Agent Email Address *Legal Business NameContact NameContact Email AddressContact Number *Service AddressAccount NumberWhat type of services are you looking for?InternetPhoneCell Phones (Mobility)Physical SecurityAISIP TrunkingOtherBusiness InternetWhat type of challenges are you facing with your current internet system?What is the typical number of devices connected to your network at any given time?What are the primary business activities that drive your internet usage? (e.g., video calls, cloud-based software, client data transfers, etc.)Why is bandwidth critical for your systems, and what specific amount does your most important application need to function fluently?Do you need Static IPs?YesNoHow many static IPs do you need?How many devices, servers, or services in your office are configured to rely on that static IP?How is internet access provided to staff—through WiFi, wired connections, or a specific ratio of both?What is the total area of your office, and how is the workspace distributed (open plan, private offices, etc.)?Where are the WiFi dead spots in your office, and how do they impact work?When did you last perform a major upgrade to your internet hardware or bandwidth plan?How do you rate your current internet setup on a scale of 1 to 5, and what are the main reasons for that rating?012345What is your current backup system for internet connectivity, and how does it activate when the primary connection fails?How many devices would need a backup connection if the internet goes down (e.g., POS systems, cameras, or other critical equipment)?When does your current contract end?Business VoiceHow many phone lines are you using?What challenges are you experiencing with your current phone system?How frequently does your team need long-distance calling?What is estimated call flow during busier hours?When did you last encounter issues like call drops?How many fax lines, alarm lines, elevator lines or any analog lines are you using?Are your handsets provided by a company, or do you own them?Yes (Company Owned)No (Self Owned)When was your current voice system last updated or upgraded?If the system is old and customer is looking for VoIP service, select YESYESNOHow many extensions would ideally suit your business needs?How many employees regularly work remotely?Would a receptionist phone or auto-attendant feature be useful for you?Do you currently use collaboration tools like Microsoft Teams or Zoom?Are you interested in integrating your phone system with software like CRM or Teams?How valuable would a unified platform for voice, video, and messaging be to your operations?Are there any plans for business expansion, new locations, or more remote staff?What difficulties are you having with your current provider?How much are you paying right now?When does your current contract end?Business MobilityHow many phone lines does your business currently need?Who is your current mobile service provider?RogersTelusFidoKoodoBellVirginLuckyPublicOtherNOTEWe cannot renew Rogers Cell phones; however, we can add new lines if the customer wants.Name of other providerAre you looking to add any new lines in the near future?Will you need company-provided phones, or will you use personal devices (BYOD)?Company PhonesBYOD (Bring your own device)What is the required number of cell phones, and do you have any model preferences?Do you require calling to the United States?Do you require calling to Mexico?Do you need international calling to other countries?Are you using Rogers Business Internet in your office or at home?When does your current contract end?Physical SecurityHow is your business office currently monitored?How many security cameras are in use?How many door sensors do you need?How many motion sensors do you need?What is the height of each door?What is the height of window?Who is your current security provider?When does your current contract end?AIWe help businesses improve their operational efficiency and automate work by providing AI solutions. If you are interested in exploring how we can improve your current setup, we are happy to assist.Where do you see the biggest bottlenecks or inefficiencies in your current daily operations?What repetitive, time-consuming tasks do your teams spend the most manual effort on?How are you currently using data to make decisions, and what insights do you wish were easier to uncover?What kind of customer or employee interactions do you wish could be more personalized or immediate?In what areas are you aiming to improve quality, accuracy, or consistency beyond your current capabilities?When thinking about scaling your business, what operational challenges do you anticipate?If you could automate one major aspect of your workflow, what would it be and why?SIP TrunkingAre there any upcoming expansions or changes that affect voice needs?What phone system/PBX do you use today?How many concurrent calls do you need during peak periods?Concurrent calls mean the number of active phone calls happening at the same time on a single system or lineWho is your current voice carrier?What problems or limitations exist in your current setup?Do you struggle to scale, add channels, or port numbers quickly?What connectivity do you have today (fiber, cable, wireless backup)?Do you have security requirements (TLS, SRTP, SBC)?Do you integrate with Teams, Zoom Phone, or cloud PBXs?Do you require failover or geo-redundancy?Geo-redundancy (keeping data/systems in multiple locations) enables automatic Failover (switching to a backup site) during major disasters, ensuring high availability and minimal downtime by replicating everything far apart.How do you handle call routing today?Do you need DIDs for departments or remote workers?How many numbers need porting?Are there seasonal spikes in call volume?What is your tolerance for downtime?Do you require specific SLAs?Service Level AgreementDo you need automatic rerouting to mobile or secondary sites?Are there compliance requirements (HIPAA, PCI, PIPEDA)?When a company (like an internet or phone service provider) is designing a solution for a client, they must ensure their service meets the client's legal obligations for protecting sensitive data. If the provider's system doesn't comply, the client could face legal penalties, fines, and reputational damage. HIPAA (Health Insurance Portability and Accountability Act), PCI DSS (Payment Card Industry Data Security Standard), PIPEDA (Personal Information Protection and Electronic Documents Act)Do you require call recording or logging compliance?How are you currently billed for voice services?What is your timeline for deploying a solution?NoteIntroduce Zeeshan for the SMB service (BI, DPT, VoIP, Renew, Upgrade current service and Mobility) Introduce Zeeshan and Brandie for all enterprise service meetings. For AI meetings, introduce Zeeshan, Brandie, and Russ. We will schedule meetings only if the majority of the required information is provided.What type of services they are looking for? You can add more notes if anything is missingSubmit
