Solutions

Whether you need lead generation, data collection, document formatting, or something in between, we can create a custom solution and execute it.

Business process solutions customized to your needs
Lead Management
Research & Data
Document + Transfers
1
Lead Management. Quality at scale.
With skilled, US workers qualifying your leads and proprietary tech managing, optimizing, and scaling the process, we’ll consistently fill your pipeline — quarter after quarter.
Skilled US workers
Phone calls
Our US workers are experts in human-to-human conversation and conversion. They make thousands of calls every week and are incentivized to close.
Targeted outreach
We can reach out to hundreds or thousands of targeted leads you’ve collected from conventions, online ads, and more. You define the target, and we’ll do the rest.
Emails
To prevent leads from slipping through the cracks, our US workers respond to every email within minutes, ensuring timely communication with all prospects.
Consistent follow-up
Your team of skilled, US workers will consistently follow up with every prospect, whether that’s every month, quarter, or year.
Proprietary technology
Testing and optimization
Our proprietary CRM platform takes the guesswork out of qualifying leads, optimizing for timing, cadence, messaging, and worker performance.
Voice of customer data
We capture feedback and valuable insights about our conversations with prospects. What we learn from the “no’s” can be even more valuable than the “yes’s”.
Dashboard to follow progress
Monitor results in realtime with your dashboard, which displays your qualified leads, call and email activity, call notes and dispositions, and more.
Weekly reporting
At the end of each week, we’ll send you a detailed report that recaps all outreach activity, results, conversion rates, and areas for improvement.
Realtime Dashboard
See actionable metrics and insights as we optimize your campaigns to drive better results.
2
Research & Data Collection
To help you continue to scale and grow, we’ll work behind-the-scenes reaching out to suppliers, collecting data, and consolidating essential information into structured, clean data. Typical projects include:
  • Collecting information about specific businesses, products or services
  • Collecting information from suppliers and partners
  • Managing suppliers, partners and procurement processes
Skilled
US Workers
Phone calls + emails
Our US workers have the skills, organization and persistence to get the most accurate data while working with your suppliers and vendors.
Web research
To ensure key data is accurate and up-to-date, our US workers will scour the web, sift through spreadsheets, fill out webforms and input data from PDFs.
Consistent follow-up
Sometimes you have to follow-up once, twice, and even three times to get the information you’re looking for. Let us handle the back-and-forth, so you can stay focused on your job.
Proprietary
Technology
Testing and optimization
Our proprietary CRM platform is constantly optimizing for timing, cadence, messaging, and worker performance, ensuring you get the best results — every time.
Automation and scale
With our proprietary technology and large US workforce, we can seamlessly integrate with your organization and rapidly scale your business processes.
Weekly reporting
We know how important accurate, structured data is to your business. Our team of skilled, US workers and custom tech ensure you are getting clean, actionable data.
3
Document Formatting + Transfers
If you have documents that need to be reformatted or transferred into a new template, we can help. Our US workers have the critical thinking skills required to update all kinds of documents, including:
Contracts
Invoices
Training Manuals
Operations Templates
And more!
Custom solutions
based on your needs
Don’t see a solution for you? We can build a custom solution that fits your specific needs and industry.