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Telemarketing Order Insertion Form

Insertion Type:

Outbound Telemarketing
Outbound Telemarketing with Appt. Setting
Research Only
Research and List Validation
Research, List Validation, Invitation to Participate
Email Campaign
Political Survey
Social Media Managment

Degree of Research Expertise:

Level 1 (define- leave messages if no answer/not avail)
Level 2 (define- identification and work with admin asst or referrals etc.)
Level 3 (define)

Script Source:

Client (attached Yes/No)
CBI+Team

Call List/Contact Source:

Client (attached Yes/No)
CBI+Team (SalesGenie:

Industry:
Revenues:
Number of Employees:
Other Metrics:
Etc.

Begin Insertion Date:
End Insertion Date:

Preferences:

Mon      Tue        Wed      Thu        Fri           Sat
Morning               Afternoon           Evening

Source of Background Info:

Client (attached Yes/No)

Data Manipulation/Loading:

Client
CBI+Team

Result Tracking:

BRIM Native Reporting (Preferred)
Client Word or Excel on Google Drive (additional charges apply)

Billing Frequency:

Weekly
Monthly

Billing Method:

Credit Card
Invoicing (include terms)-Remit Check

Agreed Upon Hr. Rate

Approval (CBI+Team Use Only)