To begin, we need you to provide some key information about your company, the type of industry you are in, and how you deal with your customers. We also like to know about your goals as well, so we can draw up a detailed and effective plan for our team. All our calls are dealt with according to your specific instructions so you know exactly what kind of service you are getting and what kind of results you can expect.

Full Name *

Organization *

Email *

Phone *

Address *

City *

State *

Postal code *

How many years has your company been in business? *

What time zone is your company in? *

What services does your company offer? *

Will we be just an answering service (live message taking like name, number, email, address, and source), or will we be your office (take down all info and quote or schedule)? *

Would you like to use Bidslot's script, or create your own? If you would like to create your own to have us use, please upload here.

Script Upload

Are you requesting normal office hours service? (Mon-Fri 8am-8pm and Sat 9am-4pm)? *

How long does it take you to get to a customer with a quote? Or if we need anything from you how long does it normally take you to respond? *

When someone needs an in person quote, do you want us to schedule a time, or just alert you so that you can reach out with a time/date? *

Preferred communication? (Email, call, text) *

What is your website? *

What areas do you service? *

If you use any software that we will need access to, please explain what it is used for (quoting, scheduling, etc.) and give your login information. *

What will be our roles and responsibilities? *

Example:

Steps to quote -

Enter in CRM
Quote the job
Schedule the job
Complete daily follow ups to customer's who have received a quote but not yet scheduled

If we are scheduling, what is your goal for daily number of jobs or money per day? *

Would you like to join us on Slack so that we can communicate faster with you? You will have your own Slack channel so that you can answer any questions we may have, and we can answer any you may have. *

Create your account & get started here!
https://virtualassistantsoftware.com/signup