Contract operations

Outreach services agreements

Prepare the client’s order, check the PDF, then send one controlled signing request.

Needs attention —

With client —

Completed —

Last refresh Waiting

New agreement

Set the terms before they leave the desk.

The agreement language is fixed. These fields fill in the client’s order and schedule.

01 Client

Use the legal entity and the person authorized to sign.

Client legal name Match the client’s legal business name. Client notices email Signer full name Signer title or capacity Signing email The signing invitation goes here.

02 Package and data

The client supplies all leads and data. Record where it comes from and where we call.

Package

Opted-In Web Lead Follow-Up Aged Data Outreach

Calling platform

Client’s Ricochet Client’s other platform DialXpress dialer

On the DialXpress dialer we scrub do-not-call lists before dialing. On the client’s platform, the client does.

Lead and data sources Printed on the agreement. Name the vendors and lists the client will supply. States to call (client licensed) Only states where the client and its producers are licensed.

Handoff

Warm transfer Appointment Either

03 Seats, billing and schedule

Fees are per seat for each 4-week Billing Cycle, at the price for the chosen payment method. The total updates as you type.

Full-Time seats Full-Time fee per seat

Part-Time seats Part-Time fee per seat

Payment method Card and ACH prices include processing fees. Effective date First Billing Cycle starts

Calling days

Mon Tue Wed Thu Fri Sat Sun

Start time End time Client time zone

Other agreed terms No other terms One-time discounts or special terms. Printed on the agreement.

04 Client setup

For setting the client up. Not printed on the agreement, and you can change it any time, even after sending.

Transfer number Where Specialists transfer interested people. Setup notes

05 DialXpress signer

The creating rep countersigns for DialXpress after the client. Only people authorized to sign for DialXpress should send.

Creating rep

Company email —

Rep title Saved to your staff profile and shown on the countersignature.

Session identity

Preview opens the generated PDF. Sending happens only after a second confirmation.

Agreement record

Agreement

Server status and signing evidence for this agreement.

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Client setup · not on the agreement

Client

Package, data and schedule

Order

Sign in to prepare an agreement.

This workspace is for DialXpress staff.

Outreach services agreements

Set the terms before they leave the desk.

Agreement