What Conversion Marketing does

Conversion Marketing (legal name Conversion Marketing Solutions) is a private B2B lead generation company headquartered in Westlake Village, California, with a regional office in Takapuna, New Zealand. Founded in 2018, the company sells opt-in leads, live transfers, double-verified preset appointments, data lists with 500+ targeting filters, and sales email marketing to businesses across 50+ verticals including solar, home improvement, healthcare, insurance, debt consolidation, mortgage, and automotive. Customers range from solar installers and home service contractors to enterprise insurance, healthcare, and financial services buyers.

The company's technology stack centers on an in-house IT department that physically houses and maintains its contact databases. Data is verified through NCOA address scrubbing, DNC registry compliance, and AI-tested email deliverability checks. A double-verification system qualifies warm leads before booking preset appointments, and live transfers are handed off in real time with a two-minute buffer for client review. All leads are TCPA compliant with optional Jornaya or Trusted Form certification. The company also provides a free CRM to live transfer clients to manage lead pipelines.

Commercially, Conversion Marketing operates a sales-led model with direct phone, email, and website self-service channels. Revenue is generated via per-lead transaction fees: real-time leads typically price between $7 and $20, while aged leads range from $0.20 to $1+ depending on vertical, exclusivity, and lead age. A sales team of 250+ agents qualifies and transfers leads in real time. In 2026, the company achieved Google Premier Partner status, placing it among the top 3% of participating agencies in New Zealand.

Name

Conversion Marketing

Legal name

Conversion Marketing Solutions

Website

https://conversionmarketing.org

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Conversion Marketing is a private B2B lead generation company founded in 2018, headquartered in Westlake Village, California, selling opt-in leads, live transfers, preset appointments, data lists, and sales email marketing across 50+ verticals including solar, insurance, healthcare, and home services.

Ownership category

akta.pro rank

Product category

Lead Generation Services

NAICS

Advertising, Public Relations, and Related Services (5418), Direct Mail Advertising (54186), Advertising Agencies (54181), Directory and Mailing List Publishers (51314)

SIC

Services-Advertising (7310), Services-Direct Mail Advertising Services (7331)

akta.pro primary industry

Lead Generation & List Building Services (Prospecting, Data Sourcing) (BPAFAKAE)

akta.pro secondary industries

Telemarketing & Telesales Services (Outbound/Inbound) (BPAFAKAC), Marketing Database & Contact Data Providers (B2B/B2C Lists) (BPAFAKAF), B2B Demand Generation & Lead Nurture Agencies (BPAFAKAA)

Keywords

• Lead generation services
• B2B telemarketing leads
• Live transfer leads
• Preset appointments sales
• Marketing data lists

Headquarters

HQ city

Westlake Village

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Lead Generation Services: Conversion Marketing generates revenue through the sale of qualified leads including opt-in leads, live transfers, preset appointments, and data lists. The company operates across 50+ verticals and offers both exclusive and shared lead options. Pricing varies by lead type, age, and exclusivity level.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Conversion Marketing is a B2B lead generation company that sells qualified, TCPA-compliant leads to businesses across 50+ industry verticals. Its core offerings include Opt-In Leads (prospects who have consented to receive marketing), Live Transfers (real-time phone transfers of pre-screened leads with a 2-minute buffer), Preset Appointments (double-verified, date/time-booked meetings handed off via live transfer), Data Lists (telemarketing, address, and email databases with 500+ filtering options), and Sales Email Marketing (campaign design, deployment, and tracking services).

Product overview

Conversion Marketing is a lead generation and data marketing platform offering five core services: Opt-In Leads (prospects who have actively opted-in to receive marketing information), Live Transfers (real-time phone transfers of pre-screened leads), Preset Appointments (double-verified appointments booked and transferred in real-time), Data Lists (comprehensive contact databases with 500+ filtering options), and Sales Email Marketing (campaign design, deployment, and tracking services). These products work together as an integrated lead generation ecosystem—Data Lists feed into Opt-In Leads and Live Transfers, which can be booked as Preset Appointments, with Sales Email Marketing providing outreach capabilities across all lead types.

Differentiator

Problem solved

Functional benefit

Products and services

• Opt-In Leads Qualified, TCPA-compliant leads where prospects have actively opted in to receive information about a product or service. Leads include Jornaya or Trusted Form certification on request and are available across 50+ industry verticals.
• Live Transfers Real-time phone transfers of pre-screened, qualified leads directly to client sales teams, with a 2-minute buffer period for the client to review each lead before accepting. Stated as 10x more likely to convert than clicks and includes a free CRM for lead management.
• Preset Appointments Double-verified appointments where Conversion Marketing's agents call warm leads, confirm the prospect meets the client's filters (energy usage, credit score, geolocation, etc.), book a specific date and time, and transfer the prospect live to the client's sales team. All calls are recorded for quality assurance.
• Data Lists Comprehensive telemarketing, address, and email contact databases with over 500 filters for targeting across 50+ verticals. Address data is scrubbed through NCOA, phone data through the DNC registry, and email addresses are AI-tested for deliverability.
• Sales Email Marketing Email campaign services including custom design, guided campaigns, expert support, privacy protection, spam-free email addresses, and secure online reporting for tracking sent, opened, and clicked emails.

Named customers5 records

Segments6 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature5 records

Partnerships

One partnership is on record.

• GooglecoreTechnology or IntegrationConversion Marketing has achieved Google Premier Partner status for 2026, placing it among the top 3% of participating digital marketing agencies. This designation recognizes the agency's proficiency in using Google's advanced tools and AI features for campaign optimization. The status requires meeting requirements across client growth, client retention, product diversification, and annual advertising spend.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• CIENCE Technologies: CIENCE is a B2B outsourced SDR and lead generation agency offering managed outbound prospecting, appointment setting, and data services—directly comparable to Conversion Marketing's live-transfer and preset-appointment offerings.
• Martal Group: Martal Group is a B2B lead generation and appointment setting agency serving SaaS and technology verticals with outsourced SDR teams—comparable business model and product set to Conversion Marketing's live-transfer-driven motion.
• Belkins: Belkins is a B2B appointment setting and lead generation agency using outbound prospecting and SDR teams—directly comparable to Conversion Marketing's preset appointment offering and target SMB/enterprise client base.
• Marketcall: Marketcall operates a performance-based lead generation and affiliate call marketplace connecting advertisers with inbound callers—a comparable pay-per-lead and live-transfer marketplace model to Conversion Marketing's transactional lead offerings.
• SalesRoads: SalesRoads delivers B2B lead generation, telemarketing, and appointment setting services across multiple verticals—overlapping directly with Conversion Marketing's live-transfer, data list, and preset appointment products.
• VSA Prospecting: VSA Prospecting is a B2B outbound sales and lead generation agency offering appointment setting, lead qualification, and inside sales services—a direct functional analog to Conversion Marketing's preset appointment and live transfer products.
• Callbox: Callbox provides multi-channel B2B lead generation including telemarketing, data, and appointment setting across verticals—directly competing with Conversion Marketing's opt-in leads, live transfers, and data list products.
• Operatix: Operatix is a B2B outsourced SDR and lead generation agency focused on tech/SaaS verticals—comparable in business model (outsourced prospecting, appointment setting) to Conversion Marketing's core lead-gen motion.

Broad incumbents

• ZoomInfo: ZoomInfo is a large B2B contact data and sales intelligence platform whose data and lead-generation offerings compete broadly with Conversion Marketing's data list product while expanding into outbound sales workflows.
• Apollo.io: Apollo.io is a sales intelligence and engagement platform offering B2B contact data, lead generation tooling, and outreach automation—a broader incumbent whose data and outbound capabilities overlap with Conversion Marketing's data lists and live transfer services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Conversion Marketing