Frost Sales Center — a custom CRM and dialer for an appointment setter

This is the system our own appointment setter works from. We built it because the alternatives were a $3,000-a-month agency that rotates callers, or a rep with a spreadsheet and no process.

The sales cycle is the schema

Most CRMs make you bend your sales process to their pipeline. We did the opposite: the five-step cycle came first (pre-work, first call, 15-minute meeting, one-hour review, close), and every table and screen was built around it. An account cannot move to the call list until its pre-work is done: a 90-second video email, a second email two days later, and a LinkedIn company-page connection. The system runs the emails; the rep does the LinkedIn touch; the account moves itself.

Wired into the tools that already exist

• Dialer: a power dialer the rep works from, with the day’s list loaded from the CRM and dispositions flowing back.
• Prospect data: accounts imported from the data vendors the business already pays for, with renewal dates and the facts the rep needs to open the call.
• Calendar: a booked meeting lands on the owner’s calendar with buffers on both sides so he does not get overbooked.
• Email: outreach sends from the business’s own domain, not a third-party address.

Built for the person on the phone

A guided day: huddle, call blocks, breaks, wrap-up. Clock in and out with activity-based time tracking. Training labs the rep has to complete before dialing. Scripts with objection handling. A bonus ladder that pays on held meetings, with the target the rep chose each month shown next to the actual. An end-of-day email to the owner. And one rule enforced in code: the rep never sees what a client is worth in dollars.

The same system, built for your trade and your list, is what the Build package on the sales systems page delivers.