What qualifies
Confirm the account and relationship conditions that apply to compensation.
For agents and people who know business owners
Bring the business.
Know the handoff.
A good introduction deserves a clear plan. Agree on how the merchant is contacted, who handles the setup, and how the partner relationship works before the referral.
Make the introduction useful for the owner.
Identify the need
Opening, replacing a POS, reviewing costs, or connecting software? Start with what the business wants to improve.
Agree on the handoff
Confirm contact permission, the introduction, and who follows up with the merchant.
Work through the account
Discuss the quote, account setup, device requirements, and support plan with the owner.
A partnership should be understandable
Get the compensation and responsibilities in writing.
How it is calculated
Understand the agreed basis, timing, reporting, and any cancellation or adjustment terms.
Who keeps helping the merchant
Define the responsibilities after the account goes live. Merchant care remains part of the relationship.
Your next step
Tell us about the businesses you work with.
We’ll discuss your role, the referral handoff, account support, and commercial terms before you introduce a merchant.