About Lear Capital
Lear Capital is a leading national precious metals company helping investors diversify and protect their wealth through physical gold, silver, and other precious metal investments. Since 1997, Lear Capital has placed over $3 billion in metals with investors, earning a reputation for transparency, education, and personalized service.
Challenge: Costly Leads, Slow Contact Rates
For a company where every lead represents a significant investment, speed and efficiency in lead engagement are critical.
“New leads are expensive to generate and we needed an instant and more efficient way to get a hold of them,” said John Ohanesian, CEO of Lear Capital.
The traditional phone workflow relied on manual dialing and handoffs between automated systems and human reps. These split-second delays often caused potential customers to hang up — sometimes before a rep could even respond — leading to drop-off rates as high as 5–7% in some cases.
Solution: Real-Time AI Engagement with Whisper Transfer
Lear Capital partnered with 2X Solutions, a Telnyx technology partner, to implement an Outbound Voice AI system built on Telnyx’s programmable voice APIs.
The 2X platform uses Voice AI to instantly engage new leads as soon as they’re generated. With Telnyx’s Whisper Transfer functionality, the system seamlessly connects live leads to sales representatives—without dropped calls or awkward pauses. In some cases, the AI also asks a few short qualification questions before connecting.
Sales reps can even join the call while the AI is still speaking and take over the conversation instantly, ensuring a smooth, professional experience for the customer.
This approach also addresses both major sources of drop-off:
- No more delay at pickup: AI answers instantly, so leads aren’t left hanging.
- No more confusing double-transfer: the AI smoothly transitions the conversation to a rep in real time.
Behind the scenes, Telnyx’s carrier-grade global network and private, SOC 2–certified infrastructure power every AI call and transfer, ensuring low latency, crystal-clear quality, and full compliance with financial and telemarketing regulations.
Results: Higher Contact Rates, Lower Costs
Since implementing the 2X Voice AI and Whisper Transfer system, Lear Capital has seen significant performance gains across their outbound sales process:
- +8% increase in lead contact rate equating to 190 additional leads reached per month and $66,000 in previously wasted lead spend recovered.
- Drop-off rate cut from 3.7% to less than 0.025%, effectively eliminating lost transfers and hang-ups.
- Reduced sales rep and dialer headcount by six, saving approximately $30,000 per month in overhead.
“Our reps no longer compete for the fastest dial,” said Ohanesian. “They can focus on meaningful conversations instead of racing to call new leads. The AI handles the speed, we handle the relationship.”
