White-label lead generation and appointment setting for agencies

How it works

1. 1

   Partner terms in writing

   Before the first program starts, we agree with you how Vivin is referred to in reports and handoffs, which billing model applies to each client program, and the notice terms.

2. 2

   Criteria for each client

   For every client you bring, we write down the industries, company sizes, job titles, regions and exclusions, including that client's existing customers and open deals. You approve the criteria, the copy and the call script before launch.

3. 3

   Sourcing, cold email and calling

   Prospects are sourced and checked against that client's criteria. Cold email sends from dedicated domains and inboxes set up for the program, not from the client's main domain, and phone outreach runs from Vivin's own dialer with callers in Canada, the United States, the United Kingdom and South Africa, as the agreement covers.

4. 4

   Booking and handoff

   Interested prospects are booked onto your client's calendar or handed to you as leads, with the email thread or call notes attached, through the handoff route agreed for that program.

5. 5

   Separate programs and reporting

   Each client program has its own written criteria, exclusion list, copy and billing model, and its records are kept apart from your other programs. Reporting follows a template agreed with you, so you can pass it on to your client.