Know the next step before you start.

1. Describe the need

• Business type, city and state, and the checkout flow you want
• Current processor or POS, if you have one
• A consistent card-volume estimate or statement period
• The issue you want resolved and any opening or changeover date

2. Clarify the fit

We review the information, ask the missing questions, and identify any provider, professional, access, or data-handling dependencies. Do not send sensitive documents through the public form.

3. Define the proposed outcome

• A clarified list of payment and checkout requirements
• A cost comparison with assumptions and exclusions made explicit
• Questions to resolve about equipment, software, service, and contract terms
• A written proposal where suitable options and availability can be confirmed

4. Agree the arrangement

Review a written scope and proposal before work or a provider change. Confirm who does what, how acceptance is checked, and what remains outside the scope.

5. Keep the handoff visible

The enquiry is kept in the shared desk with its brand and project details. Internal ownership, next-action notes, and follow-up dates help track the conversation. This does not enroll you in SMS marketing.