Heilmrich Solutions · A field guide to outbound BPO

A thousand dials for one yes.

Outbound business process outsourcing is the side of the industry that places the call instead of waiting for it. Agents qualify leads, set appointments and hand interested people to a client's closers as live transfers. The work is a funnel, and the board on this page shows how narrow it gets.

250+ agents 1M+ calls a month 7 campaigns Philippines → US
Dialer wallboard · per hourCampaign live
Dials per hour–
Live contacts per hour–
Transfers per hour–
Transfers per agent, 8 h shift–

Move the sliders. These are example values, not a real campaign. A predictive dialer places several calls per agent at once because most go unanswered, so small changes in contact rate move the whole floor.

Trusted by leading companies across North America
Our floor in numbers · 250+ agents across North America and Southeast Asia

Over 1 million outbound calls every month

Our team of 250+ agents across North America and Southeast Asia places more than a million calls a month and delivers live transfers to our clients across seven campaigns.

250+Agents
1M+Calls a month
7Campaigns
International talent and AI integration

People on the phones, AI behind them

We bring international talent to your campaign, and we build AI into how they are trained, coached and scored. You get the team and the tooling together.

International talent

A dedicated outbound team

Agents from around the world, hired and trained for your campaign and managed day to day by our team leaders.

  • Agents trained on your script, product and compliance rules
  • Team leaders and QA included with the seats
  • Scale the team up or down as the campaign moves
QA management team

Our QA managers review, score and coach every campaign through our own QA portals.

AI integration

AI built into the floor

We put AI to work where it makes agents better, starting before they take a live call.

  • Practice calls against a voice AI customer, drawn from real call situations
  • Every practice call scored against the campaign rubric
  • AI tools connected to your dialer, QA and reporting
Try the AI call trainer

Opens our live training demo in a new tab. Use a headset and allow the microphone.

Call quality

Every transfer has to earn its place

Volume only counts when the calls are good. Our QA team listens to recorded calls and scores each one against the campaign's rubric, so clients receive people who are qualified, informed and ready to talk.

Scores go back to the floor the same week. Agents get coached on the exact call, team leaders see the trend, and a call that breaks a compliance rule fails outright, whatever else went well.

QA scorecard · example callPassed
  • Opening and recorded-line disclosurePass
  • All qualifying questions askedPass
  • Accurate information, no false promisesPass
  • Customer agrees to the transferPass
  • Warm handoff to the licensed agentPass
  • Do-not-call request honouredN/A

An example of the checks on a live-transfer call. Each campaign has its own rubric, written with the client.

What outbound floors sell

Four kinds of campaign

Outbound work is sorted by what counts as a result. Most centres run several campaigns side by side, each with its own script, list and rubric.

Lead generation

Live transfers

The agent qualifies a prospect against the client's criteria, then warm-transfers the call to a licensed agent or closer. Common in health insurance, Medicare, home services and solar.

Booking

Appointment setting

The call ends with a calendar slot instead of a transfer: a roof inspection, a sales demo, a consultation. Show-up rate matters as much as bookings.

Direct

Sales and retention

The agent closes on the call: renewals, upgrades, win-backs and subscriptions. Heavier training and compliance, and usually commission on top of base pay.

Service

Surveys, reminders, collections

Calls made on behalf of an existing relationship: satisfaction surveys, payment reminders, verification and follow-ups. Lower pressure and steadier volume.

When you can call

The calling window moves west

US telemarketing rules allow calls only between 8 a.m. and 9 p.m. in the time zone of the person being called. A dialer follows the sun across the country, and an offshore floor works through its own night to keep up. These clocks are live.

Floor time, Manila: –·
Rules of the dial

Scrub every list against the National Do Not Call Registry at least every 31 days, and keep your own internal do-not-call list.

Keep abandoned calls at or under 3% of answered calls per campaign, and connect an agent within two seconds of the greeting.

Get prior written consent before autodialing mobile numbers for sales, and show a caller ID that can be called back.

The Philippines became the centre of outbound voice work for US clients, helped by American-accented English and familiarity with US customers. India, Pakistan and Egypt run large outbound floors too, and Colombia, Mexico and the Dominican Republic sell the same work in US daytime hours with Spanish included.

Compliance is the part of the job a client cannot outsource. Under US rules the seller usually shares liability for how its call centre dials, so serious buyers audit recordings, consent records and dialer settings before they send a list.

How a contract is measured

The numbers on the wall

An outbound campaign is judged on a handful of metrics. These are the ones an agent hears about on day one.

MetricWhat it meansWhy it matters
Contact rateShare of dials answered by a live person.Sets how many dials a result costs. Depends on list quality, caller ID reputation and time of day.
ConversionShare of live contacts that become a transfer, sale or booking.The measure of the script and the agent.
TPH / SPHTransfers or sales per agent per hour.The number on the leaderboard, and often the basis for incentives.
Drop rateAnswered calls abandoned because no agent was free.Capped at 3% by US rules. The dialer's pacing is tuned to stay under it.
Wait timeSeconds an agent sits idle between calls.The cost of dialing too slowly. It trades off directly against drop rate.
AHTAverage handle time: talk plus wrap-up per contact.Very short calls can signal hang-ups or agents skipping the script.
DispositionsThe outcome code an agent sets on every call: transfer, not interested, callback, DNC, answering machine.Feeds list recycling and every report. Wrong codes corrupt both.
QA scoreA recorded call graded against a rubric: opening, qualifying questions, disclosures, transfer.Catches bad transfers and compliance risk that the volume numbers hide.
Billable rateShare of transfers the client accepts and pays for.The gap between transfers sent and transfers paid is where revenue is lost.
How it is bought

Delivery and pricing models

Two decisions shape every deal: where the team sits, and what the client pays for.

Location

Onshore

Same country as the client. Highest cost, used for regulated work, complex sales and accounts where accent and context matter most.

Location

Nearshore

A neighbouring country in a similar time zone. A middle price with easy travel and real-time collaboration.

Location

Offshore

A distant, lower-cost country. The largest savings, with night shifts and more management distance.

Pricing

Monthly Retainer

One predictable monthly fee covering your dedicated team, management, QA, coaching and performance infrastructure.

Pricing

Retainer + Performance

A fixed monthly retainer with additional compensation tied to agreed performance targets.

Pricing

Custom Partnership

Custom pricing for larger or more complex operations requiring dedicated management, specialized roles or additional capacity.

Working in it

The ladder off the phones

BPO is one of the few industries where most managers started in the entry-level job. The usual path looks like this.

  1. Agent

    Handles contacts for one client campaign after a few weeks of product and process training.

  2. Subject matter expert

    A senior agent who takes escalations and supports new hires on the floor.

  3. Team leader

    Runs a team of roughly 12 to 20 agents: coaching, attendance and daily performance.

  4. Support specialist

    A sideways move into quality assurance, training or workforce management.

  5. Operations manager

    Owns a campaign's results and the day-to-day relationship with the client.

  6. Account or site director

    Answers for the profit and loss of a client portfolio or an entire delivery centre.

What's next

Harder to reach, easier to measure

Outbound calling is being squeezed by carriers and regulators on one side and reshaped by AI on the other.

Fewer people pick up

Carriers now verify caller ID and label suspect numbers as spam before the phone rings. Contact rates fall, so floors manage number reputation as closely as they manage agents.

Voice AI takes the first thirty seconds

AI agents can open the call, ask the qualifying questions and pass only interested people to a human. Rules on consent for AI-voiced calls are tightening at the same time.

Every call gets scored

Speech analytics can transcribe and grade all calls instead of the two or three per agent a QA team used to sample. Coaching becomes more targeted, and monitoring more constant.

Agents work with a copilot

Real-time prompts, suggested replies and automatic call summaries cut after-call work and shorten the time a new hire needs to become proficient.

Pricing moves away from seats

When software does part of the work, charging per head stops making sense. Clients push for per-resolution and outcome pricing, and providers have to sell technology as well as people.

Work with us

Two ways in

Whether you need calls made or want to be the one making them, pick the door that fits.

For clients

Put our floor on your campaign

Tell us what you sell, who you want to reach and what counts as a qualified transfer. We'll come back with a team size, a script plan and a start date.

  • Live transfers, appointment setting and lead qualification
  • Recorded calls and QA scoring on every campaign
  • Reporting on calls, transfers and quality
Book in now to see if we can help
Contact our client teamHeilmrichRTS@gmail.com
For agents

Join the team

We hire agents across the Philippines for outbound campaigns serving US clients. Bring clear spoken English and a steady internet connection, and we'll train you on the script.

  • Paid product and script training
  • Coaching from QA on your own calls
  • A path from agent to team leader, QA and operations
Apply with our recruitment teamHeilmrichRTS@gmail.com
Book a call

Book in now to see if we can help

Two quick questions first, so we only take calls where we can be useful.

What do you need from an outbound floor?
What is your business's monthly revenue?