Step 1 of 520%
Client onboarding

Let's set up your campaign.

Thanks for choosing Call Savvys, you're officially in. This short form tells your dedicated caller exactly who to call, what to say, and what counts as a qualified lead.

The more precise you are, the better your leads. Nothing here is permanent, you can always adjust it with your account manager later.

~5 min
To complete
5 steps
Short sections
1x
Only needed once
Updating your campaign

What's your email?

We'll pull up what you told us last time so you only have to change what's different, not answer everything again.

We couldn't find a campaign with that email.
Your info
Who should we contact with updates, reports, and approvals?
Please enter your first name.
Please enter your last name.
We'll send reports, updates, and onboarding info here. Please enter a valid email address.
Best number to reach you during business hours. Please enter a valid phone number.
No business name yet? No problem, leave this blank and we'll use a general name.
Campaign & delivery
This determines your call volume, launch date, and where results land.
Please select the number of callers.
Please select a billing plan.
We launch new campaigns weekly. We'll confirm your exact start date. Please choose a start date.
Please choose how callers should introduce you.
Please choose a delivery preference.
Please choose which CRM or calendar to use.
Please select who provides the list.
Please choose which script to use.
What industry are you in?
This tells us exactly what qualifying questions your caller should ask.
Please select your industry.
Your buy box
Tell us exactly what a good lead looks like.

Select all that apply. This is the bar your caller has to hit, so it's clear upfront rather than argued about later.

Select at least one requirement.
Please list at least one state.

Select all that apply.

Select at least one time zone.

Select all that apply.

Select at least one property type.
Select at least one option.
Please select an option.
Select at least one option.
Select at least one option.

Optional. Seller emails are harder to collect accurately on cold calls.

Please select an option.
Please select an option.
Please enter your service area.
Please select a job focus.
Please select an option.

Select all that apply. This is the biggest qualifier for storm/hail leads.

Select at least one option.
Please select an option.

We don't recommend "Yes" for most roofers: if your pitch is a free, no-obligation inspection, having the caller ask about money upfront contradicts that and can feel like a bait-and-switch. Many roofers leave this as "No" and let the inspector qualify it in person once there's already a relationship.

Please select an option.
Please describe what counts as a booked inspection.
Please enter a valid calendar link.
Select at least one line.

Optional. Leave blank if this doesn't apply to the lines you sell.

Please list at least one state.
Please enter a valid calendar link.
Please enter your service area.
Please select an option.
Please select an option.

Most solar deals run through financing, so this matters.

Please select an option.
Please select an option.
Please describe what counts as a qualified appointment.
Please enter a valid calendar link.
Please enter your service area.
Select at least one service.

Renters usually can't authorize permanent work.

Please select an option.

Select all that apply.

Select at least one option.
Please select an option.
Please describe what counts as a booked estimate.
Please enter a valid calendar link.
Please select an option.
Please select an option.
Please enter your service area.
Please describe what counts as a qualified appointment.
Please enter a valid calendar link.
Please describe your target industry.
Please select a company size.
Please list at least one job title.
Please select an option.
Please describe what counts as a qualified meeting.
Please enter a valid calendar link.
Please describe your ideal customer.
Please describe what counts as a qualified lead.
Last thing
A couple optional details, then you're set.
Please confirm before submitting.
Please confirm before submitting.
Once submitted, your account manager will review this and reach out to confirm your launch date. You can request changes any time before your campaign goes live.
Something went wrong submitting your form. Please check your connection and try again.

You're all set, there.

Thanks for the details. This is exactly what your caller needs to start delivering qualified leads for your business.

1 We build your call script using everything you just told us.
2 Your account manager reaches out within 1 business day to confirm your start date.
3 Your dedicated caller starts dialing on your confirmed launch date.