Phone Sheet Template

Use this template to create a phone sheet for a client that we are answering a phone line for. This is a quick reference sheet that the person answering the phone can use to assist with answering the callers query accurately. Ensure you include any process required to process an order if applicable.

New Client Phoneline Template

Information we need from the client:

Name of the client:

Contact phone number:

Contact email:

Business details (business name, phone number, address, email, website etc):

How does the client want messages passed on:

WhatsApp, text, email, Voxer…

How do they want the line answered:

eg “Welcome to CaliWoods, XX speaking” or “Good morning/afternoon, Bob’s phone, XX speaking”

What do they want the voicemail to say:

eg “Thank you for calling XXXX. We are unable to take your call at this time, but please leave your name, contact number and a brief message, and we will get back to you as soon as we can”

Any other details related to the business that may be helpful:

Employee list, commonly asked questions, details of anyone else who may be asked for on the line and how to contact them. Any other useful information that will help if another VA answers the line for you