Before your first appointment, you'll want to print and laminate the following items:
A. Your appointment checklist
B. Your 2-sided laminate (11" x 17" or larger, with rounded corners)
You can laminate the above items at many Office Depot, Staples, Fedex, UPS, Office Max and other stores.
Review your appointment checklist prior and during your appointment.
The objective of the appointment is to introduce ourselves to the merchant – with the intent of building a long-term, trusting and lasting relationship, as well as:
1. Explain how the program works (laminate front)
2. Apply merchant consumables
3. Demonstrate the transaction process (use demo.CRM.college)
4. Plant some seeds for the future (laminate back)
Wrap up after the appointment: