Call Center Customer Onboarding Form

Gathers a new client's instructions and preferences so a call center or answering service can set up greetings, call transfers, and scheduling correctly.

Use this template

In the Claude connectors directory

Contact Person's Name

Contact Person's Email

Stick to the Default Greeting, or Choose Your Own Custom Greeting?

Default Greeting Custom Greeting

Please Enter Your Customized Greeting Below

Company Information

Company Name

Company Name Pronunciation (If Necessary)

Company Website URL

Phone Number

Company Address

Street Address

City

State / Province

ZIP / Postal Code

What Does Your Company Do?

Is Your Business Open 24 Hours a Day?

Yes No

Your Hours of Operation

Time Zone

What Time Zone Are You In?

How Many Years Have You Been in Business?

Call Handling Preferences

Additional Call Routing Notes

Do You Want Certain Calls Transferred to You?

Yes No

Please Explain, in Detail, How You Would Like Your Calls to Be Handled

Do You Want Calls Transferred to Members of Your Organization?

Yes No

Please Provide Transfer Instructions for Members of Your Organization

How Would You Like Us to Handle Calls from Solicitors?

Frequently Asked Questions

FAQ Document

Link to FAQ Document (Google Doc)

Appointment Scheduling

Would You Like Us to Schedule/Book Appointments/Consultations for You?

Yes No

Booking/Scheduling Link

Booking/Scheduling Instructions

If You Have Any Further Instructions or Notes, Please Provide Them Below

Anything Else We Should Know?

Preferred Contact Method for Follow-Up

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