Stage Definition: A brand new lead that was input into the system [Either you met this client in person or they are a referral] New People that you meet should be input on https://swipe4free.com/direct/ ** VERY IMPORTANT – Make sure you get the correct email
address of the decision maker. There are lots of automations that rely on the email address
being valid **
Required Fields
Person >> Email
Person >> Phone
Deal >> Lead Source
Email Automation
Timing: Immediately
Subject: Eliminate your Credit Card Processing Fees Today!
Sent From: Pipedrive Owner Email
Sent To: Person Email Pipedrive Deal Email
Body: Embed Brochure
Side 1 - https://swipe4free.com/wp-content/uploads/2023/03/swipe 4free_trifold_2022_1-scaled.jpg |
Side 2 - https://swipe4free.com/wp-content/uploads/2023/03/swipe 4free_trifold_2022_2-scaled.jpg
Subject: Eliminate your Credit Card Processing Fees Today!
Subject: A new merchant lead has been assigned to you. Please contact this merchant ASAP and schedule an appointment with the Decision Maker. If you speak to the decision maker, use your calendly link to set up a date/time to meet with the decision maker at the merchants location. Brochure Reference Link: https://swipe4free.com/wp-content/uploads/2023/01/swipe4 free_trifold_2022.pdf?
What is Expected of DS:
When you find a new merchant lead, and get the owner decision makers' contact information, submit this information on https://swipe4free.com/direct/
Accepting Credit Cards is a no-brainer with Swipe4Free:
Remove $10 minimum signs under our Dual Pricing program since you never pay the processing fee
Businesses that chose not to accept Credit Cards due to fees can now accept cards and increase sales
100% COMPLIANT
Swipe4Free follows all card brand rules and regulations and provides the following to ensure compliance:
Signage under our Surcharge program
Technology
Registration to card brands for surcharging
EQUIPMENT
All processing solutions available:
IP, Dial, and Wireless Terminals
EMV Bluetooth Swipers for iPhone & Android
Virtual Terminals
POS Systems / POS Integrations
Online Processing / Shopping Carts
EASY CAPITAL
As a Swipe4Free merchant you have instant access to working capital that can be deposited into your bank account in as quick as 24 hours.
THE GUARANTEE
If at any point you decide that Swipe4Free is not right for your business, we will switch you back to traditional credit card processing at a reduced rate.
