Discover how to get quicker buying decisions from clients and set up a 24/7 passive income payment machine!
Book Your Cashflow
Analysis Session
FREE with the Recession-Busting Toolbox
The partner you need to save money and make money.
Jason Henke
Relationship Manager - DIRECTPAY
Aimee Wilson
Relationship Manager - DIRECTPAY
As the payment processor for thousands of businesses, we’ve seen so many do just about everything right – create beautiful branding, market in all the right places, build super sellable products and programs – and then lose the sale at the finish line because their checkout experience isn't optimized.
How can you make it easier for customers to pay you - and encourage repeat purchases and generate passive income?
How much do you really understand your monthly payment processing statements from PayPal, Stripe, Square or your merchant account provider?
How much could you save annually with expert advice on setting up and managing your sales transactions?
The Details
Through 20+ years mastering payment flow and automation in a variety of industries, we know what works (and what doesn’t) in generating more income -- online, at live events, wherever your business takes you.
We want to share with you what we've learned from our top tier VIP clients - and what features and tools most credit card acceptance systems have that you absolutely have to be using to close and keep sales.
This is a valuable 30 minute opportunity to discuss your products and services, goals and how you can streamline your cashflow in 2023 for big bottom line impact.
IN YOUR SESSION, WE'LL COVER:
Your Current Payment Processes
Let's take a look at how you're charging clients now - and where you may be losing money including payment methods, tools and features you may not be using to streamline transactions.
Your Website Sales & Checkout Process
Your site set-up - everything from page layout to checkout forms - can impact your conversions and client experience. We'll pull up your site and see how we can maximize visitor sales.
Upsell & Cross-Sell Opportunities
Whether you already have complementary products or higher cost packages to recommend, we'll explore how just the right offer and placement can increase each transaction.
Your Pricing Plans & Packages
Customizing package offerings and payment schedules for your audience can go a long way in getting the "yes"! How can you update (or even increase) your pricing with convenient payment breakdowns, membership fees, tiers and more?
Secrets & Strategies of Our Top Clients
We've seen many of our industry-leading clients grow from start-up to 6 figure+ businesses using simple, easy-to-implement techniques with big bottom line impact. We'll share with you what works - and what doesn't.
Your Questions & Resource Requests
What do you need to know more about when it comes to accepting payments? From the difference between PayPal and merchant accounts to finding tools and technology that will help get you optimized - we're here!
Your One-to-One Cashflow Advisor -
No matter who your payment processor is.
We understand many business owners prefer to use other payment processing solutions. Whether it's because of a longstanding relationship with a provider or the need to integrate with other sales and marketing systems, sometimes DIRECTPAY is not the best fit.
Our goal is to contribute to the success and sustainability of small business owners - whether they are accepting credit cards with us or not.
Not accepting credit cards yet? Jay and Aimee will take a look at where you can save time and money by optimizing your checkout experience. This includes reviewing your current website and packages and recommending what you can automate for higher conversions!
Our strength is our support.
That's why we've created the Cashflow Analysis Session. Choose the software that works for your business but still receive the trusted, proven benefits of a DIRECTPAY Relationship Manager's expertise when it comes to payment systems that close and keep sales.
We'll arm you with the knowledge to:
- Advocate for yourself for better rates with your processor
- Understand how different types of cards affect your pricing
- Become knowledgeable about the different fees and surcharges on your statement
- Set up the right security measures on your account
- Utilize all the different features to get automated and increase the amount per sales transaction
- Handle account freezes, chargebacks and other barriers between you and your money
If you need to talk to your processor and don't get a live person, call us. If you need a faster answer, we'll find it. We're available to CAAP members year-round for all questions and concerns.
DON'T MISS OUT ON THIS VALUABLE GIFT
Schedule Your Cashflow Analysis Session Now
Choose a date and time that work for you on the Advisors' calendar. You'll receive your confirmation and access information - as well as a questionnaire to prepare for the call.
Questions about this free gift or DIRECTPAY services?
We're available Monday-Friday, 9:00am-6:00pm EST at (800) 326-9897 or any time via email to support@directpayinc.com.
© DIRECTPAY Inc. All Rights Reserved
DIRECTPAY is a registered Independent Sales Organization of Wells Fargo Bank, N.A., Concord, CA.
DIRECTPAY is partnered with START Merchant Services, a registered MSP of Elavon Inc., a subsidiary of U.S. Bancorp.