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How to write your own Call Center Startup Funding Proposal

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Call Center Startup Funding Sample Proposal
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The Call Center Startup Funding Sample Proposal is an example of a funding proposal. This sample is a company getting ready to launch a new product that requires a dedicated customer support call center.

This is a good example to follow for companies needing funding for a project.

Anyone pitching a funding request proposal.

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Call Center Startup Funding Sample Proposal

October 20xx Elliott Rankin Senior Loan Officer Downtown Commercial Lenders 1400 Glass Avenue Wichita KS Dear Mr. Rankin As you suggested during our preliminary phone call am submitting this proposal for your consideration. Sunter Software has developed new package for medical offices that comprises recordkeeping billing payroll and so much more. It will revolutionize the industry and bring the ideal of unified nationwide system of medical records closer to reality. Our software is currently in the final testing stages but we already have more than 000 advance orders.

Before we ship our product we need to have call center in place with support for our clients. Sunter Software is now seeking funding to open call center right here in Wichita. We strongly believe our proposal has been thoroughly outlined and will meet or exceed all of your expectations and requirements. We will call you to schedule meeting on October 26. Sincerely Iliana George Partner Sunter Software 620 555 1098 SG@SunterSoftware.com

www.SunterSoftware.com Proposal October 20xx Prepared for. Elliott Rankin Senior Loan Officer Prepared by. Iliana George Partner Funding Request to Set Up Call Center for Sunter Software Here’s brief summary of this proposal. With an established call center Sunter Software will have all the elements it needs for success in the burgeoning medical software field. The Objective Sunter Software seeks $250 in funding to set up new call center.

The Sunter Software Medical Office Suite of software products has over 000 pre orders and the software suite will be released soon. Sunter Software needs to have customer support available at the time of release. Most revenues to Sunter Software will arrive after the new software is deployed but Sunter Software needs to set up call center in advance of deployment. The Solution Sunter Software has identified appropriate facilities that are available for lease and has developed plans for staffing and setting up these facilities. Secure $250 funding for call center startup costs. Lease and furnish one of the properties listed on the Location Analysis page. Staff call center as specified on the Staffing page. Summary With an established call center Sunter Software will have all the elements it needs for success in the burgeoning medical software field.

Sunter Software has performed thorough business location analysis for our new call center. Following are the results. Primary Location Location. Building Mercer Warehouse Park Wichita Security. This building is surrounded by six foot chain link fence with cardkey controlled gate which will serve the needs of call center staff and preserve security for the facility. All doors into the facility also have card key locks installed. General Building Description. This is large one story building with generous restrooms and kitchen as well as plenty of space for dozens of cubicles and partitioning for offices and meeting rooms as needed. This building was formerly occupied by telemarketing center so it needs only minor updating for our needs. Area Characteristics. This area is occupied by warehousing companies and minor manufacturing businesses. As such most traffic consists of employees and delivery trucks and the area is quiet at night. As we plan to operate we need quiet area for employees to come and go and we don’t want to keep neighbors awake with our security lights. Access. The Mercer Warehouse Park is easily accessible by highway and other roads and plenty of parking is available for staff within the secure fence.

Alternate Location Location. West Franklin Blvd Wichita Security. This building has standard locks on all doors and no additional security features. The parking lot is bordered by busy streets. General Building Description. This is large two story building with generous restrooms and small break room as well as plenty of space for dozens of cubicles and partitioning for offices and meeting rooms as needed. This building was formerly occupied by small grocery store. It would need to be substantially remodeled to meet our needs. Area Characteristics. This area is mostly occupied by wholesale companies convenience stores and gas stations. Most traffic consists of employees and delivery trucks and the streets are busy at night but call center would not disturb neighbors. Access. This building is easily accessible by highway and other roads and plenty of parking is available for staff within the triangular lot. The Sunter Software Medical Office Suite is the first of several medical industry packages that will be released by Sunter Software and all software packages will require customer support via the call center. The three other software packages that are currently in development are. Sunter Software Pharmacy Suite This package will consist of recordkeeping applications and billing programs along with access to an extensive drug and supplement database. This software package is scheduled for release in two years. Sunter Software Hospital Supply Suite This is an inventory system that keeps track of supplies bills them to patient insurance as they are used and reorders automatically. The software accesses major medical supply database. This package is scheduled for release in approximately thirty months.

Medical Records and Technology Training Package This is an online training package that will include basic lessons on best recordkeeping practices and videos on using wide variety of medical devices. Lessons on new devices and software can be downloaded remotely from the cloud as needed making this package indefinitely extendable. Summary As Sunter Software grows its business by releasing new software products our call center will need to expand to handle increased demand. Sunter Software has detailed plans on how to grow our market share in coming years. Strategic Sales Objectives Sell the Sunter Software Medical Office Suite to all small to medium medical offices within our state. Expand sales of the Sunter Software Medical Office Suite to all small to medium medical offices across the nation. Methods Sell the Sunter Software Medical Office Suite to all small to medium medical offices within our state. We are already marketing to this audience and have more than 000 pre orders. Print and internet ads are scheduled after our release date.

Expand sales of the Sunter Software Medical Office Suite to all small to medium medical offices across the nation. As many of our in state medical offices are part of larger national health networks some of this marketing will occur naturally as local offices adopt our software. Sunter Software has scheduled ads in major print medical journals as well as on appropriate online sites to market across the nation. Additional Sales Improvements After the marketing push for the Sunter Software Medical Office Suite we will begin marketing for our next three health care software packages The Sunter Software Pharmacy Suite The Sunter Software Hospital Supply Suite and the Medical Records and Technology Training Package. Sales of all products will pay for the call center expenses and the call center will be expanded to handle customer service as each package is rolled out. Summary Within short period of time Sunter Software will have ample funds to pay back our call center startup loan. We plan to provide the following services in our call center on 7 basis for our software customers. Calls to support technicians Customers can call and chat directly with customer service technician who can assist them. Online chat If customers don’t wish to speak directly to our customer support technicians they can communicate via an online chat service. Email and direct messaging When an answer is not immediately needed customers can send email and text messages that will be answered when technicians are available.

ADA compliant communications Deaf and blind customers will be provided access to our customer service services. Remote troubleshooting Our technicians will have the capability to access the customer’s computer system to analyze and fix problems. Our call center will require the following positions to begin with. We will expand and restructure as necessary to handle demand in the future. Day Shift Supervisor This person will be in charge of the a.m. to p.m. shift which is expected to experience the highest volume of calls. Six Day Shift Customer Support Technicians These technicians will respond to calls from a.m. to p.m. Swing Shift Supervisor This person will be in charge of the p.m. to a.m. shift. Five Swing Shift Customer Support Technicians These technicians will respond to calls from p.m. to a.m. Night Shift Supervisor This person will be in charge of the a.m. to a.m. shift. Three Night Shift Customer Support Technicians These technicians will respond to calls from a.m. to a.m.

Training Supervisor This person will be in charge of training new technicians and updating training as needed. This position will be an on call subcontractor not permanent employee. Summary Sunter Software will adjust shift positions as necessary to handle call volume. As we are strategically located in the center of the country we may also need to adjust our shift start and end times to be most efficient. Sunter Software plans to purchase and install the following equipment for the call center. Seven Desktop Computers with Large Screens We need our staff and supervisors to be comfortable and be able to see multiple windows simultaneously on their screens. State of the Art Programmable Telephone System A modern phone system is absolutely key to running call center. Users must be able to easily make selections when they call and know exactly how long their wait will be. All technicians will be provided with headsets and microphones. Furniture

Furniture will need to be provided for six cubicles one supervisory office break room for employees and small meeting room. As indicated on the Location Analysis page our preferred location is Building Mercer Warehouse Park in Wichita but we would also consider the former grocery store building at West Franklin Blvd. Building Mercer Warehouse Park Location. Mercer Parkway Building Capacity. persons This building was previously occupied by telemarketing company so it has ideal wiring for our purposes with many outlets in the floors and ceilings of the main room making it perfect for cubicle setup. In addition it has four stall women’s restroom two stall two urinal men’s room break room with small kitchen two walled offices and small walled meeting room. It is secure building with cardkey access to parking lot and building doors. Building at West Franklin Blvd Location. West Franklin Blvd Capacity. persons This building was previously occupied by small grocery store with offices upstairs so it is big enough for our purposes although much bigger than we need. It has adequate restrooms but no kitchen in the upstairs break room and four walled offices upstairs. Much of the building would need to be rewired to meet our needs and security features such as cardkey locks would need to be installed. The following table outlines Sunter Software’s projected income for the next three years. Income Projection for Year Total Sales Forecast

$8 000 $17 000 $23 000 Total Cost of Goods Sold COGS $1 000 $4 000 $7 000 Gross Profit $7 000 $13 000

$16 000 Total Other Expenses $3 000 $5 000 $6 000 Total Other Income Sources Net Profit Before Interest & Tax

$3 000 $8 000 $10 000 Loan Payments Depreciation Net Profit Before Taxes $2 333 $8 333 $9 333

Taxes $1 666 $2 533 Net Profit After Taxes $2 266 $6 667 $7 800 Net Profit

$2 266 $6 667 $7 800 The following table outlines Sunter Software’s balance sheet ending December 31st. Although Sunter Software has only been in business for two years we have solid plan for the future. Balance Sheet for Year Current Assets Partner Investments Accounts Receivable

Total Assets. Liabilities Total Liabilities. Shareholders’ Equity Total Shareholders’ Equity. Total Liabilities and Equity. Net Worth. The three partners in Sunter Software agreed to invest $250 each in and $100 each in in our new enterprise and to take no salary for the first two years. Our current assets are multiple patents office furniture and computer equipment. We currently have more than 000 advance orders for our new software package that will each pay $2 upon delivery next year and we expect to sell many more in coming months. The following summarizes Sunter Software’s request for funding of starting our call center. Funding is to be used for the following period. January 20xx – Jan 20xx Funding Requested

Sunter Software requests $250 in funding to set up our call center. Repayment Plan Sunter Software plans to pay back this loan with monthly payments over thirty six month period with 4.00% interest. Required Funding Start Up Expenses Remodeling Expenses Building Lease Equipment Personnel Salaries

14 Technicians 3 Supervisors Total Start Up Expenses $1 000 Total Current Funding Funding Requested Annual Budgets

Income Sources Amount Amount Amount Software Sales Partner Investments

$5 000 $9 000 $15 000 Total Income. $6 000 $9 000 $15 000

Assets Amount Amount Amount Income Furniture Equipment Patents $6 000 $1 000 $9 000

$1 000 $15 000 $1 000 Total Assets. $7 000 $11 000 $16 000 Expenses Amount Amount

Amount Personnel Salaries and Benefits Loan payments Equipment $3 000 $5 000 $6 000 Total Expenses.

$4 667 $5 667 $6 667 Surplus Deficit. $3 333 $5 333 $10 333 Standard Disclaimer. The numbers represented above are to be used as an estimate. The above Budget does in no way constitute warranty of final price. Estimates are subject to change if specifications are changed cost of doing business changes or costs for outsourced services change before being locked in by binding contract. About us – Sunter Software is new company created by three partners. Iliana George Alex Robinson and Leo Teck.

there is great need for integrated software packages for medical facilities. Between them they have more than fifty years of data handling experience in the health care industry where they did their best to organize chaotic recordkeeping and billing practices by patching together multiple software applications. They realized there is great need for integrated software packages for medical facilities and so they decided to pool their expertise in Sunter Software and create those packages for the industry. Now less than months later Sunter Software’s first software package the Medical Office Software Suite is in its final testing phase and will soon be released to thousands of customers who have pre ordered the product. How to Contact Sunter Software Sunter Software 2244 Salem St. Suite Wichita KS

Phone. 620 555 1098 Fax. 620 555 1099 E Mail. SG@SunterSoftware.com URL. www.SunterSoftware.com Sunter Software is proud to present our Officers and our Board of Directors. Sunter Software Officers Iliana George CEO Alex Robinson CFO

Leo Teck CIO Sunter Software Board of Directors Warren Bentley President The Software Thinktank Deborah Nye CEO ABC Computing Consortium Julie McPheeter CEO Fischer Inventory Innovations Sunter Software

2244 Salem St. Suite Wichita KS PH 620 555 1098 FX 620 555 1099 www.SunterSoftware.com

Business proposal example This is one

of the most comprehensive kits of its kind that I’ve seen and it includes a lot more than just proposals. You get some great templates to help you write business plans, invoices, quotes and more. It served as a useful starting point when putting together complex documents."

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Length of Sample: 18 Pages

There are thousands of proposal topics to choose from in Proposal Pack. This sample uses the following set of Proposal Pack topics: Cover Letter, Title Page, Table of Contents, Executive Summary, Location Analysis, Growth Areas, Sales Plan, Staffing, Equipment, Income Projection, Balance Sheet, Funding Request, Budget, Company History, Services Provided, Facilities, Officers and Board, Back Page.
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This sample was created with Proposal Pack Telecom #3

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