New Check-In Call
Fill in details before dialing — takes 5 seconds.
Target 2–4 min · Support tone, not sales · Rep name + review link auto-saved
Stage 1 of 5
Warm Opening
📞 Say This
How'd they respond?
Callback
They're Busy
📞 Say This
📝 Log Your Callback
Stage 2 of 5
Check-In
📞 Say This
How has everything been working so far? Any issues with deposits, terminals, or invoices?
How's it going for them?
Lukewarm Path
Pivot & Close Warmly
No review ask. No referral ask. Focus on understanding and leaving a positive impression.
📞 Pivot — Say This
What's one thing we could do to move that from okay to great?
📞 Then Wrap Up
📝 Note Their Feedback
Problem Path
Resolve Mode
No referral ask. Switch fully into support mode — your only goal is fixing this.
📞 Say This First
I really appreciate you telling me that. Let me make sure we get that taken care of.
📞 Then Pick Your Path
Quick fix: "I can actually walk you through that right now — give me one second..."
Needs ticket: "I'm flagging this for our support team and you'll hear back within [timeframe]. I'll put your name on it personally."
Escalate: "I want to loop in someone who specializes in exactly this — can I have them call you today?"
📝 Log the Issue
Stage 3 of 5
Google Review Ask
📞 Say This
I'm really glad to hear that. Quick favour — would you be open to leaving us a Google review? It literally takes 60 seconds and it helps other business owners find us.
Their response?
Stage 3 of 5
Send the Review Link
📞 Say This
📲 SMS — Copy & Send While on the Call
Text Message
Email Backup (if they prefer email)
Send the SMS while they're still on the line — they'll see it arrive and trust it's real. Use email as backup only.
Stage 3 of 5
Graceful Exit
📞 Say This
Stage 4 of 5
Referral Ask
📞 Say This
One more thing — is there anyone else you know, maybe another business owner, who might benefit from better payment processing?
Do they have someone in mind?
🎯 Capture the Referral
📞 Warm Response
📞 Next Step — Ask Permission
"Would it be okay if I reached out to them and mentioned your name?"
"I'll have someone from our team give them a call — we'll take good care of them."
Stage 5 of 5
Warm Close
📞 Say This
✅ Call Log — Check Off Before Moving On