Caboodle helps provision, transfer, and organize business phone numbers around departments, locations, and campaigns. We connect each number to an agreed destination and document who owns the next step when a customer calls.
Treat each number as part of the customer journey.
The final scope names the deliverables, dependencies, and review points before work begins. The work below provides the starting point for that discussion.
Number inventory. Record active numbers, current providers, business uses, and destinations that need to be preserved.
Availability checks. Review available local or toll-free options with the selected provider.
Transfer preparation. Gather account details, authorizations, and existing service dependencies for approved number transfers.
Routing plan. Assign each number a destination, schedule, overflow rule, and responsible team.
Provisioning coordination. Coordinate new-number activation or the approved transfer schedule with the provider.
Calling tests. Check representative inbound calls and the expected destination after activation.
Messaging review. Determine whether messaging is needed and identify separate eligibility, registration, and setup requirements.
Account documentation. Record provider details, assignments, renewal responsibilities, and instructions for future changes.
How this works
Four steps from the first review to handoff.
Phase 1
Map the number inventory
Identify which numbers customers use and what must keep working through a change.
Phase 2
Prepare the request
Confirm availability or transfer eligibility and collect the provider’s required information.
Phase 3
Activate and route
Coordinate the approved change and attach each number to its intended calling path.
Phase 4
Verify and document
Test access, confirm responsibilities, and record the details needed to manage the numbers.
Related services
Keep each conversation moving toward the right person.