Lead-Gen Pilot · Agent onboarding
About five minutes. You don't receive a single lead until you finish this and confirm at the end — the system will not route a lead to an agent who hasn't.
Step 1 of 10 · The one habit
You make a call and type one sentence about it. Here is what the system does with that sentence, on its own, within a minute:
No contact Contact made
called, she picked up. 2 kids, wants term. call her back thu aug 6 at 6pm her time
Reached Maria on the first attempt. She is looking at term coverage for two children and asked for a callback Thursday, Aug 6 at 6:00 PM Pacific. No illustration or figures discussed. Next step: the scheduled callback.
Every call. Right after you make it.
Not at the end of the day. Not "the important ones." Every call — including the no-answers and the voicemails. Same for any other contact attempt.
It also protects you. Your logged activity is the record of your work in this pilot. Under the participation agreement, work that isn't logged didn't happen — including any question about whether a lead was worked. An unlogged lead looks untouched, and the system eventually hands it to someone else.
One call, one note, thirty seconds. That's the whole habit.
Step 2 of 10 · Setup
Check your email, including spam. Click through and set your password.
Your leads live under Opportunities. You'll only see your own records — nobody else's, and they don't see yours.
Every morning the system builds you a prioritized list of who to call, in order. It appears as a Copper task named 📋 Penny's call list — [today's date]. Work it top to bottom.
Open any record, log an activity, type a sentence. Watch what comes back — that's the loop from step 1, and it's the loop you'll live in.
Say hi in #help. There's an assistant in there, @Pilot Assistant, that answers the common questions instantly at any hour, in English or Spanish: quiet hours, call caps, what the pipeline stages mean, how leads get routed to you. Ask it before you wait on a person — it's usually faster.
Step 3 of 10 · Where they come from
Leads come from paid ads and organic content, and they land in Copper already assigned to you. You'll get a mix of fresh leads on a drip and aged leads. There's no fixed number per day — it depends on cost and campaign performance, and it will vary.
When a lead lands, you own it. Nobody else is calling it.
Two things to check on the record before you dial. Both of them are hard rules.
Hard rule · Your license
Check the lead's state against your license.
You can only solicit in states where you hold an active license. If a lead lands on your
board for a state you're not licensed in, don't call it
— log not licensed in state and it will reroute.
That one is on your license, not the Program's.
Hard rule · Consent
No consent stamp, no call.
Every lead must show a Consent Version and a Consent Date on
the record — that consent is what makes the call legal. No stamp: flag it instead of
calling.
And if the Consent Date is more than 31 days old, don't call until it's re-cleared.
Step 4 of 10 · The one that costs money
Your clock is not the clock that matters. The lead's clock is. Here's the mistake, drawn out:
You — New York
8:00AM
Your clock. It doesn't decide anything.
Your lead — California
5:00AM
Asleep. This call is the violation.
DO NOT DIAL — it's 5:00 AM where she is.
Never call 8:00 AM – 9:00 PM, lead's time Florida already closed (8:00 PM)
Hard rule · The calling window
8:00 AM – 9:00 PM in the LEAD's time zone. Not yours.
Some states are tighter — Florida stops at 8:00 PM. Copper shows the lead's state on the record; check it before you dial.
One call a minute early is a $500–$1,500 violation, and it lands on you personally.
Hard rule · This one protects you
The 15-minute clock never overrides the window.
If the timer is running and the lead is outside their window, you do not
call. You will not lose the lead or your seat for waiting — note
outside calling window on the record and call when their window opens.
Waiting is never the wrong answer here. Dialing early always is.
Step 5 of 10 · Speed, then persistence
Call new leads within 15 minutes — inside the lead's window from step 4. Speed is the single biggest factor in whether a lead ever answers. The system will nudge you at 15 minutes and again at 30.
13 business hours untouched → gone
Lead lands on your board Reassigned to another agent
That's the system doing it, not a person deciding. Once it's gone, it's gone.
Most people don't answer the first time. The agents who get appointments are the ones still calling on attempt four. That example is exactly four attempts in one week — which is the cap, not a suggestion:
Hard rule · Attempt cap
Max 2 call attempts per lead per day. Max 4 per week.
Past that it's harassment, and it's a violation.
Step 6 of 10 · Your assistant
Penny is the AI assistant working inside Copper — the one who wrote the summary back in step 1. She runs in the background. Nothing to install, nothing to open.
After you log a call, she:
You'll see her work on your records under these exact labels:
She never contacts a lead on her own. Nothing goes out to a consumer without a human. And she does not send texts or emails to your leads — which does not mean you send them instead:
Hard rule · Every contact goes through Copper
Copper calls only. Nothing else, from her or from you.
Every contact goes through Copper — calls you place and log there. Not your personal cell, not WhatsApp, not your own email. There is no texting in this pilot right now, from Penny or from you.
Contacting a lead outside the approved workflow is the one mistake that ends your seat without a refund — and it strips away the consent and Do-Not-Call protection the system gives you.
Step 7 of 10 · Non-negotiable
These aren't suggestions. Three of them need more than a line.
The basics, first:
Hard rule · Opt-outs
If anyone asks you to stop — in any words, on any channel — that's an opt-out.
"Take me off your list," "don't call me again," "stop," a text, an email, or just telling you on the phone.
You stop immediately, on every channel — call, text, email — and you log it in Copper that minute using the opt-out action, not a free-text note. It is permanent. No confirming call, ever.
If you're not sure whether it was an opt-out, treat it as one.
Hard rule · Approved scripts
Use the approved scripts. Don't freestyle the product.
The opening isn't optional — that the call may be monitored, and that they asked us to reach out. That's what makes the call legal.
Never say:
Numbers, suitability and illustrations come from you as the licensed agent after a real fact-find. Never as a pitch on a first call.
Hard rule · Recording
Don't record calls.
Your Copper notes are the record we need. In California, Florida, Pennsylvania, Washington, Illinois and several other states, recording without everyone's consent is a crime.
That includes AI notetakers and transcription apps — turn them off for lead calls.
Breaking these is grounds for removal, and the TCPA/DNC consequences land on you personally, not just the program.
If you're ever unsure whether something's allowed — ask first.
Nobody has ever gotten in trouble for asking.
Step 8 of 10 · The deal
The pilot has a limited number of seats and they only work if they're being worked.
Can't keep up? You get the full $250 back.
If you can't keep up with the leads, we'll take you out of the pilot and refund your $250 in full, within N business days. That's not a punishment — it just means the leads go to someone who can work them right now.
The two carve-outs
Two things the refund does not cover.
1. Removal for a compliance violation. Contacting leads outside the approved process, ignoring an opt-out, exporting or reselling leads — the fee is not refunded.
2. Leaving while in good standing. If you choose to leave while you're in good standing and receiving leads, there's no refund — we've delivered.
Keep your Copper account active and monitored on working days. If you'll be unavailable for more than two business days in a row, tell us in advance so your leads get routed to someone who can work them. Leads don't wait.
Step 9 of 10 · When you're stuck
#helpTag @Pilot Assistant with any question about how the pilot works: quiet hours, call and text caps, what "Held" means, the 15-minute rule, how leads are routed, what's on a lead when it reaches you. It answers in seconds, in English or Spanish, at any hour.
It will tell you straight when it doesn't know something instead of guessing — and when that happens it logs the gap so we can fill it. If it says "ask Jesus," that's the real answer, not a brush-off. It will not discuss pay, promise how many leads you'll get, or write anything you send to a prospect. Those come from Jesus.
Say so in #help — it gets written up as a ticket automatically and reviewed that night. If it's urgent, also email support@idksolutions.ai a Copper rep will be looped in here too — pending.
Jesus Spears is the named compliance owner for this pilot. When in doubt, ask him before you act, not after.
The pilot Slack workspace — experiorpilot.slack.com —
#announcements for updates, #help for questions,
#wins for the good calls. That's the one place for pilot conversation; there
is no separate WhatsApp group.
Hard rule · Lead privacy
Never post a lead's name, phone number, or details in Slack.
Lead information lives in Copper only. Describe the problem ("my newest lead won't open") — not the person.
#help — tag @Pilot AssistantStep 10 of 10 · The switch
Type your name, tick all five, and your seat goes active — the system can start routing leads to you.
Your confirmation is recorded. Leads can now be routed to you.
Accept your Copper invite — check spam if it isn't there. Then say hi in Slack #help so we know you're in.
A task appears in Copper: 📋 Penny's call list Open it and work it top to bottom. That is your day.
It shows up under Opportunities, already assigned to you, with ⏱ Penny: new lead waiting Then, in this order:
Jesus Spears
Experior Lead-Gen Pilot · Compliance owner ·
support@idksolutions.ai ·
(949) 986-9348