Qualification
Your criteria, codified
Geography, credit band, timeline, budget, or other approved fields are written into a repeatable screening script.
Live transfer program
Live Transfer Leads qualified before handoff
Our agents screen against your criteria, confirm intent, and bridge the active conversation to your closer under agreed handoff and billing rules.
Defined screen · Named handoff · Documented exception review- Screen
Confirm intent and agreed criteria.
- Connect
Introduce both parties on the line.
- Record
Log the outcome and next owner.
Closer unavailable? Agree a callback and record it.
Platforms
Platforms our teams work with
CRM, calling, collaboration, automation, reporting, and creative platforms our teams can account for while scoping the workflow.
Scroll to explore platforms
ChatGPTOpenAI
Vercel
How a transfer happens
Screen, connect, and record the outcome
Connect a qualified prospect to an available closer, with clear callback, exception, and CRM rules.
Process mapLive-transfer workflow
- Sourcing
- Our agents
- Verification
- Your closers
Audience check
OwnerCampaign lead
Not authorizedHold from outreach; review recordNext: approved to call
Dial & discover
OwnerAgent
Next: interested
Screen to criteria
OwnerAgent
Fails the screenDispositioned, not transferredNext: passes screen
Confirm readiness
OwnerAgent
Closer unavailableAgree callback time and ownerNext: both ready
Bridge to closer
OwnerYour closer
Connection dropsLog for agreed exception reviewNext: handoff checked
Record in CRM
OwnerRecord owner
Permission withdrawnStop outreach; update suppression
The Problem
Slow follow-up loses intent
Intent can fade while a form submission waits for follow-up. A live-transfer workflow moves a screened prospect toward the closer while the conversation is active.
Endless phone tag
Your closers burn hours chasing form fills that never pick up — talent wasted on dialing instead of closing.
Intent evaporates
A prospect's interest peaks at the moment they inquire. Every hour of delay bleeds conversion.
Unqualified noise
Without a human filter, your team pitches renters, wrong geos, and window shoppers all day.
What You Get
Qualification before the handoff
Warm handoffs
Agent introduces the prospect by name with context, then bridges the call — no cold restart.
Custom qualification
Credit band, geography, timeline, budget — we screen against your exact criteria before transferring.
Handoff verification
The transfer workflow can confirm that the prospect remains engaged before the handoff is counted.
Your hours, covered
Transfers route only when your closers are available; overflow becomes scheduled appointments.
Transfer visibility
Where consent and platform settings allow, transfer records and dispositions can sync to your CRM for review.
Defined transfer billing
The scope documents which handoffs count, how exceptions are reviewed, and what evidence supports the decision.
Program controls
Verification
Buffer before billing
A handoff check can confirm the prospect remains engaged and qualified before the transfer is counted.
Handoff
Warm, named introduction
The agent introduces the prospect by name with context, then bridges the line — your closer never restarts from cold.
Scope The Work
Build Around Your Next Step
Bring the workflow, target, and current bottleneck. We’ll define the team, tools, and handoff needed.
How It Works
From Kickoff To Results
Define the box
We codify your qualification criteria — geo, credit, timeline, budget — into a screening script.
Source & dial
The approved audience and outreach rules are worked against the qualification criteria.
Qualify & bridge
Qualified prospects receive a named introduction before the line is bridged to your closer.
Track & tune
Disposition and close feedback can be used to refine the screen during program reviews.
Every transfer program includes
Custom qualification scripting
Documented handoff rules
CRM disposition integration plan
Approved audience controls
Agreed quality calibration cadence
- Qualified
- before the bridge
- Visible
- transfer reporting
Engagement Controls
Named ownerWritten scopeShared KPIReview cadence
FAQ
Common Questions
What happens if a transfer doesn't meet my criteria?
The exception process is defined in the scope. A flagged handoff can be reviewed against the agreed screen and available transfer record before a billing decision is made.
Which verticals do you run live transfers for?
We evaluate mortgage, solar, insurance, debt relief, home services, legal, and other verticals against available audience, qualification, consent, and handoff requirements.
How many transfers per day can you deliver?
Available volume depends on geography, audience supply, qualification depth, operating hours, and how much capacity your closer team can accept.
Do my closers need special software?
No. Transfers bridge to any phone number or SIP endpoint. CRM sync is optional but recommended for disposition tracking.
How we work
Closers stay on the phone with people who can buy.
Operators running transfer programs with us, measured on close rate and cost per acquisition rather than lead volume.
01
Operations Audit
Operator-led execution focused entirely on contact rate, script calibration, and weekly QA scorecards rather than activity metrics.
Managedoutbound dials
02
Execution Standard
Agree the review cadence, reporting, and pacing controls before calling begins. Use early outcomes to identify script, capacity, or handoff changes.
Measuredcontact outcomes
03
KPI Accountability
Monthly KPI reviews tracking contact rates, transfer volume, show rates, and cost per acquisition against a shared performance sheet.
Scopedseat capacity
Guides & eBooks
Useful guides for your next step.
Virtual teams
Virtual Marketing & Virtual Assistants
A planning guide for defining roles, documenting work, and managing a remote team.
Read onlinePut closers on closing. We'll handle the hunt
Tell us your qualification criteria, operating hours, handoff rules, and volume target so we can scope the transfer program.
Operator Notes
Practical ideas for contact rates, staffing, and quality.