Client Profile

    Date

    Salesperson

    Company Name

    Contact Name

    Website

    Business Phone

    Mobile

    Emergent Contact (if required)

    Email Address (Primary Contact)

    Email Address (Reports)

    Email Address (Accounts)

    Address

    List clients primary goals (ie Sales leads, handling complaints, after hours care)

    Initial Set Up

    Cpanel username & password:

    What is the preferred customer-initiated chat greeting?

    Any changes to the client website required:

    Chat added to navigation bar?

    YesNo

    Chat to open pop up window?

    YesNo

    Any links on site to lead to chat?

    YesNo

    List triggers for the chat widget and any preferred greetings:

    List any shortcuts you would like used and when to use them:

    List subject matter permitted:

    List subject matter forbidden:

    Notes