Live transfers and reactivation

    Bring the right conversation back to life.

    Existing leads can still have a current need. Our agents reconnect, qualify, and bring ready prospects to the right person on your team using transfer rules you approve.

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    A WORKABLE APPROACH

    What the work looks like

    01

    Start with eligible leads

    We review source, prior contact, permissions, exclusions, and what makes reactivation appropriate for your business.

    02

    Check current intent

    Agents establish whether the prospect still needs help and use your criteria to identify a timely opportunity.

    03

    Make the handoff count

    A live transfer or booked next step includes useful context, so your team can continue the conversation.

    IN SCOPE

    Built around your rules and your customers.

    We agree on access, scripts, handoffs, and reporting before the team starts working.

    • Lead reactivation
    • Qualification
    • Live transfer rules
    • Receiving-team availability
    • CRM dispositions
    • Outcome review
    THE PROCESS / 04 STEPS

    Reconnect, qualify, and hand off while interest is live.

    The transfer rules are agreed in advance so agents know when to reconnect a lead and when your team is ready to take over.

    1. 01

      Segment the leads

      Agree on which prior inquiries may be contacted, list ownership, exclusions, DNC handling, and the context available to agents.

      WHAT YOU SEEApproved reactivation audience
    2. 02

      Set transfer criteria

      Define fit, intent, timing, receiving-team availability, and the information a closer needs before taking the call.

      WHAT YOU SEEQualification and transfer rules
    3. 03

      Reopen the conversation

      An agent calls with relevant context, checks whether the need remains, and qualifies current interest.

      WHAT YOU SEECurrent lead disposition
    4. 04

      Connect and review

      Ready leads move to a live transfer or agreed booking path; outcomes show which segments deserve more attention.

      WHAT YOU SEEWarm handoff and feedback
    KEEP EXPLORING

    Related pages

    Cold callingSales closers
    START WITH A CONVERSATION

    Tell us where the handoff breaks down.

    We’ll review your current lead flow, customer experience, and next practical step.

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