OUTBOUNDLive Transfers
Connect an interested prospect to the right team in real time.
Agents qualify the conversation against agreed criteria, explain the transfer and connect the prospect to an available receiving team or buyer.
SERVICE OVERVIEWA clear workflow from first contact to next step.
Agents qualify the conversation against agreed criteria, explain the transfer and connect the prospect to an available receiving team or buyer. Every project is scoped with the client before launch, including scripts, permissions, service levels and reporting.
- Transfer criteria and buyer availability
- Opening disclosure and prospect confirmation
- Warm handoff and context notes
- Accepted, rejected and missed transfer reporting
What to have ready
- The receiving team, phone numbers and operating hours
- Qualification questions that must be answered before a transfer
- What happens when nobody is available to receive the call
- Disclosure wording used before the call is connected
Frequently asked questions
What is a live transfer?
An agent speaks with a prospect, confirms the agreed qualification points and connects the call to your team while the prospect is still on the line.
How is a transfer different from a web lead?
A live transfer puts a person on the phone with your agent immediately, while a web lead is a name and number you contact afterwards. Our guide to live transfers and web leads compares the two.
Does the receiving team need to be ready?
Yes. Transfers only work when someone is available to answer, so hours, capacity and fallback rules are agreed before launch.
Let's define your requirements.
Availability and delivery depend on project scope, territory and agreed controls.
