Telesales & Direct Selling

Overview

What we deliver

We run telesales operations that move prospects from first call to signed order, with the discipline and reporting of a real sales floor.

Telesales and direct selling is built for offers that can be sold over the phone in a single or short cycle. We hire and train phone closers, give them clear scripts and rebuttals, and manage daily performance against revenue targets. Our agents qualify, present, handle objections, and ask for the order, then process the close through your systems. We work with you to define the offer, pricing tiers, and call flows, then build the dashboards and coaching cycles that drive consistent results. Quality assurance reviews calls daily, and team leads coach agents on the gaps that matter most. The program can run as a stand-alone sales channel or as a follow-up motion behind your marketing. You see live activity, conversion data, and revenue contribution in dashboards your team can access at any time.

Fit Check

Built for teams like yours

Who it's for

Subscription and renewal businesses
Insurance and financial product sellers
Education and course providers
Membership and donation programs
SMB-focused software sellers

Pain points we solve

High cost of in-house phone sales teams
Slow ramp on new sales reps
Inconsistent close rates across agents
Marketing leads that never get called
Weak objection handling on the phone

What's included

Capabilities

Everything we cover in this engagement.

Phone-based closing
Script and rebuttal development
Lead follow-up and re-engagement
Order processing and payment capture
Quality assurance call reviews
Daily coaching and huddles
Revenue and conversion reporting
CRM and order system updates

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Plan

We define the offer, targets, and team structure.

02

Build

We hire, train, and certify the closing team.

03

Pilot

We run a controlled pilot to validate close rates.

04

Scale

We expand the team and call volume to hit revenue goals.

05

Improve

We coach daily and refine scripts and lead flow.

What you get

Deliverables & outcomes

What you get

Closed sales and processed orders
Trained and certified phone agents
Sales scripts and objection libraries
Daily and weekly revenue reports
Call recordings and QA scores
Lead source performance breakdowns

Outcomes you can expect

Higher conversion of marketing leads
Predictable phone revenue stream
Faster ramp than building in-house
Stronger objection handling across the floor
Clear view of customer acquisition costs

Timeline

3 to 4 weeks to launch, ongoing program

Engagement

Monthly retainer, Project, Sprint

Tools we use

Salesforce, HubSpot, Five9, Stripe, Aircall

KPIs we track

Close rate, Average order value, Revenue per agent, Lead-to-sale conversion, Refund or cancel rate

Client stories

What clients say

"

Two weeks before our seed round we still did not have a defensible model. Their fractional CFO rebuilt our three-statement forecast, pressure-tested the assumptions, and walked me through every line before the partner meeting. We closed 1.4M on the terms we wanted. The investor specifically called out how clean the financials looked compared to the last five decks she had seen.

Hannah B.

"

My books were 90 days behind and I was avoiding my accountant. They cleaned up nine months of mis-categorized Shopify and Stripe entries, set up proper rules in QuickBooks, and now my close lands on day four of every month. First time in three years I opened a P&L without wincing. Cash forecasting actually makes sense now.

D.R.

Proof