How to use this on Day 1: Share your screen and walk through this together on the onboarding Zoom. Read each section out loud. Ask if she has questions after each one. At the end, she sends you a WhatsApp message saying "I have read and understood the SFL expectations and accountability policy." Screenshot it. That is your written acknowledgment.
Welcome to the Team
You are joining Sustainable Fit Lifestyle as a DM Setter and Social Media Assistant. May Long is the coach and the business owner. You represent her in every DM conversation and on every rapport call. The prospect always thinks they are talking to May directly.
This is a performance-based role. The more qualified calls you book and the more clients who sign, the more you earn. The base pay covers your time. The bonuses are where the real earning potential lives.
This document covers what is expected of you, how your performance is measured, and what happens if expectations are not met. Read it carefully. There are no surprises after today.
Your Role — Three Steps, All Yours
This role has three steps. All three are required. May only takes over at the very last step, the sales Zoom. Everything before that is your job.
- Step 1 — DM Conversations: Follow up with people on Instagram and Facebook. Have warm, real conversations. Qualify them using May's system. Send free guides. When they are ready, pitch them onto a short phone call with you.
- Step 2 — Rapport Call: You run this call yourself as May. It is 10 to 15 minutes. You use a script that Claude generates from the DM conversation. You listen, ask a few questions, and capture what the person says in their own words. At the end you pitch them onto a Zoom call with May.
- Step 3 — Book the Sales Zoom: You book the Zoom on May's calendar. You send the prospect the application link and the homework video. You log the result in the tracking sheet.
May takes the Zoom from there and closes the client. Your job is everything that happens before the Zoom. Avoiding the phone call part of this job because you feel uncomfortable is a performance issue. We screen carefully for phone confidence because this step is non-negotiable.
Daily Expectations
- Work your scheduled hours, roughly 3 hours a day to start, growing to 3 to 5 hours a day as volume increases.
- Submit your EOD report on WhatsApp every day at the end of your shift. No exceptions. If you forget once, send it the next morning with a note. If it becomes a pattern, it is a performance issue.
- Work all three power blocks, morning, midday, and end of day. Do not batch all your work into one block.
- Pitch qualified prospects onto rapport calls. If you are qualifying but not pitching, that will show up in the numbers and we will address it.
- Never copy and paste messages directly into Instagram or Facebook. Type them out or use keyboard shortcuts. Copy-pasting gets accounts flagged and banned.
- Never coach in the DMs. Never quote price. Never explain the full program. Those are May's jobs on the sales call.
Weekly Meeting — Non-Negotiable
Every Monday we have a 15-minute meeting via Zoom or Google Meet. Same time every week. You attend every week. Before the meeting, you send May your previous week's totals on WhatsApp so she has the numbers ready before the call starts.
The message you send every Monday before the meeting:
Conversations: ___ / Follow-ups: ___ / Calls pitched: ___ / Calls booked: ___ / Closes: ___ / How I'd rate my week (1-10): ___
Send this on WhatsApp before the meeting starts every Monday. May reviews it before the call so you go straight into the discussion without spending time reading numbers out loud.
If you cannot attend, you give 24 hours notice. Missing the meeting without notice is a Strike 1 offense.
Pay Structure
- Base: $4.00 per hour for hours worked.
- Bonus: $50 for every client who signs up after you booked their rapport call.
- Payment: Weekly via your preferred method.
- Hours reporting: You submit your hours weekly. Hours must be accurate. Reporting hours you did not work is grounds for immediate termination with no warning.
The earning potential is real. At 3 hours a day you earn roughly $60 a week base. Think of base pay as what covers your bills. The bonus is how you actually earn well in this role. Two closes a week adds $100 to your weekly pay. Four closes a month adds $200 to your monthly pay. Strong performers who consistently pitch qualified prospects earn significantly more than base. The setter who treats the bonus as the real target and the base as the floor will always out-earn the one who is comfortable at base. Which one do you want to be?
How This Business Works — And Why Your Role Matters
The flywheel
This is how the business grows and how your earning potential grows with it:
May brings leads through content and ads
↓
You qualify them and book rapport calls
↓
May closes them on the Zoom
↓
Revenue comes in
↓
May spends more on ads → more leads come in
↓
You book more calls → you earn more bonuses
↓
The cycle grows
You are the link between May's top of funnel and her closing power. Every qualified call you book is a real opportunity for May to close a client and for you to earn $50. The more leads come in, the more opportunities you have. The more you pitch confidently, the more closes happen, the more the business grows, and the more May can invest in bringing in even more leads. Your success and the business's success are directly connected.
What this means for your bonus: At $4/hour you earn roughly $60 a week base at 3 hours a day. One close earns you $50 on top of that. Two closes a week doubles your take-home. Four closes a month adds $200 to your monthly pay. That is real money and it is completely within reach when you are pitching confidently and the pipeline is fed. The bonus is not theoretical. It is the difference between a good week and a great week.
The Pitch Timing Rule — Avoid Both Failure Modes
There are two ways setters fail and both hurt the business and your earning potential.
Over-qualifying: Asking too many questions, never feeling ready to pitch, using qualifying as a way to avoid the phone. The conversation goes 15 messages deep and you still have not pitched. The prospect gets bored and disappears. You earn nothing.
Under-qualifying: Pitching after 3 messages to anyone who seems interested. May gets on the Zoom with someone who has no money, no urgency, and no real pain. 45 minutes wasted. Close rate tanks. This is just as bad as not pitching at all.
The three things that tell you when to pitch:
1. Pain confirmed — they described a specific struggle that has been going on long enough to be frustrating.
2. Want help confirmed — they explicitly said or signaled they want someone to help them, not just a free tip.
3. Can invest confirmed — their job and location signal they have the means to pay for coaching.
When all three are present, pitch. Do not wait for a perfect moment. Do not ask three more questions to be sure. Pitch now.
The 8 to 10 message rule
If you are 8 to 10 messages into a conversation and have not pitched yet, stop and make a decision right now.
- If all three things are confirmed → pitch immediately. You have been waiting too long.
- If one of the three is still missing → ask for it directly in the next message. Do not dance around it.
- If the person is clearly not ready → move them to Follow Up / Nurturing in GHL and come back in 2 weeks. Do not keep the conversation in limbo.
There is no such thing as a conversation that is almost ready to pitch for weeks. By message 10 you either pitch or you make a conscious decision to nurture and come back later. No drifting in the middle.
Targets — How They Work
Targets exist to keep momentum and give both of us a clear picture of what is working. Here is how they are set and enforced.
The shared accountability principle: Your job is to convert the leads that exist. May's job is to make sure leads keep coming through content, ads, and guide opt-ins. If lead volume drops, your numbers will drop and that is not a performance issue. If lead volume is healthy but you are not pitching calls, that IS a performance issue. We always look at both sides before drawing conclusions.
- Weeks 1 to 2: No targets. Learning only.
- Week 3 onwards: Targets are introduced and tracked weekly. Starting target is 5 rapport calls booked per week.
- Targets are enforced. If you miss targets consistently without a lead volume explanation, it will be addressed in the weekly meeting. Missed targets that persist after coaching become a performance issue under the warning system.
- Targets grow over time as you ramp up and lead volume increases.
Important: Not having targets or having targets that are never enforced is what causes setters to drift and get comfortable. Targets are real. They are tracked every week. They are discussed every Monday. Consistently missing targets without a valid reason is a performance issue.
Weeks 1-2
Learning only. No call booking targets. Focus on studying the SOP, learning the system, running conversations with guidance, and getting comfortable with the Claude AI tool. May will review one of your conversations every other day via Loom video. Ask questions freely. This is your foundation.
Weeks 3-4
Soft targets begin. Aim for 5 rapport calls booked per week. You are still learning but now we are measuring. May continues Loom reviews. Weekly meetings now include target tracking.
Weeks 5-8
Full performance expectations. Targets increase as volume grows and you get sharper. May reviews one conversation per weekly meeting instead of daily Looms. You are expected to bring your own pipeline analysis and suggestions to the Monday meeting.
Week 8+
Ascension path. Strong performers who consistently hit targets and show good judgment move toward taking on more responsibility. May plans to hire a second setter as volume grows, and your performance influences the timeline and your role going forward.
The Warning System
Expectations are clear from day one. If they are not met, here is exactly what happens. No surprises.
1
Strike 1 — Verbal Warning via WhatsApp
Sent when: EOD report missed 3 days in a row, weekly meeting missed without notice, calls pitched drops to zero for 3 consecutive days, or any other consistent behavior that is below expectations. May sends a clear message identifying the issue and giving a one-week window to correct it. Date is documented.
2
Strike 2 — Written Warning via WhatsApp
Sent when: the same issue continues after Strike 1, or a new serious issue appears. May sends a formal written message identifying the issue, referencing the prior warning, and setting a specific correction deadline. Screenshot saved. If correction happens, the slate is reset after 30 days of consistent performance.
3
Strike 3 — Termination
If the issue continues after Strike 2, or a third separate issue arises. Clean, professional, and immediate. Paid through the last day worked. No drama.
Immediate Termination — No Warnings
The following result in immediate termination with no strike warnings:
🚫 Reporting false hours
Claiming hours you did not work. This is the most serious trust violation. Immediate termination, no exceptions.
🚫 Sharing prospect or client information
Sharing any information about prospects, clients, conversations, or business data with anyone outside this arrangement. This is a confidentiality violation.
🚫 Deliberately booking unqualified calls to hit numbers
Pitching people who are clearly not qualified just to inflate your booking numbers. One or two mistakes during learning is normal. Doing it intentionally after being corrected is not.
🚫 Coaching in the DMs after being explicitly told not to
Giving prospects advice, tips, or solutions in the DMs after this boundary has been made clear.
Confidentiality
Everything you see, hear, and work with in this role is confidential. Prospect names, client information, business strategies, revenue numbers, conversation content, the SOP, the AI prompt, and anything else related to this business. You do not share any of it with anyone outside this arrangement, ever. This applies during your time in this role and after it ends.
What Success Looks Like
A great setter at SFL is someone who shows up every day, works the system, gives value generously to prospects, pitches confidently when gates are cleared, runs rapport calls with warmth, submits her EOD every day, comes to the Monday meeting prepared, and brings her own ideas about how to improve. She earns well above base because she books closes consistently. She grows into more responsibility over time. That is the person we are looking for and that is what this role can become.
Acknowledgment
By acknowledging below, you confirm that you have read and understood the SFL Setter expectations and accountability policy. You understand what is expected of you, how your performance is measured, and what the consequences are if expectations are not met.
How to acknowledge: Send May a WhatsApp message that says: "I have read and understood the SFL expectations and accountability policy." May will screenshot this as your written acknowledgment.
Date of acknowledgment: _______________