EkoDial Cloud PBX SCOPING QUESTIONS GUIDE

Company Name

Contact Name

Address

Street Address

Street Address Line 2

CityState

Zip CodeCountry

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Email Address

example@example.com

Corporate Website URL

Language

Needed To Setup Business Hours

Business Hours

How Many Employees Do You Have?

Business Category

Does The Company Have Multiple Offices

If So, How Many?

Are There Some Travelling Users (mobile/remote workforce)?

Rows	Mobile Phone Number For Call Routing (List all numbers)
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IVR Professional Recording Script - Word or PDF File (see sample script below)

Voicemail Recording - .mp3 or .wav .(see sample script below you can use to create the recording)

How Many Call Queues?

Name(S) of The Call Queue(S).(For example, sales, tech support, Operator)

Name(s) of Auto Attendant(s).(For example, open hours,closed)

What Is Your Current Phone Provided ?

Do You Want To Keep Your Current Phone Number(S)?

What Type And Model Of Desktop Phones Are You Using?

How Many End-Users Will Be Using Your Phone Service?

Are You Using Fax?

How Many Phone Numbers Do You Need?

Do You Need A Conference Number?

Location Of Phone Numbers You Want To Buy.

Rows	City	Area Code	Country
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Type a question

Signature

For User Extension - Provide The Following Information.

Rows	First Name	Last Name	Extension Number	Email Address
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1. Welcome Message:

"Thank you for calling [Your Company Name]. To ensure quality service, this call may be recorded."

2. Main Menu:

For Sales, press 1.

For Support, press 2.

For Billing, press 3.

To speak with an operator, press 0.

3. Sales Department:

"You have reached the Sales Department. All of our representatives are currently assisting other customers. Please hold, and your call will be answered in the order it was received."

4. Support Department:

"You have reached the Support Department. Please hold while we connect you to a support representative."

5. Billing Department:

"You have reached the Billing Department. Please hold while we connect you to a billing representative."

6. Operator:

"Please hold while we connect you to the next available operator."

7. Hold Message:

"Thank you for your patience. Your call is very important to us. Please continue to hold, and a representative will be with you shortly."

8. After Hours Message:

"Our office is currently closed. Our business hours are Monday through Friday, 9 AM to 5 PM. Please leave a message with your name, phone number, and a brief description of your issue, and we will return your call during business hours. Thank you."

Thank you for completing this scoping form.

Your account manager will schedule a call with our Pre-sales team to ensure they understand all the knots and bolts of your project so they can provide you with the best setup for your needs.

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EkoDial Cloud PBX SCOPING QUESTIONS GUIDE

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