At Channel Blend one of our core competencies and services is the warm transfer. Transferring potential leads is a detailed process which includes establishing and verifying information voluntarily entered by the potential lead, lead qualification, and warm transfer handoff to the client. Detailed steps of the Channel Blend Warm Transfer include:

First Contact with the Potential Lead

As soon as a potential lead has provided contact information, we call them immediately. This usually occurs before the potential lead has had the opportunity to bounce from the webpage wherein they entered the information. It is important to establish first contact while the client is still interested in the product of services of our clients to ensure the maximum interest and conversion of the potential lead.

Qualify the Lead

During the initial call we will screen and qualify the lead to ensure they are interested in the product or service for which they have requested information, that they meet and exceed all client established qualifications, and are ready and willing to speak with the client directly.

Call the Client

Placing the potential lead on hold we call our client and quickly pass all relative information regarding the potential lead to our client’s representative. We include all relevant information discovered during the lead qualification process.

Warm Transfer Handoff

Final steps include introducing the qualified lead to the client, discussing the client’s interests and specifications, and exit the call once a relationship is established.

The Warm Transfer

Fundamentally important aspect in qualifying leads and reducing unqualified leads. By immediately establishing contact with the potential lead as they enter information onto the designated website, we are able to capture the greatest number of interested potential leads during their peak interest in the product or service of our client. Through lead qualification and overcoming objections, we are able to screen out potential leads truly interested in our clients’ products and services and those that are unwilling to commit.

By following through with a warm transfer handoff, we ensure that potential lead has direct contact with our client only minutes after entering their information. Through this process we have been able to assist our clients by significantly reducing the cost of acquiring new business. Without the services of Channel Blend, companies will often incur the cost of discovering leads, screening leads, and qualifying their own leads. Without the proper hardware and software this is an enormous undertaking with high overhead to begin. Additionally, the cost of hiring and training staff to qualify and screen leads detracts from completing sales and retaining customer satisfaction after the sale to enhance total lifetime value of any customer.

Contact us today to learn more about our services and what we are able to do to assist in any industry.

Customer Retention

Lead Qualification

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451 Park Avenue
Idaho Falls, ID 83402
Ph. 208-525-1327