Rooftop solar panels seen beyond a phone and rolled installation plan.

Let the sales manager review the setter call before assigning a closer.

Every scheduled visit consumes a closer's time, so the setter's qualification and confirmation matter before the appointment reaches the calendar. CallSniper reviews uploaded recordings against the program's approved script and shows the sales manager whether the call earned a firm appointment.

“Before I lock that in,
will both homeowners be there
Thursday at six?”

Both homeowners confirmed on every set, checked against your script.

Submitted setter calls scored.
Confirmation steps made visible.

A missed appointment costs the closer an afternoon and the program a lead it paid for. CallSniper reviews submitted setter calls against the approved consent and confirmation criteria, then places the relevant transcript passage beside each finding.

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Follow a setter call from the first hello to the confirmed appointment.

Each row is a moment the scorecard checks and the conversation it opens with the team.

The momentThe detail to reviewThe team conversation

Opening

Did the setter state who they are, why they are calling, and the consent and recording language the script requires?

Compare the opening against the compliance language word for word.

Qualification

Was the homeowner confirmed as the owner, and was the utility bill discussed and qualified?

Use the transcript to see which qualification questions were skipped.

Objections

How was the objection answered, and did the setter stay within what the script allows on savings?

Pull every call where a savings figure was stated and check it against the approved language.

Confirmation

Were both decision makers confirmed for a specific day and time, and was a soft yes treated as a set?

Track set rate and show rate by setter and by lead source.

An appointment setting scorecard, 100 points.

Points are illustrative, so fit them to your lead sources and the compliance training your setters complete.

Criterion	Observable behavior	Points
Consent language	States the recording and consent language the script requires in the opening	20
Do not call handled	Honors a do not call request and notes it before ending the call	10
Ownership confirmed	Confirms the caller owns the home	10
Utility bill qualified	Discusses the utility bill and confirms it meets the program’s threshold	15
Objections handled	Answers the objection with the approved response	10
Savings stated accurately	Describes savings and incentives only in the terms the script allows	15
Both homeowners confirmed	Confirms that every decision maker will be present	10
Appointment set	Books a specific day and time and reads it back	10
Total		100

Illustrative review flags

Consent or disclosure language required by the program's approved policy was missing
A number dialed after a do not call request or from a list the program has flagged
A savings figure, tax credit, or incentive promised beyond what the approved script allows
Financing terms described without the disclosure the lender requires

Bring these to a pilot.

A month of recorded setter calls from one team or one lead source
Your setter script and the consent language it requires
The savings and incentive language your compliance team approved
The set rate and show rate report your sales manager reviews

The pilot scores your own setter calls, then puts the result beside the show rate you already track.

See what call review costs today

Make it fit
your operation.

Confirm the workflow with the people who will use it.

Can it score an outsourced call center’s setters?

Yes. Identify vendor and internal recordings in the upload data, then review both groups against the same approved criteria.

How does it check consent language?

The scorecard names the language your script requires, and each call is scored on whether that language appeared and where. Calls with the language missing are flagged for a supervisor to hear, and the flag goes into the report.

Does it work for roofing, windows, and other home improvement programs?

Yes. The qualification questions and the confirmation steps change by product, and each program carries its own scorecard. A roofing setter and a solar setter are judged against different criteria.

Where do the recordings come from?

Bulk upload from your dialer is the day one path. A direct connection to your dialer or CRM gets scoped during the pilot.

Start with one setter team’s calls.

Bring a month of recordings and the script your setters train on. See which appointments were confirmed the way the script requires and which ones were a soft yes.