NNetify

Synthetic customer opportunity example

What should a reseller check before proposing BT Cloud Voice with number porting?

A synthetic voice opportunity showing the user, number, handset, integration and migration evidence required before a formal design or quotation.

This example contains no applicant or customer data. It is discovery guidance, not an availability check, formal design, quotation, compliance decision or order.

Scenario

UK professional-services firm with two offices and hybrid workers

  • The firm has 42 users across two offices and remote locations.
  • Existing public numbers and call groups must be retained where possible.
  • Microsoft 365 is in use, but calling and integration requirements are not yet documented.

Initial opportunity result

2 potential BT product families to explore

Validate hybrid work, cloud application access, collaboration, data protection and office resilience.

BT Business Broadband

A possible access route where the customer needs business internet rather than a dedicated circuit.

Validate: Confirm address-level availability, speed, support tier, resilience and contract requirements.

BT Cloud Voice

A possible hosted calling and collaboration route for users, numbers, devices and calling features.

Validate: Confirm user roles, licences, number porting, handsets, integrations, connectivity and migration timing.

Next: Use the discovery questions to qualify the opportunity, then ask Netify to validate product availability, solution design and commercial terms.

Material risks

  • • Number ownership and porting eligibility must be confirmed rather than assumed.
  • • User licences, call flows, handsets and integrations can change the design and price.
  • • A migration plan must cover service continuity and the timing of number changes.

Discovery questions

  • • Which locations, access services, bandwidths, contract dates and resilience arrangements exist today?
  • • How many users, numbers, handsets, call groups, integrations and porting requirements are in scope?

Evidence to collect

  • • user and role schedule
  • • number inventory and ownership evidence
  • • call-flow and hunt-group requirements
  • • handset and headset requirements
  • • Microsoft integration requirements
  • • target migration dates

Assess an anonymous customer opportunity

Use the same controlled rules with a sector, estate type and stated needs. Do not enter names, contacts, addresses, account numbers or confidential information.

Run the assessment

Methodology reviewed 2026-08-27. Rules version 2026-08-27.1. Product fit and final design require human validation by Netify and, where applicable, BT.