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Telemarketing Services (Inbound/Outbound) - Information Request Form

Use this form to supply us with detailed information so that we can respond to your request for Telemarketing Services.


Name:       
Company:    
Address:    
City:       
Prov/State:     Postal/Zip: 
Country:    
Phone:      
Facsimile:  
Email:      
Web Site:   

Please send information on the following:

What kind of Telemarketing Service do you need?

Inbound Outbound

Date you would like service to begin?

What functions will you need the Telemarketing Customer Service Reps to perform? (check all that apply)

24 hours / 7 days Service
Web site Operator Assisted Services
Catalog Orders
Customer Service
Market Research Surveys
Help Desk
Answer Phones
Event, Seminar, Class Registration
Appointment Setting
Dealer Locator
Other

If Other, please specify:

If you require Outbound Telemarketing Service, how many people will you need called?

Type of Business, including Product Line

How will the calls be directed to ClienTEL Plus?

Will you be using a Toll-Free Number?

Should ClienTEL Plus accept COLLECT calls?

Yes No

What words should we use to answer the phone? (60 character limit)

Please list your Office Hours:

Monday:      
Tuesday:     
Wednesday:   
Thursday:    
Friday:      
Saturday:    
Sunday:      
Hours by Appointment Only

If you require Inbound Telemarketing Services, how many calls do you expect to receive?

Per day:     
Per week:    
Per month:   
Not Sure

What types of information are we expected to try to obtain from the caller?
Please remember that this list should be kept to an absolute MINIMUM, in order to control your costs for responding to telephone / Internet calls

Caller Name
Company Name
Billing Address
Ship-To Address
Phone Number
Credit Card # and Expiration Date
Order Detail
Other -- Please specify:

What types of credit cards do you accept?

Visa
Mastercard
American Express
Discover
Diners Club

If you are looking for Order Entry Service, how will you want orders delivered?


Time(s) or other Detail:

Is a Directory required?
A Directory is generally required if the list of Products exceeds TEN. A Directory may incur a setup or monthly maintenance charge*.

Please note that your list of products must be submitted at least several days in advance of your commencement of service. Product information should include a UNIQUE Product Number, Description of the item, Cost, Tax Rates, Shipping and Handling charges. If products come in different sizes, colors, packaging combinations or other variables, each combination represents a DIFFERENT product number.

Please list ALL Provinces / States for which we will need to calculate sales taxes, including the percentage for each.

If Order Taking, how will SHIPPING charges Be calculated?

Please explain Shipping Charge details:

Will you require Mail RECEIVING Service?

Yes No

If YES, how shall we process Mail which is received?


PERSONNEL ROSTER INFORMATION
Please list up to three individuals who can answer questions regarding this account, or respond to Emergency inquiries. Please list these individuals in the order in which they should be contacted in an emergency. Include area codes and any extensions.

Person Number 1

Name:              
Position/Title:    
Office Phone:      
Pager Number:      
Mobile Phone:      
Pager Type:         

Person Number 2

Name:              
Position/Title:    
Office Phone:      
Pager Number:      
Mobile Phone:      
Pager Type:         

Person Number 3

Name:              
Position/Title:    
Office Phone:      
Pager Number:      
Mobile Phone:      
Pager Type:         
Use this space for additional information not included above:


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