CLIENT DETAILS

Organization

Full Name

ONBOARDING PROFILE

Transcript Email

Website

Chat Greeting

Business Description

Business Hours & Timezone

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

Map / Coverage Area

Determine what customer wants

Services & Products

Next Steps, Product and Service Questions

Pricing Questions

Setup Consultation

Business Contacts

Useful Flyers to Provide Visitors