CPNI Marketing Requirements Assessment

Customer Name

Products and Services Subscribed to

Demographic data

Payment History

"Hey, mind if I offer you television service?"

"So, what are you doing for TV service?"

“During this call only, may I have your permission to view your products to recommend the best service?”

"Seriously, why don't you have TDSTV+ yet?"

• Add a note/comment to the customer's account indicating that the CPNI Marketing Script was read and whether they approved or not.

Thank them for the call and cold transfer to a Senior.

Do not use their CPNI data for marketing purposes and proceed with offering services based on non-CPNI data or existing services.

Violates customer privacy and can lead to legal consequences for TDS.

Acknowledge the permission granted and remind the customer that you will be accessing and reviewing their records to recommend the best services for them.

Approval must be obtained for each customer interaction, regardless of frequency, and is valid only for the duration of that contact.