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!
- 4/14/25 Taking Advantage of the Next 7-Months
- 4/7/25 Swipe Simple Training
- 3/31/25 Merchant Referral Program & Rep Incentive Program
- 3/24/25 Understanding the Growth Multiplier
- 3/17/25 Enhancing Sales Outreach with Ai Driven VSL’s
- 3/10/25 RevUp POS!
- 3/3/25 Using Ai Tools to Close More Deals
- 2/24/25 New Pitch Book!
- 2/10/25 Handling Dual Pricing Objections
- 2/3/25 Custom AI Videos + New Prospecting Training
- 1/27/25 New PCI Compliance Process
- 1/20/25 Fast Start Comp Plan
- 1/13/25 iPOS Portal vs Cloud POS Gateway
- 1/6/25 Setting Goals for 2025
4/14/25 Taking Advantage of the 7-Month Gold Rush!
- HubSpot meetings
- April Bonus: $1500 for 3 Dual Pricing deals total volume $100K
- Swipe Simple Training recording is here.
- Contact itdept@pcbancard.com for POS demo or Q&A to place the right equipment
- Prices on terminals going up 25% due to tariffs. Updates in the Live Equipment Sheet PopUp Program on hold. No change to the Free Equipment Program.
- Referral Program Presentation
- $1,000 Incentive Program Flyer
- Swipe Simple Content Hub
- Don’t chase merchants, play the numbers game instead, and build rapport
- Use the Referral Program
- people who make great referral partners: current merchants, friends and family, prospects, financial consultants, tax prep, accountants, b2b sales people
- Use the $1,000 Incentive Program
- Incentive Program: $1,000 Video to assist with the fear of change. Just extra money in their pocket.
- Help them Envision a Better Future
- Propsect Smart! Use the Merchant Survey
- Use our Video Sales Letter – either send via email or use the flyer with the VSL QR Code
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
SwipeSimple Flyer – Dual Pricing A920
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
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.
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
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
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
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:
- Merchant will receive an email about consent for PCB to complete the survey
- No response? PCB will reach out 2 more times to notify them about their options
- Merchant will be sent consent form to sign
- 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:
Fast Start Comp Plan
1.20.25 New Comp Plan Announced! Plus, the meat and potatoes on Passport.
[0:00 -7:00] Housekeeping
- Free Equipment Program
- WP Email out to merchants
- New Training Class with Jason & Bill starts Jan 28
[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!
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
- Partner Training Portal / Priority Solutions
- It’s a banking solution, providing a bank account that is FDIC-insured.
- Merchant takes a transaction and gets funding within 10 minutes
- Easy access to Capital
- Convenient banking solution to pay vendors
- Passport Sell Sheet
- Passport-SMB-Merchant-FAQs
[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
- upgrade to a P series at a discounted price
- PopUp Program Stipulations
- Pop-up Program PURCHASE AGREEMENT
- Pop up Flyer
[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