Live Agent Calls
Maximise sales with a human touch from on-shore agents trained on your product, your objections and your compliance rules.
Your cheapest growth is already on your books.
Grow your revenue from existing customers while protecting your brand.
Existing customers convert at multiples of cold data, and they are also the relationship you can least afford to damage. CSG runs cross-sell outreach that respects both facts: the right offer, a controlled frequency, and agents who sound like your brand.
How It Works
How we run it.
We work from your eligibility rules
Which customers should hear which offer, and which should be left alone entirely. Your rules, applied consistently across the base.
Tone is set to protect the relationship
Agents are trained on your brand voice. Cross-sell to an existing customer is a service conversation, not a cold pitch.
Frequency is capped deliberately
Contact limits are enforced across every channel, so no customer is approached repeatedly by different campaigns.
Channel chosen by relationship
Some customers should be called, others should get a text. The platform respects that rather than defaulting to whatever is cheapest.
Sentiment feeds straight back
Negative signals are captured, suppressed immediately and reported to you rather than buried in a disposition code.
Outcomes
What you get out of it.
Higher conversion than cold data
These customers already trust the brand, and the numbers reflect it.
Revenue with no new media spend
The audience is already yours. Nothing needs to be bought to reach them.
The brand relationship protected
Frequency caps, tone control and immediate suppression on any negative signal.
Better retention as a side effect
A well-handled, relevant call strengthens the account even when it does not sell.
What's Included
Everything in the engagement.
Product fit and eligibility rules
Defined with your team before launch
Brand voice training
Agents trained on your tone
Contact frequency caps
Enforced across every channel
Live agent and SMS outreach
Channel set per customer
Sentiment and opt-out capture
Suppressed immediately
CRM integration
Holdings respected, contacts written back
Compliance oversight
Consent and contact rules per campaign
Revenue and retention reporting
Not just conversion rate
Delivered Via
The channels behind this service.
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 recently combined SMS with an integrated outbound call cadence and saw over a 10% lift in conversions.
Mitch Hillbrands
Director of Operations, Red Ventures
Our sales improved significantly. Customer Solutions Group is professional, ethical, and practical.
Inside Sales Executive
Western Union
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
FAQ
Questions buyers ask us.
Frequency caps across every channel, agents trained on your brand voice, and immediate suppression the moment a customer signals they are not interested.
You do. We apply your eligibility and product-fit rules consistently across the base rather than deciding relevance ourselves.
Well-run cross-sell rarely does. Contact limits, tone and relevance are the controls, and sentiment is captured on every conversation so problems surface early.
Yes. We integrate so segmentation reflects current holdings, and every contact and outcome is written back to the account.
Often. A relevant, well-handled call strengthens the account whether or not it results in a sale, and we report on both.
Frequency caps are enforced at the platform level across all channels and campaigns, not per campaign in isolation.
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.