CLIENT ONBOARDING

Tell Belmont how your business should answer the phone.

This intake is designed for approved clients. The more specific you are, the more accurately we can configure and test your receptionist.

BUSINESS INFORMATION

Business Legal / Operating Name *

Primary Contact *

Primary Email *

Primary Phone *

Public Business Phone Number *

Current Phone Provider / System

Website

Business Hours

SERVICES & SERVICE AREA

Services You Offer *

Services You Do Not Offer

Exact Service-Area ZIP Codes *

Cities / Counties Served

CALL HANDLING

When Should Belmont Answer? *

How Many Rings Should Staff Get Before Belmont Answers?

What Situations Count as Urgent / Emergency?

Urgent-Call Escalation Number(s)

Calls That Should Be Transferred Immediately

CUSTOMER QUESTIONS

Frequently Asked Questions and Approved Answers

Pricing / Service-Call Fees the Receptionist May Discuss

Payment Methods / Financing

Warranty Policies

Anything the Receptionist Must Never Say or Promise

SCHEDULING & FOLLOW-UP

Scheduling / CRM / Calendar System

Should the Receptionist Collect Preferred Appointment Day/Time?

Who Should Receive Call Summaries / New Leads?

Anything Else Belmont Should Know?