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Hi, and welcome!
We use your email address as your ID when we save your information. This
lets you complete any part of this form and then come back to where you
If you are a new user, or returning user, please enter your email
and password below and press "Get Started!"
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As you complete each section, you can hide it from view for easier completion.
You can hit submit (at the bottom of this page) at any time to save your
information, and then return to it
Please don't worry if you can't supply all the information - some of the
items may not apply to you. This page is designed to gather as
much information as possible, but we realize that it may be tough to
define your needs in this format. We will review your information and contact you if
anything is unclear. Just fill in what you can. We
will be in touch!
2. Billing Information
4. Call Handling Instructions - General
What products and/or services do you offer?:
Do you need Spanish speaking
If yes, what percentage of volume do you anticipate?
What types of calls
do you normally receive? (e.g.: orders, inquiries,
we answer the phone? (e.g. Good afternoon, thank you for
Choose the information we will gather from your callers.
Check all that apply and/or enter additional questions below:
5. Call Handling Instructions - Urgent / Non Urgent
Call Experts can have different contact methods for URGENT versus NON URGENT calls and messages.
If you have messages that will be deemed URGENT, describe what will identify these calls?
Additional Dispatch Methods:
How would you like to be contacted with NON URGENT messages our Agents take?
6. Message Summary Reporting
Call Experts can send your messages in a batch recap message summary report via fax or email on a daily or weekly basis.
Please check the days of the week you would like to receive your message summary, as well as indicate the time of day to receive them.
7. On-Call Scheduling
8. Contact List
Please provide a contact list of all
people we may need to contact. We can call, text, email,
fax..whatever you want!