For Agencies
Stop discovery calls with leads who were never going to sign.
SetterLive asks about scope, budget range, and timeline before a lead reaches your sales team's calendar — so discovery calls start with real opportunities, not guesswork.
Set your own minimum budget and scope filters.
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Quick answer
SetterLive qualifies inbound agency leads on budget, scope, and timeline across Instagram, WhatsApp, and Messenger, then books discovery calls only with leads that clear your bar.
Without vs. with
What changes once SetterLive is answering.
Sales reps waste discovery calls on leads with no real budget.
Budget range surfaces in the DM, before a call is ever booked.
Lead-ad leads sit unanswered while your team is in client meetings.
Every lead-ad message gets an instant, qualifying reply.
Different account managers reply to inbound with different questions.
Every lead gets the same qualifying flow, consistently.
You can't tell which channel or campaign is producing real opportunities.
Every lead's source is tracked from first message to booked call.
How it works
Three steps, no code required.
Connect your Page, Instagram, and WhatsApp
Wherever inbound leads land, from ads or organic outreach.
Set your qualifying bar
Budget range, scope, industry fit — whatever predicts a client worth pursuing.
Hand your team booked, qualified calls
Discovery calls arrive with scope and budget context already gathered.
Built in
Everything the role needs, none of the overhead.
Qualifies on budget and scope
Set the minimum spend or scope that makes a lead worth a call.
Tracks lead source
See exactly which channel or campaign produced each booked call.
Books straight to the right calendar
Route booked calls to the right account manager or strategist.
One pipeline, every channel
Instagram, WhatsApp, and Messenger leads all move through the same clear stages.
Your team stays in control
Any team member can step into a conversation directly, any time.
Consistent across every client-facing channel
One trained voice, wherever a prospect reaches out.
Qualification
What SetterLive asks marketing and creative agencies' leads.
These are starting points — every question is editable in plain English to match exactly how you'd qualify a lead yourself.
- 01
What's your current monthly spend or budget range for this?
- 02
What's not working with your current approach?
- 03
What's the timeline to get started?
- 04
Who's the decision-maker on this?
Why agencies need lead qualification before discovery calls
Agency sales cycles are expensive to run on unqualified leads — a 30-minute discovery call with someone who has no budget costs the same calendar slot as one with a real opportunity. SetterLive surfaces budget signals, scope, and urgency in the DM itself, before your team spends time on the call.
Because agency leads often come from multiple channels — Instagram, WhatsApp, Messenger lead ads — SetterLive gives every lead the same qualifying flow regardless of where they came in, so your pipeline reflects real opportunity, not just message volume.
Pricing
Every plan unlocks the entire platform.
Plans start at $29/mo. The only difference between tiers is how many AI messages you need each month.
See full pricingFAQ
Questions marketing and creative agencies ask
01Can we set a minimum budget threshold?
Yes — you define what counts as a qualified lead for your agency, and it filters accordingly.
02Does it work across multiple client-facing accounts?
Multi-account/workspace support for running several brands or client accounts from one place is worth confirming directly during setup — reach out and we'll walk through what's possible for your setup.
03Can it route leads to specific team members?
Booked calls land on the calendar you connect; team routing beyond that is something to confirm during setup.
04Is this meant to replace our sales team?
No — it handles the qualifying and booking step so your sales team spends time on calls worth having, not chasing replies.
Ready to let SetterLive qualify your marketing and creative agencies leads?
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