Lead scoring and routing
Score leads on the signals that predict a sale and route them to the reps most likely to close.
Solutions / Sales & Customer Ops
More customers from the same leads
When conversion stalls, the answer is rarely more leads. It's how leads get routed, how calls are handled and whether the team is staffed for the volume. We fix the system behind the sales floor.
Sound familiar?
Signs it's time to bring us in
- Leads go to whoever is free, not whoever is most likely to close
- Nobody can say exactly why calls don't convert
- Hold times climb every time volume spikes
- Rep scorecards measure activity, not results
What we do
Sales & Customer Ops, start to finish
Call funnel diagnostics
Classify every call outcome, find where the funnel leaks, and fix the scripts, routing and staffing behind it.
Contact center capacity planning
Staffing and schedules matched to when calls actually arrive, so you handle the volume without adding seats.
Rep KPIs and scorecards
Rep-level reporting that shows who converts, why, and what top performers do differently.
What you get
Working tools your team keeps
Everything we build is yours, documented, and running before we step back.
- Routing logic your phone system or CRM can run
- A call outcome breakdown showing where sales are lost
- A staffing model and schedule built on real call patterns
- Rep scorecards and a weekly reporting rhythm
Results
What this looked like in practice
Client names stay confidential. The numbers are real.
Connected-care health company
Higher conversion with fewer seats
Replaced round-robin lead distribution with merit-based routing to the reps most likely to close, and rebuilt scheduling around when calls actually arrive. Hold times stayed flat.
Lead-to-sale conversion32%→41%
Seats needed for the same call volume−30%
$300M fitness education brand
Inbound conversion up by a third
Reworked the inbound sales motion and add-on offers for a national certification and education business.
Inbound conversion9%→12%
Attachment revenue per enrollment$25→$100
Questions
Common questions
Which systems do you work with?
The phone, dialer and CRM systems you already have. When it helps, we configure routing directly in platforms like Five9 rather than handing over a spec.
Do you replace our sales leadership?
No. We work with your sales leaders and give them the data, routing and staffing models to run the floor.
Inbound, outbound or both?
Both. Outbound work covers lead prioritization, contact timing and attempt sequencing by lead type.
Other practices
Most problems cross more than one
Next step
Thirty minutes on your numbers
Tell us where growth is stalling. We'll tell you where we'd look first, and whether we're the right fit.
Book a call