Montréal-based · Bilingual · Law 25 · PIPEDA · CASL · CRTC · TCPA · AMF(418) 425-4348Book a callTrust CenterFrançais
This is for you if
- You buy or generate leads and many never get a proper follow-up
- Your salespeople are spending hours chasing people who don't answer
- Leads come in faster at some times than your team can handle
- You want follow-up that's consistent and easy to report on
What we take care of
- Calls, texts and emails on a set schedule, 10 to 20 touches over about a week
- Qualification using your criteria and your approved script
- Live transfers to your advisor, or a booked meeting in their calendar
- CRM updates and reporting your managers can actually use
- Hiring, training and replacing agents. That's on us
How it works
From form to conversation
1
Connect
Your forms, ads and CRM send new leads to us.
2
Follow up
We call, text and email on the schedule we agree on.
3
Qualify
We ask your questions and screen out poor fits.
4
Transfer
Interested prospects go to your advisor, live or booked.
“Within just four weeks, we saw our website lead-to-sale conversion rate more than double – with zero changes to lead volume or marketing spend.”
Director, Customer Operations, Petline Insurance
2×+
Petline Insurance's lead-to-sale conversion after four weeks, same lead volume and ad spend.
As reported by the partner
Common questions
How fast will you call new leads?
It depends on your volume and how many agents you have on it. We work out the staffing with you first and only promise the response time it can support.
Do you use our script?
Yes. We help you improve it if you want, but nothing goes out without your approval.
Which CRMs do you work with?
Any. We’ve worked with many clients on many different platforms and adapt our workflow to fit into yours. Let’s talk about your setup.