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Company Profile Questionnaire
FAQ
PLEASE TAKE TIME TO LET US KNOW ABOUT YOUR COMPANY AND HOW WE CAN HELP YOU WITH YOUR BUSINESS
Name of Company
*
Main Contact Name:
*
Main Contact Phone #
*
(###)
###
####
Describe company in detail
*
Describe the types of calls we should expect to receive
*
What are your expectations in handlng your calls?
*
Standard Service: Answer call, take a message that is automatically emailed to you.
Please check any service you are requesting
*
Answer Calls, Take Message, and email message (Standard)
Call transferring
Texting
Dispatching
Email additional personnel
Confirmation Calls
Outbound Call Campaign
See Price Chart for Fees
We are familiar with many programs. Please check any that you use or add a program below that you would like us to be trained on to use as we handle your calls.
*
Appointment Quest
Sales Force
ConnectWise
Reservation Nexus Hotel Software
Nakea NSM
Office Ally
Office Auto Pilot
Other (Please list below)
Not Necessary
If not listed above- Please provide the name of any other Software, Program, or Database you use, the tech support number, and let us know if training will be required. We will contact you to set it up.
If applicable
If we are going to be scheduling appts, making reservations, etc, it will require additional set up. Please let us know who to contact to arrange a discussion about this.
Your Name
*
First Name
Middle
Last Name
Phone
*
(###)
###
####
E-mail
*
A LITTLE MORE ABOUT YOUR COMPANY
Is there a location that your customers can come to? (Store, Office, etc)? PLEASE GIVE GENERAL DIRECTIONS
*
Address
*
Street Address
Apt/Company/Suite
City
State
Zip
If someone is seeking employment at your company, what is a proper response?
*
OTHER DOCUMENTS WE WILL NEED TO RECEIVE
This is a list of documents I can email over to you to fill out.
Terms and Conditions
Contract
Phone Transfer Outline
Credit Card Authorization Form
CONTACT LIST for people at your company
THANK YOU, SOMEONE WILL CONTACT YOU SOON TO SET UP YOUR ACCOUNT