How it works

From your lead list to a live conversation with your team

You bring consented leads and the criteria that make a prospect qualified. We run the calling for you as a managed service and report back.

The five steps

You bring consented leads
We call consented leads only. All lists are opt-in with TrustedForm, and consent proof is retained.
We screen them
We screen for DNC, litigators, consent age and calling hours. Consent freshness is checked at intake, and per-state blocking applies.
AI calls and qualifies
An AI voice agent holds a live phone conversation on the call flow configured for your campaign, detects answering machines, and qualifies each prospect against your criteria. Post-call analysis follows.
Qualified prospects transfer live
A qualified prospect is transferred live to a person on your team in a warm transfer. Callbacks are scheduled for prospects who need a later call, and follow-up goes out by SMS.
You get reporting
We report answer rate, transfer rate and cost per transfer to you.