Call Trader Improves Contact Rates and Outbound Performance with Convoso

Outbound performance needed a reset

When someone asks to be contacted about an insurance quote, every delay or missed connection can turn into a lost opportunity. 

Call Trader, a San Francisco–based customer acquisition company led by CEO Gabe Bletnitsky, works with those kinds of leads every day.

Because Call Trader buys or generates leads rather than dialing broad data sets, the team has to move quickly and manage follow-up carefully. 

But their existing dialer made that work harder than it needed to be. Spam flagging, blocked caller IDs, limited reporting insights, and manual file work were slowing the operation down.

Call Trader tested several outbound software platforms before choosing Convoso.

“We went with Convoso because we found that some of the other platforms didn't have the level of customer service, availability to troubleshoot issues, or the automation and reporting that we found in Convoso,” Bletnitsky says.

Automated workflows improve list performance 

A lot of the work behind Call Trader’s campaigns used to happen outside the dialer. 

Managers were uploading files, crunching data, and creating files by hand before they could move workflows forward.

“The Convoso platform was able to take away some of that heavy lifting for us,” Bletnitsky says. 

“We’ve been able to automate some of our lead workflows, which allows us to more actively penetrate our lists, and has improved our contact rates.” 

Convoso also helps the team distinguish between fresher and older leads, giving managers a more practical way to shape follow-up around lead age and campaign needs.

Managers spend less time on manual workflow changes

Managers used to spend too much time getting workflows ready to run. Convoso moves more of that setup and adjustment into the platform.

“[Convoso has] removed a lot of the manual intervention we’ve had to do in our previous dialers. We’re able to customize how we want leads to be contacted—how frequently as well as when to rest them,” he says.

That means the team doesn’t have to rebuild files or move data around just to keep campaigns on track.

“All that happens behind the scenes through the platform, which has saved us a lot of time,” he says.

Caller ID reputation management improves connections and control

Blocked or flagged caller IDs had been cutting into the team’s chances to reach leads, but the bigger contact rate challenge involved several moving parts. 

“Contact rate has a lot to do with DIDs. It also has a lot to do with list penetration and sourcing of leads,” Bletnitsky says.

Convoso’s caller ID reputation management gives the team a way to connect those pieces more clearly. 

They can watch how numbers are performing, see where connection issues are showing up, and make adjustments as part of campaign management.

Carrier-level visibility helps manage number performance

Different carriers can tell different stories about the same outbound campaign. The Convoso platform gives the team a way to see those differences and connect them back to contact rates.

“Convoso also allowed us to improve our contact rates by monitoring our lead contact rate by carrier. It’s allowed us to create a whole DID management process which we didn’t have previously,” he says.

That gives managers a more practical way to manage caller ID performance by carrier instead of treating every number the same.

“The team’s actively managing our DIDs and how they perform on each individual carrier,” he says.

Reliable dialing supports compliant dialing practices

Beyond contact rates, reliable dialing helps Bletnitsky’s team keep campaigns running the way they’re supposed to. 

In a regulated industry, the details behind each workflow have high operational stakes.

“Ensuring that the settings are applied correctly, our workflows work correctly and that the dialer just follows the protocols that are necessary…These things are crucial to our business,” he says.

That reliability helps the team manage outbound campaigns with more consistency, while supporting compliant dialing practices.

Reporting gives managers clearer performance visibility 

Reporting had been a gap for Bletnitsky’s team. Managers needed more than surface-level activity reports. 

They needed to understand what was changing across campaigns and how those changes affected the metrics they were watching each day.

“After switching to Convoso, we got a much better handle on a lot of those metrics. We have a better handle on our KPIs and metrics, and we’ve been able to create some new ones using the out-of-box reporting features Convoso offers,” Bletnitsky says.

Now, reporting is a tool for optimization, not just measurement. Managers can look more closely at campaign performance, spot where results are shifting, and decide what needs attention.

“Convoso offers some pretty robust reporting that’s allowed us to get more granular on our metrics to optimize and improve the performance of our campaigns,” he says.

Hands-on support helps the team move faster 

For Bletnitsky, the people behind the platform matter as much as the technology. 

“Convoso is a great platform and outside of their technology, they’re also a great team,” Bletnitsky says.

When Bletnitsky’s team has a question, needs help shaping a workflow, or sees an opportunity to improve how the platform supports the business, they have a team they can bring it to.

“Their customer service is outstanding. We’re always able to either get an answer to our question—or even escalate it to have it potentially addressed in a future software release,” he says.

That means Call Trader can get answers, raise product feedback, and keep improving how Convoso fits the way the team works.

“All in all, it’s just a great partnership and [we’re] super happy to continue working together,” he says.

Better campaign control creates a stronger path for growth

With Convoso, Bletnitsky’s team has a tighter connection between strategy and execution. 

Managers can act on what they see in reporting, shape lead follow-up with less manual work, and manage caller ID reputation as part of the same outbound operation.

That gives the team more room to focus on what comes next instead of getting stuck in the mechanics of campaign setup and management.

“We’re especially excited about the growth of our business. We’re able to launch new verticals, campaigns, and initiatives through Convoso,” he says. 

“These things would have taken much longer to do with other platforms. We’re super excited about the growth we’re going to be able to achieve with Convoso.”

Want fewer manual workarounds and more control over every campaign? Schedule a Convoso demo today.