Hubspot Sales Discovery

Phone

This field is for validation purposes and should be left unchanged.

Discovery/Qualification Call & Proposal Request

Please fill out this form while on the phone having a discovery call and ONLY if it’s qualified. Submitting this form will move the deal to Qualified stage.

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Deal ID(Required)

SimpleVoIP Sales Rep(Required)

Number of Locations(Required)

Number of Phones(Required)

Existing Voice Carrier

Existing Voice Service Type(Required)

Voice Contract Expiration

Type of Existing Phone System(Required)

Existing Handset Types(Required)

Desktop Phones

WiFi Phones

DECT Cordless Phones

Fax Machine

Overhead Paging

Receptionist Side Car

Headsets

Softphones

None

What do they currently have?

Proposal Request

Provide all the information below so we can create a custom proposal for your customer.

Enterprise Licenses

How many knowledge workers need phones?

Shared Licenses

Vertical focused license for retail and restaurants. These licenses share a single phone number and do not include features for knowledge workers.

Essential Licenses

For phones without named users, like paging adapters, breakout rooms, conference rooms, wall phones.

Handsets

What features are they interested in?(Required)

Please add quantities in the notes for any of these items.

Notes

Deal Qualification(Required)

QUALIFIED!!

Not Qualified

EFFECTIVE 11/23/25: Minimum deal size is 10 phones AND $250 MRR. No exceptions.

Sales Discovery Hubspot

Discovery/Qualification Call & Proposal Request

Proposal Request

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