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.

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 todayworks the day you sign upSet up for youa TalaLevel representative sets it up in your workspace
01 / 09

List in

Runs today

The client's target list, loaded and cleaned before a call is spent.

  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.

02 / 09

First answer

Runs today

Calls go out on the dialer, and replies to texts and emails are answered.

  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.

03 / 09

Qualifying

Runs today

The client's own questions, asked on the call and ticked off as they are answered.

  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.

04 / 09

Call read

Runs today

Every call recorded, transcribed and read into the client's fields.

  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.

05 / 09

Fit check

Set up for you

Each prospect held against the client's ideal customer before a meeting is booked.

  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.

06 / 09

Brief

Set up for you

The meeting handed over with everything the client's closer needs.

  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.

07 / 09

Booked

Runs today

The meeting on the client's calendar, with an invite the prospect accepts.

  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.

08 / 09

Held and billed

Runs today

Each held meeting a deal, with each rep's share worked out.

  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.

09 / 09

Coming back

Set up for you

“Not now” comes back on the day they gave.

  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.

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
  • RoleAnswered
  • Current toolAnswered
  • Team sizeAnswered
  • TimelineNot 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 LogisticsFor your client Brightline Software · meeting Thursday 2:00
ActivityCallsBriefDeal
Qualified meetingBooked, fits

Head of operations, owns the budget, team of 40, wants a change before the new quarter.

Team size40Operations and dispatch
BudgetSetOwner confirmed on the call
TimelineQ1Before the new quarter
Current toolSheetsPlus a dispatch app
Fit
Booked, fitsReachedOwns the budget, in territory
Booked, check firstNot reachedNothing to check
NurtureNot reachedTimeline 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 nowMeeting 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.

DialerProScale
Lines dialed at once1310
Texts a seat a monthNot included2,0006,000
Tala answers and follows upNot includedIncludedIncluded
Joey, the AI callerNot includedNot includedIncluded
Coaching: listen, whisper, take overNot includedNot includedIncluded
Price a seat$47 a month$97 a month$247 a month
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.