Montréal-based · Bilingual · Law 25 · PIPEDA · CASL · CRTC · TCPA · AMF(418) 425-4348Book a callTrust CenterFrançais

Help from people who have run call centers and sales teams.

Lead handling is our core. But we've also run several call centers ourselves and know a lot of people in the industry, so our partners often ask us for help with the rest of their sales operation.

What we can help with

  • Market analysis: where your best opportunities are
  • Sales pipeline analysis: where leads get stuck and what to fix first
  • Sales coaching for your own team
  • Scripts, call flows and hand-offs
  • Introductions to people and suppliers we trust

How it usually starts

  • A conversation about what's working and what isn't
  • A look at your numbers and a few recorded calls
  • A short list of changes, in order of impact
  • Coaching or hands-on help to put them in place
  • Follow-up to see whether it worked

How it works

How we work with you

1

Listen

We start with your goals and your numbers.

2

Diagnose

We look at calls, pipeline data and process.

3

Act

We coach, rewrite and rebuild with your team.

4

Measure

We check the results together.

“They quickly put in place an exceptional lead handling and cultivation process that had a significant impact on our overall close ratio. Our team of brokers loved working with them.”
Steve Livingstone
CEO, aha insurance
2.8×
Higher bind rate after our sales coaching, for pet insurance partners and a life insurance brokerage.
Partner data from a 3-month coaching program

Common questions

Do I need to use your call center to get advisory help?

Most of our advisory work is with existing partners, but ask us.

Is the coaching for your agents or mine?

Yours. We coach your own salespeople.

What did the 2.8× bind rate involve?

Call reviews, script changes and coaching. See the case study for details.

Want to see what this could look like for you?

Book 30 minutes. We'll look at your setup and tell you honestly where we can help.