Reliable Receptionist
Date
-
Month
-
Day
Year
Date
Hour Minutes
AM
PM
AM/PM Option
Caller ID (please copy/paste from console)
*
Please enter a valid phone number.
"May I have your name please?"
First Name
Last Name
"May I confirm your phone number please?"
Please enter a valid phone number.
What is the reason for your call today?
*
Prospective New Client (looking for more information on RR services)
Asking for Victor
Asking for Robby (Sales related missed calls)
Calling for Mindy Stephens/Alive Virtual Assistants
Existing Client (current client of RR)
Vendor/Solicitor
Other
PROSPECTIVE NEW CLIENT
ASKING FOR VICTOR
"May I tell him what the call is regarding?" If caller fits another category (ie: Prospective New Client, Existing Client) offer assistance as indicated there. Otherwise, ANNOUNCE call to Victor Mataraso. If Unavailable, provide as much details as caller shared and SUBMIT form as message.
ASKING FOR ROBBY
"May I tell him what the call is regarding?" ANNOUNCE call to Robby Skog. If Unavailable, provide as much details as caller shared and SUBMIT form as message.
"Thank you for your interest in our services. Please allow me to collect some basic information so I can get someone on the line to assist you."
Complete fields below.
Looking for Alive Virtual Assistants
"Alive Virtual Assistants is now part of Reliable Receptionist. Would you like more information on our services?" If YES, treat as New Client call. If NO, offer to ATTEMPT Victor Mataraso. If Unavailable, submit form as message.
EXISTING CLIENT
"How may I help you today?"
*
Update status or availability.
Check on a missed call or message.
Change call handling procedures.
Billing question, change plan.
Cancel service.
Other
"I'd be happy to help you with that. What would you like me to note?"
Click on client screen in Console directory and enter appropriate Status or Alert. Be sure to include today's date and your initials.
"In the future, we ask that you call your own number with these requests so that we have your company information in front of us."
If client inquires about charges for calling on their line: "Yes, the call will draw against your minutes, but that is how we are fairly compensated for the time we spend working on your account. Thanks for understanding." SUBMIT FORM
"You would need to speak with our Client Service Manager for further assistance. Let me attempt to get them on the line for you."
Complete fields below. ANNOUNCE call to Client Service Manager. If Unavailable, say, "I apologize, they are unavailable at the moment. May I offer your their voicemail or I can forward your contact information for a call back." Transfer to Voicemail if desired. SUBMIT form.
"Let me see if I can find that for you."
Review Call History and/or message team as needed to try to assist client. Complete fields and SUBMIT form.
"Let me see if our Client Service Manager is available to assist you with that. Allow me to take your contact information in case they are away from their desk."
ANNOUNCE to Client Service Manager. If Unavailable, SUBMIT form with client information and say, "I will have them return your call as soon as possible."
"Let me see if our General Manager is available to assist you with that. Allow me to take your contact information in case they are out in the field."
ANNOUNCE to General Manager. In Unavailable, SUBMIT form with client information and say, "I will have them return your call as soon as possible."
OTHER/UNSURE
"I apologize, but I don't have that information. Let me take a message so the appropriate person may return your call."
Complete fields below and SUBMIT form.
"May I have your company name?"
If none, re-enter full name.
"What is the best email address for you?"
example@example.com
"How did you hear about us?"
“Would it be okay if we text you some additional information about our services, including a link to schedule a demo?”
*
Please Select
Yes
No
Message/Description of need/Resolution
Receptionist initials
*
"Thank you so much for the information. One moment please while I try to get someone on the line to assist you."
ANNOUNCE to Victor. If Unavailable, ANNOUNCE to Alexandra. If Unavailable, ANNOUNCE to Marie. If all Unavailable say, "I apologize, but I don't have anyone available to assist you right this moment. I have all your information and will have someone return your call within one business day at most. You are also welcome to schedule a demo on our website" SUBMIT form.
VENDOR/SOLICITOR
"Have we reached out to you or do you have an existing business relationship with us?"
Yes
No
"Let me attempt to reach someone who can assist you."
ANNOUNCE call to Victor or the appropriate person in the company. If Unavailable, offer voicemail.
"I don't have anyone available to assist you at the moment. May I offer you a voicemail?"
TRANSFER to Victor's voicemail.
Result of Call?
*
Please Select
Call connected-Victor
Call connected-Robby
Call connected-Alex
Call connected-Stephanie
Call connected-Fabi
Call connected-Marie
Resolved with no further action
Unresolved/Call back requested
Junk/Spam/Hangup
Reception
Submit
Should be Empty: