Customer acquisition for business
Targeted leads, live calls and qualified transfers—shaped around the customers your business wants to reach.
Explore our approach to audience fit, qualification and delivery.
01 / Who we serve
Finance companies need consumers who qualify. Call centers need qualified consumers to fill seats. Our programs are built around both.
Lenders, debt firms and credit businesses looking for applicants who fit underwriting, state licensing and program requirements.
Inbound, outbound and blended floors serving finance brands, with acquisition plans shaped around capacity, qualification and contact permissions.
02 / Programs built around your initiatives
Tell us what the company is trying to do this quarter. Explore how the channel mix, qualification, delivery and milestones could come together around that goal.
One business goal.
A considered path forward.
Illustrative program outlines and example timelines.
Coverage, qualification criteria, delivery methods and timelines are agreed for each program.
Scope a launch into a newly licensed state, with qualification and delivery planned around the product and local requirements.
Review requirements, prepare creative and test delivery.
Start with agreed caps and review qualification and contact data.
Consider scaling once the pilot meets agreed criteria.
03 / Our approach
A considered acquisition process starts with alignment—on the audience, the product and what a useful opportunity looks like.
Align on audience, location, intent and qualification requirements.
The audience briefAgree the format, exclusivity, capacity and acceptance criteria.
The buying criteriaDefine routing, delivery methods and permitted contact channels.
The handoff planAgree reporting, rejection reasons and the feedback needed to refine the campaign.
The feedback loopThe qualification gate
Four checks to define together for a structured handoff.
Plan product-specific opt-in with clear disclosure. Retain the consent wording, recipient scope, timestamp and source evidence with each record.
Define phone-validation and identity-matching checks. Agree how disconnected, flagged or mismatched records should be held for review.
Specify national and state DNC, suppression and risk checks, followed by the buyer’s approved eligibility and product filters.
Agree the CRM or dialer handoff, delivery timing and audit history, with a clear window for returns, duplicates and disputes.
Qualification and delivery criteria to discuss
Criteria are subject to product, eligibility and legal review.04 / Compliance
A clear record of where an opportunity came from, what permission was given and how it reached your team.
Controls, vendors and legal requirements are agreed for each program before launch.
Define applicable prior express written consent requirements with counsel. Plan to retain buyer-specific language, timestamp, source URL, IP and supporting page or certificate evidence.
Specify national and state Do Not Call, internal suppression, known-litigator and reassigned-number checks before delivery or dialing, as appropriate to the program.
Plan delivery around each buyer’s approved state and product map, with licensing or registration requirements reviewed before launch.
Define applicable deletion, opt-out and other privacy-request workflows, including how requests are communicated to receiving buyers.
Set a review process for landing pages, ads and call scripts, covering applicable UDAAP, FTC and product-specific requirements before use.
05 / Frequently asked questions
The details that matter before a buying conversation. Final terms are defined for each program.
A qualified opt-in lead is a consumer who has expressed product-specific interest, given the required permission to be contacted, and met the agreed qualification, phone-validation and screening criteria. The precise definition belongs in the buyer’s brief.
Exclusivity is agreed by product and program. The buying brief should state whether an opportunity goes to one buyer or is shared, including any limits on resale or reuse.
Consent documentation requirements are agreed for each program, including the wording and version, timestamp, source page, permitted contact channels and named buyer or recipient scope. Any certificate provider, capture, retention and retrieval requirements are agreed before launch.
Coverage is scoped against the buyer’s licensing or registration, product rules and available supply. An approved state map and delivery controls must be agreed before launch. Contact us to discuss availability for your program.
A lead-supply plan built around a specific goal: opening a new state, filling a dialer pod or capturing response from a mail drop. The scope brings together channels, filters, volume, delivery, milestones and reporting around that objective.
Timing depends on the required creative, qualification, compliance review and delivery setup. A launch plan is agreed after scoping and testing. The milestone outlines above illustrate possible sequences, rather than promised delivery schedules.
We work with both finance brands and call centers. Finance brands can scope acquisition for their own teams; call centers and BPOs can explore inbound, transfer and white-label programs around client requirements and available capacity.
06 / Scope a program
Start with your business goal, preferred format and the customers you want to reach. That’s the foundation for a program outline and rates.