Plan Recommendation Wizard
A step-by-step questionnaire that recommends how much high-speed data, talk, text, and international a customer needs. Carrier-agnostic and printable.
✅ Built for wireless dealers ✅ Mobile-friendly ✅ Use the Tool Below!
What this Plan Recommendation Wizard
helps you do
Walk customers through a guided, one-question-at-a-time questionnaire and get a clear recommended plan profile. The wizard asks qualifying questions about wifi use, video streaming, data-heavy activities, hotspot use, talk and text habits, and international needs, then recommends a high-speed data tier with a GB range, talk and text, mobile hotspot, and any international calling or roaming. It does not pick a specific carrier plan - it tells you what to look for, so it works for any carrier and never goes out of date. Print the recommendation for the customer or use it to match your plans.
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Use the Plan Recommendation Wizard
now
Fast
Built for quick in-store use.
Consistent
Standardize your process.
Dealer-ready
Made for wireless retail.
Plan Recommendation Wizard
FAQ's
What does the Plan Recommendation Wizard do?
It walks a customer through a short questionnaire and recommends how much high-speed data, talk, text, hotspot, and international service they need - a plan profile you can match to any carrier.
Does it recommend a specific carrier or plan?
No. It is carrier-agnostic. It tells you what to look for - a data tier, talk and text, hotspot, and international needs - so it works for any carrier you sell and never goes out of date.
How does it estimate high-speed data?
It asks about wifi availability, video streaming, data-heavy activities, and hotspot use, then recommends a tier with a GB range. It is a needs estimate to guide plan choice, not an exact measurement of usage.
Does it account for plans that throttle data?
Yes. When it recommends an unlimited or heavy data tier, it flags that standard unlimited plans can slow speeds after a threshold, and advises confirming the plan has truly uncapped high-speed data.
