Field tool · Use live

Inside the Home

Run this in order once you're through the door. Tick as you go — it saves on your phone, so you can glance down mid-appointment.

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1 Get inside the home
2 Check the receiver box — see what type they're using
3 Pull up signal strength and show the reliability improvement
- Menu → Settings → Satellite & TV → Check Signal Strength → press –
4 Look at the bill — confirm monthly price and package
5 Check the channels — ask which ones they use most
- Mention the DVR and auto-skip commercials while you're here.
- Open the channel line-ups →
6 Go into the presentation
- Explain DirecTV price hikes vs. DISH savings.
- Present two clear options: stay with DirecTV and keep the high price, or switch to DISH — same channels, new equipment, real monthly savings.
- Get their exact number →
7 Build trust
- Mention you only get paid if they keep the service.
- Leave your personal number for any questions.
8 Ask the closing question
- "Does that sound like something you guys feel would benefit you?"

Then close on time, not on interest Don't ask "do you want it?" — assume it: "Are you morning or afternoon type of folks?"

Before you leave

1 Credit check run in KnockVia — qualification noted (Elite / Plus / Standard / Flex24)
2 Box layout entered correctly for their TV count and internet (check it)
3 Install date and time slot confirmed
4 Walked them through the HOW — install, returns, cancellation, final bill
5 Told them to call 1-800-531-5000 to cancel DIRECTV after install is complete
6 Three initials collected: 24-month agreement, $1 card hold, satisfied with programming
7 Customer signature + your rep signature on the work order
8 They have your personal number

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Paperwork reference Need to see the form itself? Installation work order →