Mobile Assessment Consumer

• Document No.

• Conducted on

  Date

• Prepared by

• Location
  Address

Step 1: Understanding You

• Clients Name

• Profession

• Cell #

• Email

• Current Provider

  Select Sasktel Telus Rogers Virgin Koodo Fido

  • Sasktel
  • Telus
  • Rogers
  • Virgin
  • Koodo
  • Fido

• Expiry Date of Contract

• What is your purpose of your visit

  Select New Activation Hardware Upgrade TV Service Accessories Check out New Devices Internet Other

  • New Activation
  • Hardware Upgrade
  • TV
  • Service
  • Accessories
  • Check out New Devices
  • Internet
  • Other

• Do You or any of your family members have a business or GST#? If you are a business owner there are some new advantages for you that i can explain it for you. (if yes move to business assessment)

Step 2: What your are Using today!

• Mobile Platform

  Android

  Iphone

  Blackberry

  Windows

  Older

• What type of plan do you have

  Voice

  Voice and Text

  Voice and Data

  Prepaid

  Unl Voice and Data

• How much do you Spend a Month

• Run me through your typical day? What do you like about your phone? What do you do in your spare time? Your answers could help me to ind the best solution for you! (fill in information here just quick note)

• How many cell phones do you have in your household? What do you like about your current provider?

• What will you be doing with your old device? (Recycle, Pass down to someone, Trade in)

• What other communication device do you have at home?

  Select Tablet Laptop\PC Home Phone E reader Pager

  • Tablet
  • Laptop\PC
  • Home Phone
  • E reader
  • Pager

• NOTES (Acknowledgement)(Can all be put here)

Step 3: Device and Solution Trial (Have customer seen how Mobile TV and Bell Selfserve app work)

• Devices Showcased

• Apps Showcased

• Accessory Showcased

Step 4: Add On: Have you heard of the Bell Bundle? Accessories ad Protection you will need with your new Devices.

Step 5: Mobile Proposal

• Plan:

• Device(s):

Step 6: Why Bell Statement

• - Bell's blazing fast LTE network covers over 80% of the Canadian Population
  - Bell has more than 4000 wifi hotspots coast to coast that's more than any other wireless carrier in Canada
  - The Bell Network does not fall back to slow 2G Speeds
  - Not all plans are created equal, only Bells plans include 40%+ more network cell Towers
  - The Exclusive Bell Mobile TV Service let you watch up to 100 Live Bell TV Channels right on your device

• Customers Decision? (If yes then move forward, If no - why?)

  Yes

  No

  N/A

• Can we contact you if a better promotion becomes available

  Yes

  No

  N/A