Hey everyone,
I've been testing out ERC live transfers lately for a client in the tax credit space, and I wanted to share some insights and hear yours too.
For context: these are exclusive leads where the prospect has already expressed interest in discussing Employee Retention Tax Credits (ERC). They're screened via outbound calls and then transferred live to your sales team. I've been working with a provider that specializes in this Help for Sales and so far, the results have been promising.
Here's what stood out:
Pre-qualified interest
These aren't cold leads. The prospects have already confirmed they want to speak with someone about ERC options. That alone saves a ton of time and improves conversion rates.
Live transfers = real conversations
No chasing, no voicemail tag. You get connected directly to someone who's expecting your call. It's a smoother experience for both sides.
High ROI potential
Yes, the cost per lead is higher than buying bulk data, but the quality is leagues better. If your team knows how to close, this model can be a goldmine.
What to watch out for
- Make sure your team is trained to handle ERC-specific questions
- Speed matters if you're not picking up immediately, you're wasting the lead
- Track performance closely to optimize your pitch and timing
If you're in financial services, tax consulting, or B2B sales, it's worth exploring. You can check out their ERC live transfer program for more details.
Curious—has anyone else tried live transfers for ERC or other verticals? What's your experience been like? Let's swap notes and help each other close smarter.