This is the full day of a JMAI outbound setter — from the moment you wake up to the moment you submit your end-of-day report. It is not a suggestion. Run it exactly as written until your numbers earn you the right to an opinion.
Audience · Outbound Setters
Schedule · 6 days / week
Daily meeting · 8:00 AM PT / 11:00 AM ET
Owner · Ramsey
Know this cold
What we sell & who you're calling
JMAI is a high-ticket AI business mentorship and done-for-you program (priced in the $4–5K range). You are not selling on the phone. You qualify, build belief in the next step, and book a strategy call with a closer.
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Opportunity Seekers
Want a real online business, tired of gurus and courses that never showed the actual work. They respond to documented proof, not hype.
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CS Grads
Technical enough to be dangerous, no clear path to income. The degree didn't come with a client acquisition system. That's what we build with them.
Well-paid but anxious about AI displacement. They want ownership and a hedge — a business built on the same AI wave that threatens their role.
Where you dial: the Main Pipeline in GHL Opportunities. Your queue lives in the pipeline stages — fresh leads in New Lead, follow-ups in Contact Attempt and Callback. Leads come off Junior's content and our warm-up sequences — they've seen the brand, but assume low context. Top performers dial through WAVV; everyone else through the GHL dialer.
Your workstation
Navigating GHL: the two-tab setup
Everything you do all day happens in two GHL screens. Keep both open in separate browser tabs from the moment you sit down — you will bounce between them constantly, and hunting through the sidebar mid-dial-block kills momentum.
TAB 1Opportunities — your dial queue
Left sidebar → Opportunities → make sure Main Pipeline is selected in the dropdown. This board is your entire day. Each column is a stage, each card is a lead:
New Lead — untouched. This is where dial blocks start.
Contact Attempt — you double-dialed, no pickup, text sent. They come back around next block.
Callback — they replied or asked for a specific time. These get priority.
DQ — disqualified. Not our avatar, move on.
Call-Booked — set with a closer. These are the cards you run the T-1hr protocol on.
Move the card the moment the outcome happens — not at the end of the block, not at the end of the day. The pipeline is only useful if it's true in real time.
Tab 1 · Opportunities → Main Pipeline — your live dial queue
TAB 2Conversations — replies & texting
Left sidebar → Conversations. This is the team inbox — every text, call log, and voicemail in one thread per lead:
Work the Unread filter between dial blocks — anyone replying to a no-pickup text is a live lead, and speed to reply wins.
Click a thread to see the full history: calls, voicemails, texts, and pipeline moves, all in one timeline.
The right-hand panel is the contact card — tags, email, phone, and fields. Check the tags before you dial back: a lead tagged has-booked gets a confirmation conversation, not a pitch.
Send texts from the message box at the bottom of the thread — this keeps everything logged on the contact.
Tab 2 · Conversations → team inbox — replies, call logs, and the contact card
The rhythm: dial from Tab 1, disposition the card, flip to Tab 2 to catch replies between calls, flip back. If you're ever lost in GHL, close everything and re-open these two tabs.
Read first · every shift
Compliance guardrails
Our entire brand is built on documented process — "document, don't teach." One hype line on a recorded call undoes that and creates real liability. These are hard rules.
✕Never make income claims — no "you'll make X," no "students earn Y," not even as a hypothetical.
✕Never reference or send earnings screenshots. They don't exist in our world.
✕Never promise timelines — no "in 90 days," no "by month three."
✕Never describe any guarantee as unconditional. If it comes up: any guarantee is action-conditional — tied to the client doing the work.
✓Frame everything as the program, the process, the strategy call — never a financial outcome.
✓Proof is publicly documented process. Point to what's documented, not to what's promised.
✓Assume every call and text is recorded and reviewable.
If you're not sure a sentence is compliant, don't say it. Ask Ramsey.
The daily standard
Non-negotiable KPIs
One outcome, two ways to hit it. Every working day, six days a week. Everything else in this document exists to make these numbers happen.
8+
Sets / day @ 50% show rate
Book eight or more qualified appointments and keep half of them showing. Volume with follow-through.
4
Qualified shown sets / day
The equivalent standard stated as output: four qualified leads who actually sit down with a closer, every day.
What "qualified" and "shown" mean: the lead met our qualification criteria on your call, completed the pre-call checklist, and attended the closer call at the booked time. A booking that no-shows is a lead you didn't confirm hard enough — the T-1hr protocol below exists for exactly this reason.
The spine of this document
A day in the life
Times are anchored to the 8:00 AM Pacific team meeting. Shift your dial blocks to match your lead list's time zones, but the sequence and the protocols never change.
WAKE UPbefore 7:30 AM PT
Prime the day
Before the meeting, get current. You should never walk into the 8 AM meeting asking what happened yesterday.
Check Slack — announcements, closer feedback, anything tagged to you.
Review today's booked calls for your leads and note which need a T-1hr confirmation and when.
Review yesterday's numbers so you can report them without looking them up.
8:00 AM PT11:00 AM ET
Daily team meeting Mandatory
Every working day. Cameras on, numbers ready. This is where we review KPIs, call recordings, and objections from the day before.
You get 3 excused absences per month. Excused means you texted Ramsey before the meeting with the reason. No text, no excuse.
5 or more unexcused absences and you're off the team. No exceptions.
9:00 AM PT12:00 PM ET
Dial block one Feeds the KPI
Straight from the meeting into the phones. East coast leads are on lunch — this is a prime connect window. Run the double-dial protocol on every lead, no skips:
Call once. No answer?
Call again immediately. The second ring is what gets picked up — it signals a real person, not a robocall.
Still no answer? Send the text. Every double-dial with no pickup gets a text, every time.
No-pickup text
Hey [Lead], it's [Setter] from Junior Martin's team — just tried calling you about what you opted in for. When's a good time to catch you today?
ON EVERYbooking
The booking protocol Every set
The moment a lead books into iClosed, two things happen before you dial the next number:
Book the call live on the phone — confirm date, time, and time zone out loud, and tell them the pre-call checklist is coming.
Create the group chat. You, the lead, and the assigned closer. Introduce them to each other and include one specific point from your conversation — proof to the closer you qualified them, and proof to the lead they were heard.
Group chat intro — example
Hey [Closer], meet [Lead]. You two are locked in for [day, time, time zone]. He currently works at McDonald's, has been messing around with Claude Code, and is ready to start his agency.
Generic intros ("here's your call") don't count. If there's no specific detail from the conversation, you didn't run a real qualification call.
T-1HRbefore every call
The confirmation call Protects show rate
One hour before each of your booked calls, you call the lead. This single habit is the difference between 8 sets that die and 4 that show. Confirm three things:
They've gone through all the pre-call resources — the full checklist, not skimmed.
They'll take the call in a quiet environment.
Camera on, on a laptop or PC — not a phone, not walking, not driving.
Confirmation call — spine
Hey [Lead], it's [Setter] — quick one before your call with [Closer] at [time]. Did you get through everything on the pre-call page? ... Perfect. And you'll be somewhere quiet, camera on, on a laptop for the full call? ... Locked in. [Closer] has that time set aside just for you.
If they haven't done the checklist, get a verbal commitment to complete it before the call and note it in the group chat so the closer knows what they're walking into.
2:00 PM PT5:00 PM ET
Dial block two Feeds the KPI
The after-work window — your highest connect rates of the day for employed leads. Same double-dial-then-text protocol. This block also covers:
Callbacks — anyone who replied to a no-pickup text or asked to be called later.
T-1hr confirmations for evening calls.
Rebooks — no-shows and reschedules get called same day, not "when you get to it."
END OF DAYbefore you sign off
Admin & the EOD report Daily
The day is not over when you stop dialing. It's over when the admin is done:
CRM hygiene — every lead you touched today is dispositioned in GHL with notes. Tomorrow-you and the closers work off what you log.
Submit the EOD report (JM-AI Setter EOD form) — dials, connects, sets, shows, and anything the team needs to know. It posts to #setter-eods in Slack.
Miss your admin work 4+ days in a row and you're off the team. This is the one part of the job that takes zero talent.
LIGHTS OUT
Done means done
Report submitted, CRM clean, tomorrow's confirmations already noted. Sleep. The meeting is at 8 AM Pacific and your numbers reset to zero.
The lines
Accountability, in one table
Nothing here should surprise you — it's all stated above. This is just where it's written in one place so nobody can say they didn't know.
Standard
Rule
Consequence
Daily KPI
8+ sets/day at a 50% show rate, or 4 qualified shown sets/day — 6 days a week.
Base pay is contingent on hitting this.
Team meetings
Daily at 8 AM PT / 11 AM ET. Max 3 excused absences/month — excused requires texting Ramsey before the meeting with a reason.
5+ unexcused absences → cut from the team.
Admin / EOD report
EOD report and CRM hygiene completed every working day, after you finish working.
Incomplete 4+ days in a row → cut from the team.
Double dial + text
Every lead: call, call again, then text on no pickup.
Audited against call logs.
Booking protocol
Group chat with closer + one specific point from the conversation, on every set.
A set without a group chat intro is an incomplete set.
T-1hr confirmation
Call every booked lead one hour out: resources done, quiet room, camera on, laptop/PC.
Your show rate is your scoreboard.
Compliance
No income claims, no earnings screenshots, no promised timelines. Ever.
Zero tolerance.
Two directions
How to get promoted / How to get fired
Every setter on this team is moving in one of two directions. Neither happens by accident, and neither will be a surprise — the behaviors are listed below, in plain terms.
The way up
How to get promoted
✓Exceed your KPIs — hitting the standard keeps your seat; beating it consistently is what gets noticed.
✓Lead the team in cash collected — your sets don't just show, they close.
✓Reach out to Ramsey for 1-on-1s — the reps who ask for coaching get coached. Nobody chases you to develop you.
✓Show up to every meeting early and be an active participant — camera on, contributing, not spectating.
✓Work on your skills outside your dials — call reviews, roleplay, studying recordings. Dial hours are the job; the work outside them is the career.
✓Be a net positive to the culture — help other setters, hold the standard even when nobody's watching.
Promotion — setting manager or closer track — is earned and awarded at management's discretion. This list is how you make that decision easy.
The way out
How to get fired
✕Don't do your admin — no EOD report, no CRM hygiene.
✕Don't hit your KPIs — and treat the standard as optional.
✕Make false income claims or untrue promises to drag a deal across the line. This one skips every warning — it's instant.
✕Make excuses for why the KPIs aren't happening instead of fixing the inputs.
✕Camera off / checked out in meetings — physically present, mentally absent.
✕Need constant babysitting — if every task requires a follow-up to get done, this isn't the team for you.
✕Victim mindset / no accountability — everything is always someone else's fault: the leads, the script, the time zone.
None of these are about talent. Every one of them is a choice.
What you earn
Compensation
Base
$1,500 / month
Contingent on hitting your KPIs. The base exists to reward the standard, not attendance.
Commission
5% of closed deals
Paid on deals that close from your sets, per the terms of your contractor agreement.
Bonuses
Performance & culture
Run occasionally at management's discretion — input-based (dials, sets) and culture-based incentives.
Read it plainly: the base is not a salary for showing up — it's tied to the daily standard. The commission is where setters who run this document exactly as written get paid. Full terms live in your signed contractor agreement; if this page and your agreement ever differ, the agreement wins.
