Onboarding - Touchstone Communications

Key Contact Details

Primary Contact NameTitle / RoleEmail AddressPhone

Decision Maker?

Yes, I'm the descision makerNo, someone else decides

Other Contacts

Business Objectives

What business problem are you trying to solve?

Scope of Work / Functions to Outsource

Brief description of processesCurrent monthly volume (transactions / calls / tickets)Expected growth (next 6–12 months)

Current Setup (If Applicable)

Current Setup

In-house teamExisting BPO partnerHybrid modelNot yel handled

What challenges are you facing today?Reasons for exploring outsourcing now

Performance Expectations

Process & Technology

Compliance & Security Requirements

What are your Compliance & Security Requirements?

Data security requirements (GDPR, HIPAA, etc.)Call recording policiesQA / audit expectationsCertifications required (ISO, SOC2, etc.)

Specific compliance concerns

Staffing Requirements

Number of FTEs needed initiallyLanguage RequirementsExperience Level Required

Commercials & Timeline

Preferred Pricing Model

Per FTEPer TransactionHybrid

Budget range (optional but helpful)Expected Start Date

Urgency Level

Immediate (0–30 days)Short-term (1–3 months)Long-term (3+ months)

By submitting my contact information, I authorize Touchstone Services to contact me via telephone calls, text messages, and email — including via automated dialing technology. I understand consent is not required as a condition of doing business. Message and data rates may apply. I can opt out at any time.

Every partnership starts with a proper brief.

Company Information