How Voiceops helped Truehold lift first‑call conversion and automate QA on 100% of calls.

Date:
Nov 18, 2025

+20 Points

First Connection Conversion

30 Days

from Kick off to 100% Coverage

The problem

Manual QA couldn’t keep pace with growth.

Truehold nearly doubled its sales team while still relying on manual spot‑checks that covered ~2% of calls. The process was slow and inconsistent, and managers lacked reliable visibility into what was actually happening in conversations.

“We use smart trackers and keyword lists, but there’s still a lot of manual review that requires a person to individually score calls.” — Alli Meyer, Sales Operations

Their existing tools weren’t built for Truehold’s reality. Keyword logic missed nuance like sequencing, different reps’ styles, and customer context, and anything more than the most basic analysis required exporting transcripts and asking their technical team to do ad‑hoc work.

“I can create plenty of keyword lists, but I can’t analyze what I actually need, unless I download everything and run it manually, which is a logistics nightmare.” — Lucas, Operations

The timing raised the stakes: rapid hiring, new products and policies, and 2025 targets demanded full‑coverage QA and faster coaching loops. Continuing with manual review, or waiting on their existing tech to catch up, wasn’t viable. They needed a solution that could deliver expert‑level scoring across 100% of calls and surface insights managers could act on immediately.

Company name
Truehold
Industry
Home equity / Consumer services
Company size
Mid-size
Pain point
Manual QA, low coverage, slow coaching loop
Voiceops products

QA Automation

Self-Serve Models

About
Truehold helps homeowners unlock home equity while remaining in their homes; high‑velocity B2C conversations with strict compliance needs.
The solution

An out‑of‑the‑box, self‑serve system that scores 100% of calls.

Voiceops promised something different: the ability to automate Truehold’s entire scorecard without technical expertise. The platform would learn from watching Truehold’s team score calls, then replicate their exact standards across 100% of conversations.

Handles complex reality

“We have different scorecards for different types of calls. Discovery, offer delivery, inspection delivery, re‑engagement, and different kinds of follow‑ups. That’s nearly 100 items to score across 5 scorecards,” Alli noted. Voiceops AI was able to identify each type of call automatically and then route the correct scorecard items accordingly.

Simple self‑serve training

Jessica, who became Truehold’s power user, found the process intuitive. “It’s so much easier. And the accuracy is incredible. I was very impressed.”

Coachable insights

Leaders generate one‑click coaching docs with linked examples, shifting time from QA to live coaching and speeding ramp.

Alli Meyer
Fully automated QA form filled out by the AI trained in 30 days
“We went through those early calls and changed how we answer the phone and respond to an initial ‘no thanks‘”
Alli Meyer
Sales Operations
The Results

Seamless rollout, conversion lift, and hard ROI

Within 30 days, Truehold had its first scorecard automated and running on 100% of calls. The impact showed up immediately.

Conversion lift

First‑connection conversion moved from the high 70s to the low 90s (≈ 20‑point gain), driven mainly by talk‑track changes informed by Voiceops insights. “We went through those early calls and changed how we answer the phone and respond to an initial ‘no thanks.’” — Alli Meyer

Manager leverage

Leaders who once spent 8–10 hours/week on manual reviews now generate one‑click coaching docs with linked examples — shifting time from QA to live coaching and speeding ramp.

Cost avoided

By replacing offshore QA sampling with automated scoring, Truehold avoided $200K+ in planned QA headcount while gaining 50× the coverage and richer insights.

Jessica Macias
Engagement themes
“It’s so much easier. And the accuracy is incredible. I was very impressed.”
Jessica Macias
QA Lead - Truehold
Looking Forward

Voice data as a strategic asset.

The internal momentum is undeniable. “We told the whole team…we're super excited,” Alli said. With QA automated and coverage at 100%, the team is turning self‑serve toward bigger business questions. Voiceops’ workflow lets them define a question, label a small set of calls, and ship a model that answers that question across every new conversation in hours. Leaders get dashboards and linked examples they can drill into on the spot.

Funnel diagnostics

Identify why prospects drop late in the process and separate pricing effects from messaging or macro factors.

Sentiment & intent

Surface trust, hesitation, and likelihood to convert early in the call.

Competitive & policy signals

Track unprompted competitor mentions and verify that new programs are explained correctly.

Customer motivations

Mine themes that inform scripting, routing, and upstream marketing.
The same self‑serve that learned their QA standards now answers product, marketing, and ops questions straight from voice data — moving from manual reviews to complete visibility with a platform that scales with ambition.

How Voiceops helped Truehold lift first‑call conversion and automate QA on 100% of calls.

Date:
Nov 18, 2025
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