To be completed during a video call with the client. Responses automatically populate the client brief, the AB4C internal file, and the contract draft.
Section 01
Company & context
General information about the client organisation.
1.1Cadre*
Legal name, country of registration, main industry?
1.2Cadre*
Customer service team size and geographical coverage?
1.3Cadre
Number of production sites / warehouses involved in the OTC flow?
1.4Cadre*
Main reason for engaging a Flying CS?
1.5Cadre
Previous experience with external CS providers?
Section 02
Assignment scope
These answers lock the assignment description in the contract.
2.1Cadre*
Required Flying CS profile?
2.2Cadre*
Flying CS daily tasks?
2.3Cadre*
Estimated duration?
2.4Ops*
Working arrangement?
2.5Ops*
Working hours and time zone coverage?
2.6Ops
On-call / weekend or public holiday availability?
2.7Cadre
Flying CS performance KPIs?
2.8Cadre
Client-side direct manager / point of contact?
Section 03
ERP & IT environment
This information will appear in the technical annex of the contract.
3.1IT*
ERP(s) used for the OTC flow?
3.2IT*
How will ERP access be provided?
⚠️ AB4C requires a named account for traceability and contractual accountability.
3.3IT*
ERP modules used?
3.4IT
CRM or ticketing tool separate from the ERP?
3.5IT
Mandatory internal communication tools?
3.6IT
Ongoing ERP project during the assignment?
3.7IT*
Who creates the user account, and how far in advance?
Section 04
Clients & products
To calibrate the technical and Trade Compliance profile of the Flying CS.
4.1Ops*
Type of clients managed?
4.2Ops*
Client geographical zones?
4.3Ops*
Client communication languages?
4.4Ops*
Product types in the order flow?
4.5Ops
Main incoterms used?
4.6Ops
Specific document requirements?
4.7Ops
Average order volume (week / month)?
Section 05
Organisation & HR
To ensure a fast, frictionless integration from day one.
5.1RH*
Internal departments the Flying CS will work with?
5.2RH
Formalised onboarding process?
5.3RH
Replacement or reinforcement?
5.4RH
Internal buy-in for the Flying CS arrival?
5.5RH
Documented internal procedures (SOPs)?
Section 06
IT Security & GDPR
These elements feed the confidentiality and liability clauses of the contract.
6.1Légal*
Will the Flying CS have access to personal client data?
6.2Légal*
Formalised IT security policy?
6.3Légal
Restrictions on tools and devices?
6.4Légal*
Company-specific NDA required in addition to the AB4C charter?
6.5Légal
Sector / product-specific regulations?
Section 07
Contractual terms
These data points pre-fill the tripartite contract clauses.
To be completed during a video call with the client. Responses automatically populate the client brief, the AB4C internal file, and the contract draft.
Section 01
Company & context
General information about the client organisation.
1.1Cadre*
Legal name, country of registration, main industry?
1.2Cadre*
Customer service team size and geographical coverage?
1.3Cadre
Number of production sites / warehouses involved in the OTC flow?
1.4Cadre*
Main reason for engaging a Flying CS?
1.5Cadre
Previous experience with external CS providers?
Section 02
Assignment scope
These answers lock the assignment description in the contract.
2.1Cadre*
Required Flying CS profile?
2.2Cadre*
Flying CS daily tasks?
2.3Cadre*
Estimated duration?
2.4Ops*
Working arrangement?
2.5Ops*
Working hours and time zone coverage?
2.6Ops
On-call / weekend or public holiday availability?
2.7Cadre
Flying CS performance KPIs?
2.8Cadre
Client-side direct manager / point of contact?
Section 03
ERP & IT environment
This information will appear in the technical annex of the contract.
3.1IT*
ERP(s) used for the OTC flow?
3.2IT*
How will ERP access be provided?
⚠️ AB4C requires a named account for traceability and contractual accountability.
3.3IT*
ERP modules used?
3.4IT
CRM or ticketing tool separate from the ERP?
3.5IT
Mandatory internal communication tools?
3.6IT
Ongoing ERP project during the assignment?
3.7IT*
Who creates the user account, and how far in advance?
Section 04
Clients & products
To calibrate the technical and Trade Compliance profile of the Flying CS.
4.1Ops*
Type of clients managed?
4.2Ops*
Client geographical zones?
4.3Ops*
Client communication languages?
4.4Ops*
Product types in the order flow?
4.5Ops
Main incoterms used?
4.6Ops
Specific document requirements?
4.7Ops
Average order volume (week / month)?
Section 05
Organisation & HR
To ensure a fast, frictionless integration from day one.
5.1RH*
Internal departments the Flying CS will work with?
5.2RH
Formalised onboarding process?
5.3RH
Replacement or reinforcement?
5.4RH
Internal buy-in for the Flying CS arrival?
5.5RH
Documented internal procedures (SOPs)?
Section 06
IT Security & GDPR
These elements feed the confidentiality and liability clauses of the contract.
6.1Légal*
Will the Flying CS have access to personal client data?
6.2Légal*
Formalised IT security policy?
6.3Légal
Restrictions on tools and devices?
6.4Légal*
Company-specific NDA required in addition to the AB4C charter?
6.5Légal
Sector / product-specific regulations?
Section 07
Contractual terms
These data points pre-fill the tripartite contract clauses.
Additional expenses (travel, accommodation) — who bears them?
7.6Légal*
Sectoral exclusivity clause required?
7.7Légal*
Applicable law and jurisdiction?
7.8Légal
Special conditions (professional liability insurance, certifications, supplier codes of conduct…)?
Step 2 · Matching
Flying CS profile recommendation
Based on the answers, AB4C recommends a profile. You can change it before generating documents.
Needs analysis
Scores calculated from tasks, duration, SOPs and organisational context.
Match by profile
Operational
0%
Improvement
0%
Lead & Manage
0%
Select the chosen profile
Operational
Operational
€500–650/day
Gestion quotidienne commandes, réclamations, coordination. Operational dès J+1.
Improvement
Improvement
€600–800/day
CS process analysis and optimisation. To shift from a reactive to a high-performing service.
Lead & Manage
Lead & Manage
€700–950/day
CS team leadership, transformation management, lasting change adoption.
Financial estimate
Indicative daily rate (mid-range)—
Estimated duration—
Indicative envelope—
Identified watch points
To communicate to the client and/or integrate into the contract.
Step 3 · Client document
Client summary brief
Document to be sent to the client by email. Professional tone, no internal jargon. Confirms understanding of the need and sets out next steps.
AB4C · Talent Desk — Confidential
Flying CS Mission Summary
Your organisation
Assignment scope
Our recommendation
Indicative financial terms
Next steps
Step 4 · Internal file
AB4C internal file
Internal use only. FCS matching, operational watch points and pre-filled contract clauses.
AB4C · Internal use — Do not distribute
Flying CS Mission File
Mission identification
Required Flying CS profile & scoring
Operational watch points
Technical environment
Pre-filled contract clauses
To be integrated into the tripartite contract AB4C — Flying CS — Client. Verify before signing.
Pre-start checklist
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