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Optimizing Your Transfer Schedule
Your transfer schedule in ClearChoicePartner determines when warm calls arrive. Setting the right hours is the difference between high-converting focused blocks and scattered, distracted call-taking.
Setting Your Schedule on the Platform
From your Profile settings:
- Select which days you accept live transfers
- Set start and end times for each day
- You can have different hours on different days
- Changes take effect immediately
The Focused Block Approach
Top-converting agencies don't sprinkle transfers throughout the day. They concentrate them:
- Block 1: Morning (9:00 AM – 12:00 PM) — consumers are fresh and engaged
- Block 2: Afternoon (2:00 PM – 5:00 PM) — catches people after lunch
- Optional Block 3: Evening (6:00 PM – 8:00 PM) — for consumers who work during the day
Why Blocks Work Better Than All-Day
When transfers are scheduled all day:
- You're constantly context-switching between tasks and calls
- Your energy dips during meetings, lunch, and admin work
- Missed transfers cost money and create a poor consumer experience
When you use focused blocks:
- 100% attention on the phone during scheduled hours
- Higher conversion because you're mentally sharp
- Clear boundaries between "selling time" and "admin time"
Pausing Mid-Block
If you need a break during scheduled hours:
- Hit pause on your dashboard — transfers stop immediately
- Take your break, grab coffee, handle an urgent matter
- Resume when you're ready — no penalty for pausing
Key Takeaways
- •Set focused transfer blocks (2-3 hours) rather than all-day availability
- •Morning and afternoon blocks tend to have the highest consumer engagement
- •Use the pause button freely — it's better to pause than to take a transfer while distracted
Pro Tip
Treat your transfer block like a surgical appointment — nothing else gets scheduled during that time. The agencies that protect this time consistently close 30-40% more transfers.