Brick & Mortar 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 is your company's name?

What is your company's website?

What does your business do in 1 sentence?

How many locations do you have?

What is the address of each locations?

What is your Google listing link?

How do you currently accept payments from your customers?

What kind of POS system, if any, are you using right now?

What issues or challenges are you experiencing with your current POS system?

Do you encounter any problems with slow transactions, order mistakes, or long wait times?

What are you looking for in a new point-of-sale system?

What is your average ticket size and high-ticket size?

Do you do any catering or offsite events? How do you take those transactions?

Do you handle a lot of split checks or tips?

What key features are you looking for in a POS system (e.g., inventory management, table management, customer loyalty programs, gift cards, reservations, online ordering)?

Do you have gift cards set up now, and if so, about how many are in circulation?

Do you have a copy of your monthly statement and monthly point-of-sale fees?

Do you have any concerns about the cost of upgrading or maintaining your POS system?

Do you prefer a traditional countertop POS system, or are you interested in mobile or tablet-based solutions?

Do you need additional hardware such as kitchen printers, barcode scanners, or customer-facing displays?

Are you confident that your current POS system is fully PCI compliant?

Do you have a chip card reader, or does your POS only swipe cards?

Have you experienced any issues with data breaches, card fraud, or chargebacks?

What has your experience been like with chargebacks, and do you need additional support from your processor?

How important is it for you to provide a smooth and efficient payment experience for your customers?

Do you receive customer complaints about the payment or ordering process?

Do you need your POS system to integrate with any other software?

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

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

Do you have a specific agent you work with, or do you call into a 1-800 number? What is that experience like?

Are you planning to expand your business, either by adding new locations or offering new services such as delivery?

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

Do you require customizable menus or the ability to quickly change prices and promotions?

Do you need advanced features like online ordering, reservations, or gift card support?

How important is it for you to have detailed reporting and analytics on your sales and customer preferences?

Do you use or need tools for tracking inventory, labor costs, and sales performance?

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.

Brick & Mortar Payment Processing Intake Form

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

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.

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.