How a performance marketing agency deployed an autonomous outbound voice campaign to process 8,255 unique leads, book 419 onboarding sessions, and execute 386 live Success Manager transfers.
THE CLIENT
The client is a performance marketing agency managing high-volume client onboarding and customer success operations.
Manual outreach to thousands of new leads delayed onboarding completion.
Human success managers spent significant time making initial contact rather than conducting live onboarding sessions.
Staff lost capacity answering and filtering automated answering machines instead of speaking to live human pickups.
Manual Outbound Follow-Ups
Human teams manually attempted to contact and schedule onboarding sessions across large lead lists.
Basic Outbound Dialers
Traditional tools lacked real-time answering machine filtering and warm live-transfer capability.
Deploy an autonomous outbound AI voice engine across 8,255 unique leads to qualify intent, book onboarding sessions directly into calendars, route high-value prospects via live transfers to Success Managers, and schedule deferred callbacks.
scaling client onboarding requires high-accuracy answering machine filtering, interactive calendar booking during calls, and immediate live transfers for high-intent prospects. That is the point at which they came to Coldi.
8,255
Calls Placed & Unique Leads Dialed
80.6%
Call Answer Rate
2,081
Live Persons Reached
1,409
Engaged Conversations Held
31 Hours
Total Live Talk Time
67.5 Sec
Average Conversation Length
68.8%
Lead Interest Rate
+10.3%
Month-over-Month Booking Growth
High-Volume Outbound Voice Engine
Automated dialing pipeline processing over 8,000 unique contact records with precise answer-detection logic.
Live Success Manager Transfer Routing
Real-time telephony integration routing hot, qualified contacts directly to active account managers mid-call.
Automated Calendar Booking Workflow
Interactive scheduling engine allowing callers to lock in onboarding slots during live conversations.
Callback Scheduling System
Automated protocol arranging deferred callback slots for prospects requesting future outreach.
Week 1
Week 2
Placed 2,900 calls resulting in 390 live conversations, securing 87 booked onboarding sessions (22.3% conversation-to-booking rate) and 116 live transfers.
Scaled to 5,355 calls across 1,019 conversations, securing 332 booked onboarding sessions (32.6% conversation-to-booking rate) and 270 live transfers before campaign completion on August 18.
Week 1
Placed 2,900 calls resulting in 390 live conversations, securing 87 booked onboarding sessions (22.3% conversation-to-booking rate) and 116 live transfers.
Week 2
Scaled to 5,355 calls across 1,019 conversations, securing 332 booked onboarding sessions (32.6% conversation-to-booking rate) and 270 live transfers before campaign completion on August 18.
Answering Machine Detection (AMD)
Configured filter logic to bypass 4,569 answering machine pickups and preserve agent bandwidth for live pickups.
Live Transfer Pivot Logic
Programmed immediate escalation rules to trigger live warm transfers to Success Managers when high intent was detected mid-conversation.
Onboarding Pitch Refinement
Iterated core prompt scripting between July and August, driving a 46% relative increase in booking conversion efficiency (from 22.3% to 32.6%)
Answering Machine Filtering
High-accuracy signal processing separating automated voicemails from live human connections in real time.
Non-Overlapping Metric Tracking
Isolated analytics tracking multi-outcome interactions (sessions booked, live transfers, and expressed interest) without double-counting core volume.
Managed Campaign Optimization
Continuous prompt iteration and live routing maintenance across operational calling windows.
Area
What Happened
How Coldi Resolved It
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419
Onboarding Sessions Booked (29.7% of all live conversations)
386
Live Success Manager Transfers Executed (27.4% of conversations)
68.8%
Overall Lead Interest Rate (969 leads showing explicit interest across 1,409 conversations)
332
August Onboarding Bookings (Up from 87 in July)
195
Automated Callbacks Arranged
32.6%
Peak Conversation-to-Booking Rate Achieved in August
Immediate Warm Handoffs
Routing high-intent prospects directly to Success Managers mid-call maximizes real-time conversion
Continuous Optimization Impact
Iterative script tuning boosted conversation-to-booking conversion efficiency by 46% relative month-over-month.
Scaling customer onboarding requires robust answering machine filtering, live transfer routing, and adaptive prompt refinement. Coldi provides the voice automation infrastructure to convert large lead volumes into scheduled onboarding sessions and live account manager connections.
