We're Not Eating at Applebees

We're Not Eating at Applebees

In this episode, Jon and Justin talk about the roles referrals play in building a growing and healthy payments portfolio. Along the way, they cover:

  • Setting sales goals and reverse engineering the activities needed to achieve them (appointments, calls, etc.)
  • Tracking ratios to understand your sales funnel performance
  • The importance of networking and joining groups like Chambers of Commerce
  • Being specific when asking contacts for referrals
  • Following up with merchants after install to earn trust and referrals
  • Warm calling businesses around your appointments
  • Having referral partners beyond the usual suspects

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Episoder(38)

How to Beat the Big Guns (with Evan Comer)

How to Beat the Big Guns (with Evan Comer)

This fiery Season Four Finale puts Agent Evan Comer in the spotlight, the pro networker and "dot-connector". Eight years into payments, and he's built an impressive career through good old-fashioned c...

15 Jul 22min

Dancing with the Gorilla (with Craig Baslee)

Dancing with the Gorilla (with Craig Baslee)

COVID, desk jobs, side gigs. A lot can happen in six years, but the pandemic is actually what kickstarted Agent Craig Baslee's career in payments. He knew he didn't want to sit at a desk for the rest ...

1 Jul 23min

Mind Your Own Business (with Steve Walkenshaw)

Mind Your Own Business (with Steve Walkenshaw)

When you truly enjoy what you do like Agent Steve Walkenshaw does, retirement isn't even in question. He's been in Sales for decades with no signs of slowing down, because he loves the challenge of it...

17 Jun 20min

Slide in the DM's (with Julie Eads)

Slide in the DM's (with Julie Eads)

"No Soliciting? I thought that said 'No Smoking'!" Julie Eads is three years into her payments career and already has the prospecting skills of a pro. But she didn't just fall into this industry, she ...

3 Jun 22min

Cowboys vs Bankers (with Tom Rasmussen)

Cowboys vs Bankers (with Tom Rasmussen)

Agent Tom Rasmussen is part-Agent, part-Cowboy. And he somehow manages both when he's out in the field. With a background in military and farming, he found his way into payments without any sales expe...

20 Mai 23min

The Pro With No Ego (with Rob Cervantez)

The Pro With No Ego (with Rob Cervantez)

It takes a lot of strength to put your ego aside. Agent Rob Cervantez has been humbled, challenged, and pulled in every direction, but he never gave up on his mission to serve people. That mission too...

22 Apr 20min

Making a Deal With God (with Kristina Meyer)

Making a Deal With God (with Kristina Meyer)

Despite an amazing run in the corporate world, Agent Kristina Meyer knew it wasn't her endgame. The long hours weighed on her, and she didn't want her kids growing up with misery as the standard. The ...

8 Apr 23min

Legend of The Credit Card Lady (with Mary Hogue)

Legend of The Credit Card Lady (with Mary Hogue)

Thirty years ago, Mary Hogue's first paycheck as an Agent was $2.30. But after going from job, to job, to job, she wasn't going to give up. No more struggling. No more bologna sandwiches. She put in t...

25 Feb 27min

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