Turn Interest into Appointments with On-Demand Openers
We staff, train, and manage frontline openers to answer, qualify, and live-transfer (or book meetings) so your closers only talk to sales-ready prospects.
Trained professionals executing your playbook. We deliver dedicated opening agents who know your product, your industry, and your ideal customer profile. Each agent is equipped with proven scripts, objection-handling frameworks, and escalation protocols designed to maximize qualification accuracy and transfer acceptance rates.
Dedicated Opening Agents
Trained specialists assigned to your account who learn your product, value prop, and qualifying criteria inside and out.
Playbooks & Scripts
Custom ICP fit criteria, objection rebuttals, escalation rules, and compliance checks tailored to your business.
Live Answer & Outbound Follow-Ups
Speed-to-lead execution, voicemail returns, missed-call rescue, etc. We make sure no opportunity goes cold.
Qualification & Dispositioning
Standardized reason codes and disposition tracking that sync directly to your CRM for clean data and clear reporting.
Live Transfer or Calendar Booking
Warm transfers to your closers with full context, or scheduled demos booked directly into your team's calendar with all qualification notes attached.
QA & Coaching
Recorded calls, performance scorecards, weekly feedback loops, and calibration sessions to continuously improve conversion rates.
Coverage Windows
Business hours, after-hours, weekends. Coverage is scoped to match your lead flow and operational needs.
Compliance & Security
Consent verification, DNC adherence, redaction options for sensitive data, and audit-ready call handling protocols.
Important: This is agent capacity (people + SOPs). Pair with Live Transfers(call supply), NurtureOS™(CRM), and/or our Marketing Services(demand generation) as needed. Each is a separate service with distinct pricing.
Roles & Use Cases
Opening agents aren't one-size-fits-all. We deploy the right specialist for the right job, whether you need someone answering inbound inquiries at scale, chasing down speed-to-lead outbound callbacks, or executing precision appointment-setting campaigns. Each role is trained with specific KPIs, talk tracks, and success metrics that align with your sales pipeline requirements.
Inbound Openers
Answer Live Transfers, webform callbacks, and missed-call rescue queues. First voice your prospect hears is trained to build rapport fast and qualify with confidence.
Outbound Openers
Speed-to-lead callbacks within minutes of lead submission. Reactivation campaigns for dormant prospects. No-show recovery.
Appointment Setters
Calendar routing, timezone management, confirmation sequences, reschedule handling, and reminder follow-ups to maximize show rates.
Qualification Specialists
Eligibility checks, pre-docs checklists, soft credit pulls (if applicable), and detailed needs assessments before handoff to sales team.
Bilingual Coverage
English/Spanish queue routing available by scope. Culturally fluent agents who connect with diverse prospect bases and expand your addressable market.
How It Works: Five Steps to Launch
We don't just throw agents at your phones and hope for the best. Our onboarding process is built to ensure agents understand your business, your buyers, and your standards before they ever pick up a live call. From intake to optimization to conversion, every step is designed to reduce ramp time and maximize qualified output from day one.
Intake & Criteria
Define your ideal customer profile, qualifying questions, hard disqualifiers, transfer/booking rules, and compliance requirements. We document your exact standards.
Playbook Build
Custom scripts, objection-handling matrices, call flows, disposition codes, and CRM field mapping. You approve every word before launch.
Agent Onboarding
Training modules, shadowing sessions, sandbox practice calls, role-play certifications, and manager sign-off before agents go live.
Go-Live
Queue setup, routing configuration, calendar integrations, whisper prompts, and real-time monitoring as agents start handling live volume.
Optimize
Weekly QA, coaching sessions, A/B script testing, KPI tuning, and continuous playbook refinement based on performance data.
KPIs We Drive
Openers are measured on outcomes, not activity. We track the metrics that matter to your revenue pipeline: speed, qualification accuracy, conversion rates, and closer acceptance. Every agent's performance is scored against these benchmarks weekly, with coaching plans triggered automatically when any metric dips below threshold and agent-by-agent performance call routing. You get full visibility into what's working and where we're improving.
<15s
Speed-to-Answer
Average time from ring to live pickup on inbound queues
<5m
Speed-to-Lead
Outbound callback time from lead submission to first contact attempt
+80%
Qualified Connect Rate
Percentage of conversations that meet minimum qualification criteria
30%
Appointment Set Rate
Booked meetings as percentage of qualified conversations
81%
Show Rate
Prospects who attend scheduled appointments
89%
Transfer Acceptance
Warm transfers accepted and engaged by closers
Contact Velocity
Time to first contact: under 5 minutes on hot leads
Contact attempts per lead: 6-21 touches in first 14 days
Voicemail-to-callback conversion: tracked and optimized
Cost Efficiency
Cost per qualified conversation: benchmarked by industry
Cost per booked appointment: tracked against closing rates
Agent utilization rate: monitored to optimize staffing levels
Packages: Priced Per Agent/Hour
We offer tiered packages designed to match your operational maturity and volume requirements. Every package includes trained agents, custom scripts, and ongoing QA. What changes is the level of customization, coverage hours, and dedicated resources. Start with a pilot block, scale what works, and add coverage as your pipeline grows. Pricing is transparent: per-agent/per-hour with minimum weekly block commitments for predictability.
Core
Shared agent team, standard scripts and playbooks, business-hours coverage, basic QA and reporting, standard SLAs for speed-to-answer and disposition logging.
Ideal for: pilot programs, seasonal campaigns
Coverage: Monday-Friday, 9am-5pm local time
QA: monthly scorecards
Pro
Dedicated agents assigned to your account, custom scripts with objection rebuttals, extended hours coverage, CRM-level disposition mapping, weekly QA reviews, manager huddles.
Opening agents plug directly into your existing tech stack. Whether you're running our NurtureOS™ system, GoHighLevel, Salesforce, HubSpot, or a custom CRM, we connect via native integrations, APIs, or webhooks to ensure every call, disposition, and note flows into your system in real time. No double entry. No data gaps. Just clean pipeline visibility from first contact to close.
CRM Integrations
NurtureOS™, GoHighLevel, Salesforce, HubSpot, Zoho, and custom platforms via API or webhook. Real-time disposition syncing, lead status updates, and call note logging.
Telephony Systems
Use your existing numbers or provision through us. Support for round-robin routing, whisper coaching, warm transfer protocols, and call recording (where permitted).
Calendar Platforms
Round-robin booking across your sales team, territory-based routing rules, automated confirmation and reminder sequences, no-show recovery automations.
Analytics & Reporting
Dashboard exports in CSV/Excel, daily performance summaries, disposition heatmaps, agent-by-agent reports (ABARs), and trend analysis for continuous optimization.
Quality, Compliance & Security
Call compliance isn't optional, it's foundational. Our agents are trained on TCPA guidelines, DNC management, and consent verification protocols before they ever touch a live call. We build compliance checks directly into scripts, log opt-outs in real time, and offer redaction tools for sensitive data. Every call is recorded (where permitted) for QA, coaching, and audit readiness. You get peace of mind knowing your reputation and legal exposure are protected.
Agents prompt for consent on sensitive queues, log affirmative responses, and terminate non-compliant calls immediately per your protocols.
DNC Management
Real-time DNC scrubbing against internal and national lists. Opt-out requests logged instantly and synced to your CRM to prevent future contact.
PII Redaction Options
Automated or manual redaction of sensitive information in call notes and recordings. HIPAA-aware handling available for healthcare and financial services clients.
Script Approvals & Audits
Every script version is documented with approval chains. Audit trails for compliance reviews, with quarterly script refresh cycles to stay current with regulations.
Manager-Led Calibrations
Weekly calibration sessions ensure agents stay aligned on compliance standards. Remediation plans triggered automatically for agents flagged in QA reviews.
Pricing & Engagement Model
We price per-agent, per-hour at competitive market rates! No hidden fees, no call-volume minimums, no surprises. You commit to a minimum weekly block of hours for staffing predictability, and we guarantee agent availability during your coverage windows. Call volume itself (the actual leads) comes from your Live Transfers, Marketing campaigns, or existing sources, that's separate from agent labor costs.
This model gives you flexibility to scale staffing up or down based on pipeline flow without getting locked into rigid monthly contracts. Pilot options available: start with a small block, measure KPIs over 30 days, then expand based on performance. No long-term commitment required to test the model.
Agent labor is priced separately from media spend, call acquisition costs, and CRM licensing. You control the volume. We control the quality of every conversation.
Opening agents aren't theory, they're measurable pipeline acceleration. Our clients see appointment set rates climb, speed-to-contact drop, and closer acceptance rates improve within the first 30 days. These aren't vanity metrics. They're the numbers that determine whether your lead spend converts to revenue or evaporates into voicemail. Here's what happens when you put trained professionals on the frontline instead of hoping leads call back.
47%
Appointment Set Rate Increase
Within 30 days of deploying dedicated openers (Tax Negotiation client, Q3 2024)
72%
Reduction in Time-to-Contact
From average 18 minutes to under 5 minutes (Business Loan client, Q2 2025)
34%
Qualified Transfer Acceptance
Closers accepted and engaged more warm transfers (Debt Relief client, Q4 2024)
Results by Industry
Insurance
A Medicare Advantage broker deployed bilingual openers to handle inbound AEP volume. Set rates jumped 41%, show rates improved 28%, and closer capacity doubled without adding internal headcount.
Tax Negotiation
A tax resolution firm used openers to execute speed-to-lead callbacks on aged leads. Reactivation rate hit 19%, cost-per-qualified-call dropped 33%, and closer pipeline stayed full through off-season months.
Home Services
A roofing company replaced internal CSRs with trained openers during peak season. Booking rate increased 52%, no-show rate dropped 15%, and customer satisfaction scores improved due to faster response times.
Legal Services
A bankruptcy firm added openers to qualify inbound webform leads before attorney review. Qualified-to-retained conversion improved 22%, attorneys spent zero time on unqualified calls, and case acquisition costs dropped.
Debt Relief
A debt settlement company deployed openers to run pre-qualification and soft credit checks. Closer close rate jumped 38% because every transfer was pre-vetted, and compliance audit scores remained perfect.
Healthcare
A telehealth platform used openers to handle appointment scheduling and insurance verification. Booking-to-show rate hit 83%, administrative burden on clinicians dropped 60%, and patient satisfaction improved.
Frequently Asked Questions
Is this the same as Live Transfers?
No. Live Transfers are our call supply and routing marketplace. They deliver the inbound calls to your business. Opening Agents are the people who answer and qualify those calls (or your other lead sources). Think of Live Transfers as the fuel, and Opening Agents as the engine. They work together but are priced and delivered separately.
Isn't this covered by your CRM service?
No. Our NurtureOS™ CRM service provides the operating system: automations, workflows, pipeline management, and follow-up sequences. Opening Agents are trained humans executing live phone conversations, qualification, and transfers. NurtureOS™ is the system. Openers are the people. Both are critical, both are separate services.
Do you provide scripts, or do I have to write them?
We provide custom scripts tailored to your ICP, product, and qualifying criteria. You review and approve them before launch. We also build objection-handling matrices, call flow diagrams, and disposition taxonomies. If you already have scripts you love, we can adapt and optimize them.
Can agents book directly into our calendar and log to our CRM?
Yes. We integrate with your calendar platform (Calendly, Google Calendar, Outlook, etc.) for round-robin booking and confirmation sequences. Agents log call notes, dispositions, and outcomes directly into your CRM in real time. No manual data entry, no lag.
Do you offer bilingual support?
Yes, English/Spanish bilingual coverage is available by scope and schedule. We can route calls to language-specific queues or deploy bilingual agents who switch seamlessly based on caller preference. Other languages available upon request depending on agent availability.
Can we start small and scale up?
Absolutely. We offer pilot blocks; start with a small weekly hour commitment, measure KPIs over 30 days, and scale staffing based on performance. No long-term contract required to test the model. Most clients start with 2-3 agents and expand from there.
Do you record calls?
Yes, where legally permitted and per your requirements. Recordings are used for QA, coaching, calibration, and compliance audits. We can also configure call recording on a per-campaign or per-state basis if needed for consent compliance.
How quickly can we launch?
Typical onboarding is 2-14 days depending on complexity. Simple scripts and standard CRM integrations can go live in as little as 2 business days. Custom workflows, multilingual queues, or advanced compliance requirements may extend to 3 weeks. We'll scope timeline during intake.
Why Opening Agents Matter
Your Closers Shouldn't Be Openers
Every minute your top sales reps spend on unqualified calls, gatekeeper conversations, or "just looking" prospects is a minute they're not closing revenue. Openers exist to filter, qualify, and tee up conversations so closers only engage with sales-ready prospects who meet your criteria.
The math is simple: if your closer's time is worth $200/hour and they spend 40% of their day on unqualified calls, you're burning $80/hour on waste. Opening agents cost a fraction of that and deliver pre-qualified, context-rich transfers that convert at 3-4x the rate of cold handoffs.
This isn't about cutting corners. It's about specialization. Let openers open. Let closers close. Everyone operates in their zone of genius, and your pipeline velocity accelerates.
The Calldrive Ecosystem
Opening Agents are one piece of a complete revenue engine. Calldrive's ecosystem includes four distinct services that work independently or together to accelerate pipeline. Each is separately scoped, priced, and delivered—but when combined, they create a closed-loop system where demand generation, lead handling, qualification, and follow-up operate seamlessly. Here's how it all connects.
Digital Ads & Marketing
Generate demand. Run paid marketing campaigns across Google, Facebook, native, and display to create high-intent leads. This is the fuel. The inbound volume that feeds your pipeline.
Live Transfers
Deliver live transfer calls. Real-time call routing marketplace that connects inbound phone leads to your team instantly. Pay per connected conversation, not per dial attempt.
Opening Agents
Qualify and convert. Trained professionals who answer, qualify, and warm-transfer or book appointments. This is where raw interest becomes sales-ready opportunity.
CRM & Nurturing
Systematize and scale. NurtureOS™ and integrations that automate follow-up, track pipeline, and ensure no lead falls through the cracks. The operating system for revenue execution.
Premium Leads
Access high-intent, sales-ready prospects through pre-vetted inbound call leads. These leads are qualified to match your ideal customer profile, significantly increasing conversion rates and reducing your sales cycle.
Use them together or separately. You might already have great lead sources but need agents to handle them. Or you have agents but need Live Transfers to feed them volume. Or you need the full stack. Every service is modular, priced independently, and designed to plug into your existing operations, or replace what's not working.
Let Your Closers Close. We'll Open the Conversation.
Stop burning closer capacity on unqualified leads. Stop losing pipeline to slow speed-to-contact. Stop guessing whether your frontline team is following the script or winging it. Opening Agents give you trained, managed, accountable call handling that turns interest into appointments, so your closers spend their time where it matters: CLOSING REVENUE.
Book a staffing consult. We'll scope your volume, build your playbook, and show you exactly what qualified pipeline lift looks like in 30 days.