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Background: experience, successes, Referenceable Clients
Are there any historical compliance issues we should be aware of?
Relevant eMail Metrics (ex: email delivery %, click %, conversion %, opt-out %)
Relevant Telemarketing Metrics (ex: conversions/hr, conversion %, opt-out %)
Contact list Acquisition & Cleanse/Refresh: Built vs Bought; Opt-in? Refresh process; Ability to attract 'quality' leads
List size and segmental depth - targeting capabilities
Campaign set-up and turn-around/delivery speed
Ability to handle complex programs (ex: multiple qualifying questions, international/languages, (B)ANT)
QA Process: Recorded Calls Available? Definition and Validation of Intent and Data Accuracy
Registration Process: (single-click vs form pre-fill vs full form complete)
Fulfillment Delivery speed (time from registration to fulfillment to client) (ex: seconds, minutes, days?); REAL-TIME Capability?
Technology, communication, and integration
Pricing flexibility and range
Unique value prop and differentiators
Partnership services & mindset
INTENT: How do you verify the registrant's intent / interest, memory they registered, and openness to Client's Rep's follow-up
Good Match(es) (sweet-spot industries, geos, topics, or types of offerings)
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Can you provide three reference accounts, preferably companies within the technology sector?
How long from completion of a partnership agreement will it take your organization to be prepared to launch a lead-gen program?
How quickly can you deploy campaign changes and/or new campaigns?
Do you own and operate your call centers? If not, who does and do you have a contract with such company? What contractual obligations are imposed on such company?
How many call centers do you operate?
In what countries is your call center located?
Do you allow client site visits?
Has your call center been subject to any complaints, investigations or suits?
Describe your call center environment including building location, background noises and sources, size of employee workstations, and any other pertinent details?
How do you ensure that calls are clear and the respondent does not hear background noise?
Can you provide sample call recordings? If yes, please provide at least three
What is the staff to manager ratio?
During what hours (the recipient’s time zone) does your call center make calls?
What is your call abandonment rate? (if applicable)
Is it possible to have dedicated call reps for our company only?
How quickly can you make calls available for client review?
What is the average tenure of your agents?
How many outbound calls per day are expected per agent?
Do you allow clients to request the removal of specific agents?
Are agents automatically terminated for data falsification issues?
Will you provide a dedicated call center manager to our programs?
Please describe the different roles and support personnel that will service our account?
What specific performance expectations do you expect in the following categories? Dials per hour, contacts per hour, completed calls per hour, leads per hour.
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Who is your telecommunications provider?
What call center application do you deploy?
What PBX or telecom systems handles your outbound calls?
What call recording software do you utilize?
Does your application allow for real-time data transfer?
Do you use a predictive dialer? If so, which one?
What percentage of up-time can you guarantee?
Do agents have internet access?
Does your team have the ability to interact directly with TechConnectr provided tools to download call lists, register leads, and complete specific reports?
TechConnectr prefers Skype for day-to-day communications and Google Docs for collaborative work environment. Please indicate your ability to comply with these protocols?
TechConnectr uses specific reporting formats designed for managing multiple partners. Can your team provide reports on our required formats?
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Describe your call monitoring process, including (a) who monitors the calls, (b) the steps taken when a call fails compliance, and (c) the percentage of calls that are listened to every week or month.
What is the staff to QA ratio? Please summarize the QA process.
Do you have an internal do-not-call list?
How do you accommodate national do-not-call lists?
Do you have a 'fatigue' policy, limiting the frequency that a person will be called?
Under what circumstances do you add individuals to your internal do-not-call list? Please provide examples
Do you allow clients to provide do-not-call or suppression lists?
Please provide a copy of your written Do-Not-Call policy.
Do you allow client's access to independently monitor live calling?
Do you record all calls? If so, do you notify the respondent that the call is being recorded?
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How many agents do you currently employ conducting outbound calling campaigns?
Do you provide any US-based support personnel for managed accounts?
Are all agents employed by your firm or do you use temporary workers?
If temporary employees are used, how do you ensure compliance with vendor requirements?
Describe your recruitment process for new representatives?
Describe your new agent training process?
How many days of training do new agents receive prior to being placed on a campaign?
How are your reps and management compensated and incentivized?
Who hires and trains the reps?
Do you conduct periodic training after a rep is hired?
How do you train your agents on the specific technology areas to be discussed on outbound calls?
Do you train your agents on speaking English in a natural voice with limited accents? If yes, how?
Do you train your agents on the customs and traditions of the United States? If so, how?
Do you train call reps to comply with all applicable federal and state telemarketing laws?
When there is a conflict between a federal and state telemarketing rule, which rule do you follow?
Do you have in-house or external legal counsel reviewing your compliance with applicable federal and state telemarketing laws?
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