CUSTOMER PROFILE Decision Maker: ______________________
Business name: ______________________ Phone: _______________________________
DBA: _________________________________ Email: ________________________________
Industry/MCC: ________________________
Equipment
Fraud Prevention
Compliance
Reduced
Unexplained fees Chargebacks
CONCERNS OR NEEDS
Recurring billing &
invoicing POS Integrations
Inventory
ACH Processing Management
Online/mobile
payment Hardware
acceptance Warranty
Fee Reduction
Programs 4g backup
Payments POS
TOP PRIORITIES
1) ______________________________________________________________________________
2) ______________________________________________________________________________
3) ______________________________________________________________________________
NOTES:
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
PAYMENTS
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Current Processor: ____________________________ 3 Months Statements:
Tell me about your current processor: Est. Volume: ________ Avg. Tkt: ______
_______________________________________________ Any other fees? _________________
Gateway/Lease/Rentals/Other
_______________________________________________
How did you find them? _________________________________________________________
How long have you been with them? _____________________________________________
What was the main reason you chose them? ______________________________________
Walk me through your process of taking a credit card payment: ___________________
__________________________________________________________________________________
What system do you use? ________________________________________________________
Do you currently take cards online? Yes No Plan to Timeline: __________
How could mobile processing help your business? _________________________________
When was the last time your rep reviewed your statement with you? ________________
When was the last time you saw/heard from your rep? Is your rep local? _____________
Are you benefitting from Visa & MC level 2 & 3 programs? ___________________________
Are your deposits hitting your bank next day? _____ Benefitting from Amex OptBlue?
How is your current processor ensuring 100% of Durbin Amendment savings? _______
____________________________________________________________________________________
What are the "must have" features of your POS right now? _________________________
What features/functions would you love to have? ___________________________________
Inventory Management
POS EQ QTY Brand/Model
Sales Reporting
Stations _____ ________________
Printers _____ _________________ Customer Management
Devices _____ _________________
Employee Management & Attendance
Other _____ _________________
EMV Enabled? Yes/No Accounting
Scheduling
