → options → solution,and stresses practice, script mastery, and integrity to protect program quality. They also share performance benchmarks (roughly 30% close rate over time for experienced agents; new agents should aim for progress like 5% → 10%), and highlight tracking CPA and results through consistent process.