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Use this form to set up new accounts and to make changes to existing accounts.
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Excel Answering Service, Inc.

 

Client Profile Form

Use this form to set up new accounts and to make changes to existing accounts.


General Office Information
Account Name
Type of Business
Account Number
Date you would like service to start?
Office Address

Suite Number

State
 Zip Code
Office Main Number

Back Line Number(for Excel use only)

Fax Number
 
Second Office Address
Suite Number
City
 State
 Zip Code
Second Office Main Number
Back Line Number(for Excel use only)
Fax Number
 
Website Address (if any)
E-mail Address
Answer Type
(Check One)
Live Operator
Answer Phrase For Operator
Recorded Message
What Message Do You Want On The Recording?
Office Hours
Sunday
 
Monday
 
Tuesday
 
Wednesday
 
Thursday
 
Friday
 
Saturday
 
Emergency / Urgent Call Procedures
( Check One)
Hold emergency calls, I will call in
Hold all calls and fax or e-mail on next business day
  What time of day do you want messages sent to you at?

The fax or e-mail to be used
Contact immediately
Please indicate the appropriate calls you would like to be contacted for and what procedures
Office Staff

Answering service main contact:

Person's Name

Title

Office Number

Other Contact Number

Office Manager's Name

 

Secretary / Receptionist Name(s)

 

Any Other Office Staff Name & Title

 

Any Other Office Staff Name & Title

 

Any Other Office Staff Name & Title

 
Non-Emergency / Routine Calls
(Check One)
Office will call for messages  Contact on all calls  
Fax messages at A.M or P.M. to this fax number  
E-mail messages at A.M or P.M. to this e-mail address  

Comments, additional requests and special instructions


         


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