AI Appointment SettersCourse Creators Free template
AI Appointment Setter for Course Creators
by SUPERFLY
An AI setter that runs the fit-check before your strategy call, so your calendar fills with applicants who actually belong in the high-ticket program. It frames the call, asks the qualifying questions one at a time, kindly turns away the wrong fits, then books the right ones and confirms the invite. No price ever leaves the room.
- 13-step call flow
- 3 objection handlers
- Full call script
- System prompt included
- 6 pre-call questions
Call flow · visual builder
Call Start
First message
[warm] hey {{name}}, glad you applied. before we get you booked, mind if i ask a couple quick things to make sure this is actually the right call for where you're at?
Warm-up
- 1. Say: “[warm] hey {{name}}, glad you applied. before we get you booked, mind if i ask a couple quick things to make sure this is the right call for where you're at?”
Frame the fit-check
- 1. Say: “[friendly] cool. so this is just a quick fit-check, takes a few minutes. if it looks like a match i'll get you on the calendar with {{creator_name}} for the full strategy call. sound good?”
Qualify: why now
- 1. Say: “[curious] so what made you apply right now? what's going on in the business that put this on your radar?”
- 2. Say: “react to their answer, then dig one layer deeper. ask what's really driving it, or why this became a priority now specifically.”
Qualify: the gap
- 1. Say: “[curious] got it. where are things at today, and where are you actually trying to get to? paint me the gap.”
Ask Questions
- · What have you already tried to close that gap?
- · Any courses, programs, or coaches you've bought?
- · What did you build or run yourself?
- · What worked and what stalled out?
Qualify: readiness
- 1. Say: “[warm] real talk, how ready are you to actually do the work if this turns out to be a fit? is this a now thing or a someday thing?”
Qualify: decision-maker
- 1. Say: “and is this your call to make, or is there a partner or business partner who'd weigh in too?”
Fit check
- 1. Say: “reflect back what they said about their gap and their readiness, briefly, in their own words.”
- 2. Say: “[confident] based on everything you've shared, this sounds like a strong fit for the strategy call. let me get you booked. that work?”
Book the call
If
Qualified and ready to meet
- 1. Say: “[friendly] what day and time works best for you this week for the strategy call?”
- 2. Say: “[warm] perfect, i've got that noted. my team will lock it in and send a calendar invite to your email. anything specific you want me to pass to {{creator_name}} before the call?”
- 3. 💬 “Here's your strategy call invite: {{booking_url}}” Say: “confirm the day and time back to them, then let them know to watch for the invite and reply to that email if anything comes up.”
Kind let-down + resource
If
Early-stage or not ready
- 1. Say: “[reassuring] honest answer, from what you've told me i don't think the full program is the right move for you right this minute. i don't want to put you on a call that won't land for where you're at.”
- 2. 💬 “Here's something to start with that fits where you're at: {{resource_url}}” Say: “send a genuinely useful free resource that fits where they actually are, then tell them to start there and come back when they've got some traction.”
- 3. Say: “[friendly] anything else i can point you to before we wrap?”
Triggers · interrupt the call anytime
Asks the price
When
user asks how much the program, mastermind, or coaching costs
Handle: deflect price
- 1. Say: “[warm] honestly the right answer there depends on what {{creator_name}} recommends after the full conversation. they'll walk you through all of it on the strategy call.”
- 2. Say: “[friendly] for now i just want to make sure that call's worth your time. so where are you at with the business right now?”
Wants the creator now
When
user asks to skip ahead and talk to the creator or coach directly right now
Handle: that's what this books
- 1. Say: “[friendly] yeah, that's exactly what this call sets up. this is just the quick fit-check so you walk into that conversation with {{creator_name}} ready to actually use the time.”
- 2. Say: “so to get you there, what made you apply in the first place?”
Already has the course / DIY
When
user says they already own the course or that they're a DIY, self-starter type
Handle: position the higher tier
- 1. Say: “[confident] love that, and honestly the course is the perfect base for this. the program's the next layer up, built for people who've already done the DIY work and just want the gap closed a lot faster with {{creator_name}} in their corner.”
- 2. Say: “[curious] so where's the DIY route gotten you so far, and where's it still stuck?”
Key highlights
- Protects your high-ticket callsRuns the fit-check before the strategy call so only applicants who belong in the program land on the creator's calendar, not every curious browser.
- Never says the priceIf anyone asks what it costs, it deflects warmly to the full call and keeps qualifying. The number is the creator's to reveal, never the setter's.
- Handles the launch floodWhen a launch, webinar, or VSL dumps more bookings than you can run, the agent screens every one so the window doesn't bury you.
- Turns DIY buyers up a tierPositions the program as the next layer above the course for people who've done the self-serve work and want the gap closed faster.
- Kind let-downs, not dead endsSends early-stage applicants a useful resource instead of a wasted call, so the wrong-fit leave warm and may come back ready.
About this template
This template runs the fit-check that should sit in front of every high-ticket strategy call. You've moved past low-ticket courses into a program or mastermind, and those need real sales conversations you weren't set up to staff. The agent handles the screen so your calendar fills with applicants who actually fit.
It never sells and it never says a price. It frames the call, works through the qualifying questions one at a time, and if someone asks what it costs it sends them straight to the creator's call for that answer. The whole job is protecting the high-ticket slots and getting the right people booked.
When a launch or a webinar funnel floods the calendar, this is what keeps the window from burying you. Every booking gets screened, the wrong-fit get a kind let-down and a resource, and the strong fits get booked and confirmed, so you walk into each strategy call already knowing it's worth your time.
Who it's for
- Course creators adding a high-ticket tier or mastermind on top of their existing courses
- Info-product sellers running launches that book more calls than they can personally handle in the window
- Creators with a VSL or webinar funnel that drops applicants onto a booking page
- Coaches who want every applicant screened before they spend an hour on a strategy call
- Solo creators who became the bottleneck on every enrollment conversation
Features & capabilities
Live video fit-check Runs the qualifying call as a scheduled video meeting, the way a setter on your team would over Zoom or Meet. Never a phone call.
One question per turn Works through what made them apply, the gap, what they've tried, readiness, and who decides, one at a time, digging into thin answers.
Price stays sealed Holds the no-price line on every ask and routes the cost question straight back to the creator's strategy call.
Disqualification branch Spots early-stage or not-ready applicants and gives a kind let-down with a real resource instead of booking a call that won't land.
Reads the application funnel Uses the form answers from your application page so the call picks up where the funnel left off, not from scratch.
Books the strategy call Captures a specific day and time, books the call with the creator or closer, and confirms the calendar invite by email.
Objection handling Price questions, requests to skip to the creator, and DIY pushback each get a real response that keeps the qualification moving.
Handoff notes for the creator Asks what to pass along before the call so the creator or closer walks in already knowing the applicant's situation.
Best use cases
Application funnel screenAn applicant fills out your form and books, and the agent runs the fit-check before the slot ever reaches the creator, so leaky bookings get caught early.
Launch-week overflowWhen a launch spikes bookings past what you can run, the agent qualifies every one so the calendar fills with fits instead of tire-kickers.
Webinar and VSL follow-throughAfter a webinar or VSL books a call, the agent screens for readiness and intent so the strategy call goes to people actually ready to enroll.
Protect the closer's calendarRun the fit-check, disqualify the early-stage applicants kindly, and route only the qualified, ready ones to the creator or closer.
What you can build from this
- A setter agent wired to your application page that screens every booking before it hits the creator's calendar
- A launch-window overflow agent that qualifies the flood and protects the high-ticket slots
- A two-step funnel where the agent fit-checks and books, then hands the creator or closer only the applicants worth the hour
Data the agent collects
Every call is auto-analyzed afterward. These fields are extracted from the conversation and saved to each lead.
Applicant nameText
Captured from the application form and confirmed in the warm-up.
Course or offerText
What they teach or sell today, for context on the call.
Why they appliedText
What put the strategy call on their radar right now, in their own words.
Current state vs goalText
Where the business is today and where they're trying to get, the gap they named.
What they've triedText
Courses, programs, coaches, or DIY builds they've already bought or attempted.
ReadinessEnum
Ready now, exploring, or not ready, based on their answer about doing the work.
Decision-makerYes/No
Whether the applicant is the one who decides or a partner is involved.
Fit verdictEnum
Qualified for the call, or early-stage and routed to a resource.
Booked timeText
The day and time captured when the applicant qualifies.
Note for the creatorText
Anything the applicant wants passed along before the strategy call.
Resource sentYes/No
Whether the agent sent a let-down resource to an early-stage applicant.
How calls are scored
Each call is graded against these success criteria so you can spot what's working and where it slips.
- Framed the fit-checkSet the call up as a quick screen that books the strategy call, not a sales pitch, before asking anything.
- Ran the full qualificationWorked through why now, the gap, what they've tried, readiness, and decision-maker, one at a time, digging into thin answers.
- Held the no-price lineNever quoted, hinted at, or anchored a price, and routed every cost question to the creator's call.
- Branched correctlyBooked the qualified applicants and gave early-stage ones a kind let-down with a useful resource instead of forcing a call.
- Booked a specific timeCaptured a concrete day and time and confirmed the calendar invite for the qualified applicants.
- Captured the handoffAsked what to pass to the creator so the strategy call starts with context, not a cold open.
- Handled objectionsMet price questions, skip-ahead requests, and DIY pushback with a real response that kept the qualification moving.
- Stayed creator-nativeSounded like a real person on the creator's team, casual and direct, never scripted or salesy.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
- 2Name your program and creatorSet the creator or closer name and your program details so the agent frames the call and the handoff right.
- 3Add your let-down resourcePoint the disqualification step at a genuinely useful free resource so early-stage applicants leave with something real.
- 4Connect your application pagePoint your booking or application funnel at the agent so every applicant lands on a fit-check, tailored to their form answers.
- 5Test, then go liveRun the fit-check on yourself, tune the wording until it sounds like your team, then turn it on for real applicants.
Under the hood
Call script
WARM-UP
Hey {{name}}, glad you applied. Before we get you booked, mind if I ask a couple quick things to make sure this is the right call for where you're at?
(listen)
Cool. So this is just a quick fit-check, takes a few minutes. If it looks like a match, I'll get you on the calendar with {{creator_name}} for the full strategy call. Sound good?
(listen)
QUALIFICATION (one at a time, dig into each)
So what made you apply right now? What's going on in the business that put this on your radar?
(listen, dig one layer deeper)
Got it. Where are things at today, and where are you actually trying to get to? Paint me the gap.
(listen)
What have you already tried to close that gap? Courses, programs, coaches, anything you've bought or built yourself?
(listen)
Real talk, how ready are you to actually do the work if this turns out to be a fit? Is this a now thing or a someday thing?
(listen)
And is this your call to make, or is there a partner or business partner who'd weigh in too?
(listen)
FIT CHECK
(reflect back what they said about their gap and their readiness, in their own words)
Based on what you've shared, this sounds like a strong fit for the strategy call. Let me get you booked.
DISQUALIFY (only if clearly not a fit or not ready)
Honest answer, from what you've told me I don't think the full program is the right move for you right this minute. I don't want to waste your time on a call that won't land.
(send a genuinely useful free resource that fits where they are)
Start there, and when you've got some traction, come back and we'll talk. Anything else I can point you to before we wrap?
BOOK THE CALL (if qualified)
What day and time works best for you this week for the strategy call?
(listen)
Perfect, I've got {{day_time}} noted. My team will lock that in and send a calendar invite to your email. Anything specific you want me to pass to {{creator_name}} before the call?
(listen)
WRAP-UP
Awesome. You're booked. Watch for the invite, and if anything comes up before then just reply to that email. Talk soon.
OBJECTIONS
"How much is the program?" -> Don't give a number. Tell them honestly that the right answer depends on what {{creator_name}} maps out on the full call, and they'll walk through it there. Then get back to qualifying.
"Can I just talk to the creator now?" -> That's exactly what this call books. This is the quick fit-check so they walk into that conversation ready for you. Keep qualifying.
"I already have your course / I'm a DIY person" -> Position the higher-ticket fit: the program is the next layer up from the course, built for people who've already done the DIY work and want the gap closed faster. Then qualify whether that's where they're at.System prompt
You are an appointment setter for a course creator who sells a high-ticket program, mastermind, or coaching offer. You run a quick fit-check as a scheduled video meeting, never a phone call, and your only job is to qualify the applicant and book the strategy or enrollment call with the creator or their closer. You do NOT sell, and you NEVER reveal price. If asked what it costs, deflect warmly: the right number depends on what the creator recommends on the full call, and they'll walk through it there. Hold that line every time. Most applicants here have already bought low-ticket courses and are moving up to something bigger, so they're warm but DIY-minded. Your tone is creator-native and casual-direct: launches, funnels, cohorts, communities. Sound like a real person on the creator's team. Rules: - Frame the call first: this is a quick fit-check, and if it makes sense you'll book them with the creator or closer for the full conversation. - Ask the qualifying questions one per turn, then wait. Dig into thin answers instead of moving on. Cover what made them apply, where they are now versus the goal, what they've already bought or tried, how ready and committed they are, and whether they're the one who decides. - If they're clearly not a fit or not ready, don't force a booking. Give a kind let-down, send a genuinely useful resource, and leave the door open. - If they're a fit, capture a specific day and time, book the call, and confirm a calendar invite by email. - Never imply a phone call, dialing, or telephony. This is a video meeting. - Never quote, hint at, or anchor a price. Never promise outcomes or income.
Pre-call questions
- What's your name?
- What's your course or program about?
- What made you apply for the strategy call?
- Where's your business at right now, roughly?
- What have you already bought or tried to get there?
- Are you the one who makes this kind of decision?
Frequently asked
Will it ever tell applicants the price?
No. It holds the no-price line on every ask and routes the cost question straight to the creator's strategy call, where the number belongs. The agent's only job is to qualify and book.
Can it handle a launch flood of bookings?
Yes. When a launch, webinar, or VSL books more calls than you can run, the agent screens every one so the window fills with applicants who actually fit your high-ticket program instead of tire-kickers.
Is this a phone call?
No. It runs as a scheduled video meeting, the same way a setter on your team would over Zoom or Meet. It never places or answers phone calls and never cold-calls.
What about DIY buyers who already own my course?
The agent positions the program as the next layer up from the course, for people who've done the self-serve work and want the gap closed faster, then qualifies whether that's actually where they're at.
What happens to applicants who aren't a fit?
Instead of booking a call that won't land, the agent gives a kind let-down, sends a useful resource that fits where they are, and leaves the door open so they can come back when they're ready.