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Partner Vetting Process Form

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1.

Part 1 – Company Background and HHRR

1.1. Complete the following:

Company’s Legal Name

Company’s Category/Type

Target Market

D&N Number

Full Address

Foundation year

1.2 Mark (X) what service/s your company is interested in

Virtual Assistants

Customer Service Representatives

Sales Representatives

Community Manager (social media contact)

All of the above

Other (Please describe)

1.3. Is your Customer Service Department separated from your Sales Department?

1.4. Explain your most used commission and incentive scheme for operators

1.5. Do you have a growth and achievement plan for operators? If so, please describe

1.6. What is your estimated trial period with a new call center?

1.7. What is your average agent tenure?


1.8. Describe the quality control method you would implement for operators.

1.9. Who would oversee the process, Global Business Corp or the hiring company?

1.10. Has your company been investigated, fined, penalized, or sued by any federal, state,
or local governmental entity, regulatory body, or private party? If positive, please describe.

2. Part 2 – Logistics and IT

2.1. Will the client provide the CRM, dialer, and VoIP (with extensions)?

2.2. What VoIP do you currently use?

2.3. Will there be other platforms, aside from CRM and VoIP, that our operators will use?
If so, specify which ones

2.4. Do you require specifications on the computers or any additional devices? (We
currently work with desktops, noise-canceling USB headsets, CPU RAM 16GB, and 50
Mbps internet speed)

2.5. Will we as an organization have direct contact with the company’s client or will all
communications be handled directly with the company?

2.6. How long will training for operators (platforms, getting to know the product, devices)
last?

2.7 Will this training process be remunerated?

2.8. Will the operators be required to work from an office or from home?
3. Part 3 – Marketing and Social Media

3.1 How is your company, product, or service currently advertised?

3.2 What social media platforms do you currently use?

3.3 Have you conducted any paid ads on social media?

3.4 Would content creation for social media be required by your company (images,
videos, slideshows)?

3.5 Does your brand have a specific set of colors or logos you would like included on the
content?

3.6 Please add below the links of all your current social media platforms including your
website URL.

4. Part 4 – Products or Services

4.1 What service or product does your company offer?

4.2 What are some specifics of your current or ideal clients?

4.3 Would you provide a contact list or CRM for current or new clients?

4.5 Do you have specific sales goals set? If yes, please describe

4.6 Would you add or modify any of your current services or products?

4.7 How often would you like to receive a report with statistics stating the latest results?
(Weekly, monthly, yearly)

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