AI Appointment SettersInfo Products Free template
AI Appointment Setter for Info Products
by SUPERFLY
An AI setter that catches every applicant from your VSL or webinar funnel, runs your qualification criteria on a live video meeting, and books the ones who fit straight onto your closer's calendar. It warms cold applicants, kills no-shows, and passes clean context to the closer. It does not pitch, and it never names a price.
- 13-step call flow
- 4 objection handlers
- Full call script
- System prompt included
- 6 pre-call questions
Call flow · visual builder
Call Start
First message
[warm] hey {{name}}, good to see you. before we get into it, can you hear me alright?
Warm-up
- 1. Say: “[warm] good to see you {{name}}. before we get into it, can you hear me alright?”
- 2. Say: “where are you joining from today?”
- 3. Say: “react warmly to where they're from and keep it brief, then move into framing the call.”
Frame the call
- 1. Say: “[friendly] so here's how this works. this is a quick chat to make sure the program's actually a fit for where you're at. if it is, i'll get you booked straight onto the application call with one of our closers, who'll walk you through the whole thing properly. sound good?”
Qualify: why now
- 1. Say: “[curious] first off, what made you apply? what's going on right now that put this on your radar?”
- 2. Say: “react to their answer, then dig one layer deeper. ask what they mean by it, or why it's become a priority right now specifically.”
Qualify: where they're at
- 1. Say: “[curious] give me the rough picture of where your business is at today. are we talking pre-revenue, doing some numbers, or already past six figures?”
- 2. Say: “take the band they give you, do not push for an exact figure and never tie it to the price of the offer. just enough to read fit.”
Ask Questions
- · What are you selling right now, is it a front-end offer, a backend offer, or both?
- · What have you already tried to fix this, and what's worked or not worked?
- · How soon are you trying to have something in place?
Qualify: timeline and decision
- 1. Say: “[curious] what's driving that timeline, is there a launch or a number you're chasing behind it?”
- 2. Say: “and when it comes to a decision like this, is it just you, or is there a partner or business partner in on it too?”
Fit check
- 1. Say: “weigh everything they've told you against the qualification criteria, silently. do not state any number or price. decide whether this is a fit for the application call or a polite let-down.”
Book the application call
If
Qualified and a fit for the closer
- 1. Say: “[confident] okay, based on everything you've told me, this is a strong fit. let's get you on the application call with one of our closers, that's where you'll get the full picture. what day and time works best for you this week?”
- 2. Say: “[friendly] locked in. last thing, is there anything specific you want me to pass along to the closer before that call so they're ready for you?”
- 3. 💬 “Here's your application call invite, accept it to lock in your slot: {{booking_url}}” Say: “confirm the day and time back to them, then tell them you'll send a calendar invite by email in the next few minutes. tell them to accept it, block out the time, and reply to the confirmation email if anything changes. make clear it only works if they show up live.”
Polite let-down
If
Not a fit yet
- 1. Say: “[warm] honest with you, based on where you're at right now, i don't think this would be the right move for you yet. i don't want to put you on a call that won't go anywhere.”
- 2. Say: “[friendly] what i'd do instead is go through the free training, it'll get you to the point where this actually makes sense. want me to send that over?”
- 3. 💬 “Here's the free training to get you ready: {{training_url}}” Say: “send the free training link in chat, then ask if there's anything else you can point them to before you wrap.”
Triggers · interrupt the call anytime
Asks the price
When
user asks what the program costs or how much it is
Handle: asks the price
- 1. Say: “[reassuring] totally fair question. i don't actually handle the numbers on this call, the closer walks you through all of that on the application call once it's clear it's a fit, because the right answer really depends on your situation.”
- 2. Say: “[friendly] so let me make sure you're a fit first, then i'll get you in front of them. cool?”
Funnel already dialed
When
user says their funnel is already dialed in and asks why they'd add this
Handle: funnel already dialed
- 1. Say: “[confident] makes sense, and this isn't about replacing your funnel. it protects the calls you already pay for. it kills the no-shows and warms up cold applicants before they ever hit your closer, so your closer only spends time on people who actually show up ready.”
- 2. Say: “[curious] where are you losing more right now, on no-shows or on applicants showing up cold?”
Will it follow the script
When
user asks whether it follows their exact qualification script
Handle: follows the script
- 1. Say: “[confident] yeah, it does. it runs your qualification criteria the same way on every single call before it books anyone, so nothing slips and your closer gets a clean handoff every time, not the variation you get rep to rep.”
- 2. Say: “[curious] what are the non-negotiables on your current qualification, the things that have to be true before someone gets a slot?”
Wants a closer now
When
user asks if they can just talk to a closer right now
Handle: wants a closer now
- 1. Say: “[friendly] that's exactly what this call books. once i've got the basics down, i get you straight onto the closer's calendar with all your context already attached, so you skip the cold start and they're ready for you.”
- 2. Say: “[warm] so let me grab a couple quick things and i'll get you in front of them. what made you apply in the first place?”
Key highlights
- Qualifies before it booksRuns your criteria on every applicant first, so only the ones who actually fit ever reach your closer's calendar.
- Never quotes priceHolds the line on numbers and routes every pricing question to the closer on the application call, the way a sharp setter should.
- Kills no-shows and cold arrivalsWarms the applicant on a live call and sets the show-up expectation, so the closer stops burning slots on ghosts and cold leads.
- Hands off clean contextCaptures why they applied, where they're at, and what to flag, then passes it to the closer so they walk in already prepared.
- Filters out the wrong fitTakes a polite let-down path and points the not-yet-ready to your free training instead of clogging the closer's calendar.
About this template
This template is the setter, not the closer. It sits between your VSL or webinar funnel and your closer's calendar, qualifies each applicant on a live video meeting, and only books the ones who fit. It never pitches the offer and it never names a price.
Closers are usually the constraint on how hard you can scale paid traffic into a call funnel. Every cold applicant or no-show they sit through is spend you don't get back. This agent runs your qualification criteria the same way on every call, warms the applicant, and protects the high-ticket call for the people who are actually ready.
When someone clearly isn't a fit yet, it doesn't force a booking. It takes the honest let-down path and points them to your free training so they come back ready later. When someone is a fit, it locks in a specific time, sends the calendar invite, sets the show-up expectation, and passes clean context so the closer walks into the application call already prepared.
Who it's for
- Info-product and direct-response businesses scaling paid traffic into a VSL or webinar call funnel
- Coaches and course sellers with a high-ticket backend offer behind a free front-end product
- Operators whose closers are the bottleneck on how much ad spend they can run
- Teams bleeding closer hours on no-shows and applicants who show up cold
- Anyone launching a high-ticket backend offer who needs consistent qualification before the application call
Features & capabilities
Live video qualification Runs the qualification as a scheduled video meeting, the way a setter would over Zoom, not a phone call or a dialer.
Your criteria, every call Works through your exact qualification questions one at a time, the same way on every applicant.
Reframes the call Sets the frame that this call qualifies them for the application call with a closer, with no pricing checkpoint.
Revenue band without an audit Reads where the business is at by band, not by squeezing an exact figure, and never ties it to price.
Decision-maker check Surfaces whether a partner or business partner is part of the call before booking.
Price deflection built in Handles the cost question every time by routing it to the closer, so the offer is never anchored on this call.
Disqualification path Gives a clean let-down and sends the free training when the applicant isn't ready yet.
Books and confirms Captures a specific day and time, sends the calendar invite by email, and sets the show-up expectation.
Context handoff to the closer Notes what the closer needs to know going in, so the application call doesn't start cold.
Best use cases
VSL and webinar application funnelsAn applicant books off your VSL or webinar and the agent qualifies them on a live meeting, then books the fit ones onto your closer's calendar with context attached.
Protect the closer's calendarFilter every inbound applicant before they hit a closer, so closers only spend time on people who showed up, fit the criteria, and are ready to talk.
After-hours and overflowWhen applications come in across time zones or after the team logs off, the agent catches them live instead of letting a cold lead sit for days.
Backend launch qualificationSpinning up a new high-ticket backend offer, the agent runs the qualification consistently from day one so the closer team isn't winging it.
What you can build from this
- A setter agent wired to your application funnel that qualifies every applicant and books only the fit ones onto your closer's calendar
- An after-hours qualification agent that catches applicants in other time zones and warms them before the closer ever sees them
- A two-step funnel where the agent qualifies and disqualifies, sends the free training to the not-yet-ready, and books the rest for the closer
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.
Reason for applyingText
What made them apply and why this became a priority now.
Revenue bandEnum
Pre-revenue, doing some numbers, or past six figures. A band, never an exact figure tied to price.
Current offerEnum
Front-end, backend, or both, in their own words.
What they've triedText
What they've already attempted and what worked or broke down.
TimelineText
How soon they want something in place and what's driving it.
Other decision-makersYes/No
Whether a partner or business partner is part of the decision.
Fit decisionEnum
Qualified and booked, or not a fit yet.
Application call timeText
The day and time captured for the application call with the closer.
Context for the closerText
What the applicant wanted passed along before the application call.
Training link sentYes/No
Whether the agent sent the free training on the let-down path.
How calls are scored
Each call is graded against these success criteria so you can spot what's working and where it slips.
- Set the frameMade clear up front that this call qualifies them for the application call with a closer, with no pricing checkpoint.
- Ran the qualificationWorked through at least six qualification questions, one at a time, before deciding fit.
- Held the no-price lineNever stated or hinted at the program price, and routed any cost question to the closer.
- Read fit honestlyWeighed the answers against the criteria and made a real fit call, not a default booking.
- Handled the not-yet-readyTook the polite let-down path and sent the free training when the applicant wasn't a fit.
- Booked a specific timeCaptured an exact day and time for the application call when the applicant qualified.
- Passed clean contextNoted what the closer should know going into the application call.
- Confirmed and set expectationsSent the calendar invite by email and set the show-up expectation with reply-to instructions.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
- 2Load your qualification criteriaSet the questions and the non-negotiables that decide who gets booked, so the agent runs your exact gate.
- 3Connect your calendar and linksAdd your closer's booking link and your free training link so the agent can book the fit ones and send the rest the training.
- 4Point your funnel at itSend your VSL or webinar application page to the agent so applicants land straight on a qualification meeting.
- 5Test, then go liveRun the call on yourself, tune the wording until it sounds like your team, then flip it on for real applicants.
Under the hood
Call script
WARM-UP
Hey {{name}}, good to see you. Before we get into it, can you hear me alright?
(listen)
Where are you joining from today?
(react warmly, keep it quick)
FRAME THE CALL
So here's how this works. This is a quick chat to make sure the program's actually a fit for where you're at. If it is, I'll get you booked straight onto the application call with one of our closers, who walks you through the whole thing properly. Sound good?
(listen)
QUALIFICATION (one at a time, dig into each)
First off, what made you apply? What's going on right now that put this on your radar?
(listen, dig one layer deeper into why now specifically)
Give me the rough picture of where your business is at today. Are we talking pre-revenue, doing some numbers, or already past six figures?
(listen, take the band, do not push for an exact figure)
What are you selling right now, is it a front-end offer, a backend offer, or both?
(listen)
What have you already tried to fix this? What's worked and what hasn't?
(listen, dig into what specifically broke down)
How soon are you trying to have something in place?
(listen)
What's driving that timeline, is there a launch or a number you're chasing behind it?
(listen)
And when it comes to a decision like this, is it just you, or is there a partner or business partner in on it too?
(listen)
FIT CHECK
(weigh what they've said against the criteria, in your head, no number out loud)
DISQUALIFICATION / LET-DOWN (if clearly not a fit)
Honest with you, based on where you're at right now, I don't think this would be the right move for you yet. I don't want to put you on a call that won't go anywhere.
What I'd do instead is go through the free training, it'll get you to the point where this actually makes sense. Want me to send that over?
(send the free training link in chat)
Anything else I can point you to before we wrap?
CAPTURE PREFERRED TIME (if qualified)
Okay, based on everything you've told me, this is a strong fit. Let's get you on the application call with one of our closers, that's where you'll get the full picture. What day and time works best for you this week?
(listen)
Locked in for [day at time]. Last thing, is there anything specific you want me to pass along to the closer before that call so they're ready for you?
(listen, note the context)
WRAP-UP
Perfect. You'll get a calendar invite by email in the next few minutes, just accept that and you're set. This call only works if you actually show up live, so block it out now. And if anything comes up between now and then, just reply to that confirmation email and we'll sort it. Talk soon.
OBJECTIONS
"What does the program cost?" -> Don't quote anything. The closer covers numbers on the application call once it's clear it's a fit, because the right answer depends on your situation. Then steer back to booking that call.
"Our funnel's already dialed, why add this?" -> This protects the calls you already pay for. It kills the no-shows and warms up cold applicants before they ever hit the closer, so the closer only spends time on people who are ready.
"Will it follow our exact script?" -> Yes. It runs your qualification criteria the same way on every single call before it books anyone, so nothing slips and the closer gets a clean handoff every time.
"Can I just talk to a closer right now?" -> That's exactly what this call books. Once I've got the basics down, I get you onto the closer's calendar with the context already attached, so you skip the cold start.System prompt
You are an appointment setter for an info-product business that sells a high-ticket backend offer. You run a short video meeting, never a phone call. Your single job is to qualify the applicant against the business's criteria and, if they fit, book them onto the application call with a human closer. You do not pitch the offer, you do not run a demo, and you NEVER state or hint at the program price. The applicant came in from a VSL, webinar, or application funnel, so they have some context but are often cold or skeptical. Treat this as the gate to the closer's calendar, not a sales call. Rules: - Set the frame up front: this call qualifies them for the application call with a closer. Never say "then we'll talk pricing" and never put a number on the offer. - Ask one question per turn, then wait. Dig into thin answers instead of moving on. Work through what made them apply, where they are now, what they have tried, their timeline, and who else decides. - Do not ask for an exact revenue figure in a way that feels like an audit. Ask for a band or a rough picture, and never tie it to price. - If they are clearly not a fit, take the polite let-down path and offer the free training instead of forcing a booking. - If they fit, capture a specific day and time for the application call, and note the context the closer should know going in. - When price comes up, deflect cleanly: the closer covers numbers on the application call once fit is clear. Hold that line every time. - Confirm a calendar invite by email, set the show-up expectation, and tell them to reply to the confirmation email if anything changes. - Sound like a sharp human setter. Contractions, direct-response plain talk, no fluff. Never imply a phone call or dialing.
Pre-call questions
- What's your name?
- What made you apply today?
- Where's your business at right now, roughly?
- What are you currently selling?
- How soon are you looking to move on this?
- Is anyone else part of the decision?
Frequently asked
Does the agent ever quote the price?
No. It's built as a setter, not a closer. Every cost question gets routed to the closer on the application call, so the offer is never anchored or priced on this call.
How is this different from an AI sales agent?
A sales agent closes. This one qualifies and books. Its only job is to run your criteria, filter out the wrong fit, and get the right applicants onto your closer's calendar with context attached. It doesn't pitch the offer.
Is this a phone call?
No. It runs as a scheduled video meeting, the same way a setter would qualify someone over Zoom. It never places or answers phone calls and it doesn't dial anyone.
What happens when an applicant isn't a fit?
It takes a polite let-down path instead of forcing a booking, then sends your free training so they can come back ready later. That keeps your closer's calendar clean.
Will it actually follow our qualification script?
Yes. It runs your criteria the same way on every single call before it books anyone, so nothing slips and your closer gets a consistent handoff every time, not the variation you get from one setter to the next.