Helping real estate clients get more from every lead

Tisa Daniels is the founder of C Squared, a “call center in a box” consultancy that helps real estate investment businesses strengthen the systems, processes, and daily management behind lead conversion. 

Many clients come to C Squared with the same problems: low contact rates, inefficient dialing, long agent ramp-up times, and limited performance visibility. 

Daniels first found Convoso while looking for a better way to solve those issues. 

Now, she recommends it to clients who need to reach more leads, onboard agents faster, and turn more conversations into appointments. 

We spoke with Daniels about how she evaluates call center performance, where real estate teams most often get stuck, and the results her clients are seeing after switching to Convoso. 

A higher bar for outbound performance

A lot of real estate investment teams come to C Squared thinking their call centers are doing fine. Agents are making calls, they’re getting some return, and the operation looks busy.

Daniels pushes clients to look past “busy” and ask what the team is actually producing.

“Initially, for a lot of clients, 2X ROI seems good to them. And I have to tell them that, personally, we’re going for 8 to 16X,” she says.

C Squared looks for the gaps between activity and ROI. The goal is to understand where performance is breaking down before changing scripts, coaching agents, or adding more leads. 

Contact rate comes before everything else

Once C Squared sets the goal, Daniels looks at the metric that shows whether the call center has a real chance to convert: contact rate.

Agents can’t sell to leads they never reach. So before her team gets deep into scripts, coaching, or campaign strategy, they look at how many real conversations the call center is creating.

“That’s the number one thing I focus on. It’s the easiest thing to explain to a business owner about why they’re not getting the results they need,” she says.

Once business owners see the connection between contact rate and revenue, the next step becomes clearer. 

They need a dialer that can help agents spend more time talking to prospects instead of burning through leads with nothing to show for it.

“I introduce Convoso because I feel they have the best connection rate that's out there on the market right now,” she says.

Clearer visibility into caller ID reputation

Call blocking and flagging can be hard to spot at first, especially for real estate teams that are new to outbound calling. 

“I’m working with a lot of companies that don’t even understand what a DID is. They’ve been using the same numbers for so long that the carriers aren’t even connecting them any longer,” Daniels says.

That’s why it’s so important to have a caller ID reputation management solution that’s effective and simple to use.

When clients are ready to manage the process on their own, they don’t need a complicated workflow or weeks of training to keep an eye on caller ID reputation.

“With Convoso, it’s so easy to see when a number has been flagged as spam,” she says. “It’s like, go here, push two buttons, and that’s about it. It’s very easy for them to maintain themselves.”

Better list coverage and more live conversations

Once clients have a clearer handle on caller ID reputation, the next question is whether they can reach leads fast enough. 

In real estate investment, speed to lead can be the difference between booking an appointment and losing the opportunity.

Daniels says many C Squared clients were moving too slowly with their previous dialers. Some couldn’t even get through their full lead lists each quarter. 

Without enough dialing capacity, leads sit too long, follow-up slows down, and teams miss chances to connect while interest is still fresh. 

Predictive dialing helps teams reach more leads

After one client switched to Convoso, they were able to place about 25x more calls. 

Stronger predictive dialing and follow-up workflows helped the team work leads more consistently instead of giving up too early.

Real estate leads don’t always convert on the first call. Sometimes the opportunity comes later, after the team has made enough attempts to finally reach the right person.

“The predictive settings in Convoso just beat everybody else, hands down. They're just making those connections happen,” she says.

Fewer voicemails, more live conversations

More dialing power gives agents more chances to connect, but only if voicemail doesn’t slow them down.

Daniels says many teams either don’t have answering machine detection or use low-grade AMD that still leaves agents waiting on voicemails and manually dispositioning those calls.

Convoso’s 97% accurate answering machine detection helps protect agent time and energy. 

“The agents get to make more calls and have longer conversations because they don’t have to sit there and wait on answering machines,” she says.

Turning higher contact rates into booked appointments 

December is usually a slow month for real estate investment teams, which made one client’s results stand out even more. 

Before Convoso, the team averaged 10 appointments a month with 25 agents. After the switch, they booked 47 appointments in December with 13 agents.

“It’s not just that isolated event, we’re having it with all of our clients that I’ve moved over to Convoso,” Daniels says.

Some clients booked so many appointments that their field teams couldn’t keep up. 

“They're quadrupling what their sales are,” she says. 

“It seems funny, but we actually had to scale back on some of them because they were getting so many results. The people going out into the field were so filled up with appointments.”

Agent training cut from two days to four hours

Higher contact rates put more pressure on agents to be ready from day one. 

Convoso’s dynamic scripting helps keep agents on message by showing the right script for each lead source.

That consistency helps agents make sales, set appointments, and support TCPA compliance with state-specific scripts and required disclosures.

“What I love to see them use in Convoso is the dynamic scripting. That’s a huge game changer,” Daniels says.

The feature also made onboarding much faster. With the right script in front of them, new agents can start taking calls on their first day instead of spending two days in training.

“It’s all about training time. Before I used dynamic scripting from Convoso, it took two days to get agents up on the phones. Now we’re down to four hours. They can be on the phone on day one,” she says.

Support that follows through

Convoso’s support is a big part of why Daniels recommends the platform. 

C Squared works across multiple client call centers, so when a team is launching, troubleshooting, or trying to improve performance, Daniels needs help that’s easy to reach and quick to act. 

Convoso gives Daniels and her team people they can lean on through those moments. During onboarding, the team helps with setup, training, and launch support. 

After launch, customer success stays involved with optimization, goal reviews, and guidance on ways to keep improving performance.

“The Convoso team is great. The support staff, customer service, our account reps, all of those guys are fantastic. They never stop following up until they know what problem is actually complete,” she says.

A repeatable way to raise outbound performance

The results can surprise clients at first. 

When agents start having more conversations and setting more appointments, Daniels says some business owners assume the lift is a one-time spike.

“Clients usually think it’s a fluke,” she says. “They think I’m doing some magic.”

But C Squared sees the same pattern across clients that move to Convoso. 

According to Daniels, the reason is simple: “Convoso is going to work for you because it connects.”

See how Convoso helps outbound teams reach more leads, ramp agents faster, and turn more conversations into appointments. Sign up for a demo today.