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Email: info@callexperts.com

Call Today: 1.800.374.0911

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Hi, and welcome!
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You can hit submit (at the bottom of this page) at any time to save your information, and then return to it later.

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!

 

1. Company Information

 
 
 
 
 
Unlisted Number(s) in Office
 

2. Billing Information


 
Go Green!! I would like to receive invoices by email
 Go Greener!! I would like to auto pay invoices by credit card (if you choose this option, we will contact you for the necessary details.)
 Go Greenest!! I would like to auto pay invoices by Bank Draft for a 2% discount (if you choose this option, we will contact you for the necessary details.)

3. Referral

If you were referred to us, please tell us by whom so we may properly thank them! We offer a service credit for all referrals!!

4. Call Handling Instructions - General

What products and/or services do you offer?:
Do you need Spanish speaking Agent services? Yes  No
If yes, what percentage of volume do you anticipate? %
What types of calls do you normally receive? (e.g.: orders, inquiries, appointments, personal)
How should we answer the phone? (e.g. Good afternoon, thank you for calling XYZ)
Choose the information we will gather from your callers.
Check all that apply and/or enter additional questions below:
To
Name
Number
Extension
Company
Other:
Email
Message
Address
 
Is this an emergency?
Best time to be reached?
How did you hear about us?
Can this wait until the office opens?
Do you need a call back immediately?

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?
Upon Receipt
Start of Next Business Day
End of Business Day Recap
Other:

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.
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Time of day:
 
Also, please send at:
Any additional requests:

7. On-Call Scheduling

Do you have an on call schedule?  Yes  No
If you selected yes, please fax an example to 800-395-0665.  Our on call specialists will create a web-based schedule that you can view, print, or change anytime.
 

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!
Contact Name Home Phone Cell Phone Other  
 
 
 
 


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