Required Project Info

Before starting any projects, we require the following information from all clients:

• Script Data in .csv format with column headers
• Target information (for patch projects), including Start Date and End Date
• Any specific call times that differ from the standard 9am-9pm local time
• Project Type (with capture or no capture details, and whether leaving messages)
• Goal type and exact goals
• Caller ID number or area code if no CID
• Fact sheets/information needed for off-script questions
• Pronunciations of difficult or hard-to-pronounce names
• Any other necessary project details

This detailed, instructional list ensures we have all the required information to properly prepare and execute each client project.