VoIP & Communications Audit

What Type Of Phone System Does Your Business Currently Use? What Type Of Phone System Does Your Business Currently Use? A Cloud-Based VoIP System (E.g. 3CX, RingCentral, Teams Calling) A Traditional On-Premise Phone System Mobile Phones Only Not Sure

How Reliable Is Your Current Phone System (Call Quality, Downtime, Etc.)? How Reliable Is Your Current Phone System (Call Quality, Downtime, Etc.)? Very Reliable — No Issues At All Mostly Reliable — Occasional Issues Often Unreliable Or Glitchy Not Sure

Can Your Staff Easily Make And Receive Calls When Working Remotely? Can Your Staff Easily Make And Receive Calls When Working Remotely? Yes — Fully Set Up For Remote Use Partially — Some Can, Some Can’t No — Only Works In The Office Not Sure

How Flexible Is Your Current Phone System For Adding Or Removing Users? How Flexible Is Your Current Phone System For Adding Or Removing Users? Very Flexible — We Can Scale Up Or Down Anytime Somewhat Flexible — But It’s Manual Or Slow Not Flexible — We Need Support To Make Changes I Don’t Know

Do You Use Any Features Like Call Recording, Voicemail-To-Email, Or Call Routing? Do You Use Any Features Like Call Recording, Voicemail-To-Email, Or Call Routing? Yes — We Use Several Advanced Features A Few Basic Features No — Just Standard Calling Not Sure What’s Available

Who Manages Your Business Phone System? Who Manages Your Business Phone System? An Internal IT Or Telecoms Team An External Provider Or MSP A Mix Of Both No One Manages It Actively

Do You Know If Your Phone System Is Cost-Efficient For Your Current Needs? Do You Know If Your Phone System Is Cost-Efficient For Your Current Needs? Yes — We Regularly Review Our Plan It Seems Fair, But We Haven’t Looked In Detail We Think We’re Overpaying Not Sure What We’re Paying For

Are You Able To Integrate Your Phone System With Tools Like CRM, Teams, Or Email? Are You Able To Integrate Your Phone System With Tools Like CRM, Teams, Or Email? Yes — It’s Integrated And Works Well Some Integrations Exist, But Not Fully Used No — It Doesn’t Connect To Other Tools Not Sure If That’s Possible

How Well Does Your Phone System Support Customer Experience (E.g. Call Queues, Menus)? How Well Does Your Phone System Support Customer Experience (E.g. Call Queues, Menus)? Very Well — It’s Structured And Professional It Works, But Needs Improvement It’s Basic Or Hard To Use For Customers We Don’t Have A Clear System

Would You Like A Free Review Of Your Phone System For Reliability, Cost, And Scalability? Would You Like A Free Review Of Your Phone System For Reliability, Cost, And Scalability? Yes — That Would Be Helpful Maybe — I’d Like More Info Not Right Now We’re Already Reviewing With Another Provider

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Would You Like Us To Contact You About Your Results? Would You Like Us To Contact You About Your Results? Yes, Please Follow Up With Me No, Just Browsing For Now