Monday Morning Archives - 2026
Welcome to the 2026 Rep Blog! All of your Monday Morning Meetings recapped with notes and downloads are below. Scroll down! Find the 2024 Rep Blog, or 2025 Rep Blog.
- 3/9/26 Enroll and Pay with Dana (aka Deajvoo Extra)
- 3/2/26 Value Ad’s for Business Owners
- 2/23/26 Nuclear powered by HotSauce
- 2/16/26 Valor VP800 with Kenny
- 2/9/26 The Difference in Programs Adding a Fee
- 2/2/26 MXPOS V2
- 1/26/26 E-sign Applications and Video Proposals
- 1/12/26 Surcharging
- 1/5/26 What brings the new year will depend a great deal on what you bring to the new years
3/9/26 Enroll & Pay with Dana
[0 – 32:00] Key Presentation: Enroll and Pay Loyalty Platform
- Guest Speaker: Dana (Enroll and Pay)
- Overview: Introduced the Enroll and Pay loyalty technology integrated with Dejavoo P-Line terminals.
- Functionality: Customers enroll once by entering their phone number at checkout; their card becomes their loyalty ID for future visits.
- Customization: Merchants can design their own loyalty programs—cash back, points, or discounts.
- Benefits:
- 60-day free trial for merchants.
- Average conversion rate of 50%+, significantly higher than competitors.
- Increases merchant revenue by 5–12% and reduces churn.
- Enables text-based marketing campaigns and real-time e-receipts.
- Next Steps: Merchants can self-board via QR code ads on terminals; PC Bancard may deploy these ads across P-Line devices.
[32:00 – 36:00] Company Updates
- February Bonuses: Paid out; continued focus on hitting monthly goals.
- New Application Forms: Use Version 5 of the PPS Priority application for dual pricing/traditional processing.
- Free Payroll & Digital Audits: Still available for merchants—tools to increase retention and value.
- Jason’s Schedule: Out of town next week; team support available through mentors and office staff.
[37:00 – 49:00] Training & Tools
- New AI Role-Playing Platform:
- Access via PCBISV.com.
- Two main features: AI Coaching (objection handling, closing, cold calling) and Role-Play Practice (interactive merchant simulations).
- Tracks progress, provides feedback, and helps refine sales conversations.
[49:00 – 1:07:00] Q&A Highlights
- Dual Pricing vs. Surcharging:
- Merchants charging over 3% or on debit cards are non-compliant.
- Check signage, terminal display, and receipts to confirm compliance.
- POS Systems Discussion:
- HotSauce Nuclear recommended as a strong alternative to Toast and SpotOn.
- MXPOS Retail and KORONA POS suggested for grocery and retail businesses.
- Future Training Request: Comparison session on top competitors (Square, Toast, Clover) to strengthen objection handling.
Related Content:
3/2/26 Value Ad’s for Business Owners
10:05 – 10:15 | Housekeeping & New Application Update
Emma Johnson announced a new printable dual‑pricing application (V5) replacing V3.
Key points:
- Only V5 is accepted starting immediately.
- FillFaster e‑sign version to be updated by end of day.
- Reps using paper apps must discard old versions.
10:15 – 10:25 | Free Equipment Program Expansion
Emma and Jason introduced expanded free terminal options for merchants:
- P1 – $14.95/mo • P3/P8 – $19.95/mo • P12 – $9.95/mo
- iPOS Go – $10/mo • Valor VP800 – $29.99/mo
Jason emphasized that equipment should never be a barrier to closing a deal and that new MX and Hot Sauce POS programs would soon offer low‑cost placements.
10:25 – 10:40 | Marketing Materials & Sales Tips
Emma previewed an updated dual‑pricing flyer showing free equipment options.
Mac McRoberts shared how he uses the flyer as a talk track rather than a leave‑behind—circling numbers and engaging the merchant to spark conversation.
Jason reinforced that the goal of the flyer is to capture attention and build rapport, not just to hand it out.
10:40 – 10:55 | Follow‑Up & Retention Training
Jason led a segment on merchant follow‑up strategy:
- Check in at least every 3 months (ideally every 60 days).
- Remind merchants how much they’ve saved to reinforce value.
- Use social media to engage with client posts and share their promotions.
- Offer additional services (payroll, PCI help, cash advances, digital audits).
Sean Carney and Randy added field examples of how personal touch and annual savings reviews build loyalty.
10:55 – 11:01 | Wrap‑Up & Next Week Preview
Jason teased a demo of the new AI training tool coming next Monday, which will allow agents to role‑play sales conversations and get instant feedback.
He closed by urging everyone to “get back in front of your merchants—the hawks are out there,” reminding the team that their best customer is always someone else’s best prospect.
Related Content:
Dejavoo Extra (Now Enroll and Pay)
2/23/26 Nuclear by HotSauce
10:10 – 10:20 | Housekeeping & Merchant Reviews
Jason encouraged reps to complete their 2025 merchant reviews before the end of February—visiting merchants, reviewing savings, and asking about new needs like payroll or marketing. He stressed that relationship‑building drives retention and referrals, urging everyone to leverage existing clients for new leads.
10:20 – 10:25 | Transition to Hot Sauce Demo
Jason introduced the Hot Sauce POS team, noting that this update had been long‑awaited and would mark a major step forward for PC Bancard’s POS vertical. He handed the session to Kai, who led the presentation alongside David (Ding) and Louisa.
10:25 – 11:10 | Hot Sauce Next‑Gen POS Demo – “Project Nuclear”
Kai unveiled Hot Sauce’s new generation POS platform, code‑named Nuclear, built for multi‑OS compatibility (Windows & Android) and designed to compete directly with Toast and Shift4.
Key highlights included:
- Modern interface & customizable layout (left/right‑hand modes, dark mode).
- Offline mode support – terminals communicate locally if internet drops.
- Marketing & SEO suite – auto‑generates websites, online ordering, and Google search optimization.
- Built‑in loyalty & SMS marketing with AI‑driven customer segmentation.
- Hardware partnership with Castles Technologies for mobile and kiosk solutions.
- Direct DoorDash and Uber Eats integration coming soon.
11:10 – 11:35 | Live Q&A & Field Feedback
Reps asked about offline processing, customer‑facing screens, inventory tracking, and hardware compatibility.
Highlights from the discussion:
- Offline transactions queue at the processor until internet returns.
- Legacy Hot Sauce hardware (550 series) can run the new software after update.
- Conversion process will begin in ≈ 1–2 months and take ≈ 1 day per site.
- Valor and Ingenico terminals remain supported for processing.
- Inventory tracking simplified to item‑level (ingredient tracking optional).
11:35 – 11:48 | Wrap‑Up & Next Steps
Jason closed by thanking the Hot Sauce team and highlighting that Nuclear POS is the most complete solution yet for independent sales offices — combining POS, marketing, and AI analytics in one ecosystem.
Emma will upload the recording and marketing materials to the Partner Training Portal, and Jason promised a follow‑up promo campaign the next Monday.
Related Content:
2.16.26 Valor VP800 with Kenny!
09:59 – 10:10 | Warm Welcome & Housekeeping
Jason kicked off the meeting with greetings across the country and welcomed the new Feb training group. He reminded everyone about the Friday newsletter and emphasized that it contains only practical, business‑building updates.
10:10 – 10:20 | Equipment Update – VX520 End of Life
Jason announced that the VX520 terminals are officially end‑of‑life and must be replaced with Valor or Deja Vu units. He urged reps to contact IT or operations to schedule swaps before service interruptions occur.
10:20 – 10:35 | February Bonus & Referral Opportunities
The February bonus offers a demo terminal + two P1 terminals + digital brochures for anyone closing three deals this month. Jason also highlighted tax preparers, accountants, and financial advisors as prime referral partners during tax season, encouraging reps to share a portion of residuals to motivate referrals.
10:35 – 10:50 | Product Spotlight – Valor VP800 Demo
Kenny Neou presented the new Valor VP800 terminal, an all‑in‑one device ideal for small businesses and food trucks. Features include dual pricing, tap‑to‑pay, tip prompts, inventory tracking, and optional cash‑drawer integration.
Randy and Debbie Gregory shared field feedback, praising its simplicity, reliability, and strong Valor support service.
Related Content:
[0 – 10:00] Opening / Housekeeping
- Encouraged everyone to start the week strong and focus on merchant outreach in Feb, March, April based on last years numbers.
- Reviewed February Bonus: 3 deals (traditional or dual pricing) = free demo terminal + digital brochures + upcoming microsite launch.
- Emphasized following up with existing merchants during tax season to highlight savings and request referrals.
- Reminded team to use digital audits and free payroll for 12 months as conversation starters.
[10:00 – 35:00] Main Topic – Understanding Processing Programs
Jason reviewed the differences between Cash Discounting, Surcharging, and Dual Pricing to ensure all reps keep merchants compliant.
Cash Discounting
- Display card price and offer a discount for cash payments.
- Visa/Mastercard’s preferred method.
- Merchants raise prices by 3.99% and terminal applies discount at checkout.
- Signage: “Use Cash and Save.”
Surcharging
- Add up to 3% fee on credit cards only (not debit).
- Must check state laws (6 states still restrict it).
- Ideal for merchants who want to keep debit transactions fee‑free.
Dual Pricing
- Show two prices (cash and card) for each item.
- Must display both prices before payment to stay compliant.
- PCB covers up to $2,000 for menu/signage updates.
Other Programs Covered
- Convenience Fees: For e‑commerce or online payments (3.99% fee for card use).
- Service Fees: For government and educational entities only.
Jason stressed educating merchants to avoid non‑compliant signage and potential Visa/Mastercard fines.
[35:00 – 1:00:00] Open Q&A]
2.2.26 MX POS V2 with Sergio from Priority Payments
[0:00 – 53:00] Changes from V1 to V2
- Biggest change is V2 is Android
- Reps ask Questions
- US Hours 9-5 & 5- 12 India
- February 10 Launch Date
- Ask Kenny/Erik for additional questions
[53:00 – 56:30] Feb Bonus:
- 3 Deals any program
- Get a Demo Terminal
- Get Two P1 Terminals to place
- Get three digital brochures
- 1 Microsite
[56:30 – 1:00:00] Important VISA Notification
- If business are surcharging cards in a non-compliant way, they will get a $5,000 fine
- Number 1 Violation is with Restaurants
- Menus need to have both prices – if Cash Price only they are at risk
- Retail shops may need a PinPad or Swivel Stand so the cash/card price can be customer facing
- We will pay up to $2000 to get their menus reprinted
- Auto Service: Do they have oil change prices listed? They may want to do Cash/Card Price
[1:00:00 – 1:10:00] Open Q&A
- Is HotSauce Compliant?
- Set-up Process/Checklist for MXPOS?
Related Content
MX POS – Retail – Sell Sheet 2025
MX POS – Table Service – Sell Sheet – 2025
MX POS – Quick Service – Sell Sheet – 2025
MX POS – Mobile – Sell Sheet – 2025
1.26.26 new E-Sign Applications and Video Proposals
[0 – 10:00] Housekeeping:
- Free Payroll for 12 months and $50/month Dual Pricing Program Fee
- Jan Bonus – 3 Deals (Traditional, Dual Pricing or Surcharge) min $50K volume = $500
- New Gym Software Coming…
Related Content
1.12.26 How Surcharging Works and When to Use It
Housekeeping
- The $10,000 residual bonus – payments expected around the 20th or 22nd of the month.
- 2026 Bonus: Grow residuals by…
- $10K = $10K Bonus
- $15K = $15K bonus
- $20K = $20K bonus
- PCBancard free payroll, for 12 months and $50/month Dual Pricing Fee.
Introduction to Surcharging
- Surcharging is a method to add a fee to credit card transactions.
- Surcharging is clarified as only applicable to credit cards, not debit cards, and is heavily regulated by Visa and MasterCard.
- The maximum surcharge allowed is 3%, with some states (NY, CO, MA) capping it at 2%.
- Must have proper signage to inform customers about the surcharge.
Benefits and Practical Applications of Surcharging
- Surcharging can help merchants offset credit card fees by adding a fee to credit card transactions.
- It is an ADDITIONAL revenue to offset CC fees – but fees still come out. Merchants need to understand this.
- Merchants still get a statement at the end of the month.
- The difference between surcharging and dual pricing is clarified, with dual pricing being more transparent and immediate in its savings.
Related Content:
1.5.26 What brings the new year will depend a great deal on what you bring to the new year.
Raise residuals by $10,000 bonus to be paid after Dec residuals.
We grow as a team
- Training: more sales training and direct product/service training (PPS U, PCB U), including homework
- New Partnerships: We now have: Valor terminals, Processors: Evolve, SignaPay,
- POS Systems: training on MX POS (retail, restaurant, salon)
- IT: Alternative gateway solutions, MX Products, alternative integration solutions
- Growing Team: new PCB Reps and Training coming – mentors still needed
2026 Residual Bonus Incentive:
- grow by $10K = $10,000 bonus
- grow by $15K = $15,000 bonus
- grow by $20K = $20,000 bonus
Spreadsheet for Reverse Engineer your Goals: (new sheet attached)
- Close 3 deals per month and give a $180K raise
Set goals for 2026:
- Consistency and persistence – Pipeline is lifeline
- Master 1 or 2 verticals
- Stop being a salesman and more convos
- Follow prospect to close sales guide – Appointment / Presentation Discovery to find the problem
- see how we can grow your business and get savings down for 2026 “I want to see what you paid in 2025 and help you grow your business and save you money in 2026” (end of Jan they will have to have 1099K out)
New Payroll Incentive:
- Free Payroll for 12 months and $50 per month instead of $64.95
- Can offer to current merchants! After year one $25/month and $3 per employee
- *you must email support@pcbancard.com before or with your deal to get your merchant signed up for the demo, and the $50 / month free.
- flyers attached please request personalized flyers from me!