--- title: "CRM for outsourced sales and appointment-setting agencies · TalaLevel" description: "TalaLevel runs an appointment-setting agency's whole process: each client's list dialed and texted, replies answered by Tala, calls recorded and read into the client's questions, meetings booked with a brief, and commission per rep kept. Set up for you by a TalaLevel representative." url: https://talalevel.com/for/sales-agencies/ --- Sales agencies # Book meetings for every client, from one place. Dial and text each client's list, let Tala answer the replies, read every call into the client's own questions and hand each booked meeting over with a brief and the recording. Set up for you. [Start your 7-day trial](https://app.talalevel.com/signup?plan=pro&interval=month) [See pricing](https://talalevel.com/pricing/) No seat minimum · No demo call · Cancel anytime The whole process ## Nine stages, from a client's list to a held meeting. This is how a prospect moves from a client's list to a meeting on their calendar. Each step says who does it. Stages marked “Set up for you” are configured in your workspace by a TalaLevel representative: one workspace per client, the fit check, the brief. You don't build anything. Runs today *works the day you sign up* Set up for you *a TalaLevel representative sets it up in your workspace* 1. Your rep #### Loads the client's list A spreadsheet the client sends, imported with its columns matched. 2. TalaLevel #### Cleans it Duplicates go, and opted-out numbers and numbers that can't take a text are kept out of texts. 3. TalaLevel #### Keeps every reply on its lead A text or a call back is matched to the lead by its number. Checked here - Duplicates - Opt-outs, by the number that said stop - Numbers that can't take a text 1. Your rep #### Calls on the power dialer Several lines at once; the rep talks to whoever picks up. 2. Tala #### Answers texts and emails Tala replies in the client's words and keeps the conversation going until a rep takes it. 3. TalaLevel #### Sets the status from what was said Interested, not interested or call later, from the call or the text. Checked here - Quiet hours in their time zone - Your numbers' carrier registration - The day's carrier limit on each number 1. Your rep #### Asks the client's questions Role and authority, the current tool, the pain, team size, budget and timeline. 2. TalaLevel #### Shows them on the call The live call assistant lists the questions and marks each one as it is answered. 3. Joey #### Takes the part of the list nobody reaches On Scale, Joey calls the rest of the list and asks the same questions. 4. Your rep #### Takes over when it matters An angry reply or a lawyer hands the lead to a person at once, with a push. Checked here - Each question asked once - Do-not-call requests honoured 1. TalaLevel #### Records and transcribes Every call through TalaLevel, filed on the lead. 2. TalaLevel #### Reads the answers into fields Budget, timeline and the rest, into the fields you name. 3. TalaLevel #### Writes what we know A short running note on the lead from every call and text. Checked here - Recordings kept with the lead 1. TalaLevel #### Checks the fit Against the client's ideal customer: size, industry, territory and the questions they care about. 2. TalaLevel #### Flags what would waste the meeting Not the decision-maker, outside the territory, no budget, already a customer. 3. Your rep #### Fixes it or lets it go One more question on the call, or a polite no. Checked here - Not the decision-maker - Outside the territory - No budget or no timeline - Already a customer or already booked 1. TalaLevel #### Writes the brief Who they are, why now, the pains, the answers to the client's questions, and the recording. 2. Your rep #### Reads it over Before it goes with the invite. Checked here - Every question answered or marked unknown 1. Tala #### Books it Tala or the rep books the time, and Google sends the invite to the address the prospect gave. 2. TalaLevel #### Reminds them the day before A short reminder text, if you switch it on. Checked here - The reminder only if you switch it on 1. Your rep #### Marks the meeting held And records it as a deal, per meeting or on the client's retainer. 2. TalaLevel #### Works out each rep's share In the month it was won. 3. TalaLevel #### Takes it back on a credit A no-show or a meeting the client rejects takes the commission back, if that is your rule. Checked here - Owed against paid, per rep, per month 1. Your rep #### Sets a callback “Call me after the quarter” becomes a callback on that day. 2. TalaLevel #### Puts it on Home With the last call and what was said. 3. Tala #### Follows up on the day Tala texts them on her own to pick it back up. From your numbers, through opt-outs and quiet hours, and off until you switch it on. 4. Your rep #### Makes the call When they answer, with the last conversation on screen. Checked here - Off until you switch it on - Opt-outs and quiet hours - Stays on Home until done Flags ## What gets flagged, before it reaches the client's calendar. Each flag comes from the call or the conversation itself. A flag is a question for your rep, never a message to the prospect. - ### Not the decision-maker They can't buy, and nobody who can is coming to the meeting. - ### Outside the territory A region or size the client doesn't sell to. - ### No budget Nothing set aside and no plan to. - ### No timeline Interested someday, not this year. - ### Already a customer On the client's own list of customers. - ### Already booked Another rep has a meeting with them. - ### A competitor Works for a company the client competes with. - ### Asked not to be called Kept off every list from then on. - ### Didn't accept the invite A meeting nobody confirmed is a likely no-show. - ### Told against the call What the notes say against what the recording shows. Where a prospect can land 1. 1 **Booked, fits** The client's ideal customer, with a reason to meet now. 2. 2 **Booked, check first** Booked, with one answer the client should see first. 3. 3 **Nurture** A fit, not now; a callback on the day they gave. 4. 4 **Not a fit** Outside what the client sells to. 5. 5 **Do not contact** Asked not to be called or texted. Documents ## Every answer, asked for once. The rep and Tala see the same list of the client's questions. Each one is asked once, and only what is still unknown is asked again. The client's questions - Role *Answered* - Current tool *Answered* - Team size *Answered* - Timeline *Not yet* Tala Thanks, that helps. Roughly when are you hoping to have something in place? - ### The meeting brief Who, why now, the pains and the answers. - ### The recording Of every call that led to the meeting. - ### The transcript Word for word, filed on the lead. - ### The calendar invite Sent by Google to the address the prospect gave. - ### The client's questions Answered, or marked unknown. - ### Your numbers per client Dials, conversations and meetings booked, in Reports. On screen ## What your rep sees, on the lead. Drawn from the app's layout. The prospect, the client and every figure are an invented example. Brief **Halvorsen Logistics** For your client Brightline Software · meeting Thursday 2:00 Activity Calls Brief Deal Qualified meeting Booked, fits Head of operations, owns the budget, team of 40, wants a change before the new quarter. Team size **40** *Operations and dispatch* Budget **Set** *Owner confirmed on the call* Timeline **Q1** *Before the new quarter* Current tool **Sheets** *Plus a dispatch app* Fit Booked, fits *Reached* *Owns the budget, in territory* Booked, check first *Not reached* *Nothing to check* Nurture *Not reached* *Timeline is this quarter* Ask on the call Who else signs off on a new tool? What did they try before the spreadsheet? Before it's booked Recording linked Invite accepted Brief sent to the client 9:41 TalaLevel *now* **Meeting booked: Halvorsen Logistics** For Brightline Software · Thursday 2:00 Home · Callbacks today **Pike & Sons Freight** Said “call me after the 15th” · for Brightline Software What you get ## Part of it runs the day you sign up. The rest is set up for you. You don't configure the industry parts yourself. A TalaLevel representative sets them up in your workspace, around how your floor already works, and hands it over running. Runs today - Leads from imports, texts, calls, your website form and the API - Texting from your own numbers, with the carrier registration done with you - Tala answering, qualifying, following up and booking calls, each switch off until you turn it on - The power dialer, recordings, transcripts and call notes - Joey, the AI caller, on Scale - Statuses that follow the conversation, hand-overs, callbacks and pushes - Deals and each rep's commission, taken back on a cancel if that is your rule - Contracts from your own templates, signed on a link Set up for you - One workspace per client, with its own list, numbers and statuses - Each client's questions as the call checklist and the fields calls are read into - The fit check against each client's ideal customer - The meeting brief - Your billing per meeting or retainer, with credits for no-shows By plan ## Every plan runs the floor. Pick by how you sell. | | Dialer | Pro | Scale | | --- | --- | --- | --- | | Lines dialed at once | 1 | 3 | 10 | | Texts a seat a month | Not included | 2,000 | 6,000 | | Tala answers and follows up | Not included | Included | Included | | Joey, the AI caller | Not included | Not included | Included | | Coaching: listen, whisper, take over | Not included | Not included | Included | | Price a seat | $47 a month | $97 a month | $247 a month | Full prices are on the [pricing page](https://talalevel.com/pricing/) . See also [sales texting](https://talalevel.com/sales-texting/) , [Tala, the AI sales assistant](https://talalevel.com/ai-sales-assistant/) and [Joey, the AI caller](https://talalevel.com/ai-caller/) . Questions ## Questions from agencies. Straight answers. ### Is TalaLevel a CRM for appointment-setting agencies? Yes. It runs the whole process: each client's list dialed and texted, replies answered by Tala, calls recorded and read into the client's questions, meetings booked with a brief, and each rep's commission kept. ### Can I keep each client's work separate? Yes, set up for you. Each client gets a workspace of its own, with its own list, numbers, statuses and reports. ### Does it record and transcribe calls? Yes. Every call through TalaLevel is recorded, transcribed and filed on the lead, and the answers are read into the fields you name. ### Can reps see the client's questions during the call? Yes. The live call assistant, on Pro and Scale, lists the questions and marks each one as it is answered. ### Does it book meetings on the client's calendar? Yes. Tala or the rep books the time, Google sends the invite, and a reminder text goes the day before if you switch it on. ### Does it write a meeting brief? Yes, set up for you. Who they are, why now, the pains, the answers to the client's questions, and the recording, in one brief. ### Can Joey call the leads my reps don't reach? Yes, on Scale. Joey calls a list a person sets running, asks the same questions, and every call is recorded and filed like a rep's. ### Does it track commission per meeting? Yes. Each held meeting is a deal, each rep's share is worked out, and a no-show or a rejected meeting takes it back, if that is your rule. ### What does “Set up for you” mean? A TalaLevel representative configures those stages in your workspace for you: the document reader, your rules and lanes, your forms and where files go out. You don't build or configure anything yourself. ### How many lines can my reps dial? Yes. The power dialer rings up to 10 lines at once on Scale, 3 on Pro and 1 on Dialer, and every call is recorded, transcribed and filed on the lead. ### Does Tala text at night? Her replies to someone who writes in can go at any hour. Her own follow-ups keep to 7am to 10pm in their time zone, and batches keep to quiet hours. ### How much does it cost? Dialer is $47 a seat a month, Pro $97 and Scale $247, with a 7-day trial. Texting and Tala start on Pro; Joey, the AI caller, is on Scale. ## Your next lead texts back tonight. Be there. [Start your 7-day trial](https://app.talalevel.com/signup?plan=pro&interval=month) [Talk to Joey](https://talalevel.com/#talk)