Client Intake Form

Client Intake Form

Thank you for considering our remote call center services for your business needs.
At Teleflex Solutions, we specialize in providing top-notch answering services tailored to small business owners. Our team of highly skilled independent contractors is dedicated to delivering exceptional customer service, ensuring that your clients receive the attention and care they deserve.

To better understand your requirements and provide the best possible service, please take a few moments to complete this intake form. Your responses will help us tailor our services to meet your specific needs and ensure a seamless partnership.
Business Name: Business Name
Point of Contact:  Best Person for Communication
Email:   Email
Phone Number:   Area Code   Phone Number
Business Address:   Street Address   Address Line 2   City   State   Zip
Communication Preference:   Email or Phone
Type of Service(s) Needed:

Answering Service (Quotes, Inbound/Outbound calls, Scheduling, Account Notation, FAQs, etc.)Data EntryEmail SupportChat
Please elaborate on business needs:
For Answering Service: Expected Call Volume (Daily/Weekly/Monthly):
A rough estimate of anticipated call volume.
Preferred Hours of Operation:
Any Specific Requirements or Preferences:
Existing Customer Relationship Management (CRM) Systems:
Communication Tools in Use (e.g., VOIP, email platforms):
How Did You Hear About Us?
Ideal Transition Date:

MonthDayYear
Please provide an estimated date for services to begin. We will partner with you to determine an official date.
Should be Empty:

Client Intake Form

At Teleflex Solutions, we specialize in providing top-notch answering services tailored to small business owners. Our team of highly skilled independent contractors is dedicated to delivering exceptional customer service, ensuring that your clients receive the attention and care they deserve.