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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.
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?



Operation Details

1. When is your desired live date?
2. Is training duration defined?
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?
Please specify :   
8. Is the agent skill-set requirement defined?
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?
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?




4. Pilot Programme or Strategic Opportunity?

5. If Pilot, what is the proposed duration?

6. Are costs defined?
Please define budget per agent per day:  

7. What is the desired commercial construct (pay for performance, etc.)?



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



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?
4. How will voice calls be delivered?
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


4. Calling Hours   
5. Business Model




Others, please specify:
6. Target Market   

   

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