Targeted outbound for financial service firms
Appointments with people who fit your book.
Business owners and households by the criteria your practice needs, called from a number in your area code and booked onto your calendar for a review, a consultation, or a pre-approval conversation with a licensed person on your team.
Who we call
- Business owners by industry, size, and age of business for lending, tax, and bookkeeping
- Households by home value, age band, and zip for advisory and mortgage
- Your own book: annual reviews, renewals, dormant leads, with your compliance rules on the sheet
The appointment
- A 20 to 30 minute review or consultation, by phone, video, or in the office, with a licensed person on your side. Confirmed and reminded twice.
Campaigns that fit
- Tax season and year-end planning pushes
- Rate and refinance windows, dialed the week they open
- Referral-partner outreach to the CPAs, attorneys, and realtors who send you clients
One system
AI finds leads. Humans build trust.
AI builds and scores the list to your criteria and scrubs it against the federal and state Do Not Call registries. A person makes every first call from a number in your area code with your company name on the caller ID. Confirmed by text, reminded twice, every appointment on a board in your client room. Every appointment that counts was held, or it is replaced free.
Pricing
Priced per held appointment.
One desk is one dedicated setter and 15 held appointments a month. The rate follows what a held appointment is worth to you, and it is set on the call after we do the math together with your close rate and your average job. Three ways in. No annual contracts.
The Pilot
- 8 held appointments in 30 days
- One dedicated setter on your market for the 30 days
- Held, or replaced free. Nothing counts until it is held
- No setup fee. Dialing starts within five business days
- Full campaign build included
- Converts to a desk if it works. Setup fee waived
- No commitment past the 30 days
- Bonus: one call-through of your past customers, included
The Desk
- 15 held appointments a month
- One dedicated setter on your market, yours only
- Held, or replaced free. Nothing counts until it is held
- Market lock available on a single desk
- Number in your own area code. Your client room. Weekly report
- Three months to start, then month to month. Paid in halves, or monthly
Program
- Four or more desks, or desks across markets, regions, or divisions
- One setter per desk, 15 held a month per desk
- Market lock in every market you take
- One client room, one Friday report, one invoice
- Additional desks staffed within two weeks
- Scoped on the call, quoted as one number
Run the machine yourself
A one-time, quoted build of the same system we run for our clients, inside your business. Dialer, lists, scripts, objection handling, CRM pipeline, text sequences, reporting. We train your person. Then it's yours.
For owners who'd rather run the machine than rent it.
How it is billed. The Pilot is paid once, before dialing starts. A desk is three months to start: paid in halves, half when you sign and half the day dialing goes live, or monthly at a small premium with the setup fee at signing. From month four it is the monthly rate either way and you can stop any month. Setup is paid once per account and covers the list build, your number, scripts, calendar hookup and the text sequences.
One guarantee: every appointment that counts was held, or it is replaced free. Held means the prospect was there for the appointment. A no-show is rebooked or replaced free until it is held; a prospect who didn't meet your criteria is replaced free. Conditions: outcomes reported within 72 hours, criteria unchanged mid-month, calendar open as agreed at kickoff.
Bring two numbers to the call: your close rate on a set appointment and what an average job is worth. We do the math with you on the screen, and the rate comes out of it. Pre-storm and pre-winter campaigns fill first.
Questions
financial service firms, specifically.
Our industry is regulated. Can you call for us?
Yes, inside your rules. No product claims, no rates quoted, no advice on the call. Your compliance team approves the script and the criteria sheet before the first dial, and every call is recorded.
Who runs the appointment?
A licensed person you name. We book it, confirm it, and remind twice. Held means they were there.
Can you scrub against our own do-not-contact list?
Yes. Your suppression list is applied with the federal and state Do Not Call registries before every pull.
Fifteen minutes.
We'll show you the board.
Get on a screen share and we'll walk you through our live dial board. Real numbers, real recordings, real dispositions. If it looks like nothing, you've lost fifteen minutes.
Watch us dial live