Every Client Its Own Bar. Every Lead Approved.
Run every client as its own account, with its own ideal customer, rubric, lead form and knowledge, and send clients only the leads that met their criteria.
The short answer
For lead generation and appointment-setting agencies, Merdial gives each client its own account with its own ideal customer profile, scoring rubric, lead form and knowledge that never mixes with another client’s. Setters get real-time AI assist with replies reviewed for that client, every call is scored against that client’s bar, and each lead is checked against the client’s criteria and approved before it goes out.
What gets in the way
Clients dispute lead quality
Without a record of why a lead qualified, every dispute is one word against another.
Every client has a different pitch
Setters switch offers all day, and the wrong answer for the wrong client costs the retainer.
QA by sampling
Hearing a few calls a week means a failing campaign surfaces after the client has noticed.
How Merdial runs it (Setting workspace, one account per client)
One account per client
Each account has its own ideal customer profile, rubric, lead form, review rule and knowledge. Two clients in one workspace are graded completely differently.
Real-time AI assist per client
Setters see replies reviewed for the client they are calling for, not a generic script.
Leads checked before they go out
The lead form fills itself from the call and is checked criterion by criterion against that client’s profile. A person approves it, or opt in to strict auto-approve.
Every call scored
Every call is scored against that client’s rubric seconds after hang-up, not a sample.
Which plan fits
Max fits most agencies: up to 25 setters and 10 client accounts. With more clients or 26 setters and up, Custom has unlimited accounts. Free on one seat. Paid plans from $39 per seat a month, monthly, no seat minimum and no annual contract. See pricing.
The push-backs this team hears most
- “Not interested”They object to being interrupted, not to the offer; nothing has been evaluated yet, so there is no position to argue with.
- “Just send me an email”A polite way of ending the call; they are not asking for information, they are asking to stop.
- “I’m not the decision maker”The person cannot or will not decide alone; someone else owns the budget, the signature or the tool.
- “Never heard of you”They doubt the company, the claims, or the rep; the product might be fine, the risk of believing it is not.
Run it on your own calls: $0, one seat, no card.
Get StartedQuestions people ask
Can each client have its own scoring?
Yes. Rubrics, lead forms and knowledge belong to the account, so each client is graded on its own bar.
How many clients can I run?
One account per client: 2 on Essential, 3 on Pro, 10 on Max and unlimited on Custom.
Does the AI approve leads by itself?
Only if you switch it on, per account. By default a person approves every lead.
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Merdial learns from your own calls, helps your reps in real time and proves what wins.