Call Center Customer Onboarding Form

Greeting

Our Default, Three-Part Greeting: 1. Thank the customer for calling: “Thank you for calling [Your Company Name]!” 2. Introduce ourselves: “This is [First Name].” 3. Make offer of assistance: “How can I help you today?”

Stick to the Default Greeting, or choose your own Custom Greeting?*

Default Greeting (Recommended)Customized Greeting

Please enter your Customized Greeting below:

Company Information

Company Name:*

Company Name Pronunciation (if necessary):

Company Website URL*

Phone Number*

Area CodePhone Number

Company Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

What does your company do?*

Is your business open 24 hours a day?*

YesNo

Your Hours of Operation:

Time Zone:*

What Time-Zone Are You In?

How many years have you been in business?*

Call Handling Instructions

PLEASE NOTE: While our savvy receptionists can easily handle different types of calls (new clients, current clients, hot leads, etc.) according to your Call Handling Instructions, it is not feasible for us to remember specific instructions for specific people who may or may not call. If you are expecting calls from specific people and need them transferred directly to you, for example, please add to your Call Handling Instructions that you want all callers who ask for you by name to be transferred to you.

Do you want certain calls transferred to you?*

YesNoDepends on the situation and/or time of day

All phone numbers you would like us to attempt to reach you at

	Phone Type (Cell, Office, etc.)	Phone Number
1
2
3

Please explain, in detail, how you would like your calls to be handled:

Do you want calls transferred to members of your organization?*

YesNoDepends on the situation and/or time of day

Members of your organization

	Name of partner/employee	Phone Number	Department/Position
1
2
3
4
5
6
7
8
9
10

Please provide transfer instructions for members of your organization (If you've already provide this above, type "see above:")*

How would you like us to handle calls from Solicitors?*

Call Notes We send you a call summary email after each call. You also have the option to receive these call notes by text as well. (This option is applicable for most, but not all cell phone carriers) PLEASE NOTE: Some cell phone carriers limit incoming text messages to 160 characters, so you may still have to view the email to see the full message.

Frequently Asked Questions (FAQ) ***THIS SECTION IS COMPLETELY OPTIONAL*** In order to quickly answer your caller's questions, we will need you to provide a list of your frequently asked questions, and answers (including questions about your products/services and pricing). Most of our clients create a shared Google Doc in Google Drive, and share it with us so that we can both add to it, edit, and collaborate on it in real-time. We recommend creating a Google Doc, or providing us with a Word document or PDF file. *Please note, the more answers you provide us, the less often we will have to contact you for the answer.* Every website is different, URL's change, and FAQ pages on websites are often incomplete, so we rely on the FAQ you provide us to answer questions about your business. It is ideal for us to have a central place where we can find answers to caller's questions about your business quickly, so that we can provide your callers with the best call experience possible. Please provide a thorough FAQ so we can supply your callers with the answers they need, and resolve their issues quickly and efficiently.

Link to FAQ document (Google Doc):

Appointment Scheduling We can input caller's information into your online appointment scheduling form or calendar. If you are looking for a solution for accepting online appointments: If you use Google Calendar or Apple iCloud Calendar, we highly recommend YouCanBook.Me: https://youcanbook.me/howitworks/ If you use Microsoft Office 365 or Outlook Calendar, we highly recommend Calendly: https://calendly.com/ Additionally, if you would like your booking form to have services and team members to select from, and not just appointment times, we highly recommend Acuity: http://www.acuityscheduling.com/

Would you like us to schedule/book appointments/consultations for you?*

YesNo

Booking/Scheduling Link:

Booking/Scheduling Instructions (If you've previously provided this info, write "see above")

If you have any further instructions or notes, please provide them below:

ALL DONE! PLEASE SUBMIT!

Things to note! – All our plans are month-to-month! There are no contracts to sign, and you can cancel any time! – After the 7 day trial period, you will be placed on the plan most suitable to you based on trial usage, unless you select a different plan yourself. – After 7 days, we will charge your credit card the $50 setup fee and the first month of your monthly plan. – Cancel at any time within the 7 day trial period, and you won’t be charged! – If Custom Plan is selected (Required for over 500 minutes/month) we will contact you at the end of your trial and recommend a plan that works best!

Please fill out all fields that are applicable to your business.