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Horatio Questionnaire
Please fill out this short quiz so we can better match your needs to our solutions.
19
Questions
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1
Please enter your email address
*
This field is required.
john.smith@companyabc.com
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2
Do you have an existing team of agents?
*
This field is required.
YES
NO
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3
Where is the team located?
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4
Do you have a QA program?
YES
NO
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5
What hours would you like your team to cover each day?
Fill in the boxes below to indicate what hours you would like your team to work on a particular day. Not sure? Take a guess and Horatio is happy to make a recommendation based on your business needs.
All times are in EASTERN STANDARD TIME
.
Start of Support Hours (EST)
End of Support Hours (EST)
Business Hours
12:00:00 AM
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Business Hours
Start of Support Hours (EST)
12:00:00 AM
1:00:00 AM
2:00:00 AM
3:00:00 AM
4:00:00 AM
5:00:00 AM
6:00:00 AM
7:00:00 AM
8:00:00 AM
9:00:00 AM
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11:00:00 AM
12:00:00 PM
1:00:00 PM
2:00:00 PM
3:00:00 PM
4:00:00 PM
5:00:00 PM
6:00:00 PM
7:00:00 PM
8:00:00 PM
9:00:00 PM
10:00:00 PM
11:00:00 PM
OFF
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2:00:00 AM
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OFF
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End of Support Hours (EST)
12:00:00 AM
1:00:00 AM
2:00:00 AM
3:00:00 AM
4:00:00 AM
5:00:00 AM
6:00:00 AM
7:00:00 AM
8:00:00 AM
9:00:00 AM
10:00:00 AM
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12:00:00 PM
1:00:00 PM
2:00:00 PM
3:00:00 PM
4:00:00 PM
5:00:00 PM
6:00:00 PM
7:00:00 PM
8:00:00 PM
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OFF
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1:00:00 AM
2:00:00 AM
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6:00:00 AM
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6
Would you like your team to provide support on weekends?
YES
NO
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7
What software do you use?
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8
Will the team be completing customer experience/support work?
This includes answer customer emails, live chats, social media comments, phone calls and any other communication with clients.
Yes, we need CX help!
No
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9
What channels will we be working on?
Let us know which channels you would like your team to be responsible for.
Please select all that apply.
Email
Live Chat
Social Media Comments
Phone
SMS
Other
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10
How many tickets or interactions do you expect on each channel
per day
?
*
This field is required.
Estimates are fine! Remember, this is
PER DAY.
Select one from each row.
None
1 - 100
101 - 500
500 -1000
1000 - 10000
10000+
Emails
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
Row 0, Column 5
Chat
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Row 1, Column 4
Row 1, Column 5
Phone
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Row 2, Column 4
Row 2, Column 5
Social Media
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Row 3, Column 4
Row 3, Column 5
SMS
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
Row 4, Column 4
Row 4, Column 5
Emails
Chat
Phone
Social Media
SMS
None
Row 0, Column 0
1 - 100
Row 0, Column 1
101 - 500
Row 0, Column 2
500 -1000
Row 0, Column 3
1000 - 10000
Row 0, Column 4
10000+
Row 0, Column 5
None
Row 1, Column 0
1 - 100
Row 1, Column 1
101 - 500
Row 1, Column 2
500 -1000
Row 1, Column 3
1000 - 10000
Row 1, Column 4
10000+
Row 1, Column 5
None
Row 2, Column 0
1 - 100
Row 2, Column 1
101 - 500
Row 2, Column 2
500 -1000
Row 2, Column 3
1000 - 10000
Row 2, Column 4
10000+
Row 2, Column 5
None
Row 3, Column 0
1 - 100
Row 3, Column 1
101 - 500
Row 3, Column 2
500 -1000
Row 3, Column 3
1000 - 10000
Row 3, Column 4
10000+
Row 3, Column 5
None
Row 4, Column 0
1 - 100
Row 4, Column 1
101 - 500
Row 4, Column 2
500 -1000
Row 4, Column 3
1000 - 10000
Row 4, Column 4
10000+
Row 4, Column 5
1
of 5
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11
Will the team be completing back-off / operational tasks?
We help companies with much more than CX! Whether it's routine tasks, projects, vendor onboarding, scheduling, data entry, invoicing, and anything else you'd like to offload to us - we can handle it! Just ask!
Yes, we've got plenty!
None right now
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12
Please describe the back-office / operational tasks your team will be handling.
Huge
Large
Normal
Small
Ok
quote
Created with Sketch.
Ok
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13
Do you have a job description to upload?
This can be any type of document that outlines the specific skills you would require for this role.
Yes, I've got one!
No, I don't...
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14
What are the specific skills you require for this role?
We want to hire the best team possible, and also people that connect with you! Please be as specific as possible
Huge
Large
Normal
Small
Ok
quote
Created with Sketch.
Ok
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15
Please upload the job description here.
Drag and drop files here
Select files to upload
Max. file size
: 10.6MB
Browse Files
Cancel
of
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16
Do you have a training program?
This can be anything that would guide us on training the agents on their duties and specific procedures.
Yes, we have one!
Not yet!
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17
Will the team have access to
full
credit card data (not just last 4 digits)?
This is important for us to know so we can take some security measures to make sure your customer's data is secure!
Yes, they will
Nope, they won't
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18
What's your desired Training Start date?
Let us know when you'd like to ideally get started!
-
Date
Month
Day
Year
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19
How many agents do you think you'll need?
A
best guess
is totally fine! We will run an analysis based on your volume to make a recommendation to optimize performance.
No Idea - Help!
1 Agent
2 - 3 Agents
3 - 5 Agents
6 - 10 Agents
11 - 20 Agents
20 - 50 Agents
51 - 100 Agents
100+ Agents
200+ Agents
300+ Agents
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