Sat Jul 5 16:59:54 2025

PLEASE COMPLETE THIS INFORMATION SURVEY
FOR TELEPHONE ANSWERING SERVICE

Business Name:
Contact Name:
Address:
Telephone #:
Fax #:
Website:
Federal Tax ID:

Please select the service(s) you are subscribing to:

Live Answering Secretarial TAS Fax Messages
800 Toll Free Service In-bound Telemarketing
Alpha Dispatch Order Entry
Reservations Wake Up Service
Voicemail Mailing Services
Appointment Setting/Verification Ticket Master
Appointment Cancellations Only Other
Email Message Delivery
  1. 1. How do you want us to answer your incoming calls?
  2. 2. Please list all telephone lines for your business including the private line if you have one.


    **Do you want our operators to ring-back each of your lines to verify that call forwarding is set properly?

  3. 3. What is your email address to send messages to?
  4. 4. Do you want your messages automatically faxed or emailed to your office?
  5. 5. If so, what time do you want to receive these messages daily?
  6. 6. Do you want to receive ALL messages, or only those that have not been previously delivered by another means?
  7. 7. Do you have paging service?
  8. 8. If so, is your pager Numeric or Alphanumeric?
  9. 9. Which company do you have a pager with?
  10. 10. Would you like information about TWR's Paging Service?
  11. 11. How would you like us to notify you for messages and calls? We can call, text, page, email or fax for messages.
  12. 12. Should we accept collect calls for you?
  13. 13. Should we accept personal calls for your staff?
  14. 14. List the types of situations you would consider to be an emergency and how you would like us to handle them.
  15. 15. List the types of situations you would consider to be a routine matter and how you would like us to handle them.
  16. 16. What type of services and/or products does your business offer?
  17. 17. Specify your daily hours of operations, including weekends. (Consider whether there are any aspects of your operation or services that are limited to certain days or hours.)
  18. 18. Do you have a different "mailing" address?
  19. 19. List Officers and Key Personnel in your organization along with their respective titles or areas of responsibility.
  20. 20. Do you use an On-Call Rotation Schedule for "after-hours" coverage?
  21. 21. We will design a "message ticket" format to ensure that all necessary facts are obtained from each caller. What information do you want us to collect from callers?
  22. 22. Do you need a toll-free check-in number?
  23. 23. Do you want our operators to pose as your staff to callers, and conceal that you are using an answering service?
  24. 24. What other details should we know about your overall organization in order to properly represent your business interests?
  25. 25. Who should we contact for account updates and on-call scheduling?
  26. 26. Please list any other miscellaneous details that may be important for our telephone service agents.
  27. 27. Name of the person filling out this form.

* Please double-check your entries before hitting submit! *