Complete Merchant Processing Flow

Comprehensive demonstration from initial contact to final savings report

Initial Contact

Lead Generation

Quick Analysis

Statement Upload

AI Processing

OCR & Analysis

Rate Comparison

Market Analysis

Full Onboarding

KYC & Interview

Final Report

Savings & Setup

Step 1: Initial Contact & Lead Generation

Demo Scenario: Restaurant Owner Inquiry

Merchant: Tony's Italian Restaurant
Contact: Tony Rossi
Current Issue: "My credit card fees are killing my profits. I'm paying almost 4% and my competitor says he pays half that."
Monthly Volume: ~$85,000
Industry: Restaurant/Food Service

What Happens Here:

Lead captures merchant inquiry
Quick qualifying questions asked
Processing statement requested
Immediate value proposition offered

Step 2: Statement Upload & Quick Analysis

Upload Processing Statement

Processing Features:

OCR text extraction
AI pattern matching
Data validation
Instant savings estimate

Step 3: AI Processing & Data Extraction

Extracted Statement Data

AI Analysis Results

Step 4: Comprehensive Rate Comparison

Current Situation

3.89%

Effective Rate

$3,306/month in fees

Our Recommended Rate

1.85%

Enhanced Rate

$1,572/month in fees

Monthly Savings

$1,734

52.5% Improvement

$20,808 annually

Processor Comparison

Processor	Rate	Monthly Cost
Current (First Data)	3.89%	$3,306
Our Solution	1.85%	$1,572
Stripe	2.90%	$2,465
Square	2.60%	$2,210

Industry Benchmarks

Restaurant Industry Low 2.20%

Industry Average 2.70%

Tony's Current Rate 3.89%

Step 5: Complete Merchant Onboarding

KYC Interview Process

AI-Powered Interview: Our system conducts an intelligent interview to assess risk and gather required information.

System: "How long has Tony's Italian Restaurant been in business?"
Tony: "We've been serving the community for 12 years."

System: "What percentage of your transactions are card-present vs online?"
Tony: "About 85% in-person, 15% delivery orders online."

System: "Have you ever had processing terminated by a previous provider?"
Tony: "No, we've been with First Data for 8 years."

Risk Assessment Results

Overall Risk Level LOW RISK

Business

Established

Processing

Clean History

Industry

Low Risk

Document Verification

Business License ✓ Verified

Tax ID (EIN) ✓ Verified

Bank Account ✓ Verified

Website Review ✓ Verified

Step 6: Final Savings Report & Implementation

Congratulations Tony!

Your merchant account has been approved and set up. Here's your complete savings breakdown:

$1,734

Monthly Savings

$20,808

Annual Savings

52.5%

Rate Improvement

3-5 Days

Setup Time

Implementation Timeline

Application Approved

Today

Equipment Shipped

Tomorrow

Integration Testing

Day 3

Go Live

Day 5

Agent Commission Tracking

Monthly Residual:
$347

Setup Bonus:
$1,200

Agent: Sarah Johnson
Territory: Downtown Restaurant District

Demo Controls

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