Your clients who accept credit or debit cards are paying too much for processing. In fact, an estimated 85% of businesses could be paying less, and that’s where you can help. With the Payroc Trusted Advisor Partnership, your clients save money while your firm gains a new stream of perpetual revenue.
Your CLIENTS will love it!
Your FIRM will benefit!
A simple review of some of your firm’s client data will allow Payroc to determine the following–so you can decide how to strategically prioritize your efforts with Payroc:
We have explored all types of methods and forms of communication and found this email script to provide the absolute best results.
Don’t add or subtract anything and you MUST copy your payment professional.
"Hi [client name], as a professional courtesy, I would like to take a look at your merchant processing fees. Email me a copy of your most recent merchant statement and I’ll have [payment professional name], who is copied on this email, take a look and call you directly with the results of our analysis."
Once you receive a Merchant Statement from your client, simply reply and let us take it from there.
"Thanks [client name], this looks great! I’ll have [payment professional name] look this over. She/He will reach out to you directly with the results. She/He has an extensive background in the merchant processing space and will be able to address any questions you might have regarding merchant processing services."
• Number of Client Targets: 734
• Total Processing Volume: $497,898,502
• Client Savings (annual): $2,763,087
• New Firm Revenue (annual): $466,685
• Client Comparables: $2,333,427
• Invested Partner Hours: 122
• Number of Client Targets: 103
• Total Processing Volume: $169,427,224
• Client Savings (annual): $569,504
• New Firm Residual (annual): $41,381
• Client Comparable: $206,906
• Invested Partner Hours: 17