← EPIC Suite

🎯 EPIC Setter

v…
Book qualified appointments for the closers
18dials
6convos
3sets
54queue
Fresh leads—
MB
Marcus Bell
Bell HVAC · Owner · 📍 Georgia
New lead
📞 (404) 555-0119🕒 form fill 2h ago
🗣️ Setter talk-track
"Hey Marcus — you filled out our form about growing the business and protecting what you've built. I set up a quick 20-min strategy call with one of our closers to walk you through it. I've got a couple times this week — what works better?"
✅ Quick-qualify · is this worth a closer's time?
Owner / decision-maker Real interest Can afford ~$300/mo Tire-kicker
Tap what you hear — the fit meter updates.
📅 Book the closer appointment
Assign a closer
Appointment
Pick a closer, day, and time.
Outcome · press 1–4, ↵ log & next
1 ✅ Appointment set
2 🔁 Callback
3 🙅 Not a fit
4 📩 No answer