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An outbound calling specialist working at a desk in a small shared office.
CallSniper / Lead generation and appointment setting

Give the campaign manager evidence for disputed transfers and rejected leads.

An appointment setting floor may run several client scripts in one shift, and a rejected lead often becomes an argument about qualification. CallSniper applies the chosen campaign scorecard to uploaded recordings, giving the manager a timestamped transcript for each transfer, disposition, and required phrase.

“This is Priya calling on a recorded line
on behalf of Kessford Solar
about the roof estimate you requested.”

The caller identified, the client named, and the reason stated, checked across submitted outbound calls.

Campaign criteria applied
to submitted recordings.

A QA team samples a few calls per agent per week and the client sees a summary. CallSniper applies the selected campaign scorecard to submitted recordings and places the relevant transcript passage beside a finding for the floor manager to review.

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Follow an outbound call from the disclosure to the disposition.

Each row is a moment the scorecard checks and the conversation it opens with the team.

The momentThe detail to reviewThe team conversation
Disclosure

Did the agent state their name, who they were calling on behalf of, and why, within the opening?

Compare the opening against the disclosure language the campaign requires.

Qualification

Were the client's qualifying criteria confirmed before the transfer was offered?

Use the transcript to check each criterion against what the prospect actually said.

Transfer

Was the warm transfer introduced with the prospect's details, and did the client accept it?

Look at the transfers the client rejected and what was said before them.

Disposition

Does the logged disposition match the conversation?

Pull the calls where the note says qualified and the transcript says otherwise.

An outbound campaign scorecard, 100 points.

Points are illustrative. Set them per campaign to match what each client pays for and what their compliance team requires.

CriterionObservable behaviorPoints
Identification and disclosureStates the agent's name, the client, and the purpose of the call15
Consent languageUses the recorded line and consent wording the campaign requires15
Script adherenceFollows the campaign talking points without drifting15
Qualification confirmedVerifies every criterion the client requires before offering a transfer20
Claims accurateDescribes the offer within what the client has approved10
Transfer executedIntroduces the prospect to the client with the qualifying details15
Disposition matchesLogs an outcome that matches the conversation10
Total100

Illustrative review flags

  • A call continued after the prospect asked for no further contact
  • A call placed outside the hours allowed by the client's approved calling policy
  • A transfer offered without the client's required qualification criteria confirmed
  • A recording that continues after the prospect declined to be recorded where the client's approved policy requires consent

Bring these to a pilot.

  • A month of recorded calls from one campaign
  • That client's script, qualification criteria, and disclosure language
  • The transfers the client accepted and rejected in that month
  • The QA sample sheet your team fills out today

The pilot scores your own calls, then puts the result beside the QA sample and the client's rejection list.

See what call review costs today

Make it fit
your operation.

Confirm the workflow with the people who will use it.

Can each client have a different scorecard?

Yes. Include the campaign in the upload data so recordings can be reviewed against that campaign's approved scorecard and critical criteria.

Can the client see the report?

Recordings and findings can be organized by campaign when the upload data identifies the campaign. Ask which export and client-access options are available for your setup.

How does it handle TCPA and state consent rules?

Your compliance team can translate its approved do not call, calling time, and recording consent policies into scorecard criteria. Treat a flagged result as a review prompt rather than a legal conclusion.

Where do the recordings come from?

Bulk upload from your dialer is the day one path. The connection to your dialer or contact center platform gets scoped during the pilot.

Start with one campaign's calls.

Bring a month of recordings and the client's script. See how many transfers had every criterion confirmed and how many dispositions matched the call.

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