CONTACTCENTRES.COM.AU Contact centre requirements checklist A specialist brand of Evolved Contact We set up, staff, run and manage contact centres. Use this checklist to prepare for a conversation with our team. You do not need every answer before getting in touch. What work do you need handled? Describe the enquiries, calls or follow-up tasks. Include any work your own staff should keep. What do you already have? Note your team, phone system, CRM and enquiry sources, along with any suppliers we would need to work with. Do you need a new team or help with an existing one? Tell us whether you need recruitment, training, day-to-day management or support for a particular function. How much work is there, and when does it arrive? Rough call volumes and busy periods are useful. Include the hours customers need cover and their time zones. What will staff need to know? Think about product training, system access and who can help with difficult enquiries. Is there a task you would like to try with AI? For example, answering common questions or taking after-hours requests. It is fine to leave this undecided. When would you like to start? Mention any deadlines or budget considerations and who needs to be involved in the proposal. Contact our team: contact@evolvedcontact.com.au | +61 3 8820 4067