Step 1 - Welcome to the Lead Generator Page
In order to get your Lead Generator Profile activated we need to collect your information so we can track your leads that you refer and add you to our system.
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1. Account Setup plus Sign Terms & Conditions- Lead Generator - MUST COMPLETE
We collect all the basics to get you registered and agree to the Terms & Conditions.
Step 2 - Sign up for a Free Square Account
In order to get you comfortable with Square please set up a FREE account and start clicking through.​
Step 3 - Log a Lead
The form below is where you log your Leads to our CRM system. This will allow us to track the progress and your payouts.
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1. Log a Referral
All Fields must be filled in to submit. ONLY fill in once you have identified as a WARM lead. POS Benefits will confirm this account is available and not assigned to another generator or internal.
2. Once Lead is Submitted
Go to Calendar Below and Select a Date/Time for Discovery Call with your lead and POS Benefits, Attending is optional for you but highly encouraged. ​​​​​
Step 4 - Schedule a Discovery Call
The first step is to schedule a Discovery call with the lead. This is ALWAYS the first step in the sales cycle.
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1. Pick a Time/Date
Its you role to make sure customer selects a day/time that they can attend. You need to confirm their attendance 24 hours before Web Meeting. Make SURE you use customers email, First, Last and Phone # when scheduling.
2. Technology for Web Meeting
Please make sure customer knows how to use a Web Meeting Tool, we use Zoho Meeting. Once scheduled the will receive and invite and you will be copied. You need to make sure they have access to a computer with speakers and microphone. The first call is a short presentation then we jump into Discovery. ​​​
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​​​​​​​​​​​​​Step 5 - Marketing PDF's
Once you complete Step 1 above and have a intro call you will receive access to our marketing portal. REMEMBER the foundation of this program is for you to generate leads and CoSell when you are trained. We will handle sales, support and services.
1. Marketing Material
2. Software, Hardware, Payments & Services