FirstQuarter FAQ

Frequently asked questions

Clear answers about what FirstQuarter includes, how the desk works, what is package-limited, and what is not part of the service.

Service basics

Packages and pricing

Calls, leads, and units

Software and dashboard

What is not included

Compliance and permissions

Getting started

Operations Desk and Dedicated Desk

Still have a question about scope?

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Frequently asked questions

What does FirstQuarter do?

Is FirstQuarter a marketing agency?

Is FirstQuarter a virtual assistant marketplace?

Is FirstQuarter an AI tool or virtual assistant service?

Who is FirstQuarter for?

Is this for U.S. customers only?

What are the current package prices?

Why are packages priced by units instead of hours?

Do unused units roll over?

What happens if we exceed the package limit?

Can we start with Starter Callback and upgrade later?

Is there card checkout?

What is a lead-handling unit?

What counts as an eligible lead?

Do you do cold calling?

Do all packages include inbound call answering?

What happens if a lead does not answer?

Do spam or wrong-number calls count?

Can agents book meetings directly?

Are the CRM, phone, and reporting tools included?

Do clients get direct access to the internal calling or CRM tools?

What does the dashboard show?

Is provider sync connected now?

Can FirstQuarter connect to our own CRM?

Do you manage social media or ads?

Do you build websites or apps?

Do you provide legal, tax, accounting, medical, financial, or regulated advice?

Do you replace our IT department?

Is support unlimited?

How do you handle Do Not Call requests?

Can call recordings be shown to clients?

Who owns customer and lead data?

Do agents see all client data?

What do we need to provide before FirstQuarter can start?

How fast can the desk go live?

What happens after we submit a request?

Can you reject a customer?

What does Operations Desk add beyond Lead Response Desk?

Does Operations Desk include accounting or collections?

What does Dedicated Desk include?

Why is Dedicated Desk custom?

Still have a question about scope?