New Check-In Call
Pick yourself, type the client's first name, hit start.
Target 2–4 min · Support tone, not sales · Your name is remembered next time
Stage 1 of 5
Warm Opening
Say This
How'd they respond?
Callback
They're Busy
Say This
Log Your Callback
Stage 2 of 5
Check-In
Say This
How has everything been working so far? Any issues with deposits, terminals, or invoices?
How's it going for them?
Lukewarm Path
Pivot & Close Warmly
No review ask. No referral ask. Focus on understanding and leaving a positive impression.
Pivot. Say This
What's one thing we could do to move that from okay to great?
Then Wrap Up
Note Their Feedback
Problem Path
Resolve Mode
No referral ask. Switch fully into support mode. Your only goal is fixing this.
Say This First
I really appreciate you telling me that. Let me make sure we get that taken care of.
Then Pick Your Path
Quick fix: "I can actually walk you through that right now. Give me one second."
Needs ticket: "I'm flagging this for our support team and you'll hear back within [timeframe]. I'll put your name on it personally."
Escalate: "I want to loop in someone who specializes in exactly this. Can I have them call you today?"
Log the Issue
Stage 3 of 5
Google Review Ask
Say This
I'm really glad to hear that. Quick favour. Would you be open to leaving us a Google review? It literally takes 60 seconds and it helps other business owners find us.
Their response?
Stage 3 of 5
Send the Review Link
Say This
SMS. Copy & Send While on the Call
Text Message (Plain)
Email (Rich Text. Paste into Gmail)
Send the SMS while they're still on the line. They'll see it arrive and trust it's real. Use email as backup only. The email copy preserves the link as a clickable "AllProPay Google Review" when pasted into Gmail.
Stage 3 of 5
Graceful Exit
Say This
Stage 4 of 5
Referral Ask
Say This
One more thing. Is there anyone else you know, maybe another business owner, who might benefit from better payment processing?
Do they have someone in mind?
Capture the Referral
Warm Response
Next Step. Ask Permission
"Would it be okay if I reached out to them and mentioned your name?"
"I'll have someone from our team give them a call. We'll take good care of them."
Stage 5 of 5
Warm Close
Say This
Call Log. Check Off Before Moving On