How It Works

Your Complete Onboarding Journey: From Discovery to Deployment in 7 Strategic Steps

STEP 1

Deep-Dive Onboarding

Deep-Dive Onboarding

We start by understanding your business inside out.

We start by understanding your business inside out.

~3 Days

~3 Days

Product & Messaging Analysis

Our team studies your product, VSLs, sales pages, and offer positioning to understand your audience, messaging, and goals.

Our team studies your product, VSLs, sales pages, and offer positioning to understand your audience, messaging, and goals.

Brand Persona Development

We take time to know you as the founder—your story, tone, and vocabulary—so we can build a brand persona and DM lingo that sounds exactly like you in every message.

We take time to know you as the founder—your story, tone, and vocabulary—so we can build a brand persona and DM lingo that sounds exactly like you in every message.

Conversion Optimization

We review your past sales conversations and funnel data to identify what's working and where we can optimize for higher conversions.

We review your past sales conversations and funnel data to identify what's working and where we can optimize for higher conversions.

Outcome: We sound like experts who understand your niche—so our setters know exactly what to say, when to say it, and how to uncover pain points that turn conversations into booked calls.

Outcome: We sound like experts who understand your niche—so our setters know exactly what to say, when to say it, and how to uncover pain points that turn conversations into booked calls.

STEP 2

Dedicated Account & Setter Manager

Dedicated Account & Setter Manager

Once we're aligned, you're assigned a Dedicated Setter Manager who has managed hundreds of funnels, traffic systems, and offers across multiple niches.

Once we're aligned, you're assigned a Dedicated Setter Manager who has managed hundreds of funnels, traffic systems, and offers across multiple niches.

Ongoing

Daily Team Management

Train and manage your setters/closers daily, so you never have to.

Train and manage your setters/closers daily, so you never have to.

Strategy Execution

Build and execute your entire DM strategy based on proven frameworks that have consistently produced results.

Build and execute your entire DM strategy based on proven frameworks that have consistently produced results.

Continuous Optimization

Continuously optimize conversations, offers, and scripts using real-time feedback and data.

Continuously optimize conversations, offers, and scripts using real-time feedback and data.

Outcome: You offload the heavy lifting of managing setters with a dedicated setter manager who keeps your team on track and applies proven funnel, script, and sales frameworks tailored to your niche.

Outcome: You offload the heavy lifting of managing setters with a dedicated setter manager who keeps your team on track and applies proven funnel, script, and sales frameworks tailored to your niche.

STEP 3

Framework Development & Review

Framework Development & Review

With the groundwork complete, we create your custom DM closing and appointment-setting framework.

With the groundwork complete, we create your custom DM closing and appointment-setting framework.

1-2 Days

Conversational Assets

Conversational scripts & openers, qualification questions, objection handlers and FAQs.

Conversational scripts & openers, qualification questions, objection handlers and FAQs.

Nurturing Flows

Lead nurturing and follow-up flows designed to maximize conversions.

Lead nurturing and follow-up flows designed to maximize conversions.

Alignment Review

We'll schedule a review call with you to finalize everything—ensuring tone, intent, and structure are fully aligned before launch

We'll schedule a review call with you to finalize everything—ensuring tone, intent, and structure are fully aligned before launch

Outcome: A complete, battle-tested framework ready for deployment

Outcome: A complete, battle-tested framework ready for deployment

STEP 4

Deployment of Trained Setters & Closers

Deployment of Trained Setters & Closers

We deploy your full-time trained setters and closers, each working 6–8 hours per shift.

1 Days

Peak Time Coverage

Covering your ideal customer's peak time zones (primarily US hours).

Covering your ideal customer's peak time zones (primarily US hours).

Full Activity Management

Our team handles all outbound and inbound activity—engaging leads, booking calls, and nurturing prospects—completely in your brand voice.

Our team handles all outbound and inbound activity—engaging leads, booking calls, and nurturing prospects—completely in your brand voice.

Seamless Brand Integration

Every message sounds authentically like you, maintaining brand consistency across all interactions.

Every message sounds authentically like you, maintaining brand consistency across all interactions.

Outcome: Your sales pipeline activates immediately with trained professionals representing your brand.

Outcome: Your sales pipeline activates immediately with trained professionals representing your brand.

STEP 5

Deployment of Trained Setters & Closers

Deployment of Trained Setters & Closers

You'll receive complete visibility into your pipeline with real-time performance insights.

Daily

Real-Time Dashboards

Daily performance reports on Slack, Discord, or WhatsApp. Google Sheets dashboards updated in real-time.

Daily performance reports on Slack, Discord, or WhatsApp. Google Sheets dashboards updated in real-time.

Weekly Strategy Reports

Analyzing trends, conversions, and content quality to inform next steps.

Analyzing trends, conversions, and content quality to inform next steps.

Regular Check-ins

Daily internal quality checks and weekly review calls (1–2 per week) with your dedicated account manager to refine systems and optimize results.

Daily internal quality checks and weekly review calls (1–2 per week) with your dedicated account manager to refine systems and optimize results.

Outcome: Complete transparency and control over your sales operations.

Outcome: Complete transparency and control over your sales operations.

STEP 6

Quality Review & Optimization

Quality Review & Optimization

To ensure performance consistency, our quality team runs comprehensive reviews.

Daily & Weekly

Daily Quality Checks

Lead quality and conversation depth, missed opportunities or message gaps, content and traffic feedback for better alignment.

Lead quality and conversation depth, missed opportunities or message gaps, content and traffic feedback for better alignment.

Weekly Deep Dives

Total conversations initiated, offers made & calls booked, sales closed, lead quality and conversion improvements.

Total conversations initiated, offers made & calls booked, sales closed, lead quality and conversion improvements.

Continuous Improvement

Your system gets smarter, sharper, and more profitable every week.

Your system gets smarter, sharper, and more profitable every week.

Outcome: Guaranteed performance consistency and continuous improvement.

Outcome: Guaranteed performance consistency and continuous improvement.

STEP 7

Data-Driven Tracking & KPIs

Data-Driven Tracking & KPIs

We track every metric that matters to your growth.

Ongoing

Core Metrics

Inbound & outbound leads, response & conversion rates, offers made & sales closed, follow-ups executed, lead quality analysis.

Inbound & outbound leads, response & conversion rates, offers made & sales closed, follow-ups executed, lead quality analysis.

Daily Reporting

Reports are delivered daily, with ongoing additions to KPIs as your systems evolve.

Reports are delivered daily, with ongoing additions to KPIs as your systems evolve.

Growth Insights

Weekly insights include content performance and ad efficiency, giving you a clear picture of your growth engine in motion.

Weekly insights include content performance and ad efficiency, giving you a clear picture of your growth engine in motion.

utcome: Data-backed decisions that drive predictable, scalable growth.

utcome: Data-backed decisions that drive predictable, scalable growth.

Client Success Stories

Hear directly from business owners who transformed their sales pipeline with POLLINEXT

Real Results: Calls Being Booked Daily

See actual booking confirmations from our client campaigns

What Clients Across the Globe Say About Pollinext

Hear from coaches, consultants, and creators who’ve worked with us.

Let Experts Run Your DM Closing & Appointment Setting