Live Agent Calls
Maximise sales with a human touch from on-shore agents trained on your product, your objections and your compliance rules.
Lead Qualification
Stop wasting your sales team's time on unqualified leads.
Your sales team is your most expensive resource, and most of their day disappears into records that were never going to buy. CSG works every lead first, qualifies it against your criteria, and hands your team only the conversations worth having.
How It Works
How we run it.
We agree your qualification criteria
Budget, timeline, product fit, licensing state, compliance flags. We script to the same standard your best rep applies on their best day.
Every lead gets worked, fast
Records enter one stream and are matched to live agents, AI voice or SMS based on how that lead has behaved, not a fixed cadence.
We qualify in conversation
Real dialogue against your criteria, not a form fill. Disqualified records are marked with a reason so your data gets cleaner over time.
Qualified prospects transfer live
Warm transfer to your team while intent is high, or a scheduled callback if that suits your floor better.
We tune against closed revenue
Criteria, scripts and channel mix are tested head to head and adjusted on what actually closes, not what books meetings.
Outcomes
What you get out of it.
15-20%
Lift in sales conversions
The average improvement CSG clients report once every lead is worked and qualified before it reaches the floor.
12%
More conversations held
Kaplan University talk to 12% more prospective students with CSG managing lead connection and qualification.
Closers stay on closing
Your team stops absorbing the cost of dialling records that were never going to qualify.
Cleaner data over time
Every disqualification is captured with a reason code, so future buys get sharper.
What's Included
Everything in the engagement.
On-shore live agents
Trained on your product, objections and tone
Custom qualification script
Built with your team, revised on performance
Multi-channel cadence
Voice, AI voice and SMS from one stream
Live warm transfer
Or scheduled callback, your choice
CRM integration
Disposition and reason codes written back
Compliance oversight
TCPA-conscious contact rules and call recording
Head-to-head testing
Channels and scripts measured against closed revenue
Reporting cadence
Agreed at kickoff, reviewed with your team
Delivered Via
The channels behind this service.
Automated Dialer
Drive high-volume outreach with smart routing, so every record gets the right number of attempts at the right hour.
AI Messaging & SMS
Personalised conversations at scale, with keyword-driven conditional routing that hands hot replies straight to a human.
Proof
Clients who put their name to it.
We talk to 12% more prospective students when CSG manages the lead connection and qualification process.
Enrollment Department Executive
Kaplan University
CSG was on the same page as us the whole time - winning campaigns were expanded while lesser ones were cut.
Jay Fontanini
VP, Revenue Optimization & Analytics, The General Insurance
When I gave a lead to CSG, I knew it was going to yield the most sales conversations possible.
Marketing Executive
Fortune 1,000 Life Insurance Firm
Industries
Where this service earns its keep.
Insurance
Carriers and agencies trust CSG to work every lead across phone, SMS and AI voice - from first touch to bound policy.
AutoHealthLifeHomeCommercial
Mortgage
Reach rate-sensitive borrowers the moment intent spikes, and keep aged leads warm until they are ready to move.
PurchaseRefinanceHome Equity
Education
Connect with prospective students faster and qualify them properly, so admissions teams only talk to real candidates.
UndergraduateGraduateNursingVocational
FAQ
Questions buyers ask us.
Speed to lead is set with you at kickoff and is typically measured in seconds, not minutes. Records route to whichever channel is free and appropriate the moment they land.
You do. We build the criteria with your sales leadership before launch and revise them as we learn which definitions correlate with closed revenue.
Yes. Aged and previously unworked data is often where the fastest return sits, and AI voice and SMS make it economical to mine at volume.
Live warm transfer while intent is high, or a scheduled callback written into your CRM. Most clients run both depending on floor coverage.
They are dispositioned with a reason code and returned to you. Nothing is discarded silently, and the reason data sharpens your future media buying.
Contact rules, consent handling and call recording are agreed before launch and audited on an ongoing basis. Three decades in regulated verticals sits behind it.
Ready to see what this looks like on your data?
Secure a 30-minute strategic growth session and we will model the lift against your actual volume.