Transparent, flexible merchant services lead generation pricing.
Monthly retainer model — custom to your merchant verticals, monthly card volume targets, risk appetite, and ramp goals. Everything you need for predictable merchant pipeline growth, no template package.
Four factors determine your scope.
Every merchant services engagement is scoped to your book. The four factors below shape both the team we assemble and the price.
Merchant complexity
Standard vs. high-risk underwriting, card-present vs. card-not-present, average ticket and monthly card volume, and the merchant category (MCC) mix you target. High-risk verticals and larger-volume merchants take more to qualify — and convert at a higher residual.
Appointment goals and pace
Monthly target volume, ramp speed, and how many agents or reps you’re feeding. High-volume targets and accelerated ramps require more dial hours and SDR coverage to keep switchable merchants moving onto calendars.
Data and research depth
New-vertical development, ICP refinement, and account enrichment with statement-trigger signals — current processor or POS platform, contract or lease window, and surcharging eligibility. Deeper research lifts conversion but adds upfront effort.
Channel mix
Outbound (phone, email, LinkedIn), inbound response SLAs, and multi-touch nurturing for merchants whose contract or lease window opens later. More channels mean more orchestration — and higher pipeline velocity.
Every merchant services engagement includes:
No à la carte add-ons. The full engine is in scope from week one.
- Dedicated payments-trained SDR team with custom scripts in your brand voice
- Transparent reporting — activity, qualification context, and pipeline visibility
- Regular partnership meetings reviewing KPIs and adjusting messaging weekly during ramp
- Multi-channel execution prioritized to your merchant verticals, ticket sizes, and risk profile
- High-fidelity merchant data aligned to your ICP — monthly card volume, average ticket, current processor
One definition of qualified. All three.
Every appointment we put on your agent’s calendar meets a three-point standard before it lands.
- Verified dissatisfaction — the owner has named a specific cost: padding fees, a high effective rate, chargeback pain, or a bad POS
- Decision authority — they can sign to switch processors, or they’re one of two people who can
- Active, switchable timeline — their contract or equipment-lease window is open in the next 90 days, not locked indefinitely
Anything short of all three doesn’t make your agent’s calendar. Most lead vendors count any rate-curious name as a “lead.” We don’t.
Four questions about how we scope and bill.
Do you publish prices?
No. Every merchant services program is custom to your verticals, risk appetite, volume targets, and KPIs. We don’t publish a rate card because a flat price would either overcharge half our clients or undercharge the other half. Book the assessment and you’ll get a written scope and quote within 30 minutes.
How soon can we start?
Immediately after agreement execution. Onboarding runs 5-10 business days, and outreach starts in week one.
Is there a cancellation policy?
Yes — cancellation terms are outlined in your agreement.
How do you ensure ROI?
We set shared KPIs upfront, provide transparent reporting, and optimize messaging continuously based on real call data. ROI for outbound is dictated by what the close side does with the appointments we deliver — we own everything up to the calendar.
30-minute call. Written scope and quote.
We’ll review your merchant verticals, volume targets, and risk appetite — then walk you out with a written scope and quote before the call ends. No deck. No template.