Hi [hl][Client Name][/hl]

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Thanks again for your time on our Welcome Call. If you've got a few minutes we’d love your feedback on the Welcome Call: [hl][SURVEY LINK][/hl]

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Everything’s in motion, and here’s what you need to know:

‍Client Portal‍

If you're not yet set up with the Client Portal, your username is [hl][CLIENT EMAIL ADDRESS][/hl], and you should have already received a one-time password from support@phmg.com.

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What comes next:

• [hl]Creative Workshop: Your workshop is booked in for [DATE] at [TIME][/hl]
• [hl]Payment: Please send over your details when you’re ready, or let me know if you prefer an alternative method[/hl]
• [hl]Setup (On-Premise): To get things set up, we’ll need to fit a Media Hub at your premises. I’ll be in touch soon to confirm a time[/hl]
• [hl]Setup (Cloud): Please send your phone system login details (or your current provider’s contact details) as soon as possible, so we can seamlessly upload your audio once it’s ready[/hl]
• [hl]Complete Caller Experience (Cloud+CCE): Our Caller Experience architects will reach out soon to book a consultation. In the meantime, please send your phone system login details (or your current provider’s contact details) as soon as possible[/hl]
• [hl]GoTo Connect: Your GoTo Project Manager will be in touch to complete a short kick-off call. Before that, you’ll need the following details ready:[/hl
  
  • [hl]Users[/hl]
    
    • [hl]Names, email addresses, and phone numbers[/hl]
    • [hl]Required permissions (Member, Admin, or Super Admin)[/hl]
    • [hl]Are you planning on using any integrations? If yes, what are they? [/hl]
    • [hl]Whether each user will use a corded or cordless handset or soft phone app[/hl]
    • [hl]Are these handsets included in the quote from GTC or are you planning on using/reprovisioning existing handsets? If reprovisioning, do you have the make and model?[/hl]
      
  • [hl]Porting existing numbers[/hl]
    
    • [hl]A copy of your most recent phone bill[/hl]
    • [hl]A list of numbers to be ported[/hl]
  • [hl]New numbers[/hl]
    
    • [hl]How many local or toll-free numbers you need[/hl]
    • [hl]Preferred area codes[/hl]
    • [hl]Who each number will be assigned to[/hl]

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[hl]A recap of what’s included[/hl]

• [hl]Out of Hours: Keep callers informed when you’re not available[/hl]
• [hl]Auto Attendant: Clear routing before the first “hello”[/hl]
• [hl]Business Voicemail: Professional greetings for you and your team[/hl]
• [hl][IM TO REQUEST ANY MISSING INFO NEEDED FOR CX PRODUCTS HERE – e.g. opening hours, routing options, etc][/hl]

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A few important details

Your service is [hl][RAMP][/hl] per month over a minimum term of 36 months, and billing begins as soon as you sign up. As agreed, your first payment will be deferred for [hl][8 weeks][/hl].

As our service operates on a renewing license for complete continuity, your contract will automatically renew for subsequent terms of equal length unless otherwise specified. If you do wish to cancel, you’ll need to inform us in writing at least 42 days before the renewal date.

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If anything comes up in the meantime, call me on [hl][IM NUMBER][/hl].

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Many thanks

[hl][IM NAME][/hl]