CLIENT DETAILS

Organization

Full Name

ONBOARDING PROFILE

How would you like our receptionists to answer your calls? During the day, After Hours and Weekends?

Business Hours & Timezone

Website

What is your physical address? Is it ok for our receptionists to give this location out to your customers

If no, how would you like us to answer the frequently asked question as to “where are you located?” “Do you provide free estimates?”

Brief description about your business. (What do you provide or specialize in?)

Do you have a list of frequently asked questions? If so, please provide answers

Employee & Contact information

(we can gather specific information for you prior to patching through or a warm transfer with name, company and reason for call)

Employee / Contact 1

Employee / Contact 2

Employee / Contact 3

Employee / Contact 4

What holidays are you closed for?

Staff Listing

We are the

Reception Message Slip Fields

Message Slip (Other Questions)

Any Additional Information