Outbound Support

UPLevel provides outreach calling programs based on your ideal campaign design, and also strategizes Customer Experience Surveys to effectively enhance brand awareness and customer engagement, drive growth strategies and decisions, obtain relevant customer insights, and identify customer experience trends and opportunities.

Within 1 business day an UPLevel representative will be in touch with your proposal and estimate pricing.
Within 1 business day an UPLevel representative will be in touch with your proposal and estimate pricing.

Outreach Calling Programs

UPLevel is happy to work with clients to provide Outbound Lead and Customer Outreach Programs based on their ideal campaign design.

Keeping the database updated

Data scrub of lead contact records to obtain updated contact information, driving more live contacts and updating your files at the same time. 

Highly effective Targeted contacts

Through a dedicated and branded toll free number, contact an identified segment of the lead database. For example, campaigns can target certain geographical areas, or customers with a high probability of repeat business, or any combination of demographics.

A warm personal touchpoint

While in contact with the lead, promote the client’s brand and create a warm personal touchpoint, augmenting loyalty and brand recognition.

Objectives of the outreach programs can be tailored to each client’s needs and preferences: 

New customer welcome

Cross sell products and promotions

Walk the customer through online payments or appointment booking over the phone

Referral programs or other promotions in line with current marketing strategies

Obtain customer consent to subscribe them to newsletters, podcasts or social media

Other customized contact opportunities

Customer Experience Surveys

UPLevel works with clients to augment their existing Customer Experience Survey strategies to effectively enhance brand awareness and customer engagement, drive growth strategies and decisions, obtain relevant customer insights, and identify customer experience trends and opportunities.

Surveys can be triggered by:

Appointment scheduling events
Purchase events such as lead conversion or repeat purchases
Customer support events including following up on a customer’s experience with contact center support
Any other key trigger points at which you decide customer feedback would be beneficial

This solution can include:

Custom collaborative review and design of surveys; fully customizable in both length and content to ensure a perfect match for your brand

Results are maintained on our secure network and transmitted to you via the secure method of your choice to protect customer data 

Blended contact methodology can include telephone, email and/or SMS delivery

Hear what our amazing clients say about UPLevel

Our core values are at the heart of all that we do. They are integrated into our daily work lives and help us to remember our clients always come first.

"Big Life Journal has been working with the UPLevel team since 2019. I'm always blown away by how fast the team learns and gets up to speed. All team members are incredibly responsive, patient, and attentive to details. Thank you so much for being our extended team, we are so lucky we found you!"

Big Life Journal

"UPLevel creates an excellent Member experience for us handling all of our virtual visitors with care and professionalism. From IT Help Desk support to Member telephone inquiries of all kinds, UPLevel treats our members like their own – promoting our brand and helping us create a culture that differentiates us and creates loyalty. Our Board, staff and our members have remarked on the friendly and capable member care they receive through our new arrangement. We recommend UPLevel to any Credit Union – their call center support is truly exceptional."

The Energy Credit Union

"It has been a pleasure working with your incredible team members over the years who excel at what they do and provide outstanding service and support to us. Wishing you many more years of continued success!"

Sun Life Financial

“We could not have gotten our start, grown our business and continued to exceed our customer expectations without UPLevel. They have been our secret competitive advantage, since we launched our first product. With their existing customer service infrastructure, we appear like an eight figure company to our customers. They go above and beyond every day – our customers love them – they’ve helped us create customers for life and build our brand. Responsive, highly effective, positive, innovative. I highly recommend the team at UPLevel for customer support.”

Drew Levich, Founder, Dammit Dolls & Veterinary Naturals

“As a founder and CEO of three national companies, two ranked on the INC 500 list of America’s Fastest Growing Private Companies, and business advisor to leading companies, I have worked with many successful CEO’s. In working closely with Tracey since 2009, I can confidently say she is a rare leader that is in a league of her own, with the rare ability to create dramatic and consistent growth, ever increasing quality for her clients, and building a company culture second to none.”

Scott Hallman, Founder & CEO

“I’ve had the opportunity to work with and get to know the leadership and business model at UPLevel. They have a world class culture that inspires people, growth and performance. Behind every word is action and results designed to drive their clients’ success.”

Cameron Herold, Founder COO Alliance, Author of Meetings Suck

“The transition was so successful I moved my entire C suite to UPLevel Front Desk last year. The result has been hours of freedom, less interruption, more focus on driving results and growth.”

Centuria Natural Foods

“Working with UPLevel is seamless, fun, and a fantastic decision for my business. We get amazing results from top notch people. They don’t feel like a remote team, they are your team. Don’t hesitate to work with UPLevel.”

Modern Law

“UPLevel’s professionalism and helpfulness has been exceptional, with everyone at UPLevel always ready and willing to jump in and assist wherever possible. UPLevel’s standard for service excellence has been outstanding.”

Coast Capital Savings Federal Credit Union

“Ongoing Operations decided to use UPLevel to provide our first tier client support. We have been thrilled with the amazing job they have done taking over a critical function, communicating effectively with clients, following procedures, and helping us architect a great experience for our clients. Their ability to learn our systems (technology and process), friendliness, and professionalism ensure that our clients get timely technical support with great communication every step of the way!”

Kirk Drake, Author of CU 2.0; CEO, Ongoing Operations