Use this telecom and IT services sales checklist to qualify and scope customer requirements. Capture contact details and site coordinates, verify wireless line of sight to network sites, identify antenna placement, and document speed and capacity needs. Assess existing LAN and WiFi, estimate access point quantities with a floor plan sketch, and confirm all coverage areas, including outbuildings. Evaluate whether a breakout link is sufficient or if multiple buildings require connectivity, and consider private fiber where needed. Plan survey dates, and scope hosted services such as 3CX cloud, licenses, hosted extensions, call recording, mobile apps, and handset quantities. Complete PBX features and facilities, and determine firewall requirements, abuse concerns, and any sites or applications to block. This checklist supports structured pre sales for ISPs and managed service providers.
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