CONFIDENTIAL COMPANY PROFILE
FAX To: Weikert & Company, LLC
(203) 372-3312
Date: ___________________
Name:____________________________________________________________________
Company Name:____________________________________________________________
List Any D/B/A Names: ______________________________________________________
Address: _________________________________________________________________
City/State/Zip: _____________________________________________________________
Office Phone: __________________________ Home Phone: ________________________
Fax:_____________________E-mail Address:_____________________________________
Number of Sites: ______ Business (%): Inbound: _____ Outbound:__________
Hours of operation: _______________
Total Number of Seats: ____ Number of FT TSR/CSR:____ Number of PT TSR/CSR: ____
Total Number of Employees: ________________ Number of Sales People:_______________
Number of Employees Under Contract: ______ Job Types Under Contract: _______________
Type of Call Processing Technology: ____________________________________________
Type of Applications Software: _________________________________________________
Type of Technology Used For E-Commerce and Voice and Text Over IP:
_________________________________________________________________________
Average Monthly Billing: _____________ Prior Year’s Revenues :_____________________
Method of Billing: Time Billing ( ) Transaction Billing ( )
Number of Accounts: _______ Percent of Accounts Under Contract: ______
Average Length of Contracts:______
Does Any One Customer Represent More Than 50% of Revenues: Yes ( ) No ( )
Do You Own or Lease Your Facility: Own ( ) Lease ( )
If You Lease, For Long Is It?______ ______________________________________________________________________
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