Merchant Services Appointment Setting. Pay Per Booked Meeting.
An AI SDR texts real merchants about cutting their processing costs, qualifies them against criteria you write, and books them straight onto your calendar. Built for ISOs and payment processing agents. No retainers, no monthly fees, and a no-show never costs you a meeting.
One merchant account pays you every month. The meeting is the bottleneck.
Merchant services runs on residuals. Close an account once and it pays you every month the merchant keeps processing. The portfolio compounds: this quarter's accounts stack on top of last quarter's, and a book of steady processors becomes an asset. You already know this. It is why you are in the business.
The constraint was never the close. It is getting a real owner to sit down and look at their statement. This market already buys that meeting per unit: existing vendors charge several hundred dollars per confirmed merchant meeting, by industry estimates. The catch is the word confirmed. When nobody writes down what triggers the charge, the vendor decides what counts. Here is the same purchase with the definitions fixed.
Buying Appointments Today
Hundreds /meeting, industry estimates
- "Confirmed" defined by the vendor, not by you
- Qualification is often a phone conversation, not a signed document
- Pay-per-appointment has a known failure mode: junk volume booked to pad the invoice
- No-show risk usually sits with you
Pay Per Booked Meeting
One flat rate /booked meeting
- Booked and double-confirmed on your calendar, never a callback promise
- Qualification criteria you write and sign at kickoff
- No-shows replaced free under the 10-minute rule
- SMS transcript and confirmation log behind every charge
Savings conversations merchants actually take
Merchants ignore processing pitches because they hear the same one every week. So the conversation never opens with processing. It opens with the outcome: keeping more of every card payment they already take. The owner takes the meeting to save money. What you run inside it (interchange-plus, flat rate, dual pricing, surcharging) is your play, and the meeting is qualified against your bar before it ever reaches your calendar.
We book merchant services meetings where SMS reaches the actual decision-maker: owner-operators who live on their phones, not at a desk. That is the audience behind the 40% reply rate our own campaigns hold, and it is the same machine that runs our whole B2B appointment setting operation.
Restaurants & Food Service
High card volume on thin margins. The owner feels every basis point and already resents the processing line on the statement. A text about keeping more of it gets read.
Auto Repair & Contractors
Big average tickets make processing fees impossible to ignore. These owners are in a bay or on a site all day. Texts get read between jobs. Email pitches do not.
Salons, Retail & Local Services
Card-heavy businesses run by a single decision-maker. One conversation reaches the person who signs the processing agreement. No gatekeepers, no committees.
One thing we hold firm on: we screen clients too. You need a clear merchant profile, capacity to take 10+ meetings a month, and a human who shows up to run them. That protects your show rate and ours. Different niche in mind? If your merchants are owner-operated local businesses, the machine adapts. Ask on the call.
Every merchant is verified against a live business before we text them
Cheap appointment vendors dial resold data: the same tired list sold to you and to three other ISOs in your market. We build every merchant list from scratch, in-house, for your campaign only. If the business is not verifiably real and open, it never enters your campaign. Here is how a name on a list becomes a meeting on your calendar.
Your merchant profile, signed
One page, written with you at kickoff: merchant verticals, the monthly card volume bar you set, who counts as the decision-maker, and what confirmed interest means. The meeting either matches it or it is free.
A list built fresh for you
Sourced in-house, verified against the live business website of each business's website, phone-verified, quality-scored, deduped, DNC-suppressed. Six stages, zero resold data.
Conversations that end on your calendar
Real two-way SMS that opens with a savings outcome. Interested, qualified merchants pick a time on your calendar, then a 24-hour, 2-hour, and 15-minute sequence confirms it twice before you block the slot.
The long version of the machine, list build to billing, lives on the how it works page.
What a merchant meeting costs, and what it never costs
One flat rate per booked meeting, quoted for merchant services and your qualification depth on a 15-minute call, alongside a one-time setup quote that covers your list build, campaign build, calendar integration, and qualification doc. No retainers. No monthly fees. Cancel anytime. Prepaid packs exist only as a discount lever, never a requirement. The full billing mechanics are on the pricing page.
The Billing Trigger
Booked, double-confirmed, on your criteria
You are charged when a meeting is booked on your calendar, double-confirmed, and matches the merchant profile you signed. Charged from our logs: card on file, weekly statement, optional weekly cap.
The 10-Minute Rule
A ghost never costs you a meeting
A merchant who has not shown within 10 minutes of start time does not count as held. Rebooked or replaced within 5 business days, free. You never pay for a ghost twice.
Your Written Criteria
Off-criteria means free
Wrong vertical, under your volume bar, not the decision-maker: if the meeting misses the profile you signed, it is replaced or credited. No argument, no ticket queue.
The Paper Trail
A transcript behind every charge
Every billed meeting carries the SMS transcript where the merchant picked the time, plus the full confirmation log. Audit any charge, any time.
Merchant services questions, answered straight
Merchants get hammered with processing pitches. Why would they reply to this?
What counts as a qualified merchant meeting?
We already buy merchant appointments. How is this different?
Can you work our niche, like restaurants, auto repair, or salons?
What happens when a merchant does not show?
How much does a merchant meeting cost?
Do you require contracts or retainers?
How fast can we launch?
B2B resources
Everything in the B2B division
Ready to put real merchants on your calendar?
A 15-minute call gets you a per-meeting rate for merchant services, your qualification criteria drafted, and a launch date within the week.
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