Turn Your Database Into Booked Appointments - Without Hiring Staff
We install a system that handles your outreach, follow-up, and scheduling so your calendar stays consistently full.
Most Advisors Don’t Have a Consistent Outreach System
Inconsistent Outreach
Missed follow - ups Bullet List 3
Leads going cold
Staff is focused on other priorities
Follow-up is inconsistent
Leads slip through the cracks
Calendar depends on random activity
Staff isn’t focused on outreach
A Fully Managed Outreach System
Instead of hiring and managing staff, we plug into your business and handle the entire outreach process for you.
What This System Handles
Daily communication and consistent outreach across your database
Structured follow-up so no opportunity slips through
Appointment scheduling + confirmations
Database reactivation (AR, term, age change, etc.)
CRM + pipeline tracking
Hiring Vs. Dial Masters
The difference between managing a person vs. installing a system
Hiring an Employee
$3,000-$5,000+ per month
2–3+ months ramp time
Ongoing training & management required
Competing priorities (not fully focused on outreach)
Inconsistent follow-up
Risk of turnover
Dial Masters
$1,750 per month (half the cost of hiring)
2-3 Week ramp time
Immediate execution
Fully managed for you
100% focused on outreach
Consistent daily activity
Built-in follow-up system
You're not hiring a caller - you're installing a system that consistently generates conversations and appointments.
Full Outreach System
Package 1: Client Builder 200
💲 $575/month + $100 one-time setup
10 calls/day (200 per month) made on your behalf.
Includes:
Annual review calls
Term conversion calls
Warm lead/referral calls
Age change & group benefits calls (401(k), DI, LI)
Package 2: Client Builder 400
💲 $1,000/month + $100 one-time setup
20 calls/day (400 per month) made on your behalf.
Includes:
Annual review calls
Term conversion calls
Warm Lead/referral calls
Age change & group benefit calls (401k, DI, LI)
Package 3: Client Builder 600
💲 $1325/month + $100 one-time setup
30 calls/day (600 per month) made on your behalf.
Includes:
Annual review calls
Term conversion calls
Warm lead/referral calls
Age change & group benefits calls (401(k), DI, LI)
Package 4: Client Builder 800
💲 $1650/month + $100 one-time setup
40 calls/day (800 per month) made on your behalf.
Includes:
Annual review calls
Term conversion calls
Warm lead/referral calls
Age change & group benefits calls (401(k), DI, LI)
Full Outreach System
Everything needed to consistently generate conversations and booked
appointments — without hiring staff.
$1,750 / month
Includes:
Daily communication and consistent outreach across your database
Structured follow-up so no opportunity slips through
Appointment scheduling and confirmations
Reactivating your existing database
CRM and pipeline tracking
Prefer to start at a lower volume? We have options available after onboarding.
How It Works
Simple, straightforward, and built to get results quickly
Step 1: We Set Everything Up
Everything runs inside your system — built for you
We organize your database and set up your outreach system so everything is ready to go.
Step 2: We Handle the Outreach
We handle daily communication and structured follow-up so no opportunity slips through the cracks.
Step 3: We Book the Appointments
We schedule, confirm, and manage your calendar so you stay focused on meetings.
Step 4: You Show Up and Close
You focus on what you do best - meeting with clients and growing your business, while we keep your pipeline moving.
FAQs
Get Quick Answers to Your Queries About Our Telemarketing Services
What industries do you specialize in for telemarketing services?
Dial Masters offers tailored telemarketing services across technology, healthcare, finance, real estate, and more.
How do you ensure the quality of leads generated?
We use rigorous screening processes and proprietary algorithms to match the ideal customer profiles, ensuring high-quality leads.
Can your customer support handle after-hours calls?
Yes, our customer support services are available 24/7, ensuring that your customers receive assistance whenever they need it.
What methods do you use for market research?
We use surveys, focus groups, and digital feedback tools backed by data analytics.
How do you maintain privacy and confidentiality in your services
We adhere to strict confidentiality and privacy policies, compliant with legal standards like GDPR and HIPAA where applicable. All customer interactions are securely handled and information is safeguarded against unauthorized access.
What makes Dial Masters different from other telemarketing companies?
Our tailored approach, advanced technology, and dedicated team set us apart in delivering exceptional results.
Testimonials
Josh is an absolute pro. He is a persistent, organized and has great language. Our team is lucky to have him on board
"Josh is the perfect fit to my team. His daily communication and the consistency in his approach keeps our calendar busy and falls right into alignment with our culture. It's a blessing to have him on our team!"
Since working with Josh, I’ve been able to add 15-20 meetings a week to my calendar without having to pick up the phone at all. The process is seamless and easy to get up and running with Josh. He’s extremely professional with clients, follows up with them and follows up with me to confirm meetings kept.
Working with Josh and Dial Masters was a huge win for our practice. He handled our outreach — annual reviews, term conversions, and other client calls — and consistently kept our calendar full of quality appointments. Before working together, we were juggling too much and struggling to stay consistent on the phones. Josh brought structure and reliability to that process, which allowed us to focus on meeting with clients and closing business. If you’re an advisor looking to create a more consistent pipeline and free up your time, I’d highly recommend Josh and his team.
Josh has done a great job consistently setting appointments in my target market that have led to some fun new client relationships. He also is always open to adjusting his process to best fit what works for me.
