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Merchant Services Training with Jason reed

All new agents must complete the How To Sell Dual Pricing Training Course! Sign yourself up for the online course here. We highly recommend taking all quizzes, printing out the script and following along with Jason as he goes through this course on live training below. Additionally, we now have a Credit Card Processing eBook that you can give to your merchants when you prospect or close a deal. It is simply educational information you can offer for free! DOWNLOAD the eBook Here.

How to Sell Dual pricing
online course

Step #1! Complete the How to Sell Dual Pricing Online Course! Get access to this course and others by signing yourself up here: https://pcbancard.isoquote.com/self_sign_ups/new

After you complete the course you will know if this industry is for you, or not. Once you have finished the How to Sell Dual Pricing Course and Jason’s live training – go through these courses next for your continued education:

  • Sales Psychology
  • The Truth About Prospecting
  • The Opening Pitch That Always Works in Merchant Services
  • Organized for Success

Don’t see those courses? Email emma@pcbancard.com and she’ll add them for you!

day one

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Training Day 1: What is Dual Pricing and why is it best for the merchant, consumer and you!

Every time a customer swipes a card, a business owner pays fees. But where do those fees go? We answer those questions and more in our Day 1 Training:
  • What is payment processing and why is it so expensive?
  • How much does traditional payment cost?
  • Who should pay for processing?
  • What is Dual Pricing and how does it work?
  • The Power of Consumer Choice.
  • Savings and Margin.
  • Dual Pricing Alternatives.

 

This training follows the first two modules in the How to Sell Dual Pricing Online Training Course: Course Introduction and Introduction to Dual Pricing. Please make sure you complete these modules along with Jason’s Day 1 Training.

day two

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Training Day 2: Jason covers how to prospect Small Business Owners, what NOT to do, and our four-step sales process that works!

This Training follows the third module in the How to Sell Dual Pricing Online Training Course, Prospecting for Dual Pricing:

  • Intro to Prospecting & Who to Start With
  • Door to door Numbers game
  • Phone Appointment Numbers Game
  • Verticals
  • The Script
  • Helpful Tips for your Prospecting

Here’s the four-step PCBancard Sales Process:

1. Prospect and Set the Appointment.

2. The Presentation, Information Gathering, and Getting the Statement.

3. The Proposal and Closing the Deal.

4. Submitting your Application and Getting Your Merchant up and Processing.

Additional notes from the call:

 

day three

Play Video

Training Day 3: Prospecting Continued, The Presentation and The Script

This Training follows the third module in the How to Sell Dual Pricing Online Training Course, The Script.

The email Jason referred to in the training is here for you as well. You may copy/paste this email as you visit merchants and use it as a point of follow-up to book your appointment. The email does not work by itself – but follow the training in this video for how to use it. 

Play Video

Training Day 4: Proposals, Equipment, and Merchant Quick App Process

This training follows the fourth module in How to Sell Dual Pricing Course – How to Close Dual Pricing Deals. Please make sure you finish this entire course and quizzes!
[0 – 11:05] Proposals: We will do these for you! Jason shows the Quick Proposal (on the spot) and Formal Proposal (24 hours), and touches on Cash Advance
[11:10 – 19:30] Overview of equipment that will be going into most of your business locations (terminal/POS/Gateway). Lean on us and let us help you get the right equipment placed. PCB reps: Book a call with Tina here or Kenny here for help with choosing the right equipment for your merchant.
[24:00 – 30:00] Overview of Agent Equipment Book and Partner Training Portal and Live Price Sheet.
[30:05 – 42:00] Where to find Merchant Applications and New Quick Setup Process for New Agents, Plus what documents you need to turn in with your app, and how to get them from your merchant. 
UPDATE on JotForm Process: Email Kristen@pcbancard.com and Cori@pcbancard.com or call the office after you fill out the JotForm and have submitted supporting documents. You will no longer be cc’d on a DocuSign. The office will call you when the application is ready for the Merchant Signature.
[43:30 – 55:15] Terminal & Shipping Processing and Expectations.
[55:20 – 59:00] Recap on How to Close Dual Pricing Deals online Course and Script.
[50:05 – 1:05:00] Closing thoughts from training and how to book with Jason for your Individual Sales Plan to reverse engineer your goals for where you want to be in 12 months from now. 
 
Here’s your links/attachments from this training:
 

BONUS TRAINING:

Terminals & Gateways, Cash Advance and the Charity Program

Meet Kenny! Plus Kenny trains our favorite terminal, the P1 or P3.

 

Download Charity Form here

Level 2/Level 3 Processing and Merchant Survey Responses

Feb 2024 Training: What is Level 2/Level 3 Processing? Also Merchant Survey responses.

DOWNLOAD Merchant Survey here.

Now that your done with Training – Don’t forget you can book a meeting with Jason now that you are done with your week of training and get a 1-on-1 to reverse engineer your goals, and then book a call with Emma to create your marketing plan.