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Maximizing Success with Live Transfer Referrals
Maximizing Success with Live Transfer Referrals

A guide to Live Transfer referrals and joining a call with a client in real time

Team avatar
Written by Team
Updated over 7 months ago

In the competitive world of sales, every advantage counts. One such advantage is the Live Transfer referral, which facilitates an immediate initial contact with your client. When it comes to transforming potential leads into actual sales, immediate contact can make all the difference.

Here’s why every agent should prioritize joining Live Transfer calls.

The Power of Immediate Connection

Live Transfer referrals are not just another lead; they are immediate, real-time engagements with clients who are ready and waiting to talk. Our system ensures that a client is on the line, creating a chance for agents to make a great first impression. Our data is clear: agents who join the call upon receiving a Live Transfer referral are twice as likely to close the deal compared to other methods.

How to Efficiently Join a Live Transfer Call

Joining a Live Transfer call is straightforward and designed to be user-friendly to maximize efficiency:

  1. Launch AgentDash: You can do this by clicking on the link provided in the text message alert.

  2. Claim the Referral: Once in AgentDash, select the "Claim" button to view details of the live transfer.

  3. Join the Call: After claiming the referral, simply click on "Join Call." You will automatically be prompted to call in and join the conversation with the client.

Best Practices for Live Transfer Referrals

To make the most of Live Transfer opportunities, here are some best practices:

  • Be Prepared: Ensure you are in a quiet environment and ready to engage professionally as soon as you claim the referral.

  • Don’t Delay: Claim a Live Transfer only if you are available to join the call immediately. Delay in joining can lead to a lost opportunity and a negative client experience.

  • Understand the Stakes: Remember, not claiming a referral because you can’t join the call right away does not affect your performance metrics negatively. It’s better to pass than to make a poor impression.

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