Implement direct response ads. Keep 100% of the commission. Significantly increase profit margins.
Direct Client Acquisition Strategy
1
Outbound Sales
Target high-volume companies, where people would be used to paying with check or cash.
Build an overseas cold calling team or AI appointment setting team.
2
Partnerships
Partner with accountants, franchise groups, consultants, etc.
3
Ad Campaigns
Google, Meta, and X ads targeting fee reduction keywords problem with payment processors' rolling reserve.
Who to Target for Direct Outreach & Ads
Businesses where it would be more accepted to pay by check or cash & higher-ticket transactions
examples include:
Professional Services
Target law firms, accountants, and consultants
Auto Repair & Dealerships
Target repair shops, dealerships, and gas stations
Private Medical & Dental Practices
Target Dentists and private medical practices
Outbound Sales Strategy
Who to Target
Higher-ticket businesses where people would be receptive to cash-discounting. Some Examples:
Professional Services
Automotive
Private Healthcare
Overseas/AI Cold Calling Team
Building a team to drive direct signups → ~$3,708 extra revenue per client.
Personalized Outreach
Use cold email, LinkedIn, and calls with personalized outreach based on industry and transaction volume (goal to test ‘whitespace’ to find ideal 2-4 industries to target)
Partnership & Referral Strategy
Build a referral pipeline to retain 100% of the revenue without Referral Partner commissions
1
Accountants
Accountants manage finances for many businesses.
They can recommend our payment solutions to clients.
2
Franchise Groups
Franchises need efficient payment processing.
We offer custom solutions for their specific needs.
3
Consultants
Business consultants advise on operational improvements.
They can integrate our services into their recommendations.
Why Ads Will Work
Save Clients Money
Save 2.9% + $0.30 per transaction with zero merchant fees.
Free Tools
Smart Terminal, Mobile App, RCKT, invoicing, $0 chargebacks.
No Rolling Reserve
Unlike Stripe, no rolling reserve (Stripe withholds 5%–25%).
Retargeting
Retarget website visitors to reinforce your message. Most cost effective way of advertising
Customer Success Strategy
1
Automate Setup
Automate key steps to speed up activation and reduce manual effort
2
Build a Support Team
Create a team to handle setup, training, and early support, starting with me, then scaling to the team
3
Dedicated Onboarding Manager
High-value clients or all clients get a direct point of contact for quick issue resolution and better early adoption
4
Full System Setup
Set up payments for both online & in-store to cover all sales channels
5
Early Success Focus
Monitor early payment activity and flag inactive accounts for quick follow-up
Client Retention & Profitability Impact
1
Higher Retention
More predictable recurring revenue
2
Direct Clients
Higher margins (no affiliate cut). Increase profits ~$3,708 per year per client
3
Reduce Churn
Reducing churn by 5%–10% → Increases profitability by 20%+
Current Roles
In Summary what I will Bring to the Table
1
Customer Success & Onboarding
Get 96–99% of signups actively using the platform and generating revenue
2
Building & Training Teams
Develop a customer success team to support clients and reduce churn and a cold calling team to drive direct signups
3
Operational Support
Ensure clients are fully set-up to process payments both online and in-store to maximize transaction volume
4
Direct Business Acquisition
Increase profit margins by 100% and add ~$3,708/yr in revenue per direct client though ads, cold calling & sales team
5
Reducing Churn
Lower churn to below 20% (ideally 10%) → Increasing profitability by 20%+ (lower acquisition costs + higher LTV)
Equity Proposal Based on Value Creation
I’m proposing a 12.5% equity stake & salary because I’m driving: