Please complete each field on the form. If an item does not apply simply record N/A in the space provided. Thank you.
Salutation:
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Contact Name:
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Company Name:
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Street Address:
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Suite/Unit No.:
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City:
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State/Province:
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Country:
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Phone:(Including Country Code)
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Cell:
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Email address:
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Website:
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Preferred method of contact:
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Resort | Villa Property Detail | Property Management
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Property Management
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Management Company Name:
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Number of properties:
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For multiple properties, please complete in the balance of the
form information for a typical property in your portfolio.
It is not necessary to provide information for each property.
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Average age of property:
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City/area of properties:
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Member to property ratio:
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Number of members:
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Average length of stay:
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Unit Home Management
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Method Unit | Home Rental Management
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Destination Living Management | Services
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Concierge Services
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Property Management | Resort Operations
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Travel Services?
(If Yes, please complete
Contact Center Data section)
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Voice Reservation Services?
(If Yes, please complete
Contact Center Data section)
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Contact Center Data
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Current system used?
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Host system or Internet based?
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Requirement for email, text chat,
or any other transaction functionality?
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Call/transaction volumes?
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Call/transaction arrival pattern?
(Peak handling periods: seasonal,
volume fractional, etc.)
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Talk/transaction time? (Time an
agent spends with a caller during
a transaction. Includes everything
from "hello" to "goodbye.")
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After call work time?
(Also called Wrap-up.
Work necessitated by and immediately follows an inbound transaction.
Often includes entering data, filling out forms, and making outbound calls necessary to complete the transaction.
Agent is unable to receive inbound calls while in this mode.)
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Hours of operation?
(Hours agent pool available
to receive calls.)
Human Resources?
Skills requirements?
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Service level requirements?
(Percentage of incoming calls
answered within a specific threshold:
(X% of calls answered in Y seconds.)
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Language requirements?
Initial training hours per agent?
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Availability of training curriculum?
(Existing training curriculum in
place or needs to be developed.)
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Reporting requirements?
Agent monitoring requirements?
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Management Tools?
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Outsourcing
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Currently outsourcing?
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To whom? Where are they located?
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Outsourced volume
(Current overflow/after hours/
full support)?
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Current pricing?
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Current budget?
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Other
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