Telesec Answering Service1290 Lincoln Rd. Ste. 4Yuba City, CA 95991Phone 530-751-9331 or 877-282-3232Fax 530-751-3399 or 888-262-0313www.telesec.netmanager@telesec.netNew Client Account Setup

New Client Information Sheet

WE DO NOT GIVE OUT INFORMATION WITHOUT YOUR PERMISSION:
SECTION 1 — Tell Us About Your Company
Our process begins with learning about your essential requirements. This form serves as an excellent starting point for discovering details about your company and preparing your account. Supplying us with detailed information enables us to support you more effectively.
Business Name*
Primary Phone Number*
Please enter a valid phone number.
Secondary Phone Number
Please enter a valid phone number.
Backline Number
Please enter a valid phone number.
Fax Number
Please enter a valid phone number.
May we give out your fax number?

YesNo
Email Address*
example@example.com
May we give out your email?

YesNo
Business Address*

Street Address

Street Address Line 2

CityState

Zip Code
Website
Type of Business*
General Services Offered*
Office Hours*
Lunch Hours
Does your office accept collect calls?*

YesNo
Select Your Base Plan *
Choose your service plan based on your estimated call volume per month.
SECTION 2 — Call Answering Details

Set your preferences for call handling and message collection.
Preferred Greeting Phrase: We greet all callers with good morning, afternoon or evening depending on the time of the day. Please try to keep the greeting short.*
For example: "Good Morning. ABC Plumbing, how may I direct your call?" or "Good Afternoon, Dr. Doctor's Answering Service, how may I help you?"
We ask every caller for their full name, phone number and message. List any other questions you want us to ask or information you want us to gather from your caller.
Please provide any additional information or special instructions for the Telesec Operators
Provide as much information as needed
SECTION 3 — On‑Call Scheduling

Let us know about your on-call schedule.
Do you have an On‑Call schedule?*

YesNo
Who is responsible for sending the OC schedule to us?
Upload your current On‑Call schedule

or you may email them to: manager@telesec.net
Cancelof
It takes time to enter on-call schedules acurrately. Please send schedules 2 weeks before month‑end.
SECTION 4 — Message Delivery Preferences

Choose how you would like to receive messages and reports.
Your messages can be delivered in many ways. How do you want to receive your messages? Please note once we have completed a call, on a normal basis we would clear the ticket, if you want to track all handled tickets/messages you would need to notify us. Please note in part due to HIPAA Laws & Regulations, if you are a medical office, we cannot provide email or SMS texting.
How would you like to receive your messages? (Check all that apply)*

Call the office when openFax messagesHold messages for office check‑inText/SMS messagesEmail messages
Fax Timing / Frequency
Text/SMS Timing / Frequency
Email Timing / Frequency
Calls that have been handled: Would you like to receive a log/copy of your dispatched calls?*

YesNo
If yes, when should we send the report?
How far back should the report go?
Which days should reports be sent?

MondayTuesdayWednesdayThursdayFridaySaturdaySunday
SECTION 5 — Responsible Person / Account Owner

Information about the main account contact.
Owner/Manager Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Email*
example@example.com
Residence Phone
Please enter a valid phone number.
Cell Phone
Please enter a valid phone number.
Second Cell Phone
Please enter a valid phone number.
Fax Number
Please enter a valid phone number.
What is your Preferred Contact Order (Rank your preferences)
Are we allowed to give out ANY of this information?*

YesNo
What are we allowed to give out?

EmailResidence PhoneCell PhoneSecondary Cell PhoneFax NumberOther
SECTION 6 — Staff Information

Add details for each staff member. You may add multiple staff.
Staff Information
May we give out any information listed above?

YesNo
SECTION 7 — Phone Line Features

Information for your reference.
We only provide the Call Forward phone number. These features are NOT available by us, but by call your phone provider to get the feature added to the telephone # you would like us to answer:

Call Forward: You will use code *72 to transfer your phones & *73 to get them back. When needed you can roll your phone lines to the answering service and take them back as needed. If you have a power outage before your lines are rolled to us, this feature will not work.

Delay Call forward: The phones ring in your office for a preset number of rings until they automatically transfer to us. No Daily transfer is needed. Your phone line(s) will roll if the line is not answered on your end. This feature is useful if you are in and out of your office or if there is a power outage. During a power outage, your phones will automatically roll over.

Remote Call Forward: This feature allows you to transfer your phone lines from outside the office. This will allow you to manage the phone line from any location. This feature is best for clients who do NOT wish to have the calls ring in their office.

The phone number you are assigned (call forward number), only rings into our location. It can only be answered by our company agents. You are welcome to use and advertise your assigned Call Forward number, but none of OUR personal company numbers. Thank you.
Should be Empty:

New Client Information Sheet

SECTION 1 — Tell Us About Your Company

SECTION 2 — Call Answering Details

SECTION 3 — On‑Call Scheduling

SECTION 4 — Message Delivery Preferences

SECTION 5 — Responsible Person / Account Owner

SECTION 6 — Staff Information

SECTION 7 — Phone Line Features