The work we take over, by function.
Each item is one sentence on the work and one on what comes back to you.
If your job is not on the list, bring it to the call anyway. If a person does it today by following a script or a template, it probably fits.
The phone work that follows a script, done in the caller’s language, logged in your CRM.
- 01
Inbound answering and qualification
The work
We pick up, find out what the caller needs, and ask the questions your team would ask.
Back to you
A call record with the caller’s need, the answers, and the next step in your CRM.
- 02
Outbound follow-up
The work
We call the people who asked for a call back, a quote or an answer, and keep trying until we reach them.
Back to you
Reached or not, what was said, and what was agreed.
- 03
Appointment booking and reminders
The work
We book the slot, confirm it, and remind the customer before the day.
Back to you
The booking in your calendar and a note of every confirmation.
- 04
Call-back chasing
The work
We chase the calls that went unanswered until each one is closed.
Back to you
Who was reached, who was not, and when to try again.
- 05
After-hours cover
The work
We answer when your desk is closed and take the actions the script allows.
Back to you
The morning’s list of what happened overnight, with anything urgent flagged.
The steps between a lead arriving and a rep sitting down with a qualified one.
- 01
Lead qualification by phone
The work
We call new leads, check fit against your criteria, and set the next step.
Back to you
Qualified, not qualified, or not reached, with the reasons, in your CRM.
- 02
Meeting setting
The work
We find a time that works and put it in your rep’s calendar.
Back to you
A confirmed meeting with a short brief on who the rep is meeting.
- 03
CRM hygiene
The work
We fill the empty fields, fix the stale records and remove the duplicates.
Back to you
A clean CRM and a log of every change.
- 04
Quote and proposal drafting
The work
We draft quotes and proposals from your templates and the call notes.
Back to you
A draft in your format, ready for a person to check and send.
Documents in, filled records out, with the uncertain ones flagged rather than guessed.
- 01
Invoice and claim intake
The work
We read each invoice or claim as it arrives, extract the fields and check them against your rules.
Back to you
A filled record in your system, with the source line highlighted for anything uncertain.
- 02
Document classification and filing
The work
We sort documents by type and file them where they belong.
Back to you
Named files in the right folder, with a log of what went where.
- 03
Data entry between systems
The work
We move the data from one system to another the way a person would, without the typing errors.
Back to you
The record in the destination system and an exception list.
- 04
Email triage and routing
The work
We read the shared inbox, sort by intent, and route each thread to the right person or queue.
Back to you
An inbox with nothing unread that should have been read.
Every call and every document checked, not a sample of them.
- 01
Call monitoring against a checklist
The work
We listen to every call and score it against your checklist.
Back to you
A score per call, the misses, and the moment in the recording where each one happened.
- 02
Exception reports
The work
We watch the runs and pull out anything that broke a rule.
Back to you
A short report of the exceptions, with the record and the reason.
- 03
Audit-ready records
The work
We log what was said and done on every call and every document.
Back to you
A record you can hand to an auditor without editing it.
Answers from your own documents, with the source shown.
- 01
Staff and customer questions
The work
We answer questions from your documents, and only your documents.
Back to you
The answer, with the source page shown, so anyone can check it.
Every item above runs the same way: agents do the volume, our reviewers hold the queue for anything uncertain, and you get a weekly report of what was handled.
How we workBring us the job you keep postponing.
Twenty minutes is enough to say whether we can take it.
A pilot starts within 5 working days of agreed scope · Nothing upfront · No seat licences