Validations English

📄 Sales Verification Form – English Version

Hello Team!

This form is intended to register and verify key information about a sale before final processing. It is used by providers to validate the correct acquisition of products or services, ensuring that all data and conditions are understood and accepted by the customer.

Reminder: This form must be completed during every sales call, and the script must be read verbatim!

🗣️ Sales Script

Thank you for choosing the services of (Provider). My name is [Your Name], and I’ll give you a quick summary of the order you just placed with one of our representatives.

📦 Service Summary

You have contracted:

• Internet: [Package Name] – Unlimited, no data restrictions.
• TV: [Package Name] with [X] channels. You can access them through the Spectrum TV app on smart devices.
• Mobile: [Plan Name] with [data/call/text details] (if applicable).

💵 Monthly Billing Summary

Your monthly bill will be $XXX, which includes:

• Internet: $XX
• TV: $XX
• Mobile: $XX (if applicable)

For the first month, a one-time activation fee of $XX may apply, if necessary.

⚙️ Activation Method

Your services will be activated as follows (select the applicable option):

• Mail Delivery: You will receive the equipment within a few business days and can set it up easily.
• In-Store Pickup: You can pick up your equipment at the nearest Spectrum store.
• Professional Installation: A technician will visit your home on the scheduled date for installation.

🎁 Promotion and Price Lock Recommendation

Your promotion will last for X months, and the price will be locked for X months, ensuring you enjoy your rate without changes during that period.

✅ Final Confirmation

Do you have any questions or need clarification before we end the call?

📱 Spectrum Mobile Validation (if applicable)

📞 Spectrum Mobile Porting Process (if applicable)

1. Request Old Account Number
   • Contact your previous provider (e.g., Spectrum, Optimum, etc.).
   • Request the account number associated with your mobile service.
   • Ensure the account is active and not locked for porting.
2. Request Porting Code (PIN)
   • Request the porting PIN from your previous provider( The difference must be ensure to the customer between security code which is 4 Digits and the transfer Pin number which is a 6 Digit number).
   • This code is usually valid for a limited time (e.g., 24–72 hours).
   • Store the PIN securely for the next step.
3. Contact Spectrum Support
   • Reach out to Spectrum Mobile technical support.
   • Provide:
     • Previous account number
     • Porting PIN
     • Phone number to be ported
   • Request activation of the porting process.
4. Email Confirmation Reminder
   • Check for a confirmation email from Spectrum.
   • Accept the porting process via the link or instructions in the email.
   • This step is essential for the SIM card to be shipped and activation to be completed.
   • Ask the Customer wich device does they have. (iphone 14 and above only accepts E-sim) Mention the benefit of having Esim.