Module 7: How do I become the best setter on the team?
The Mindset and Activities of an Elite Setter
Learning Outcome: By the end of this module, you’ll understand the mindset and activities required to perform as an elite setter at InvestorKit. You’ll be equipped to take total ownership of your outreach, prioritise lead engagement tasks, and optimise every client interaction. You’ll feel confident applying strategies like disciplined follow-up, active listening, and curiosity-driven questioning to consistently generate interest and build a high-performance routine. 🌱
Elite setters don’t just handle outreach—they own the client’s first impression. They treat every conversation, every question, and every follow-up like a bridge to the next step. Their days aren’t reactive; they’re intentional. Every action is designed to engage the client, uncover their needs, and set up a seamless handover to the closer. If you’re not asking yourself, “What’s the next step to create trust and momentum?” you’re already behind.
This module will show you how to build a system that keeps you sharp, focused, and always in control. You’ll learn how to prioritise high-impact activities, master questioning techniques, and turn challenges into your competitive edge. It’s not about doing more—it’s about doing what matters, relentlessly.
Ready to play at the level where elite results happen? Let’s get started.
What do I need to know about being elite?
Total Pipeline Ownership
Progress or Nothing
Engagement-Generating Priorities First
Practice Until It’s Automatic
Show Up Prepared to Grow
Follow-Up Like It’s a Sport
Setbacks Are Just Data
Find the Human Connection
Every Interaction Is a Stage
Chasing the Top 1%
How to Run Your Calendar
Teamwork: How to Win Together
Your Training Plan: Build to Win
Growth Sessions
• Frequency: Weekly (during probation), then fortnightly.
• Focus: Nail the fundamentals—objection handling, mastering the CUPID framework, and sharpening call skills. Every session builds adaptability and confidence.
Power Sessions
• Frequency: Every two weeks.
• Purpose: Track KPIs, get feedback, and refine your game. You’ll dive into what’s working, what’s not, and actionable fixes.
Daily Huddles and Drills
• Purpose: Quick-hit drills to keep your skills sharp. Whether it’s objection handling or storytelling, these daily reps make client interactions second nature.
Weekly Team Trainings
• Topics: Advanced strategies, storytelling, and follow-up mastery. Plus, insights from guest speakers to keep your approach fresh and innovative.
Stacking Bonuses
• Top Performer Incentives: Hit MVP for the month (most sign ups above target) to unlock 10% bonus commissions for that month. Win this 3 months in a row and it stacks up to a 30% bonus in your commission. Excellence gets rewarded—every single month.
What Elite Looks Like
Elite performance comes from mastering the fundamentals and staying consistent. The difference between good and great? Dedication to the boring stuff: habits, routines, and constant improvement. Elite isn’t flashy—it’s relentless.
✏️ Activity 15 👉✨
Map out what your week looks like, if you were determined to be the best closer in the team how would you structure your days and what would you include?
🧑🏽🏫 How to do activity 15: Structure your week in the below drive, make a copy of the document and away you go: