Hotel Migration β€” Discovery Survey

Everything we need to scope and quote a premise-to-cloud PBX migration for your hotel.

Partners: fill this out with your prospect's GM, IT lead, or front-office manager. It typically takes 15–20 minutes if the answers are in front of you, or you can save your progress by pressing Ctrl+P / Cmd+P and saving as PDF to fill in later.

Required fields are marked with *. Everything else is optional but the more we know, the more accurate your quote will be.

1Submitted By

Who's filling this out β€” partner or hotel staff?

Leave blank if hotel staff are filling this directly.

2Property Overview

Where is the hotel and what kind of property is it?

Only if this is one of several properties being quoted together. Use the same name on each property's survey and we'll group them into one opportunity. Leave blank for a single hotel.

3Property Size

Drives extension count, switch port count, and trunking.

Front desk, housekeeping, F&B, sales, engineering, etc.
Valet, kitchen, security direct lines.

4Existing Phone System

What are we replacing? Brand + age + handset counts drive cutover complexity.

πŸ“ž Quick phone count (the most important numbers)
Usually one per room, sometimes one per room + suite extension.
Front desk, housekeeping closet, F&B, management, engineering.
Engineering, housekeeping carts, banquet roving staff.
If you want to keep them, we need to confirm analog compatibility.

5Trunking & Phone Numbers

What carrier, how many concurrent calls, and which numbers need to come with you.

If PRI, # of channels. If SIP, # of concurrent sessions.

6PMS Integration

The single most important section. The PMS interface (and what features are wired through it) determines the integration build.

7Hospitality & Compliance Features

Wake-up, voicemail, IVR, emergency, and the compliance items every property needs.

8Network Readiness

Cloud PBX rides the data network. Knowing what's there saves a site survey.

9Migration Logistics

When, how, and who decides.

10Pain Points & Goals

What's broken today and what would success look like?

Once submitted, the survey becomes read-only and our hospitality team is notified. You can keep saving drafts as long as you want before that.