FOLLOW UP MATERIALS

EMAILS + TEXT MESSAGE
Make sure to use their UNIQUE Signup URL and data points
Emails
Following up after dropping off physical collateral with an email is recommended to encourage a login to the News Feed and tell them about your services

Subject: News Feed login inside

Hi [name],

This is [your name]. I visited you at [business name] on [date]. My purpose was to share  an exclusive login for select businesses like yours to access never before available insights. They will help you understand how you're doing compared to other businesses in the community. You can use this data to protect and grow your business. 

You can also access it through your business’s unique link: [Signup URL]

Let me know when you look at it. I’d love to hear your feedback. 
I’m thrilled to be able to add value to your processing, provide you with an amazing service, and introduce you to the latest technology because that’s what I do whether or not you’re a client of [your organization].

Subject: News Feed login inside

Hi [name],

This is [your name]. I visited you at [business name] on [date]. My purpose was to share  an exclusive login for select businesses like yours to access never before available insights. They will help you understand how you're doing compared to other businesses in the community. You can use this data to protect and grow your business. 

You can also access it through your business’s unique link: [Signup URL]

Let me know when you look at it. I’d love to hear your feedback. 

I’m thrilled to be able to add value to your processing, provide you with an amazing service, and introduce you to the latest technology because that’s what I do whether or not you’re a client of [your organization].

For businesses where you will be unable to deliver the print collateral because of not being able to locate or not open at hours you can access, you can use this template.

Subject: Introducing myself as your local business growth expert

Hi, I’m [your name] and I've been given the opportunity to introduce you to a companion feature to traditional payment processing at no charge. It’s called the Competitive News Feed and with it you will be able to track your business against others in your industry and your geographic area. This will connect [business name] to two great opportunities:

Instant access to valuable neighborhood and customer information with the free login below, brought to you by Park Place Payments.
Take action with an exclusive, free invitation to reach thousands of local customers spending right here in your neighborhood, brought to you by my partner Plink.

[business name]’s unique login [link to Signup URL]

Access your Competitive News Feed to see regular updates like:
 [data point 1A]
[data point 1B]
[data point 2A]
[data point 2B]
[data point 2C]

My mission is to support your local business and connect you to the latest technology, best service and the most value. I look forward to working with you.

Subject: Introducing myself as your local business growth expert

Hi, I’m [your name] and I've been given the opportunity to introduce you to a companion feature to traditional payment processing at no charge. It’s called the Competitive News Feed and with it you will be able to track your business against others in your industry and your geographic area. This will connect [business name] to two great opportunities:

Instant access to valuable neighborhood and customer information with the free login below, brought to you by Park Place Payments.
Take action with an exclusive, free invitation to reach thousands of local customers spending right here in your neighborhood, brought to you by my partner Plink.

[business name]’s unique login [link to Signup URL]

Access your Competitive News Feed to see regular updates like:
 [data point 1A]
 [data point 1B]
 [data point 2A]
[data point 2B]
[data point 2C]

My mission is to support your local business and connect you to the latest technology, best service and the most value. I look forward to working with you.

If you want to warm up the lead before visiting, you can introduce yourself and let them know to expect to see you. 

Subject: Stopping by [business name] for a quick introduction

Hi, 
My name is [your name] and I’m writing to introduce myself to [business name]. I’ve been supporting small businesses in the [city] area by sharing with them the latest technology and services to ensure that our local community thrives. Recently, I’ve been showing select local business owners a tool that is being provided by banks to help protect and grow their business. 

Banks know that their customers love to support local business. They realize that if you have insights on actions to increase sales at your business, they will also benefit from cardholders spending more on their cards. I’m going to stop by [business name] and drop off your access to the tool that gives you those insights at no charge. 

I’d like to have a short chat to explain it further to you. Is there a good time for me to drop by?

I’ll see you soon!

Subject: Stopping by [business name] for a quick introduction

Hi, 

My name is [your name] and I’m writing to introduce myself to [business name]. I’ve been supporting small businesses in the [city] area by sharing with them the latest technology and services to ensure that our local community thrives. Recently, I’ve been showing select local business owners a tool that is being provided by banks to help protect and grow their business. 

Banks know that their customers love to support local business. They realize that if you have insights on actions to increase sales at your business, they will also benefit from cardholders spending more on their cards. I’m going to stop by [business name] and drop off your access to the tool that gives you those insights at no charge. 

I’d like to have a short chat to explain it further to you. Is there a good time for me to drop by?

I’ll see you soon!

Text Messages

Text Option 1

Hi [owner name], how's business going? We had such a good conversation earlier and there's a lot I can do to assist you in growing your business. [Market Share Update 1A] I want to make you #1 in [city]. Is [date and time] good for you?

{example}
Hi Dave, how's business going? We had such a good conversation earlier and there's a lot I can do to assist you in growing your business. Your business ranks #14 among 138 competitors. I want to make you #1 in Tacoma. Is Tuesday at 11am good for you?

COPY TEMPLATE

Text Option 2

Hi [owner name], how's business going? We had such a good conversation earlier and there's a lot I can do to assist you in growing your business. [Price Level Update 2B] Let's keep you on top! Is [date and time] good for you?

{example}
Hi Susan, how's business going? We had such a good conversation earlier and there's a lot I can do to assist you in growing your business. Your business ranks #1 among 26 competitors. Let's keep you on top! Is tomorrow at 2pm good for you?

COPY TEmplate

Text Option 3

Hi [owner name], it's [your name] checking in. I wanted to let you know that [Price Level Update 2B] Wondering what you think about this. If you want to talk about it, [date and time] works for me. Let me know.

{example}
Hi Kim, it's Chris checking in. I wanted to let you know that 42 competitors in your area charge more than you, averaging $57.38 per transaction. Wondering what you think about this. If you want to talk about it, [date and time] works for me. Let me know.

COPY TEmplate
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