• Reliable Receptionist

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  • 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

  • "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.
  • "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

  • "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.
  • Should be Empty: