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Monday Morning Archives - 2025

Welcome to the 2025 Rep Blog! All of your Monday Morning Meetings recapped with notes and downloads are below. Scroll down!

6/23/25 

Housekeeping: reminder to call your mentors from the appointment if you want to be paid! Sending in proposals will also get you $$

4:11 What the video brochures look like, why people like them, and please watch them all. 

19:00 Leave a flyer with the brochure. Flyer options available. Plus ID tags are available!

24:31 Live Role Playing!

45:00 Open Q&A

-don’t using savings in your pitch

-responses from merchants seeing brochures

-where to find priority solutions for 5-minute funding

Related Content

VIDEO BROCHURE FLYER (to drop off with the brochure)

Video Brochure Spreadsheet (add places it has been dropped off every single time)

Script for Video Brochure drop-off  (use this or create your own – just make sure it is going to a decision maker)

6/16/25

  • PopUp Program is back! Full details in the PTP/Applications Section.
  • Spreadsheets for the 30 Day Challenge – use excel or google sheets! Ask me if you need help with this.
  • would you like a base salary of $30k – $40k to pad your commission and residuals?
  • the difference between Dual Pricing and Surcharging
  • next week Jason will continue to break down how to increase your annual residuals by $120k – $130k per year.
6.9.25 Great to hear your feedback from the 30-Day Challenge! If you missed the first week, it isn’t too late to join!
 
Reminder…we are PAYING for appointments, presentations, and statement pick-ups even if you don’t close a deal!
 
Important Notes from today’s call:
  • Digital Brochures will arrive in 15 days
  • Get a professional presentation book for $16.50
  • Get your merchant’s PCI compliant ASAP
  • Are you a Newbie? Join us tomorrow at 11 am!
  • Do you want a custom Credibility Page? Send us a picture of your merchant at his/her business, along with a quote!
  • How much can you earn during the 30-Day Challenge? 
 
 
 
 
 

6.2.25 How to Earn Money without Closing a Sale.

[0 – 9:00]Housekeeping:

  • Make sure all new accounts are completing their PCI Compliance form. 
  • Remember to use this in your pitch, it’ll help close the deal.

[9:00 – 1:15:00] How to Make Money and Close No Sales During the Month of June!

[1:15:00 – ] Mac’s Challenge

Related Content:

30 Day Challenge Details

Cold Call Script for Challenge

30 Day Challenge Slides

 

 

5.19.25 This morning’s meeting was with Mac McRoberts on how to leverage your local BNI! You’ll notice that our most successful reps are using a BNI group to network in and find lifelong customers. Also, William Wise shares his slides on the “5 Ways to Grow a Business” – slides linked below.

5/12/25 On Monday, Jason covered Priority’s programs available for any merchant processing with PCBancard. Plus, how to use sales.pcbancard.com to get the Video Sales Letter’s going now (while you wait for your video brochures). 

Related Content

Priority University

4.28.25 Video Brochure Preview!

[0:00 – 5:00] Houskeeping and Congrats to Randy on his big check to charity!

[5:00 – 55:00] Today we previewed Video 1, 2, 3 and 4 of our new Video Brochures. Plus, what to say when you are prospecting. Be sure to place your order today.

[55:00 – 1:12:00] Open Q&A

How to combat Square in the marketplace.

5.5.24 Today we announced the May Bonus, a new Payroll & Benefits Service Offered to Business Owners, and How to Hit 5 Deals in May. Plus, tons of great advice from old and new PCB reps!

[0 – 5:00] Housekeeping: April Bonus Record, Importance of PCI Compliance, Pay attention to your ACH rejects (you’ll be hit with fees), and May Bonus: $100,000 in Dual Pricing Volume (Min of 3 Deals) = $1,500 BONUS

[5:00 – 15:00] New Service Offered: We are now offering Payroll and Benefits for Businesses! 

  • Cost: $40/month and $10 per employee

[15:00 – 30:00] How to Hit your 5 Deals in May

  • Play the Numbers Game like Steve M. Walk into 25 new business per day.
  • 30% of business owners will change their processor this year. 

[30:00 – 42:00] You’re one decision away from changing your life.

  • How newbies found success

[42:00 – 55:00] Open Q&A 

  • Changing prices on Merchants menus

Related Content

Priority University

  • password priority23!

Priority-Payroll-Benefits-Merchant-FAQs PDF

Priority-Payroll-Merchants PDF

Priority-Payroll-Presentation

4/21/25 Video Brochures and iPOS with Kenny

[0:00 – 28:00] Housekeeping & How to Reach more merchants with Video Brochures

[28:00 – 59:00] iPOS with Kenny. What does the $10/month go to? What features come with the $10/month vs the $15/month for the gateway? Find answers to these questions and more.

Related Content

iPOSpays Cloud POS

4/14/25 Taking Advantage of the 7-Month Gold Rush!

[0 – 10:00] Opening announcements: Please call your team for help! Jason, Mac, Bill – we are here to help you close your deal. 
[10:00 – 45:00] How to take advantage of the 7-month Gold Rush. 
[45:00 – 56:00] Tips that work!
 
[56:00 – 1:16:00] Open Q&A
Getting feedback on Video Cards!

4.7.25 Swipe Simple: Demo, Verticals, Q&A & Jason’s Announcements

[5:00 – 45:00] Swipe Simple, one-stop solution for Small Business Owners. 3 Ways to Utilize: Mobile, Terminal, and Register 

  • Mobile app/Card reader
  • Virtual Terminal
  • Terminal: PAXA920
  • Swipe Simple Register

 Verticals for Swipe Simple:

  • Landscapers / Watch Repair / Bike Shop / Car Wash / Coffee Shop / Bakeries / Fish Markets / Juice Bars / Print Shops
  • Farmers Markets / Food Trucks / Plumbers / Carpenters / House Cleaners / Painters / Roofers / Tailors / Auto Shops

[45:00 – 52:00] Jason’s Meeting: April is here – most lucrative 6 months starts now

  • Sell Growth (not savings)
  • Launched 2 new programs: Referral and Incentive
  • April Bonus: DP Volume $100,000 minimum 3 deals = $1500.00
  • Write 4 new MID’s per month = earn $100K in revenue a year.

[52:00 – ] Open Q&A

  • Dealing with Square’s Cash Advance
  • The downside of Square
  • How to meet a merchant’s need so they can switch
  • Send statements to proposals@pcbancard.com

Related Content

Swipe Simple Content Hub

SwipeSimple Overview

SwipeSimple Flyer – Dual Pricing A920

SwipeSimple Payments Flyer

SwipeSimple Appointment Scheduling Flyer

Demo Videos

SwipeSimple Dashboard demo

Sign up for Email Series

3.31.25

[0:00 – 4:00] Housekeeping

[4:00 – 29:00]

Make your Sales Explode with up to $250 Per Referral (paid by PCBancard)

  • The power of a Warm Referral vs a Cold Call
  • Memorize SODAR.
  • Must be submitted with the deal, business gets $250 once merchant processes $5,000

[29:00 – 57:00] Merchant Incentive Program (deducted from Rep residuals-back pocket offer to close the deal)

  • Pay Merchants up to $1,000 to turn their business and processing over to you
  • Must have processing statements
  • Offered to your merchant, paid by you over the first 12 months of processing
  • Bill’s Script at Minute 43:00 – Don’t give away the farm when all they needed was a pig!
  • Must ask office@pcbancard.com for Addendum to Sales Agent Agreement

[58:00 – ] Open Q&A

  • Use Erik!

Related Content

Merchant $250 Referral Program

PCBancard Referral Partner Agreement

$1000 Conversion Incentive Program:

$1,000 Webinar Conversion Incentive Slides

(Landing Page) $1,000 Converstion Incentive Program from PCBancard

Conversion Incentive Agreement

Postcard for $1,000 Incentive Program 

3/24/31

 

3.21.25 Enhancing Sales Outreach with Ai Driven VSL’s

 

Related Content

3/10/25 RevUp POS

introducing RevUp POS! RevUp POS is a new point of sale (POS) system designed to fill the gap between simple swipe functionality and more complex systems like Clover, catering to small business needs.

Related Content

RevUpPOS Website

marketing materials to come!

3.3.25 Use Ai to hyper-personalize your pitch, proposal, follow-ups and more.

[0:00 – 5:00] Housekeeping

  • Get in the Facebook Group
  • March Bonus: 3 DP deals @ $100K Volume = $1500 volume

[5:00 – 1:00:00] Using new Ai tools to get in front of more merchants, and make more presentations. 

  • Using Hubspot (free version available via desktop and mobile)
  • Using VidYard (video) to personalize your touch points 
  • New Proposals with Grok

[1:00:00 – 1:09:00] Open Q&A

Related Content

Free Hubspot Here

Free VidYard Here

Free Grok 3 Here

New Pitch Book

2.24.25 Walk-through the new Pitch Book!

[0:00 – 7:00]Announcements:

Welcome newbies, February Bonus, Reminder about the $10K Bonus, PCI forms, and how to not lose your PCB email.

[7:00 – 1:00:00] How to best utilize the new Pitch Book.

[1:00:00 – 1:14:00] Open Q&A

What to do when you see fees added on cards at businesses!

Related Content

DOWNLOAD PITCH BOOK

 

2.10.24 Manage and objection with these tips!

[0:00 – 5:00] Welcome newbies | Quick Books integration ready with Fluid Pay | PCI email going out 

[5:00 – 1:00:00] Objection Handling, Buyers Signs, Making it Personal, and how to handle almost anything you’ll hear from a business owner. 

[1:00:00 – 1:35:00] Open Q&A 

Related Content

James Shepherd Overcoming Objections Online Training Course

Jason Objection Handling Doc

Free Terminal Program Flyer + Closing Packet

2.3.25 Jason announced a Feb bonus, and introduced a new way to make custom videos for your prospects + new propsecting training for getting your foot in the door! 

1.27.25 New PCI Compliance Process

[0:00 – 5:00]

  • How to get on the Fast Start Comp Plan
  • Cash Builder with Passport
  • Jeremy Minor Sales Training

[5:00 – 20:00] Our new PCI Service Protocol

Newly Boarded Merchants:

  • Merchant must sign and we will complete the survey on merchants behalf
  • PCBancard will complete the annual survey

Existing Merchants:

  • Never logged in? Process is the same as new boarded merchants
  • Have already logged in? Schedule a time with the office for a walk-through on how to complete survey

Merchants getting hit with fees & haven’t logged into MX Merchant: 

  1. Merchant will receive an email about consent for PCB to complete the survey
  2. No response? PCB will reach out 2 more times to notify them about their options
  3. Merchant will be sent consent form to sign
  4. Once they sign, PCB will complete their annual PCI survey

Merchants getting hit with fees and have logged in:

  • merchant will get an email about needing to get PCI compliant
  • PCB will attempt 2 more times to reach merchant via phone 
  • must schedule with the office for step-by-step instructions

Use this as a selling point! 

[20:00 – 31:00] Open Q&A

Related Content:

Merchant Consent Form for PCI

PCI Survey Template (step-by-step guide)

Quick App + PCI Merchant Form

Fast Start Comp Plan

1.20.25 New Comp Plan Announced! Plus, the meat and potatoes on Passport.

[0:00 -7:00] Housekeeping

[7:00 – 24:00] New Comp Plan Announced

[24:00 – 42:00] Passport: FDI-insured bank account, and how your merchants get their funding instantly.

  • Can get money from an ATM with moneypass.com
  • Support phone numbers and emails
  • Where to find flyers

[42:00 – 45:00] Open Q&A

 

Related Content

1.13.25 PCBancard will be staying in touch with all merchants in 2025! Our goal is to uncover problems as they arise, and help them know additional offerings available to them. Plus, get clear on the iPOSPAYS Portal and Cloud POS!

[0:00 – 25:00] Housekeeping, Mac’s Workshop plug, P Series Emails going out to merchants, new Car Dealership flyer

[25:00 – 50:00] P Series iPOS Portal and how (and why) to upgrade to the iPOS CLOUD Gateway

  • benefits and functionality of iPOS Portal
    • $10/month
    • merchants love: being able to see their transactions, and settle their own batches
  • benefits and functionality of iPOS CLOUD Gateway
    • additional $5 ($15 total)
    • can process cards through a VT, send a payment link, invoice, and recurring payments
    • can integrate the iPOS Portal with QB online
    • can pair with the terminal (send sale to terminal) 

[50:00 – 1:11:00] Open Q&A

Selling to Car Dealerships:

  • Do customers mind paying the fee when they buy a car? 
  • Volume is from Service, Parts and down payments
  • Who to talk to: GM or Controller
  • Do a review with your merchants before February.

How do you overcome the bookkeepers throwing a wrench in Dual Pricing?

Related Content

Learn more about the CLOUD POS Gateway here.

Curious what’s going out to merchants? Fill out this form, and get the P series emails, too!

Year-end Review Flyer

Join Mac’s Bi-weekly Mentoring Group

Dealership Dual Pricing Flyer

Set your goals for 2025

1.6.25 Setting your 2025 goals – the biggest year for merchant services! 

[0:00 – 5:15] Housekeeping:

  • 2025 Bonus – raise your residuals by $10K, earn an extra $10K
  • Jan Bonus – 2 DP deals @ $50K = $750 | 2 DP deals @ $100K = $120
  • Mac meeting (open to the entire group) starts Dec 15. Register here.

[5:30 – 10:00] Trends to Watch (what worked what didn’t in 2024)

  • Dual Pricing is here to stay. This will be your easiest year to make 1% on all your deals.
  • Faster Funding – your merchants need to know we offer same-day funding through Passport.
  • Quick access to Capital – offered through Passport
  • Updated backend reporting – getting better and better with ipospays
  • Local representation works! 

[10:00 – 17:00] Benefits of Passport

[17:00 – 19:00] Merchants need to use their ipospays back end – keeps their deal sticky.

  • emails coming promoting ipospays to your merchants

[19:00 – 26:00] Pop-up Program

[26:00 – 40:00] Let’s be honest….

  • If not now, then maybe never…
  • Bonus Announcements

[40:00 – 49:00] Open Q&A

  • VS/MC percentage for settlement