How it works

From old seller leads to clear next steps.

We review your leads, set up the follow-up process and prepare the lead manager. Then the work happens inside your CRM, with a report you can check.

The process

Four clear steps.

We review your CRM, old seller leads, scripts and appointment criteria.

We agree on the next steps, handoffs, reporting and decisions that stay with your team.

We train and oversee the specialist working inside your CRM.

Calls, texts and notes are logged. You get a weekly report and clear handoffs.

Before we start

The seller records and history the specialist will work from.

Your CRM, calling tools and appointment calendar.

Your scripts, qualification criteria and how you like leads handled.

Someone who can answer questions and approve changes.

After launch

You don't train them. We do. They start already trained on wholesale follow-up, and we replace them if it isn't working.

Every call, text and note is logged in your CRM.

A weekly report shows leads worked, conversations, appointments set and handoffs.

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