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Port-In Checklist and Scripts
Complete port-in process materials for dealers - customer info checklist, submission scripts, status check scripts, and customer communication templates.
✅ Built for wireless dealers ✅ Mobile-friendly ✅ Use the Tool Below!
What this Port-In Checklist and Scripts helps you do
Port-ins fail most often because of small information mistakes - wrong PIN, name format mismatch, or zip code error. This checklist and script library prevents most failures: complete pre-submission checklist for customer info verification, submission scripts for each major carrier, status check scripts for follow-up, and customer communication templates for the inevitable wait. Standardize the process; cut your port failure rate in half.
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Use the Port-In Checklist and Scripts now
Fast
Built for quick in-store use.
Consistent
Standardize your process.
Dealer-ready
Made for wireless retail.
Port-In Checklist and Scripts FAQ's
How do I verify customer info matches their current carrier?
Have the customer log into their current carrier account or app while at your counter. Verify name, address, PIN, and account number directly. Verbal recall causes most port failures - online verification prevents them.
What's the script when a port is delayed?
Stay calm, acknowledge the wait, provide a status update, and reset expectations. Customers panic when they don't hear updates. Proactive communication (text or call every 4-6 hours) prevents bad reviews better than anything.
How do I handle a failed port submission?
Diagnose the failure reason (usually info mismatch), gather corrected info from the customer, and resubmit with the corrected details. Document the issue so the customer doesn't blame you for the original failure.
Should I charge for failed ports?
No - failed ports are typically dealer or system errors. Charging for ports that didn't complete generates terrible reviews. Build port labor into your activation cost structure if you need to recoup the time investment.
