QQ

QUALIFYING QUESTIONS

☐ What is the nature of your business? Business Type: ___________________________________________

Are you currently using:

☐ Traditional Analog (Landlines) ☐ VoIP Phone System ☐ Not Sure

How many phone lines do you have?

Total Lines: __________ ☐ One line is used for Fax Fax Line #: __________

How many desk phones or devices are in use? Phones: __________

How many employees use the phone system? Employees: __________

Approximately how many business calls do you make or receive each day?

FACT FINDING QUESTIONS

Call Handling

How are incoming calls answered? ☐ Rings everyone ☐ Receptionist ☐ Auto Attendant ☐ Ring Groups ☐ Other: ______________________

Is that the way you want it to work, or is it simply a limitation of your current phone system?

Notes:

After-Hours Call Management

What happens after business hours? ☐ Goes to voicemail ☐ Scheduled greetings ☐ Call forwarding ☐ Auto Attendant ☐ Other: ______________________

Notes:

Mobility & Business Continuity

If you're away from the office or there's an outage, do calls forward to: ☐ Cell phones ☐ Computers ☐ Another office ☐ No forwarding

Notes:

Remote Employees

Do you have employees working remotely? ☐ Yes ☐ No

If yes:

Number of remote employees: __________

Notes:

Business Text Messaging

Can you currently text customers from your business phone number? ☐ Yes ☐ No

Can you send or receive pictures or documents through your business number? ☐ Yes ☐ No

Uses: ☐ Appointment reminders ☐ Customer support ☐ Estimates/Quotes ☐ Photos ☐ Other: ______________________

☐ Additional Notes