For agencies
Run calling for every client from one desk
Separate lists per client, callers assigned to each, and every call written up and scored, so you can show clients exactly what happened on their calls.
Split 214 new contacts
Jordan Reyes72Mei Chen71Priya Shah71
Assign listsHow it works
Split 214 new contacts
Jordan Reyes72Mei Chen71Priya Shah71
Assign lists1
A list per client
Import each client’s contacts and assign the callers who work it.
Write-up · 4 min call
Runs HubSpot, renewing in March. Wants pricing for 6 callers. Worried about setup time.
Send terms for 6 callers on ThursdayOpen with: “You said March is the renewal. Here is what 6 seats look like.”
2
Every call written up
Summary, objection and next step for each call, ready to share.
Call Coach reviewPriya Natarajan · Harbour MetalsCalled by Jordan · 6:40 · Meeting bookedStrong: decision maker and a dated next step
- 0:38Opened with their problem“How do your reps log calls today?”
- 1:52Found the pain“Fridays, from memory. Most of the objections get lost.”
- 3:10Reached the decision maker“I sign off on anything the sales team uses.”
- 4:12Price question left open“Is that per seat?” was not answered.
- 5:05Timeline not confirmedNo date asked for switching tools.
Try next time. When price comes up, give the per-caller figure first, then the pilot, before moving on.
Next move. Demo Tuesday 10:00. Open with: “You asked about price per seat. Here it is.”
3
Show the quality
Stars and coaching on every call, per caller.
Also included
- Per-caller pricingAdd and remove callers as client work changes.
- Client CRMsWrite calls into each client’s Salesforce or HubSpot.*
- Canadian calling includedMinutes included per caller.
* Salesforce and HubSpot write-back is in early access.
Questions
Can clients see their calls?
Talk to sales about client access on Business and Enterprise.