The Process

How it works, from your side of the table.

Last updated September 14, 2026

What you do

Three things, once, at the start:

  1. Fill in one form. Business details and your booking platform (Cal.com, Calendly, or GoHighLevel). Everything happens in your browser, and a completed copy of everything you signed arrives in your email afterward. Solo agents are fine on any plan, including free; teams need their booking service's team plan for shared round-robin booking (GoHighLevel includes it in the standard subscription).
  2. Export your dormant leads as a CSV from your CRM and send it to us. We never need access to your CRM itself. We work your entire export - the full list, not a sample.
  3. Put a card on file. One-time, through Stripe's own secure page. We never see the card number, and nothing is ever charged against it without a campaign producing appointments first.

What we do

Everything else, start to finish:

What you pay

$60 per appointment that lands on your calendar.

StageWhat it costs
Estimate / database auditFree
CampaignBooked appointments, at most two invoices, nothing else
Each appointment$60, only when booked and the prospect shows
Prospect no-showNot billed; next appointment free
Setup, monthly minimums, per-message feesNone

Stopping

Any time, any way you like. Work stops within a business day. Appointments already on your calendar stay there and stay booked; the only thing owed is appointments already booked at that moment. Opt-outs we've recorded for your leads stay honored permanently. The full policy lives on our cancellation page.

What we ask of your data

Your lead list is used solely to run your campaign. It's never sold or rented, contact details are purged at close-out, and consent and opt-out records are kept as the legal record of the campaign. The details are in the data agreement you sign at onboarding.

Already a client?

Everything stays signed from your first campaign, so there is no paperwork to redo. Use the Already a client? portal on our main page: upload a fresh CSV export and confirm the launch. We run the same hygiene and audit on the new list, you get a launch estimate to approve, and the campaign starts on your existing calendar connection.

Questions at any point: Matt@hayessystems.com.

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