can help you
- contact prospects faster
- increase conversion rates
- revive aged prospects
- upsell and cross-sell
- win back inactive customers
- boost retention rates
- earn higher ROI on marketing spend
Companies lose so much potential business to poor lead qualification or inadequate follow-up. We do the work for you, so your people can focus on closing the sale.
Our multichannel platform connects with your audience, using a contact strategy customized for each industry. And we can incorporate SMS text messaging to reach even more prospects.
When we reach someone, a professional, U.S.-based agent verifies identity and interest.
We transfer the lead to one of your sales or service reps, ready to cross the finish line.
Through superior qualification, innovative design, and real-world testing, Warm-Transfer breaks through the clutter to deliver qualified prospects.
What is the most effective script?
(We’ll help you write it.)
Is the best method through phone alone,
or blended with SMS?
How long is the ideal wait time
between calls or texts?
How many attempts maximize results
without damaging your brand?
- Live Agent Calls
- SMS Text Messages
- Prerecorded Calls
- Custom Cadences and Spacing
- Head-to-Head Cadence Testing
Did your customer…?
- miss a payment, which could lead to default or cancellation
- forget to update credit card or address information
- fail to upload a required document
- trigger an account lock due to potential fraud
Do they need a reminder to…?
- activate a feature or sign up for alerts
- register a purchase, fill out their profile, or go paperless
- visit your new website, branch, or store
- participate in a program before they lose benefits (ex: frequent flier miles)
- sign up for a free consultation
Warm-Transfer connects with customers before minor issues become problems that could lower revenue and credibility. We enhance — and often save — the relationship. Everybody wins!
- deeper customer engagement
- higher loyalty and retention rates
- better order fulfillment
- increased brand awareness
- improved reputation
- more upselling & cross-selling
Most companies don’t have the resources for great after-sale relationships. Warm-Transfer does the work for you, using the same leading-edge technology and real-world testing to improve customer service as it does to convert leads. Simply put, it works!
Our sales improved significantly. Warm-Transfer is a professional, ethical, and practical advisor on all things related to inside sales. I was particularly impressed by the quality of their representatives!
warm-transfer has been a terrific business partner over the years. Their insurance and internet leads background have been invaluable in developing our program, and I would highly recommend warm-transfer.
warm-Transfer applied a custom campaign that proved successful. Their hands-on approach and professionalism helped us launch a new product. I would definitely use Warm-Transfer for any future endeavor.
I worked closely with warm-transfer while at a Fortune 100 insurance carrier and in my current role leading sales at an insurtech startup. The level of responsiveness, attention to detail, and overall quality of the partnership is unmatched. I highly recommend Aaron and the warm-transfer team!
In an industry that’s sometimes compared to used car sales, we take pride in being honest, responsive, transparent, and accountable. We protect your brand and your customers. After nearly three decades, we know better than anyone how to enhance your customer relationships and prevent mistakes that could jeopardize them. We don’t just make calls; we make the right call.
We do it with our technology, which is unparalleled at improving efficacy and reducing spend, with dozens of unique, powerful features that you can manage right from your desktop. With Warm-Transfer, you could save more money by optimizing your bids than you spend on our service. Don’t believe it? Let us show you how!
Equally important is our people. Each of our account managers provides five-star client service. And we carefully select, train, and coach our call agents, who are all U.S.-based.
You’ll also have access to Jeff Feuer and Andrew Carr, who co-founded Warm-Transfer parent company Customer Solutions Group (CSG) in 1993, after meeting at Harvard Business School. CSG was later featured in a Stanford University case study used to exemplify state-of-the-art telemarketing and call center best practices. Jeff was also a past chair of the Standards Committee of the Leads Council, which updates consumer privacy and data protection standards.
We welcome your questions!
Co-founder and CEO
Co-founder and COO
Customer Solutions Group
Main offices in Denver and Los Angeles
888 985 3686