Intellibox

Any transaction being entered into requires that both parties have a deep understanding of the product involved. Hence, Intellibox has provided a way for you to get a feel of the myriad of changes that can revolutionize the way you handle your business. We guarantee that you won’t regret you ever tried!


New Business Checklist
Your Name:
Opportunity / Programme Name:
Your Contact Name:
Your Contact Telephone:
Your Contact Email:

Solution Background
1. Solution/Campaign Type (e.g. Customer Care, Acquisition, Helpdesk, etc.):


2. Inbound Outbound Both

3. Is your solution/campaign already live elsewhere? If so where (in-house, etc.)?


4. Are you the decision maker? Will you be our client? If not who is?


5. Are you our end client? If not who is?


6. How many seats required as pilot program?
10 15 20

Operation Details
1. When is your desired live date?


2. Is training duration defined? Yes No

3. Who will deliver training (client, Train-the-trainer, etc.)?


4. Any special training requirements?


5. Please identify Key Performance Indicators


6. What are your calling time and calling hours (PST & EST)


7. Are languages required? Yes No
Please specify :

8. Is the agent skill-set requirement defined? Yes No
Please specify :

9. Quality assurance metrics
Please specify :

10. Are verifiers / QAs required? If so, at what minimum ratio to agent?

Commercial / Sizing Details
1. Will the customers be Credit Checked? Yes No

2. What is the initial estimated size of the opportunity (e.g. FTE or seats)? How many seats will you require?


3. How many hours would you like to try?
200 Hours 300 Hours 600 Hours

4. Pilot Programme or Strategic Opportunity?

5. If Pilot, what is the proposed duration? 3 Months 6 Months

6. Are costs defined? Yes No
Please define budget per agent per day:

7. What is the desired commercial construct (pay for performance, etc.)? per minute per event hourly hourly plus commission

8. If fixed terms what is the billing mechanism (per minute, event , hour, etc.)? per minute per event hourly hourly plus commission

9. Are client facilities/ software/ systems required on-site? If so, please define:


10. Are we required to sell insurance products (i.e. is irrecoverable VAT an issues)?

IT & Technology
1. Is a technology system required or your system will be used?


2. Who will own the systems (client, Intellibox, etc.)?


3. Is IVR for TPV required? Yes No

4. How will voice calls be delivered? mp3 file wav file

5. If client systems, how will they be delivered (e.g. web, citirx, etc.)?


6. Any other specific / complex Technology considerations?

Defined SLA's
1. Sales Per Hour/ Sales Per Day? If Pilot Program, please skip.


2. 1st week 2nd week 3rd week 4th week

3. Contact rate


4. Convertion rate


5. Penetration rate


6. Talk time


7. Wrap up Time

Defined KPI
1. Drop Rate % from Sales Volume after TPV


2. Recovery Rate after clawback period

Others
1. Agent requirement/qualifications: Tier & Experience


2. Client Target

3. Campaign Type
Inbound Outbound

4. Calling Hours

5. Business Model
Client Acquisition Client Retention Customer Service Technical Support Others, please specify:

6. Target Market