Agency Launch, Sales Support & Fulfillment Services

Offering much more than just a collection of products, we support you before and after the sale.  You’ll benefit from best practices learned working with our 200+ agency partners around the US.  For those launching a New Agency, we provide both virtual and in market onboarding plans that can include a New Branded Agency site, all sales collateral, team training, merchant events and more

NEW PARTNER ON-BOARDING
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Virtual and/or In-Market Launch Options

  • Serious Sales Training– time tested coaching, based on a consultative approach that puts needs of customer first…as we learn to first diagnose, then prescribe!
  • Product Training– how they work, and more importantly, key benefits for your clients
  • Process Training– for smooth delivery of what you sold to ensure happy clients and confident sales teams.
  • New Agency Site– We’ll design your New Agency Website with your local branding to help you capture and convert in bound leads.
  • Turn-key, Branded Sales Collateral- including Pitch Decks, Sales Sheets, Proposal templates and reporting. Start selling tomorrow.
  • Webinars/In-Market Merchant Seminars position you as the local expert – use our decks to DIY…or let us lead it for you as member of your team, with your agency brand front & center.
  • In-Market Sales Calls – to jumpstart sales, provide in the field coaching.
  • Marketing Programs to drive inbound leads – work smarter, not harder!
  • Social Media Management for your channels – practice what you preach!
Ongoing Agency Support
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Before the Sale

  • Prospecting/Audit Tools show how we can help
  • Best Practices, Case Studies – how it worked for others
  • Lead Generation – Marketing Programs to drive inbound leads for your agency
  • Proposal Writing – for Marketing, Web Design, Digital Services for prospects
  • Inventory Lookup – for web, mobile, email marketing lists

After the Sale

  • Partner Portal to book new orders
  • Dedicated Account Managers – we interact with the client as part of your team…and provision the new order, so you can stay focused on your next sale.
  • Kick Off Call/On-boarding – collecting necessary assets to launch
  • Web Project Manager assigned to all web builds
  • Professional Content Team – Dedicated writers assigned to Social, Blog, E-Newsletters, creating engaging content
  • 24/7 Reporting Dashboard – demonstrate ROI!
  • Project Management dashboard – track progress 24/7 on sold orders
  • Training Resources for new hires as you grow!