At this step, a quote would be sent to you accompanying this proposal, once the quote has been paid, you'll receive an email from our Founder confirming your payment and explaining what is needed of you before you can schedule the Kick-off call with one of our Regional Operations Managers.

Following that email is another with a link to the "More Information" form. At Pink Callers one of the tools we utilize while supporting businesses is a service area map. You'd need to fill out the "More Information" form so we can get that map started. In the form, you'll notice that we also ask about your current phone system, this is important as it helps us prepare to receive calls into our system.

Once you fill out the form, depending on your location you'll get a final email from the Operations Manager assigned to your region with a link to their Calendar for you to book your Kick-off call.

During the Kick-off Call on Zoom with your Regional Operations Manager (ROM), your ROM will ask you questions to better understand your business needs, priorities, and expectations. The Regional Support will also join you in the call and they will be your point of contact throughout the OnBoarding Period and also your point of contact for any questions or concerns you might have after the OnBoarding Period.

To better understand your business,  current systems, and how you operate both internally within the company and externally with clients, the ROM will ask you questions such as:

• Tell us about your business.
• Have you worked with a Remote CSR before?
• What lead you to the decision of hiring more support at this time?
• What are the top three tasks you’re looking for help with?
• What system do you use for phones?
• What is your call volume (inbound & outbound)
• How do they handle calls after hours & during our lunch break?
• Do you have a preferred phone greeting or script you want us to follow?  (E.G. “Thank you for calling *company name* this is *your name*, how can I help you?”)
• What CRM are you currently using?

The ROM will walk you through the two tools we use - Slack and Trello, and will help you and your team get started with them.

At this step of the client roadmap, your ROM and Regional Support have connected your phones, and everything we need to receive your calls, emails, and to complete any daily tasks you mentioned during the Kick-off call that is part of the Scope Of Work.

These daily tasks can be:

• Responding to emails and calls
• Estimates and appointment scheduling
• Dispatching
• Invoicing
• Taking payments on your behalf

At this step of the client roadmap, your ROM will check-in with you on Day 3 of the OnBoarding Period During this meeting your ROM will review all activities that Pink Callers has undertaken on your behalf, and our performance as your CSR.

The Onboarding Period will also help both sides confirm if expectations were met, and expected call volume vs actual Call volume.

Your ROM will also ask you if you would like to move to the next stage of our proven process - The 90-Day commitment stage.

At this step of the client roadmap, you have decided to move forward with our CSR services. Your Regional Operations Manager will send you our Customer Service Agreement which includes Pink Callers Terms and Conditions.

In addition to this document, your ROM will also set up Plooto, which we use for Invoicing and to receive payments. Pink Callers does not charge a lumpsum either during the 90-day commitment period or the month-to-month service agreement afterward. Instead, we use a bi-weekly billing system.

Once you’ve signed the service agreement, and give go-ahead on the Scope of Work, a CSR will be introduced to you and assigned to your business.

During the first 2 weeks of the 90-Day Commitment stage your CSR will shadow the Regional Support you met during the Kick-off call. This means that your new CSR  will NOT answer any calls but would only work on your CRM as your Regional Support continues answering your calls during this period.

Your Regional Support will check in with you regularly to make sure that your CSR goes above and beyond your expectations.