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  3. Execute it (start with ONE section)

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Before (Prospect)

1. My Target Market

Primary Target Market Summary

  • Existing AT&T Business Fiber customers in the U.S. with no AT&T wireless who want to cut mobile costs and simplify vendors with a managed switch.

Audience Type

  • B2B
  • Small businesses with AT&T Fiber and 1-20 wireless lines
  • Owner-led firms seeking lower telecom spend
  • Time-strapped teams wanting after-hours activation

Industries (if B2B)

  • Professional services
  • Retail stores
  • Restaurants and food service
  • Healthcare and dental practices
  • Real estate and property services
  • Construction and home services
  • Auto services and dealerships
  • Local nonprofits and community organizations

Needs – Primary Buying Considerations

  • Lower monthly wireless costs via fiber-to-mobility bundle discount
  • Reliable business-grade mobile service at comparable speeds
  • One provider for internet and wireless billing
  • Minimal downtime during carrier switch
  • Fast, simple migration handled by one point of contact
  • Activation scheduled outside business hours

Demographics

  • Age Range: 30-60
  • Gender: Male and female
  • Geography: United States, especially AT&T Fiber service areas
  • Income Level: SMB revenue-driven buyers with managed operating budgets
  • Profession: Small business owner, office manager, operations lead, IT admin
  • Business Size: 1-50 employees

Psychographics

  • Lifestyle: Busy operators balancing growth, staff, and daily service delivery
  • What they value: Cost control, convenience, uptime, simplicity, accountability
  • Pain Points: Multiple providers, high wireless bills, switch complexity, downtime risk
  • Buying Behavior: Responds to calls, email cadences, and trusted referrals
  • Decision-Making Roles:
  • Primary Decision Maker: Owner, founder, general manager, practice manager
  • Secondary Decision Influencers: Office manager, operations manager, IT support
  • Support Roles: Front desk, admin staff, accounting or bookkeeper

2. My Message to My Target Audience

Refined Elevator Pitch

  • AT&T Business provides existing fiber customers lower wireless costs through one bundled provider, so they can simplify operations and stay confidently connected.

Understanding Their Pain Points

  • Paying too much for wireless with a separate provider
  • Running fiber with AT&T but mobile service somewhere else
  • Juggling multiple bills, contacts, and support teams
  • Worrying a switch will disrupt business operations
  • No time to manage ports, setup, and activation details

Transformation

  • Lower monthly wireless costs with bundle savings
  • One provider for internet and wireless service
  • A smoother switch handled with minimal owner effort
  • Less admin, fewer headaches, more control
  • Confidence that service moves over on your schedule

Unique Selling Proposition (USP)

  • Built for existing AT&T fiber business customers
  • Bundle discount unlocks savings on wireless service
  • One point of contact instead of multiple providers
  • I handle the switch, setup, and activation details
  • Activations happen at a time that fits your business

Brand Values & One-Liners

  • Save more. Manage less.
  • Bundle your business and cut the extra noise.
  • One provider. One bill. Less hassle.
  • We do the heavy lifting so you stay focused.
  • Switch on your schedule, not your provider’s.

Tone

  • Clear, practical, and reassuring. Customers should feel informed, supported, and confident the switch will be easy.

Hero Text Idea

  • Flag Text: Existing AT&T Fiber Businesses
  • Main Headline: Add AT&T wireless and save with your existing fiber account.
  • Sub Headline: Cut wireless costs without adding complexity. We handle the switch and activate on a schedule that works for your business.
  • CTA: See Your Bundle Savings

3. The Media I Will Use to Reach my Target Market

Website

  • Build a 1-page lead site on Carrd or Squarespace to fit the low budget
  • Headline: Add AT&T wireless and save with your existing fiber account
  • Add vertical pages for dental, retail, restaurants, contractors, and real estate
  • Use a savings check CTA above the fold and after each proof section
  • Add a 3-step switch section: quote, port, after-hours activation
  • Include a short form: business name, lines, current carrier, best callback time
  • Add click-to-call and text CTA for mobile visitors
  • Add trust blocks: AT&T branding rules, fiber customer focus, one-contact support
  • Add FAQs on downtime, number porting, billing, device compatibility, timing
  • Track calls, form fills, booked meetings, quote requests, and SMS clicks
  • Use GA4, Search Console, and Salesforce web-to-lead tracking
  • Prioritize mobile-first design; SMB owners often respond from phones in the field
  • Keep desktop quote view simple for office managers reviewing line counts

Social Media

  • Focus on LinkedIn first; buyers are owners, ops leads, and office managers
  • Secondary focus on Facebook; many local SMB owners are active there
  • Skip TikTok and X until pipeline is consistent
  • Post on LinkedIn 3x weekly with cost-saving and switch-ease messaging
  • Post on Facebook 2x weekly in a local SMB and owner-operator tone
  • Share before-after bill scenarios with line-count examples
  • Publish short phone videos on after-hours activations and smooth ports
  • Use customer-safe stories: multi-provider pain to one-bill simplicity
  • Post industry-specific tips for dental, retail, restaurant, and contractors
  • Add CTA in every post: Get a bundle savings check
  • DM warm engagers after comments with a soft offer to review current setup

Paid Advertising

  • Keep paid light until landing page and email sequences are dialed in
  • Run Google Search for branded intent around AT&T business wireless savings
  • Target terms like AT&T business wireless bundle and fiber wireless discount
  • Use exact and phrase match to control spend on a $0-$500 budget
  • Run call-only ads during business hours for high-intent searchers
  • Use Meta retargeting only if site traffic reaches useful volume
  • Build a small LinkedIn retargeting audience from site visitors if budget allows
  • Optimize for booked meetings, not traffic
  • Exclude consumers with business-only copy and 1-20 line language

SEO and Content

  • Target long-tail terms with buyer intent, not broad telecom keywords
  • Create page: AT&T Fiber customer wireless bundle savings
  • Create page: Switch business wireless with no downtime
  • Create page: After-hours business phone activation service
  • Create page: One provider for business internet and wireless
  • Create industry pages for dentist, restaurant, contractor, retailer, realtor
  • Write comparison posts focused on switching process, not competitor bashing
  • Publish FAQ content from real objections heard on calls
  • Add schema for FAQ, local business, and service pages
  • Use Search Console to expand content from impressions and questions

Content Recommendations

  • What existing AT&T Fiber customers miss by keeping another wireless carrier
  • 5 questions to ask before switching business wireless providers
  • How after-hours activation prevents business downtime
  • One bill vs two providers: where SMBs lose time and money
  • Checklist: what to gather before porting business numbers
  • Industry post: how dental offices can switch lines without front-desk disruption
  • Industry post: how restaurants can switch after close with less risk
  • Industry post: how contractors manage field lines under one provider
  • Short video: what I handle during the switch so you do not have to
  • Short video: how many lines make the bundle worth reviewing

Partnerships & Outreach

  • Partner with AT&T Fiber sales reps who do not manage wireless add-ons
  • Build referral ties with local MSPs serving 5-50 employee businesses
  • Partner with managed print and copier reps who sell into offices
  • Build ties with VoIP phone installers serving SMB office moves and upgrades
  • Partner with business insurance brokers who advise on operating costs
  • Build referral swaps with local accountants and outsourced CFOs
  • Partner with chamber of commerce leaders in AT&T Fiber markets
  • Ask commercial real estate brokers for intro access after business relocations
  • Partner with POS resellers serving restaurants and retail shops
  • Offer co-branded savings check one-pagers to referral partners

Directories

  • Create and optimize a Google Business Profile if serving a defined local market
  • Join local Chamber member directories in top AT&T Fiber cities served
  • List in Alignable for local SMB owner networking and referrals
  • Build a polished LinkedIn Services page for business telecom consulting
  • Join BNI only if a chapter has strong MSP, copier, and accountant members
  • Use Salesforce AppExchange listing only if a telecom workflow tool exists

Publications

  • Pitch AT&T bundle savings tips to Small Business Trends
  • Submit practical telecom cost articles to CO by U.S. Chamber of Commerce
  • Pitch operational switch guides to Entrepreneur online contributor sections
  • Target industry pubs like Dental Economics for practice operations angles
  • Pitch restaurant ops content to FSR and Restaurant Business online
  • Pitch contractor cost-control articles to Cleaner and Facilities service blogs
  • Use local business journals in Fiber markets for expert commentary quotes

Podcasts

  • Guest on The Small Business Show for owner-focused ops and savings topics
  • Pitch The Dentalpreneur Podcast for after-hours switching in practices
  • Pitch Restaurant Unstoppable for multi-line savings and downtime prevention
  • Pitch Contractor Growth Network Podcast for field team connectivity topics
  • Pitch The SMB Community Podcast for MSP-adjacent telecom simplification
  • Start a simple monthly 10-minute LinkedIn Live, not a full podcast yet

Online Networking

  • Engage in LinkedIn groups for small business owners and office managers
  • Join local Chamber Facebook groups in AT&T Fiber service areas
  • Use Alignable to answer telecom cost and switching questions weekly
  • Monitor Reddit communities for owner pain points and objection language
  • Watch subreddits for smallbusiness, MSP, sysadmin, and entrepreneurs
  • Do not hard-sell in forums; offer checklists and savings review invites

Cold Outreach

  • Keep cold calling as the primary channel; it already works for this offer
  • Build lists from AT&T Fiber footprint cities and SMB verticals above
  • Prioritize businesses likely to have 2-20 lines and an office manager
  • Use 8-touch cadence across call, voicemail, email, and LinkedIn in 14 days
  • Lead with existing Fiber status and possible bundle savings, not generic telecom
  • Email subject: You may qualify for AT&T wireless bundle savings
  • Offer a 10-minute line review, not a full sales meeting
  • Ask current wireless carrier, line count, renewal timing, and downtime concerns
  • Trigger follow-up when carriers raise rates or contracts near renewal
  • Use Salesforce tasks for cadence steps, objections, and renewal notes

Offline and Local Media

  • Attend local Chamber breakfasts in Fiber markets twice monthly
  • Work BNI or referral lunches where accountants and MSPs are present
  • Host coffee drop-bys for dental, legal, and real estate offices nearby
  • Leave one-page savings sheets with office managers and front desks
  • Sponsor a small Chamber event only if attendee lists include local SMB owners
  • Use branded leave-behinds with QR to a savings check form
  • Attend restaurant association and local builder association meetings
  • Offer lunch-and-learn sessions for coworking spaces and executive suites

Online Events

  • Run a monthly 20-minute webinar: Fiber customer wireless savings review
  • Run vertical webinars for dental offices and restaurants after hours
  • Use webinar CTA: bring your current bill and line count for a quick review
  • Record sessions and repurpose clips into email follow-ups and LinkedIn posts
  • Invite referral partners to co-host on cost control and vendor simplification
During (Lead)

1. My Lead Capture System

Lead Magnet

  • Bundle Savings Check form with estimated monthly wireless savings
  • Best for owners comparing current carrier cost vs AT&T bundle discount
  • 1-page Porting Prep Checklist for 1-20 line businesses
  • Best for office managers worried about switch complexity
  • After-Hours Activation Planning Guide for zero-disruption switching
  • Best for retail, dental, restaurant, and service businesses
  • Business Wireless Switch Readiness Quiz with instant next-step result
  • Tags leads by timing, urgency, and switch obstacles
  • Industry one-pagers for dental, retail, restaurants, contractors, real estate
  • Shows line-count examples, downtime tips, and likely savings triggers

Tripwire Offer

  • Free 10-min Line Review by phone or Zoom
  • Review carrier, line count, devices, and bundle eligibility
  • Free Bill Review with side-by-side savings estimate
  • Requires recent wireless bill upload or emailed screenshot
  • Free Porting Plan Call with activation timeline recommendation
  • Ideal for leads nervous about downtime or after-hours setup

Welcome Sequence

  • Email 1: Deliver lead magnet and CTA to book 10-min Line Review
  • Email 2: Show bundle savings example for 5, 10, and 20 lines
  • Email 3: Explain 3-step switch process: quote, port, activation
  • Email 4: Objection handling on downtime, devices, and number transfer
  • Email 5: Industry-specific case example matched to lead segment
  • Email 6: Strong CTA to send bill or book a review this week
  • Trigger SMS after form fill if mobile number is provided
  • SMS CTA: Reply YES for a savings check or a callback window

Segmentation

  • Tag by line count: 1-4, 5-10, 11-20
  • Tag by industry: dental, retail, restaurant, contractor, real estate
  • Tag by current carrier for switch messaging and objection handling
  • Tag by renewal timing: now, 0-3 months, 3-6 months, unknown
  • Tag by role: owner, office manager, ops lead, IT admin
  • Tag by pain point: cost, multiple providers, downtime, time shortage
  • Tag by intent: requested quote, booked call, sent bill, no response
  • Create hot lead score for bill shared, 5+ lines, near renewal

Chatbot and Automation

  • Add simple site form, not full chatbot, due to low budget
  • Form fields: business name, lines, current carrier, callback time
  • Add optional bill upload for faster savings estimate
  • Add click-to-call and text CTA above the fold on mobile
  • Use Salesforce web-to-lead with source and campaign tracking
  • Auto-create tasks for every form fill within 5 minutes
  • Send instant calendar link after savings check form submission
  • Trigger reminder email if meeting not booked within 24 hours
  • Trigger follow-up task if bill requested but not received in 3 days
  • Use QR code on leave-behinds to the savings check landing page

2. My Lead Nurturing System

Marketing CRM

  • Current platform: Salesforce
  • Use Salesforce web-to-lead for savings check, checklist, and webinar forms
  • Track source, industry, line count, carrier, renewal timing, and pain point
  • Create tags: 1-4, 5-10, 11-20 lines
  • Create tags: owner, office manager, ops lead, IT admin
  • Create tags: cost, downtime, multi-provider, time shortage
  • Add lead score for bill shared, 5+ lines, near renewal, booked call
  • Recommended add-on: Marketing Cloud Account Engagement if budget grows
  • Low-budget option: connect Salesforce with Zapier for email and SMS triggers
  • Auto-create tasks within 5 minutes of every form fill

Sales CRM

  • Current platform: Salesforce
  • Build stages: New Lead, Contacted, Review Booked, Quote Sent, Port Info In, Won, Nurture
  • Create handoff rule: booked call or bill sent moves lead to active sales
  • Add required fields before quote: lines, carrier, devices, renewal, callback window
  • Log objections: downtime, pricing, device fit, contract timing
  • Create follow-up tasks for no-show, quote pending, and missing port info
  • Add renewal date field for future reactivation

Automated Follow-Ups

  • Trigger 6-email welcome flow after savings check or checklist opt-in
  • Email 1 instantly: deliver asset and booking link for 10-min line review
  • Email 2 after 2 days: savings examples for 5, 10, and 20 lines
  • Email 3 after 4 days: 3-step switch process and after-hours activation
  • Email 4 after 7 days: objections on downtime, devices, and number porting
  • Email 5 after 10 days: industry case example by segment
  • Email 6 after 14 days: send bill or book review this week
  • SMS within 10 minutes if mobile captured: reply YES for savings check
  • SMS after 24 hours if no booking: offer 2 callback windows
  • Reminder email 24 hours after opt-in if no meeting booked
  • Trigger bill-request follow-up 3 days after request if nothing received
  • No-show sequence: SMS at 15 minutes, email same day, task next day
  • Reactivation at 60 days: ask if contract timing or priorities changed
  • Reactivation at 90 days: offer fresh savings review with current bill
  • Renewal trigger: 90, 60, and 30 days before known carrier renewal

Newsletter

  • Frequency: 2x monthly
  • Audience: unready leads, past quotes, referrals, webinar attendees
  • Segment by industry, line count, and renewal timing
  • Content pillar: bundle savings examples by line count
  • Content pillar: switch planning and number porting tips
  • Content pillar: after-hours activation stories
  • Content pillar: one-provider billing simplification
  • Include one CTA only: book a savings review or send a bill

Retargeting & Ads

  • Start only after landing page tracking is live and traffic is steady
  • Google Ads: branded and high-intent search around AT&T business bundle savings
  • Use call-only ads during business hours for hot prospects
  • Meta retargeting: site visitors who viewed form page but did not submit
  • LinkedIn retargeting: page visitors from owner and ops job titles if budget allows
  • Goal: booked reviews, not clicks
  • Exclude consumers with business-only copy and 1-20 line language

Social Media and Content

  • LinkedIn: 3 posts weekly
  • Facebook: 2 posts weekly
  • Post type: before-after bill scenarios by line count
  • Post type: short videos on after-hours activations
  • Post type: FAQs on downtime, devices, and porting
  • Post type: industry tips for dental, retail, restaurants, contractors
  • Post type: customer-safe switch stories without sensitive data
  • CTA on every post: get a bundle savings check
  • DM warm engagers within 24 hours with soft review offer

Webinars and Events

  • Run 1 monthly 20-minute webinar
  • Topic: Fiber customer wireless savings review
  • CTA: bring current bill and line count for quick estimate
  • Run quarterly vertical sessions for dental and restaurants
  • Record every session for email follow-up and LinkedIn clips
  • Send reminder emails 7 days, 1 day, and 1 hour before event
  • Post-webinar sequence: replay, FAQ, then booking CTA over 5 days

Other Nurture Channels

  • Use click-to-call and click-to-text on landing page
  • Add simple form, not full chatbot, to keep costs low
  • Form fields: business, lines, carrier, callback time, bill upload
  • Use QR code on leave-behinds to savings check page
  • Text follow-up for referral leads within 1 hour of intro
  • Use Calendly linked after form submission for fast booking
  • Send SMS reminders 24 hours and 1 hour before booked calls

3. Sales Conversion Strategy

Sales Process

  • Target existing fiber accounts with 1-20 lines and non AT&T wireless
  • Open with savings check, not a full telecom pitch
  • Ask 4 qualifiers: lines, carrier, renewal date, billing pain
  • Book a 10-minute review within 48 hours of first interest
  • Send pre-meeting checklist: bill, line count, device list, best switch window
  • Use a 3-step sale: savings review, switch plan, activation approval
  • Present side-by-side cost summary with current vs bundled estimate
  • Show exact owner effort required: 10 minutes plus approval
  • Offer after-hours activation windows to remove downtime fear
  • Collect porting info only after verbal buy-in to reduce early friction
  • Confirm decision date on every meeting before ending the call
  • Send same-day recap with savings, next steps, and activation timeline
  • Use Salesforce tasks for every next action before call ends
  • Follow up at 1 day, 3 days, 7 days, and renewal date
  • Add no-response breakup message with savings reminder and easy reply CTA
  • Create renewal-date pipeline for prospects not ready today

Sales Assets

  • Create cold call opener for existing fiber customers with savings angle
  • Build 10-minute discovery script with 5 qualifying questions
  • Create objection script for contracts, downtime, price, and device concerns
  • Build one-page savings summary template by line count tier
  • Create quote email template with 3 clear next steps
  • Build porting checklist template for owner or office manager
  • Create after-hours activation SOP with customer prep steps
  • Build meeting recap template with decision date and responsibilities
  • Create proposal with current cost, projected savings, and switch timeline
  • Add industry versions for dental, retail, restaurant, and contractors
  • Build referral partner one-pager for fiber reps, MSPs, and accountants
  • Create FAQ sheet on downtime, ports, billing, and device compatibility

Testimonials and Case Studies

  • Request testimonial 7 days after stable activation and first clean bill
  • Ask 3 prompts: savings, ease, and after-hours switch experience
  • Capture line count, industry, and old carrier for stronger proof
  • Turn wins into 1-page case studies with before-after monthly cost
  • Use short quotes in emails, proposals, and landing page proof blocks
  • Add case study snippets near objections: downtime, porting, and complexity
  • Build a simple Wall of Love section on the future landing page
  • Ask referral partners for credibility quotes on responsiveness and service

Conversion Rate Insights

  • Track lead to meeting rate from calls, emails, referrals, and LinkedIn
  • Track meeting to quote rate and quote to activation rate separately
  • Track average days from first contact to activation approval
  • Track no-show rate for reviews and reasons for delay
  • Track objection frequency by category inside Salesforce notes
  • Set first goal: 20% lift in quote to activation conversion
  • Set second goal: reduce time to close by 7 days
  • Review lost deals monthly for contract timing and carrier lock-in themes

Urgency and Offers

  • Use renewal timing as primary urgency trigger in every conversation
  • Message: bundle savings may be missed each month you wait
  • Offer priority after-hours activation slots for decisions this week
  • Offer free line review by current bill before rate changes hit
  • Frame urgency around simplification before busy season, not pressure
  • Use month-end CTA: lock review now and schedule activation later
  • For referrals, offer expedited review within 24 hours

Guarantees and Risk Reversal

  • Promise a written switch plan before any port request begins
  • Promise after-hours activation when operationally possible
  • Promise one point of contact from quote through activation
  • Offer bill review after first cycle to confirm setup accuracy
  • State no surprise process: customer sees timeline, tasks, and cutover plan
  • Use reassurance line: if timing is not right, we can schedule later

Shock and Awe

  • Mail a one-page custom savings estimate with handwritten note
  • Drop off coffee and a porting checklist to local offices after interest
  • Send a branded thank-you note after activation with referral ask
  • Give a simple activation day checklist card to reduce anxiety
After (Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Send a same-day welcome email with savings summary, timeline, and key contacts
  • Share a 1-page switch checklist with porting items and required account details
  • Book a 15-minute kickoff call to confirm lines, users, devices, and activation window
  • Send a calendar invite for activation night with clear prep steps for staff
  • Create a Salesforce task sequence so no onboarding step gets missed

Communication Cadence

  • Send status updates at each milestone: quote, approval, porting, shipment, activation
  • Use the client's preferred channel: call, text, or email
  • Send a weekly no-surprises update until all lines are fully active
  • Provide a day-before activation reminder with who needs to be available
  • Send a 30-minute heads-up before after-hours activation begins
  • Confirm each line live as ports complete during activation night

Client Education

  • Share a simple bundle savings explainer with sample bill comparison
  • Provide a porting FAQ covering downtime, passwords, transfer pins, and timing
  • Send a device setup guide for iPhone, Android, and hotspot users
  • Give office managers a team handoff sheet for employee questions
  • Record a 2-minute custom video walking through next steps after approval
  • Share a first-bill guide so clients know what charges to expect

Personalized Touches

  • Handwrite a thank-you card after activation with actual savings highlighted
  • Send a welcome text on go-live morning: "You're all set. Reach out anytime today."
  • Note birthdays or business anniversaries in Salesforce for future check-ins
  • Celebrate 90 days live with a quick savings recap email
  • Send a coffee gift card for larger multi-line switches after successful activation
  • Mention their business name and team schedule in all activation planning notes

Visuals and Documentation

  • Deliver a clean activation summary with lines moved, devices, and completion times
  • Provide a before-and-after monthly cost snapshot based on approved quote
  • Keep all approvals, account notes, and port details organized in Salesforce
  • Send a one-page contact sheet with support numbers and your direct info
  • Use branded PDFs for quotes, checklists, and post-activation summaries

Feedback and Proactive Support

  • Check in 48 hours after activation to catch billing or device issues early
  • Send a 14-day follow-up asking about coverage, setup, and team adoption
  • Use a 1-question CSAT text after go-live: "How smooth was your switch?"
  • Escalate any porting issue within 30 minutes and update the client proactively
  • Log every issue in Salesforce with owner, deadline, and resolution note
  • Review first bill with the client to confirm bundle discount applied correctly

Guarantee or Promise

  • Promise a guided switch with one point of contact from quote to activation
  • Promise after-hours activation options to reduce business disruption
  • Promise proactive updates at every key milestone
  • If a billing issue appears, stay involved until resolution is confirmed

Operational Excellence

  • Offer activation windows before opening, after closing, or weekends
  • Use a standard pre-port checklist to reduce failed transfers
  • Confirm transfer PINs, account numbers, and authorized users before submission
  • Set a same-business-day response standard for open client questions
  • Use templated emails and texts for consistency without sounding robotic
  • Keep notes detailed so any future support handoff is seamless

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Offer 24 to 36 month wireless terms tied to fiber bundle savings
  • Give bill credits for annual prepay on accessories or setup fees
  • Start renewal outreach 150 days before wireless term end in Salesforce
  • Use early renewal offers with device upgrade credits for expiring lines
  • Add renewal review calls every 12 months to audit line use and savings

Upsells & Cross-Sells

  • Add business tablets for field teams under the same wireless account
  • Upsell wearables for managers needing call access off phone
  • Add mobile hotspot lines for backup internet or mobile staff
  • Offer business phone trade in support during carrier switch
  • Cross sell FirstNet where eligible for public safety related firms
  • Add international roaming plans for owners with travel needs
  • Add device protection on high value phones used by key staff

Bundling & Packaging

  • Create 3 bundles: Starter 1 to 5, Growth 6 to 10, Scale 11 to 20 lines
  • Package porting, setup, and after hours activation into every bundle
  • Add premium bundle with white glove device setup for each employee
  • Bundle wireless plus hotspot backup for uptime sensitive businesses
  • Create all in one billing setup with paperless billing and autopay

Custom Services and Personalization

  • Offer white glove onboarding for number porting and device enrollment
  • Build a line by line savings report before and 90 days after switch
  • Schedule after hours activations for restaurants, clinics, and retail
  • Provide usage reviews by role: owner, field, admin, front desk
  • Offer account cleanup to remove unused lines and old features yearly

Pricing Strategy

  • Position bundle discount against current carrier bill using side by side math
  • Give accessory credits instead of rate cuts to protect margin
  • Use term based pricing: best rate on 36 month commitment
  • Raise setup fee for one off activations, waive it for 5 plus lines
  • Review Verizon and T Mobile SMB offers quarterly in each fiber market
  • If pricing is at parity, increase emphasis on managed switch value

Customer Data and Insights

  • Track fiber only accounts with 1 to 20 employees as top LTV segment
  • Create Salesforce fields for current carrier, line count, term end, savings quote
  • Flag customers with 3 plus lines and no hotspot as upsell targets
  • Flag accounts with travel, field staff, or shared devices for add ons
  • Build a 30, 90, and 180 day follow up cadence after activation
  • Monitor first bill issues and port delays to reduce early churn
  • Log referral source and line growth to identify best retention segments

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Give referrers a $50 to $100 gift card per activated business account
  • Offer a bill credit or accessory credit where policy allows
  • Give referees a free savings review and activation priority slot
  • Offer a switch kit bonus for referees with 5 or more lines
  • Create a double reward month for referrals from current clients

Shareable Assets

  • Create a one-page referral handout with bundle savings examples
  • Make a short referral email template clients can forward in 1 click
  • Create a text template for owners to send to peers
  • Build a simple landing page with referral form and calendar link
  • Print wallet-size referral cards with your name and direct number
  • Add a referral link and QR code to email signature

Timing and Triggers

  • Ask after successful activation and first clean billing cycle
  • Ask when client confirms savings matched the quote
  • Ask after after-hours activation goes smoothly
  • Trigger referral ask at 14 and 45 days post activation in Salesforce
  • Add a referral task when a client gives positive feedback by email or call
  • Ask during renewal reviews or line add-on conversations

Client Success Stories

  • Collect 3-line stories: old cost, new setup, monthly savings
  • Use industry-specific examples for dental, retail, restaurants, and trades
  • Turn wins into a one-page proof sheet for prospects to share internally
  • Ask each happy client for a quote and one referral at the same time
  • Feature stories that stress easy switch and one-provider simplicity

Partner or Affiliate Programs

  • Build a partner list of IT consultants, MSPs, and telecom brokers
  • Target bookkeepers and fractional CFOs who spot high wireless spend
  • Recruit office managers as informal connectors within local business groups
  • Offer partners a fixed referral reward per activated account
  • Track source, status, and payout in Salesforce campaigns
  • Give partners a co-branded savings checklist and intro email template

Referral Contests

  • Run a quarterly top referrer reward for clients and partners
  • Prize ideas: premium gift card, team lunch, or device accessory bundle
  • Add a leaderboard by referral count and activations closed
  • Celebrate winners with email shoutouts and thank-you posts
  • Keep contest rules simple: referral must book and activate

Thank-You Experience

  • Send a handwritten thank-you card after each activated referral
  • Call top referrers personally within 24 hours of activation
  • Mail a small business gift basket for 3 successful referrals
  • Give VIP scheduling priority for future adds and service changes
  • Thank referrers publicly in client emails if they approve

Take Your Marketing Plan to the Next Level

Now that you have your 1PMP, you've unlocked a FREE Marketing Clarity Call with my team.