Our Calling Process

Our Calling Process


Fresh leads in the system

Your leads get called by our ISAs as they come into the system. New leads are called on a "first in, first out" basis, meaning new leads go to the top of the queue and are the first to be called.

Leads are then routed for calling based on the "disposition" or result of their last call.

Last call dispositions

When our ISAs complete a call, they will disposition the lead. The disposition options are as follows:
  1. Live Transfer
  2. Booked Appointment
  3. Callback Later
  4. Voicemail / No Answer
  5. Not Interested (DNC)
  6. Bad Data (DNC)
The following call dispositions result in us closing the contact and removing the lead from the queue: Live Transfer, Booked Appointment, Not Interested (DNC) & Bad Data (DNC).

In the next sections, we'll give some additional information on the remaining 2 call dispositions.

Callback Later

Callback Later is an internal callback the ISA team will create in our internal calendar. Let's take a common example of when this disposition will be used:

Let's say we're in a conversation with a lead, taking them through our script.  Before we can get the abc's of their situation - things like, budget, timeline, location, motivation - they say "I can't talk now, call me back later". When our ISAs ask the lead what time is convenient for them they say "next Tuesday."  

This will be a Callback Later disposition.  We will schedule the call in our dialing software, make the call at the scheduled time, and look to make the Live Transfer at that point.

Why not just schedule an appointment instead?

In this scenario, the call does not rise to the level of Booked Appointment. The homebuyer has not given us enough information for us to book an appointment for you. If we were to make that as a booking on your calendar this may increase our appointment rate stats. However, we are a results based service and are focused on delivering the most value we can to you, our clients.

Since that lead is likely to result in a no-show, we will opt to keep that lead with us internally to find out if they are truly interested on your behalf.

Voicemail / No Answer dispositions

After ten's of thousands of calls, we found that our Live Transfer & Booked Appointment call dispositions happen:
61% of the time on the 1st call
27% of the time on the 2nd call
7% of the time on the 3rd call
5% of the time on the 4th - 7th call combined

Although 88% of our Live Transfers occur within the 1st two calls (and 12% occur on the 3rd to 7th call combined), we believe having a long term component of call frequency is valuable for our clients.

Wrap Up

We believe that the #1 factor in providing great results for clients is the quality of the ISAs making the call.  Our system is setup to provide you these results by focusing our call frequency on efficiency where the data tells us will get the best results. This enables us to make use of the highest quality, USA-based ISAs, and provide the service to you at an affordable price. 

    • Related Articles

    • The Live Transfer Process

      Our goal when speaking with your leads is always to make a live transfer. We believe that is the single most valuable individual action we can provide for you.  With that being said, let's dive into some depth about how the live transfer process ...
    • Can your ISAs say something specific for me when calling?

      Though we can take into account special notes you want our ISAs to be aware of, we don’t tailor our script on a client-by-client basis.  When sending us your leads, there will be a space to provide us specifics on how the lead was generated via your ...
    • How do I send my leads to your ISA team for calling?

      Leads are sent to our ISAs via a webhook. A webhook is a special URL meant just for your campaign. If you aren't familiar with a webhook, don't worry - it's easy to setup! Most of our clients send leads to their webhook via a service such as ...
    • Where is your Onboarding form so I can add additional seats?

      To add additional seats to your billing plan, simply fill out our onboarding form which is located here. Additionally, you can check our current onboarding timeline here (normally 1 business day) and check the onboarding process here.
    • What phone numbers will live transfers come from?

      Important Update For 2021: Any phone number with a 267 area code may be our ISAs calling for Live Transfers. The full number may vary, however the number will always appear as 267-XXX-XXXX. Please answer these calls even if you don't recognize the ...