Customer opportunity assessment
Turn a customer need into a qualified BT opportunity
Select the customer's situation and required outcomes. The assessment identifies relevant BT product families, the discovery information still missing and what Netify must validate before you present a solution.
Use a generic customer profile only. Do not enter names, addresses, account details or confidential information.
The programme in plain English
What happens before you can sell.
The Netify Agent Programme provides the route into BT Business services. It does not remove the company, compliance, nomination or product checks that sit behind an approved reseller relationship.
01
Who is Netify and what is the BT Business reseller programme?
Netify Group Limited is a UK-registered company (Company No. 07087612), headquartered in Norfolk, England, and a BT Authorised Partner since 2012. Netify recruits Authorised Resellers of BT through Netify Reseller Programme of BT products and services and is featured as a reference partner on the BT Business website.
Applicants begin with a Netify review. If the application progresses, Netify coordinates the nomination and compliance journey with the applicant and BT. Formal acceptance and activation remain subject to those checks.
The programme provides a route to BT Business connectivity, voice, managed networking and security products. Current commercial terms are confirmed in writing for an approved applicant rather than inferred from this public page.
02
What are the three routes to reselling BT Business?
BT services can reach the channel through different contractual models, including an Authorised Reseller route through a BT Authorised Partner such as Netify, a direct BT relationship and a wholesale model. Netify confirms which route is appropriate for the applicant rather than treating one route as universally easier or better.
Route 1, Authorised Reseller of BT via Netify, gives an applicant a managed route through Netify. The applicable customer, billing, support and commercial responsibilities are confirmed during the application.
Route 2, Direct BT Partner, creates a direct contractual relationship with BT and is intended for organisations able to meet the applicable direct-partner obligations.
Route 3, BT Wholesale, is a wholesale and white-label model in which the provider takes greater responsibility for billing, customer support and regulatory operations. The correct route depends on the organisation and must be confirmed with the relevant provider.
03
What are the eligibility requirements?
Netify begins with a readiness review, then verifies the applicant and explains the BT nomination requirements. The current review considers the registered business, route to market, working-environment evidence, compliance policies and who owns compliance activity. It is not an automatic approval decision.
The current nomination workflow asks applicants to complete the BT Reseller Nomination Form and provide an interior and exterior photograph of the office. Approved portal users then complete compliance onboarding covering Anti-Bribery and Corruption, data protection and an agent call checklist.
The public readiness review does not treat an email provider, staff location or any unverified policy statement as an automatic hard gate. If a point is unclear, the result is More information needed and Netify reviews it with the applicant.
04
What happens after a reseller application?
The journey is application, Netify review, BT nomination, compliance onboarding, portal invitation and activation. Netify targets the first human response by the end of the next working day. The complete onboarding time depends on the applicant, evidence and BT review, so it is not covered by that response target.
First, the applicant submits business and contact details. Netify assigns the application for review and may request more information. If the application progresses, Netify sends the BT Reseller Nomination Form and asks for the supporting working-environment photographs.
After the relevant reviews, an approved business is invited to the partner portal. On first login, the user must review and acknowledge the current compliance material before using the operational tools. Formal activation remains subject to Netify and BT completing their respective checks.
05
How do resellers earn?
Netify Reseller Programme allows resellers to earn through both upfront commission on install and ongoing commission on revenue, across new business, upgrades and re-signs. Specific rates vary by product family and contract term and are confirmed individually at application stage.
Commercial treatment varies by product, order type and contract term. Exact rates and the conditions that apply are confidential to the current partner agreement. They are not exposed through this public page or its public data endpoints.
Netify confirms the current commercial position in writing as part of an appropriate applicant or approved-partner journey.
06
What does BT actually check on compliance?
The implemented journey includes working-environment evidence, compliance onboarding and regulated-sales guidance. Netify confirms the exact evidence and BT requirements for each applicant.
The current nomination workflow requests an office interior photograph and an office exterior photograph. Approved portal users later acknowledge Anti-Bribery and Corruption material, data-protection material and an agent call checklist before using the operational portal.
This public page deliberately avoids turning those facts into automatic pass or fail rules. Netify reviews the evidence and explains the applicable regulatory and brand obligations before activation.
07
Why are applications rejected or delayed?
Applications can pause when company information, nomination documents, working-environment evidence or compliance ownership is incomplete. Netify should explain the missing information rather than relying on an automatic rejection.
The readiness review highlights what is known, what is missing and what looks likely to block the current route. It does not describe the applicant as formally eligible or ineligible. The final decision and any evidence request are made during the human review.
Application readiness
Prepare once, then carry the result into your application
Work through the three steps in order. Your selections stay in this browser until you choose to apply. They provide preparation guidance only. Netify and BT make the formal decision.
1Check your readiness
Answer five short questions and identify anything that needs clarification.
Check your readiness
Answer five short questions and identify anything that needs clarification.
2Prepare the information
Use a private checklist to organise what may be needed during onboarding.
Prepare the information
Use a private checklist to organise what may be needed during onboarding.
Your selections stay on this device and are not submitted to Netify. Completing the checklist does not certify compliance or approve the application.
3See what Netify reviews
Turn your readiness answers into a clear review plan before BT nomination.
See what Netify reviews
Turn your readiness answers into a clear review plan before BT nomination.
This plan does not submit or audit evidence. Netify reviews the information after application.
Human verification required
5 due-diligence areas are shown. 5 will be confirmed during human review.
Registered company details
Confirm during reviewThe registered business identity and whether the proposed reseller route is appropriate for that entity.
Useful information: Registered name, company number, trading address and main contact.
Ofcom sales process
Confirm during reviewHow applicable regulated-sales requirements will be handled, including the customer Contract Summary process.
Useful information: Current sales process, customer journey and the person responsible for regulated-sales controls.
Data protection
Confirm during reviewHow prospect and customer data is handled during sales and account activity.
Useful information: Privacy information, access controls, retention approach and incident-escalation ownership.
Customer-data access and staff location
Confirm during reviewWho can access customer information and where relevant work is performed. Netify confirms what is material for the application.
Useful information: Roles with customer-data access, working locations and any third-party access arrangements.
Named compliance owner
Confirm during reviewWho owns compliance activity and can respond to evidence or process questions.
Useful information: Name, role and responsibility of the proposed owner. This can be an existing director or team member where appropriate.
Netify reviews the submitted application, requests any necessary evidence and confirms whether the application can progress to BT nomination.
This is a preparation plan, not an audited due-diligence record, Netify acceptance, BT approval or permission to trade.
Programme governance
How Netify controls knowledge, access and privacy
Programme governance
How Netify controls knowledge, access and privacy
Governed reseller knowledge
What the assessment is allowed to say
Netify reviewed all 13 supplied reseller documents and separated public facts, time-limited material, partner operations and confidential commercial information. Only approved public facts can be presented as unconditional claims.
15
governed sources, including the live application and BT verification record
3
approved public facts currently released without qualification
8
items deliberately kept as human review criteria, not automatic rules
- Public: approved facts, non-binding preparation guidance and synthetic examples.
- Human review: registered company details, working environment, customer sales processes and the person responsible for compliance.
- Never public: rate-card rows, commission percentages, internal contacts and restricted fulfilment instructions.
- Time limited: offers and dated coverage material are expired or revalidated rather than treated as evergreen.
Governance health: current and valid
Source expiry, controlled disagreements, approvals and measurement coverage are checked from the same registry used by the Copilot and MCP tools.
Read the governance and measurement recordAccess and privacy
What becomes available at each stage
Public guidance, applicant records, approved-partner tools and Netify review material are separate. Reaching a later stage never makes private or commercial information public.
Public programme information
Any visitor or external AI client following the consent boundary
Contains: approved programme facts, readiness guidance, synthetic examples, anonymous customer-opportunity assessment.
Boundary: customer identity, addresses, account details or confidential information in an opportunity brief, applicant data, partner-only documents, internal review notes, underlying confidential rate-card rows.
No sign-in required
Private applicant workspace
The applicant holding the private link
Contains: application reference, initial status, preparation summary, review areas, next actions.
Boundary: other applicants' data, formal approval, BT nomination, permission to trade, confidential rate-card rows.
Expiring private link
Approved-partner workspace
An approved partner using its signed-in business account
Contains: approved sales resources, partner profile, goals, internal drafts, controlled calculations.
Boundary: exposing source rate-card rows, automatic customer contact, automatic BT submission, automatic ordering.
Business-account sign-in
Netify internal review
Authorised Netify personnel
Contains: applications, review notes, decisions, operational procedures, internal contacts.
Boundary: public retrieval, anonymous agent access, automatic approval.
Netify-controlled access
Confidential commercial data
Authorised server-side processes and specifically authorised personnel
Contains: rate-card rows, commission percentages, internal pricing mechanics, restricted commercial instructions.
Boundary: serialising source rows, public retrieval, browser-bundle inclusion, anonymous MCP retrieval.
Server-only
Research library
Assessment examples, evidence and customer opportunities
Research library
Assessment examples, evidence and customer opportunities
Example BT reseller assessments
See how the same public rules apply to six representative business situations before running the assessment for your organisation.
Every example is synthetic and contains no applicant or customer data. Results are guidance for human review, not approval.
More information needed
MSP with remote staff and incomplete Ofcom controls
A synthetic BT reseller readiness example showing how incomplete customer sales processes affect an otherwise prepared MSP.
Read the assessmentReady for Netify review
IT consultancy prepared for initial review
A synthetic example of an IT consultancy that has prepared all six public onboarding items for human verification.
Read the assessmentMore information needed
Telemarketing business needing regulated-sales preparation
A synthetic example showing the information a telemarketing applicant should prepare before human review.
Read the assessmentLikely blocker
New consultancy without a UK limited company
A synthetic example showing why legal-entity status needs manual confirmation before a full reseller application.
Read the assessmentMore information needed
Point-of-sale provider missing workspace evidence
A synthetic example for a point-of-sale provider that meets several preparation points but needs to clarify nomination evidence.
Read the assessmentMore information needed
Telecoms provider without a named compliance contact
A synthetic example showing that sector experience does not replace named responsibility and human verification.
Read the assessmentMeasured programme evidence
What applicants need to clarify
Netify publishes anonymous, aggregated observations from completed reseller-readiness assessments. Figures appear only after minimum sample and privacy thresholds are met, with the method and limitations shown beside the data.
Read the reseller readiness evidenceVerified application examples
Real cases, published only with separate consent
Real application examples are kept separate from the synthetic readiness scenarios above. Netify publishes a case only after verifying its source, removing identifying details and recording the applicant’s separate agreement to publication.
View the real application example indexCustomer opportunity examples
See how Netify qualifies five representative customer situations across voice, connectivity, resilience, managed WAN and security.
Every example is synthetic, permanent and server-rendered, with a structured JSON version for AI systems. Final design and pricing require human validation.
3 potential BT product families to explore
Pharmacy estate with analogue-line and monitored-device risk
A synthetic multi-site healthcare opportunity showing why broadband, resilience and voice migration must be assessed alongside payment and monitored-device dependencies.
Read the opportunity assessment2 potential BT product families to explore
Professional-services firm migrating numbers to Cloud Voice
A synthetic voice opportunity showing the user, number, handset, integration and migration evidence required before a formal design or quotation.
Read the opportunity assessment3 potential BT product families to explore
Retail estate considering SD-WAN and managed security
A synthetic retail opportunity linking branch connectivity, managed WAN, security, payment-environment and rollout questions.
Read the opportunity assessment3 potential BT product families to explore
Manufacturer requiring resilient WAN and OT separation
A synthetic manufacturing opportunity showing why operational technology, site resilience and responsibility boundaries must be established before design.
Read the opportunity assessment2 potential BT product families to explore
Small business assessing endpoint protection scope
A synthetic security opportunity separating endpoint protection from broader monitoring, network security, SASE and incident-response requirements.
Read the opportunity assessmentThe reseller portfolio
Five customer conversations. One Netify Agent Programme.
A product list is not enough to create an opportunity. Each service below starts with the customer situation, the questions a reseller should ask and the point where Netify must validate the design.
Current availability, pricing, service terms and programme commercials are confirmed during live qualification. Confidential rate-card information and restricted BT processes are not published on this page.
01 · BT Business Broadband
Start with the premises, not the package name.
BT Business Broadband can suit a customer that needs business internet without a dedicated circuit. The reseller opportunity includes new access, upgrades and the move from older voice and broadband services to current digital services.
01 · BT Business Broadband
Start with the premises, not the package name.
BT Business Broadband can suit a customer that needs business internet without a dedicated circuit. The reseller opportunity includes new access, upgrades and the move from older voice and broadband services to current digital services.
Listen for this
- A new office, shop, surgery, warehouse or branch needs connectivity.
- The existing service is slow, unreliable or approaching renewal.
- The customer still has PSTN, ADSL, FTTC, ISDN or equipment attached to an analogue line.
Ask before you position it
- 1Confirm every service address and run a current availability check.
- 2Ask what the connection supports, how much downtime is acceptable and whether backup is required.
- 3Identify voice lines, alarms, lifts, payment devices and telecare before proposing migration.
Where Netify steps in
Published coverage material is indicative. Availability, speed, support level, migration route and current commercial terms require a live BT check.
02 · BTnet leased lines
Qualify the business case for dedicated internet.
BTnet is the conversation to open when a customer needs dedicated, symmetrical connectivity and clearer service commitments than a shared broadband service can provide. It may support a head office, cloud-heavy site, production location or a larger multi-site design.
02 · BTnet leased lines
Qualify the business case for dedicated internet.
BTnet is the conversation to open when a customer needs dedicated, symmetrical connectivity and clearer service commitments than a shared broadband service can provide. It may support a head office, cloud-heavy site, production location or a larger multi-site design.
Listen for this
- Cloud applications, voice or customer systems are business critical.
- Upload performance matters as much as download performance.
- The customer needs defined resilience, diverse access or a managed edge.
Ask before you position it
- 1Confirm bandwidth, bearer, contract dates and likely growth.
- 2Document critical applications, recovery requirements and the cost of an outage.
- 3Check each address, construction risk and whether genuine route diversity is required.
Where Netify steps in
A brochure or exchange list cannot confirm service at an address. Netify checks availability, design, construction, resilience and current pricing before a proposal is made.
03 · BT hosted Cloud Voice
Treat voice as a migration, not a licence count.
BT Cloud Voice and Cloud Voice Express support different customer situations. A useful reseller conversation covers users, numbers, call handling, handsets, applications, connectivity and the change from the current telephone service.
03 · BT hosted Cloud Voice
Treat voice as a migration, not a licence count.
BT Cloud Voice and Cloud Voice Express support different customer situations. A useful reseller conversation covers users, numbers, call handling, handsets, applications, connectivity and the change from the current telephone service.
Listen for this
- The customer is moving from PSTN, ISDN or an ageing phone system.
- Teams, hybrid work, call groups or multi-site working are changing how calls are handled.
- The business needs number porting, new devices, training or a managed installation.
Ask before you position it
- 1Count users by role and document numbers, call groups, handsets and integrations.
- 2Confirm the legal owner of every number and the porting information available.
- 3Plan installation, training, connectivity and the customer go-live window together.
Where Netify steps in
Number retention and porting cannot be promised from a description alone. Netify validates ownership, service compatibility, order dependencies and the correct BT voice route.
04 · BT Endpoint Threat Protect
Add the security question to every device conversation.
BT Endpoint Threat Protect provides a route into endpoint protection for business devices. The reseller should establish what is protected today, which devices are in scope and whether the customer needs endpoint protection alone or a wider managed security service.
04 · BT Endpoint Threat Protect
Add the security question to every device conversation.
BT Endpoint Threat Protect provides a route into endpoint protection for business devices. The reseller should establish what is protected today, which devices are in scope and whether the customer needs endpoint protection alone or a wider managed security service.
Listen for this
- The customer relies on basic antivirus or has inconsistent controls across devices.
- Remote staff and business laptops sit outside the office network.
- A customer wants simpler deployment and clearer protection status without building a security team.
Ask before you position it
- 1Confirm device numbers, operating systems, ownership and current security controls.
- 2Ask who monitors alerts and what happens when suspicious activity is found.
- 3Check whether the requirement extends to awareness, managed detection, cloud security or SASE.
Where Netify steps in
Endpoint protection is not a substitute for a full security design. Netify confirms supported devices, current service scope and whether wider managed controls are needed.
05 · BT Meraki and Fortinet SD-WAN and SASE
Design around the estate before choosing the platform.
BT managed SD-WAN can use Meraki or Fortinet to connect and manage a distributed estate. SASE adds security requirements for users, sites, cloud applications and data. The reseller role begins with discovery, not a platform comparison made in isolation.
05 · BT Meraki and Fortinet SD-WAN and SASE
Design around the estate before choosing the platform.
BT managed SD-WAN can use Meraki or Fortinet to connect and manage a distributed estate. SASE adds security requirements for users, sites, cloud applications and data. The reseller role begins with discovery, not a platform comparison made in isolation.
Listen for this
- Several sites use different circuits, firewalls or support arrangements.
- Cloud applications, remote users and security policy are difficult to manage consistently.
- The customer wants a managed operating model, better resilience or clearer responsibility boundaries.
Ask before you position it
- 1Build the site, circuit, application and contract inventory first.
- 2Map resilience, segmentation, identity, logging, compliance and data requirements.
- 3Agree what BT, Netify, the reseller and the customer will operate day to day.
Where Netify steps in
Meraki and Fortinet are not interchangeable labels. Netify validates underlay, platform fit, security scope, migration, management responsibility and pricing before a recommendation is made.
Supporting guidance
Sector guides and reseller terminology
Supporting guidance
Sector guides and reseller terminology
Sector-specific buying guides
Netify maintains sector-specific buying guides used by Authorised Resellers as pre-sales material. Each guide sets out the procurement criteria, regulatory pressures and typical architecture for the sector.
- Healthcare and Pharma. SD-WAN, SASE, MDR.
- Retail and E-commerce. SD-WAN, SASE for distributed retail estates.
- Financial Services. SD-WAN, SASE for compliance-driven environments.
- Manufacturing. SD-WAN, SASE for OT and IT integration.
Glossary
- ORCA Code
- An identifier used in the BT reseller process. Its issue depends on the applicable Netify and BT reviews; no fixed public issue time is promised on this page.
- BT BPS
- BT Business Partner Sales. The overarching BT division managing the indirect channel, guidelines, and product portfolios for partners.
- ICON Portal
- The central BT quoting and ordering gateway used by Netify Authorised Resellers of BT to configure solutions, generate formal quotes for clients and submit orders.
- The Club
- The exclusive BT partner portal where Authorised Resellers of BT must source all verified brand assets, marketing collateral and official logos to remain compliant.
- Academy Point
- BT Learning Management System with video tutorials, product knowledge guides and pre and post-sale procedures for Authorised Resellers.
- Authorised Partner of BT
- A company holding a direct contractual relationship with BT to sell, support and onboard channel partners. Netify has held BT Authorised Partner status since 2012.
- Authorised Reseller of BT
- A company that has joined an Authorised Partner reseller programme and sells BT services on a commission basis. Netify recruits Authorised Resellers of BT.
- Contract Summary (Ofcom GC C1.6 and C5.16)
- A regulatory document the reseller must generate before any sale to an SME or Not-for-Profit customer, present to the customer and obtain agreement on, under Ofcom General Conditions C1.6 and C5.16.
- PSTN switch-off
- BT programme to retire the analogue telephone network. UK businesses currently on PSTN, ADSL, FTTC, ISDN2e or ISDN30 must migrate to SoGEA, FTTP and Cloud Voice Express ahead of the switch-off.
- Endpoint Threat Protect
- The new name for BT Business Antivirus Detect and Respond (BADR), an AI-powered endpoint security service built on CrowdStrike. Available to businesses with one to 249 devices at £4.99 per device per month on a 24-month contract.
Frequently asked questions
Can a sole trader resell BT Business services?
The current programme information indicates that UK limited company status is likely to be required. A sole trader should ask Netify to confirm whether another route is available before completing the full application.
Does the reseller handle customer billing or support?
Customer contracting, billing and support responsibilities depend on the approved reseller route and product. Netify confirms the operating model in writing during human review rather than relying on a generic public answer.
How long does onboarding take?
Timing depends on the application, supporting evidence and BT review. Netify confirms the current expectation after the initial application review rather than promising a fixed public timescale.
Are there sales targets?
Netify confirms the current commercial terms and any applicable obligations in writing during the application process.
Are technical certifications required?
Netify confirms the current training, accreditation and product requirements for the applicant and intended portfolio during human review. This page does not promise that every route or product has no certification requirement.
What is the difference between a BT Authorised Partner and a BT Authorised Reseller?
An Authorised Partner of BT holds a direct contractual relationship with BT, upholds strict sales commitments and is allowed to recruit and onboard resellers under their own programme. Netify is a BT Authorised Partner and operates Netify Reseller Programme of BT products and services. An Authorised Reseller of BT joins a BT Authorised Partner reseller programme and earns commission on BT services they introduce.
Why apply through Netify rather than directly to BT?
Netify provides a managed application and reseller route through its BT Authorised Partner relationship. A direct BT or wholesale route has a different contract, operating model and set of responsibilities. The right route depends on the applicant business.
What is the PSTN switch-off and how does it create reseller opportunity?
The PSTN switch-off is BT programme to retire the analogue telephone network. Every UK business currently on older technologies (PSTN, ADSL, FTTC, ISDN2e or ISDN30) must migrate to a digital alternative, primarily SoGEA, FTTP and Cloud Voice Express. This has created a sales window in which every legacy customer needs to be converted.
People behind the programme
The route is supported by people who know the products.
The public assistant can help with preparation and discovery. Netify staff review the applicant, qualify the customer requirement and confirm what must happen next.
Meet the Netify team
Robert Sturt
Managing Director and programme reviewer
BT Authorised Partner since 2012. Reviews the programme, technical guidance and commercial accuracy.
Harry Yelland
Cybersecurity Writer
BSc (Hons) Computer Science and ISC2 Certified in Cybersecurity. Researches SD-WAN, SASE and security.
Jill Poole
Compliance and data governance
Supports the compliance and data-governance work behind regulated customer and reseller journeys.
Ready for Netify review?
Apply to the Netify Agent Programme for BT Business services.
If you are interested in becoming an Authorised Reseller of BT and earning upfront plus ongoing commissions across BT Business products, apply below. For partner team enquiries, email support@netify.com or call +44 (0)333 202 1011.