Winning a merchant from an existing payment processor requires a structured sales process for a positive outcome. We have curated an 8-step strategic plan for you to win merchants from their current processor. Qualify the account Find merchants using a competitor Reach the decision maker Run a statement analysis Build the savings proposal Overcome objections […]
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How to Sell Merchant Services to High-Risk Businesses
Selling merchant services to high-risk clients is about placement, not persistence. The reason why you got out of the low-risk retail sector is that Stripe and Square removed your price advantage. On the other hand, high-risk businesses are charged more but stay with you longer. Additionally, they are more frequently declined by payment processors and […]
How Much Does It Cost to Recruit a Loan Officer? By Channel, Tier, and Cost Model
Most lenders know what they paid their last recruiter. Far fewer know what it actually costs to recruit a producing loan officer (LO) because the recruiting invoice is only one part of the total cost. Recruiting cost alone runs from roughly $1,000 for a Silver-tier originator to $45,000 or more for a top-1% producer. So, […]
How to Build a Logistics Sales Prospect List Around Lanes, Modes, and Freight Profile
Most logistics prospect lists start with too many companies rather than the right ones. Someone pulls thousands of manufacturers from a few states, sorts them by employee count, and sends the list to sales. All that work slows the process down. The team spends weeks calling, but few meetings come from it. It happens because […]
Facility Manager vs Office Manager: Who to Contact to Win Commercial Cleaning Contracts
To sell commercial cleaning services, it’s crucial to find the right point of contact. This varies by property. For commercial cleaning contracts, approach the facility manager in large or multi-tenant buildings where unified operations or a property management company holds signing authority. On the other hand, in single-tenant offices and small businesses without a dedicated […]
How To Handle Objections When Selling Commercial Cleaning Contracts
To sell commercial cleaning contracts, the most important skill is knowing how to handle prospect objections. A prospect may have questions about budgeting, a preference for a current cleaner over any other cleaning service, doubts about onboarding a long-term contract and many more. You need to be ready to respond to any of the objections […]
The Best Time to Recruit Real Estate Agents: A Month-by-Month Map of When Agents Actually Move
March is usually the month when the most real estate agents change brokerages. But if you wait until March to start recruiting, you are already late. Most agents decide on a move weeks before the actual switch. So if you want an agent to start with you in March, the first serious conversation often needs […]
Who to Contact When Selling Commercial Insurance: The Decision-Maker Map by Policy Line
Wrong contact means a wasted call. Knowing who to contact when selling commercial insurance matters more than the pitch itself because each policy line has its own buyer inside a company. A CFO signs off on workers’ comp and large liability policies. An office or operations manager handles property and general liability. An IT director […]
How to Build a Commercial Insurance Prospect List
Most commercial insurance agents build a prospect list the wrong way. They pull a generic industry list, dial through it, and wonder why appointment rates stay flat. The problem is not effort. It is targeting. A real commercial insurance prospect list is not built around industries or company size. It is built around three specific […]
Who Buys Logistics and Freight Services: The Decision-Maker Map by Service Line
In freight, one person does not usually make every buying decision. The decision-maker changes depending on the service. The person who approves truckload rates may not handle warehousing or customs services. That is why you should target buyers based on the service you sell, not just their job title. Here is a quick look at […]