Inbound: a customer asks for a signed form
- Caller
Hi, I signed the onboarding form last week. Can you tell me if you received it?
- Agent
Sure, let me check. Can I have the name on the file or the date you sent it?
- Caller
Maria Lopez, sent it on Tuesday.
- Agent
Found it, Maria. It was received on Tuesday and filed to your client folder. I can email you a copy now if you like.