Discovery
Initial Consultation
Quick call to understand your business, volume, and pain points
Statement Upload
Securely share your current processing statement
Analysis
Deep Dive Review
Our team analyzes your fees, interchange rates, and card mix
Savings Calculation
We model 2-3 program options with projected savings
Compliance Check
Verify state regulations and card brand requirements
Presentation
Options Review
We present your program options with clear cost breakdowns
Q&A Session
Answer questions, address concerns, explain implementation
Decision Time
You choose the best fit — or walk away with no obligation
Implementation
Equipment Setup
Configure terminals or coordinate with your processor
Signage & Compliance
Install required signage and documentation
Staff Training
Train your team on the new program and customer communication
Go Live
Launch your new program with ongoing support
What We Need from You
- Most recent processing statement (PDF or paper)
- Approximate monthly card volume
- Your current pain points or goals
- State(s) where you operate
- Contact info for follow-up
💡 Don't have your statement handy? No problem. We can request it from your processor.
What You Get from Us
- Transparent analysis with no hidden agenda
- 2-3 tailored program options
- Projected savings calculations
- Implementation roadmap
- Compliance guidance
- No-pressure consultation
🎯 Our goal: Give you clarity, options, and savings — without the sales pressure.