How do I check how medical or after-hours clients depend on an answering service?
Find out what each medical or after-hours client expects the service to do when a call is urgent. Read the instructions on file, ask which calls trigger a page or a call to an on-call person, and look at how often those calls come in. The more a client treats you as their safety net, the more a change of owner matters to them.
Begin with the accounts where a missed call could hurt someone. Ask the seller to list every client that relies on the service for urgent messages, and then read the instructions on each one. Look for escalation chains, who is paged first, how long an operator waits before trying the next person, and whether the client has ever confirmed those steps in writing.
Then test how the service behaves under pressure. Ask for examples of urgent calls and how they were handled, and whether any went wrong. A client that complained after a slow response tells you what the standard really is. Speak with a few clients, with the seller’s permission, and ask what would make them leave.
Finally, look at the contracts. Do they promise response times or take on responsibility for harm? Those terms can pass to you with the business, so have your lawyer read them. Ask your insurance adviser whether current coverage matches the risk these clients carry. Write down what you learn about each client, so you can decide later which ones need extra attention in the first weeks after closing. Ask the seller what the service would do differently for these clients if it had more staff overnight.
Key takeaways
- List every client that depends on you for urgent calls and read their escalation steps.
- Ask for real examples of urgent calls and any that went wrong.
- Have a lawyer and an insurance adviser review the promises in those contracts.
Related reading
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Sources
This answer is checked against primary sources. Links were last confirmed on the dates shown.
- 01Business Development Bank of CanadaGovernmentHow to conduct due diligence when buying a business
- 02Business Development Bank of CanadaGovernmentWhat are the steps to buying a business?
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