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Project Scoping

`Project Scoping`

Your name:(Required)

Your phone #:(Required)

Your title:(Required)

Your e-mail address:(Required)

`Project Objective`

Tell us more about your goals in outsourcing these processes(Required)

Company name(Required)

Contact info (phone, email, etc)

Inbound/Outbound/Both

What experience levels are you looking for? (entry, some, # of years, etc.)

Number of employees

Tell us more about each role you need filled

Number of Agents Needed

Hours per week

Days of operation

Hours of Operation & Timezone

Training material?

Training length?

Training date  MM slash DD slash YYYY

Ideal start date  MM slash DD slash YYYY

What KPIs do you use to measure performance for these roles?

KPI goals? (maintain, improve, please elaborate l)

Do you use a CRM?

Other systems to be used? (this information helps us prepare training materials)

Telephony system specs

Softphone specs

Please provide other details necessary for us to provide a more accurate quoation.

Do you have training manuals for these specific roles?

FileMax. file size: 256 MB.

Would you like us to create some for you at a small and minimal cost?

Tell us for what roles would you like these manuals

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