FR Human Assistant Solutions — People, Communication, Results
ENES

Let’s build the right support for your business

Client onboarding

Form designed to understand your company’s needs, processes, expectations, and tools.

Step 1 of 4FR Human Assistant Solutions
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You can complete all four steps, review your answers and download a copy. Nothing will be sent until a submission service is connected. Contact our team to arrange delivery.

1. General client information

2. Service

What is your primary objective for hiring a Human Assistant?

3. Human assistant responsibilities

Select all the responsibilities you would like to delegate:

4. Phone service & call handling

Call handling
Would you like to use your company’s current phone number?
Approximately how many calls do you receive per day?
Average call duration:
What should the assistant do when they are unable to resolve a call?

5. Service hours

Do you need assistance outside regular business hours?
What should happen with calls received outside business hours?

6. Customer service protocol

Information that should always be requested from the customer

7. CRM & your company’s work tools

Current CRM:
Other work tools:
Will the assistant need access to customer databases?

8. Reporting & service monitoring

What information would you like to receive in your reports?
Report Frequency:

9. Client expectations

10. Additional information

Are there specific seasons or periods with a higher volume of calls or work?

11. Service scope confirmation

Once this form has been completed, FR Human Assistant Solutions will use the information provided to define the service scope, processes, tools, assistant profile, and customer service protocols required.

Signature / Approval

Type your full name, or draw your signature using a mouse or touchscreen.

Review before payment.

The standard recurring fee is US$219 per week. Your Service Summary defines your services, hours, volume and additional charges. Service activation requires payment confirmation, completed onboarding, and the necessary information and access.