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THE PROBLEM
Leads Are Dropped Between Channels
Leads slip through gaps When hand-off isn’t seamless
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Cold-calls go unanswered Customers don’t pick up unknown numbers.
Low connect rates Fewer conversations mean fewer conversions.
How Meera Orchestrates Warm Transfers Across Channels
1
Engage Leads Where They Are
Meera starts the conversation on the channel the lead prefers — SMS or WhatsApp— so you reach them in the moment rather than waiting for them to pick up.
2
Text to Qualify & Warm the Lead
Instead of directly picking up the phone, Meera texts to ask a few smart questions, builds momentum, and warms up the lead — so when the transition happens, they’re ready to talk.
3
Schedule or Trigger the Call Transfer
Once the lead indicates readiness, Meera books the time, sends automatic reminders (10 minutes before), and sets up the call with an available agent — synchronized across calendars.
4
Seamlessly Transfer to an Agent
Meera dials the lead or initiates the call via your system and routes them to an available agent instantly, removing wait time and minimizing friction.
5
Follow Up & Reschedule No-Shows
If the lead misses the call, Meera sends a friendly follow-up via text, offering to reschedule. This ensures leads aren’t lost due to missed connections.