Client Intake Form - Real Time Receptionist

REAL TIME RECEPTIONIST CLIENT INTAKE FORM
Your Business Name*
Your Business Phone Number*
Business Address*
City*
State*
Zip Code*
Hours of Operation
Primary Contact Full Name*
Email Address*
Direct Phone Number
Type of Phone
Provider / Carrier
If Cellular
Please provide a brief description of your business and the services you offer
How would you like us to greet your callers? We normally suggest “Thank you for calling NAME OF BUSINESS, this is NAME OF RECEPTIONIST, how may I help you today?”
If you have any other call handling instructions please list them here
How would you like us to send you your call summaries?*
- Email
- Text Message
Email Address
Phone Number
If you are interested in having callers live transferred to you, please explain what type of call qualifies for this
If you are interested in having callers live transferred to you, please provide the phone number you want the live transfers to go to.
Would you like us to block all sales and solicitation calls? If so explain what types of calls you want blocked.
Please provide any other details you want us to know about the account

REAL TIME RECEPTIONIST CLIENT INTAKE FORM