Online & Mobile Payment
Processing Intake Form

Keep All The Money That You're Burning In Monthly Payment Processing Fees Without Wasting Time Shopping Around

First name

Last name

Phone

*Use N/A for anything that you can't answer, and be as detailed as possible to help us get you the best solution.

How did you hear about us?

What does your business do in 1 sentence? *

What is your company's name?

What is your company's website?

How do you currently accept online payments from your customers?

Are you using a payment gateway or virtual terminal right now?

Are you using any of these payment acceptance methods: invoicing, payment buttons on your website, shopping cart, donation buttons, recurring billing, subscriptions, text-to-pay links?

What issues or challenges are you experiencing with your current virtual checkout process?

Have you encountered any problems with payment failures, declined transactions, or chargebacks?

Approximately how many online transactions do you process each month?

What percentage of your transactions are in person versus card-not-present?

What is your average monthly sales volume from online transactions?

What percentage of your transactions are from recurring payments/subscriptions?

Do you know if your client card data is stored in your software/CRM or in the payment gateway, such as authorize.net or other software?

Are you satisfied with the fees you're currently paying for online payment processing?

Is there anything other than rates that you’re concerned with?

Have you reviewed the rates and fees associated with your current payment gateway recently?

Do you prefer a flat-rate pricing model, or are you open to more customized pricing?

Are you interested in accepting additional payment methods, such as invoicing, recurring payments and subscriptions, a payment button for your website, QR codes, etc.?

Are you confident that your current payment system can handle the features and security needs of your business?

Have you experienced any issues with fraud or chargebacks in your online transactions?

What is your experience like handling chargebacks?

What systems do you have in place to handle chargebacks internally and with your current processor?

Are you looking for more chargeback support?

How important is it for you to provide a seamless and secure payment experience for your customers?

Do you receive customer complaints about the online payment process?

What would make your checkout process better for your clients?

Do you need your payment gateway to integrate with other software, such as your e-commerce platform, accounting software, or CRM system?

Are you using or considering any specific e-commerce platforms (e.g., Shopify, WooCommerce, Go High Level)?

How would you rate the customer support you receive from your current payment gateway provider?

Have you had any downtime or technical issues with your current online payment system?

Are you planning to expand your online business to new markets or add new products?

Do you expect a significant increase in your online sales volume in the near future?

Will you need any additional ways to accept payments in the future?

Would you like to add any branding or custom messages to your invoices and receipts?

Do you need advanced features like invoicing, payment links, or multi-currency support?

How important is it for you to have detailed reporting and analytics on your online transactions?

Do you use or need tools for tracking and analyzing customer payment behavior?

Do you currently have any issues with reporting, declined transaction reporting, or need an automatic card updater for recurring clients?

The above questions are just for us to point out the best options.

We have a plethora of options, so please answer all the questions as accurately as possible.

Online & Mobile Payment Processing Intake Form

Keep All The Money That You're Burning In Monthly Payment Processing Fees Without Wasting Time Shopping Around

Online & Mobile Payment
Processing Intake Form