Case Studies

Real campaigns. Real numbers.

Six engagements: the challenge, what we deployed, how the team was structured and run, and what changed for the client. Every figure comes from the engagement itself or from verified Upwork records. Clients are named only with permission, and where no quote exists, none is shown.

Seminars & Events · Case 01

Booking Seminar Seats That People Actually Showed Up To

Client: US company running in-person sales seminars

The challenge

The client sold through in-person seminars, so a booking only had value if the guest walked through the door. Their previous setters were paid on bookings and the rooms stayed half-empty.

The solution

A dedicated team that grew to 20 agents, working the client's lists on US hours and measured on arrivals, not on the number of seats booked. Confirmation calls, reminder sequences and a QA card built around whether the guest understood what they had agreed to attend. The campaign ran for 16 active months over roughly two years; the client paused it and then restarted it with the same team.

The team

Dedicated team that grew to 20 setters under a Nexus-Tel team lead. Dedicated-team engagement model; agents worked only this campaign.

The process

Qualification and confirmation criteria written with the client before launch. Confirmation and reminder calls before each event, a re-book flow for cancellations, and a QA card built around whether the guest understood what they had agreed to attend. Arrivals, not registrations, were the number reported.

The outcome

Roughly one in four booked guests attended. The client paused the campaign and later restarted it with the same Nexus-Tel team rather than sourcing a new vendor.

Key takeaway

Paying and coaching setters on attendance rather than bookings changes who you hire, how you confirm, and what a good call sounds like.

The result

Around one in four booked guests walked into the room

Team size20 dedicated agents
Duration16 active months
Arrival rate~25% of booked guests attended
Measured onShow-ups, not bookings
Insurance · Case 02

A 22-Agent Closing and Live-Transfer Team for an Insurance Client

Client: US insurance agency

The challenge

The client needed more licensed-agent time spent talking to ready prospects and less spent dialling. Volume alone would not do it; transfers had to be warm and correctly qualified or the closers stopped trusting them.

The solution

Nexus-Tel built and managed a 22-agent team split between front-end callers producing live transfers and agents working the closing side. Qualification criteria were written with the client, agents were scored against them, and scores were shared with the client.

The team

22 dedicated agents: front-end callers producing live transfers, plus agents supporting the closing and follow-up side, under a Nexus-Tel team lead. Dedicated-team model.

The process

Qualification and compliance wording agreed with the client before launch and read on every call. Agents were scored against the written card and scores were shared with the client, so both sides worked to the same definition of a good transfer.

The outcome

Nine of the client's ten top-performing agents company-wide came from the Nexus-Tel team. Licensed agents spent their time on ready prospects instead of dialling.

Key takeaway

That result was not a cheap-labour outcome. It came from selection, training and a QA loop the client could see.

The result

9 of the client's top 10 agents company-wide came from our floor

Team size22 dedicated agents
ModelLive transfers + closing support
Ranking9 of the client's 10 top-performing agents company-wide came from this team
QAScored calls, shared with the client
Real Estate · Case 03

Filling a Calendar That Kept Going Empty

Client: US real estate business

The challenge

Inconsistent appointment flow. Some weeks the calendar was full, others it was empty, and the closing team could not plan around it.

The solution

A dedicated appointment-setting team working the client's market on a fixed daily cadence, with qualification criteria agreed up front and reporting from launch.

The team

Dedicated appointment-setting team under a Nexus-Tel team lead, working inside the client's CRM and calendar. Dedicated-team model, ongoing.

The process

Qualification criteria agreed up front; a fixed daily calling cadence; appointments confirmed before handoff; booked and attended reported separately from launch.

The outcome

More than 300 qualified appointments a month and over $2M in client revenue in the first six months. The closing team could staff and plan because the volume stopped swinging.

Key takeaway

Consistency is the product. The closers could staff and plan because the volume stopped swinging.

The result

300+ qualified appointments booked every month

ProblemInconsistent appointment flow
Duration6+ months, ongoing
Appointments300+ per month
Revenue generated$2M+ in 6 months
Real Estate · Case 04

A 12-Agent Acquisitions Team Across Texas, Florida and Atlanta

Client: US real estate investment group

The challenge

The client acquired properties directly from owners and needed a steady flow of motivated-seller conversations across three markets at once.

The solution

A 12-person acquisition calling team run by Nexus-Tel, working owner lists in Texas, Florida and the Atlanta area on US hours, handing qualified sellers to the client's acquisition managers.

The team

12 dedicated acquisition callers under a Nexus-Tel team lead, split across three markets. Dedicated-team model.

The process

A separate list, script variant and reporting line for each market. Sellers were qualified on motivation, timeline and property details, then handed to the client's acquisition managers.

The outcome

Approximately 70 properties closed from conversations the team started, across Texas, Florida and the Atlanta area.

Key takeaway

Multi-market campaigns work when each market has its own list hygiene, script variant and reporting line.

The result

Approximately 70 properties closed from the team's conversations

Team size12 dedicated agents
MarketsTexas · Florida · Atlanta
OutcomeApproximately 70 properties closed
HandoffQualified sellers to client acquisition managers
SaaS & Digital Marketing · Case 05

Scaling an SEO Sales Team to 15

Client: Digital marketing / SEO company

The challenge

The client needed to scale outbound fast without the hiring, training and management load of building the team in-house.

The solution

A 15-agent dedicated outbound team recruited, trained and managed by Nexus-Tel, working inside the client's CRM and reporting on qualified opportunities rather than dials.

The team

15 dedicated outbound agents recruited, trained and managed by Nexus-Tel under a team lead, working inside the client's CRM. Dedicated-team model.

The process

A written qualification bar for what counted as an opportunity; agents measured and coached against it rather than on dial counts; activity logged in the client's CRM so reporting stayed whole.

The outcome

More than $5M in client revenue driven by the team, with conversion above 25% on qualified campaigns, without the client running recruitment or day-to-day management.

Key takeaway

Outbound scales when the qualification bar is written down and the team is measured against it.

The result

$5M+ in client revenue driven by a 15-person team

ProblemNeeded to scale outbound fast
Team size15 dedicated agents
Revenue generated$5M+ client revenue
Conversion rate25%+ on qualified campaigns
Home Services · Roofing · Case 06

A Call Center Contract Built on Trust

Client: US roofing company

The challenge

The client needed a reliable calling partner for a fixed-scope call center project and had been let down before.

The solution

A fixed-price call center engagement delivered end to end by Nexus-Tel, contracted and reviewed on Upwork.

The team

A Nexus-Tel calling team scoped and delivered as a fixed-price project through Upwork. Campaign-based engagement model.

The process

Fixed scope agreed at the start; calling, scripting and reporting handled by Nexus-Tel; contract and review recorded on Upwork.

The outcome

An $82,988 fixed-price engagement completed with a 5.0-star verified review.

Key takeaway

Fixed-scope work rewards clear scoping and communication. The client's review speaks to both.

The result

$82,988 fixed-price engagement, verified on Upwork

Engagement typeFixed-price call center project
Contract value$82,988
Client feedback5.0 ★ verified review
Quote"Sam is a great guy to work with and very easy to communicate with."
Client Feedback

What clients say, straight from Upwork.

★★★★★

"Sam is a great guy to work with and very easy to communicate with. Highly recommend him for any marketing needs!"

Roofing Call Center Client$82,988 project · Verified on Upwork
★★★★★

"LEGEND. Moves fast, answers questions well, good at teaching."

Sales Development Client16-month engagement · Verified on Upwork
★★★★★

"Very professional, caring and responsible. Been using him effectively for two years."

Appointment Setting Client2+ years · Verified on Upwork
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