Inbound intake for a new client
- Caller
Hi, I'm Priya Shah. I'd like to start with your bookkeeping service this week.
- Agent
Welcome, Priya. I'll open a client intake document for you now. Can you spell your business name and tell me your main service?
- Caller
It's Shah Design Studio. We need quarterly tax filings and payroll help.
- Agent
Thanks. I've created the intake sheet with your name, business and both services. Someone from our team will send the engagement letter by Thursday.