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Business Name:

Contact Person:

Phone Number:

Email Address

Business Address:

City - State - Zip Code

Website (if applicable):

Service Preferences Selectors Service Preferences Selectors 24/7 Answering After Hours Only Business Hours Only Weekend Coverage Other :

Other Input

Preferred Greeting Script: E.g., “Thank you for calling [Your Business Name], this is [Agent’s Name], how may I help you?”

Call Transfer Instructions (if any): Call Transfer Instructions (if any): Transfer all calls Only transfer urgent calls Transfer to:

transfer to Input

Voicemail or Message Delivery Preference: Voicemail or Message Delivery Preference: Email Text Both Preferred Delivery Address(es):

Preferred Delivery Address Input

Emergency Contact name:

Emergency Contact number:

When to contact:

Notes: