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