Relate the Services and Create the Proposal

Once you understand why your prospective customers might be interested, how they currently relate to SIP trunking or “VoIP Service” and have gauged their interest, the next step is to create a proposal.

  • State the Problem

    Relate to the customer that you understand their telecom situation. Specifically talk about their current telephony, and the implied importance of reliable telecom for their business. State the problem of overpaying for service, and oversubscribing to service that they aren’t using and how that impacts their business.

  • Show the Solution

    Keep it easy to understand. Most customers will relate to “VoIP” or “VoIP Channels”, but might get lost if you start discussing the finer details of SIP, or the difference between a SIP Trunk, SIP Channel, and a DID.

    It is important to educate the customer, but don’t get lost in the jargon, use words that the customer will understand and examples that they can identify with. While’s network is sophisticated and meets industry certifications and standards, the concept of getting reliable dial-tone at a less expensive price should be the simple message.

Select the Services

Utilize the new order screen in your Dealer Portal to confir with the customers service selections. Although there can be some subtle questions that come up, you can generally boil your proposal down to 5 questions:

  • How many toll free minutes and DID’s will they need?
  • How many channels (number of concurrent calls)?
  • How many standard local DID’s?
  • How many Enhanced (e911) local DID’s?
  • Will they be using SimpleFax™ or need a FAX to Email DID?

Set Expectations

Once you’ve qualified the services on the proposal and the customer is ready to sign up for service, you should confirm the customers understanding of what to expect. Discuss the cost of the solution, when numbers will be ported over, support and reconfirm how the services on the order reflect the customer’s needs. provisions the service directly to the end-user and has the billing relationship with the end-user, so taxes are lawfully handled and the pain of managing proper billing for the dealer is alleviated.

As a dealer, you also have the option to you include your company branded image, and contact information on the monthly invoices, be sure to advise the customer what they can expect to see on their invoice.