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No, sometimes an introductory call isn’t required. For some solutions — like merchant accounts — you might be able to move on to the application process without scheduling a call. 

However, to get the best results possible, we DO recommend you connect with someone from our team early in the strategy building process — regardless of the solutions you are interested in. The more we know about your situation, the better we can advise you moving forward. This helps ensure you don’t waste time and money on the wrong solution. 

For example, we could just send you instructions on how to integrate with RDR, and you could get started on your own. Or, you can schedule a call with our team and find out that RDR — a Visa solution — won’t be helpful if the majority of your chargebacks are from American Express. 

We promise — if you do schedule a call with us, we’ll make it quick and painless. We value your time and will try to ensure the onboarding process is as efficient as possible.

If you are only using this form to contact us with a question or get advice, we can probably provide the information you need via email. 

We can also get you started with a merchant account application without a phone or video call. You’ll provide the required information, and we’ll follow up after we’ve reviewed your submission. 

All other solutions are best managed with a discovery call. We want to make sure you get the right solutions for your unique business needs. In the long run, a better understanding of your business will save you time and money.

You don’t have to do anything to prepare for our call. 

However, there are a few pieces of information that can help the conversation be more productive. 

Gathering a few rough estimates can help ensure the call is a good use of your time.

• Current average monthly processing volume
• Current average monthly chargeback rate
• Desired go-live date

We might also ask you about: 

• Where your business is located
• Which regions you currently sell in and if you have plans to expand to new markets
• Your sales model

Probably not. 

But if you are in a time crunch and need solutions quickly, it would help if the decision maker was included in the conversation.

That’s fine! We understand schedules can change unexpectedly. 

Please email us as soon as possible if you need to reschedule our call. You can contact your sales representative directly. 

If you think the call needs to be cancelled or postponed because you aren’t ready to make a decision, we encourage you to keep the call anyway. We’d love to talk through your situation and help you take your next steps — whatever that ends up being.