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Scripts & Templates

Word-for-word scripts organized by product, plus ready-to-send text and email templates. Pick a tab, personalize the [brackets], and go. Every script follows the same flow — open, get to the decision maker, ask leading questions, close for the appointment, handle objections.

Opening

Agent: "Hi, this is [your name] with NextPay Business Solutions. Quick question — am I speaking with the owner or the person who handles your credit card processing?"

If yes → proceed. If gatekeeper:

Agent: "Could you connect me with them for just a quick minute? I've got something that could potentially save your business a lot of money."

Once with the decision maker

Agent: "Thanks for your time! The reason I'm calling is simple — credit card fees are probably eating into your profits, right? What if I told you we can eliminate those fees entirely and save you thousands a year? Would that be worth a quick conversation?"

If they show interest:

Agent: "Great! We set businesses up with a cash discount program where the fees shift to the customer. You keep the profit and your processing fees drop to zero. How much are you currently processing in credit cards monthly?"

Leading questions

  • "How much are you currently processing in credit cards monthly?"
  • "Do you know what equipment or system you're using to process payments?"
  • "Would you like a free cost-savings analysis so you can see exactly how much you'd save?"

Close

Agent: "Let's schedule a quick call to go over the details — it'll take no more than 15 minutes. What time works best, later today or tomorrow?"

Objections & responses

"We're not interested."
"I hear you. But if we could show you how to eliminate those fees and save instantly, would you be open to just five minutes to see if it's a fit?"
"We already have a processor."
"Totally get it. But unless your processor is giving you zero fees, it's worth a look — most businesses save thousands with our program."
"It's not a good time."
"No problem. How about I call back when you're less busy? What's a better day — or should we schedule for tomorrow?"

Opening

Agent: "Hi, this is [your name] with NextPay Business Solutions. Am I speaking with the owner or the person who handles your restaurant's point-of-sale system?"

If yes → proceed. If gatekeeper:

Agent: "Could you connect me for a quick conversation? I've got a new solution that could save them thousands while upgrading their POS."

Once with the decision maker

Agent: "Thanks for your time! I wanted to share how we're helping restaurants upgrade to a full-featured POS — Shift4 Dine — while eliminating credit card fees entirely. You also get a $5,000 switch incentive. Interested to hear more?"

If they show interest:

Agent: "Great! Shift4 Dine handles everything from payments to orders, even offline transactions — plus we eliminate processing fees. How much are you currently paying in card fees every month?"

Leading questions

  • "How much are you currently paying in card fees every month?"
  • "What system are you using now?"
  • "Would you like a demo and cost analysis to see how Shift4 Dine can save you money and streamline operations?"

Close

Agent: "I'd love to show you a quick demo to see how it works for your restaurant — it'll only take 15 minutes. How does today or tomorrow sound?"

Objections & responses

"We're happy with our current POS."
"I hear you. But if you could get better technology, zero fees, and a $5,000 incentive, wouldn't it be worth at least exploring?"
"We don't have time to switch right now."
"Completely understand — that's why we handle all the setup, training and support for free, so you don't have to worry about it."
"We can't afford a new system."
"Actually, Shift4 Dine comes at a flat rate of under $100 per month with zero processing fees — it pays for itself from day one."

Opening

Agent: "Hi, this is [your name] with NextPay Business Solutions — am I speaking with the owner or the person who handles the payments?"

If gatekeeper:

Agent: "Could you put me through for a quick minute? I help owners earn rewards on money they're already running through the business — it's worth their time."

Once with the decision maker

Agent: "Thanks for the minute — and I'm not calling about your rate today. Quick question: are you earning any points or rewards on your sales right now? Almost no one is. You run thousands through the business every month and get nothing back for it. With NextPay Rewards you earn points on every dollar you process — like a travel credit card — redeemable for travel, gift cards, even statement credit. Worth a look?"

If they show interest:

Agent: "Perfect. It rides on top of your payments — every sale earns points automatically, and you redeem them whenever you want. Roughly how much are you processing a month? That tells me about what you'd be earning."

Leading questions

  • "Are you earning any points or rewards on your business sales today?"
  • "About how much are you processing in a month?"
  • "If every dollar of sales earned you travel or cash-back rewards — at no extra cost — is that worth 15 minutes?"

Close

Agent: "Let me run a quick rewards estimate so you can see what you'd be earning each month — five minutes. Later today or tomorrow?"

Internal: run the live estimate in the NextPay Rewards Calculator (powered by Tuzo).

Objections & responses

"I already have a rewards credit card."
"That earns on money going out. This earns on money coming in — your sales. They stack: keep your card, and now earn on every dollar your customers pay you, too."
"Does it cost extra?"
"No added cost to start earning — it's built into your NextPay account. I'll show you the numbers side by side so there's no surprise."
"I'm happy with my processor."
"Keep them if you like them — the real question is whether they're paying you back in rewards. If not, you're leaving money on the table every month. Let me just show you what you'd be earning."
"Sounds too good to be true."
"I hear you — it's a real merchant loyalty program (powered by Tuzo). Let me run your actual numbers and you decide. No pressure."

Opening

Agent: "Hi, this is [your name] with NextPay Business Solutions — am I speaking with the owner or whoever runs your point-of-sale and payments?"

If gatekeeper:

Agent: "Could you put me through for two minutes? I help businesses like yours run on one system and stop overpaying on card fees."

Once with the decision maker

Agent: "Thanks for the minute. Quick reason for the call — most owners I talk to are running their register, their payments and their reporting on three different systems and still getting nickel-and-dimed on processing. We put all of that on one POS — Chively, our custom platform — and we either match or beat what you're paying now. Worth a look?"

If they show interest:

Agent: "Perfect. Chively handles checkout, inventory, staff and reporting — and it's brand-agnostic, so you're never locked to one processor. What are you running today, and roughly what are you processing a month?"

Leading questions

  • "What POS or register are you on right now — and what do you like or not like about it?"
  • "About how much are you running in card volume a month?"
  • "If I could put it all on one system and lower your effective rate, is that worth 15 minutes?"

Close

Agent: "Let's do a quick screen-share — I'll show you the POS and run a free side-by-side on your current statement. Later today or tomorrow better?"

Objections & responses

"I already have a POS."
"Most owners do — the question is whether it's costing you more than it should. The review is free and takes ten minutes; worst case, you find out you've already got a good deal."
"I don't want to relearn a new system."
"Fair — that's why we set it up, move your menu and inventory over, and train your staff for free. You're not doing the heavy lifting, we are."
"What does it cost?"
"Most merchants come out ahead from day one because what we save you on processing offsets the hardware. Let me build the numbers on your real statement so it's apples-to-apples."

Opening

Agent: "Hi, this is [your name] with NextPay Business Solutions — are you the owner, or the one who manages your Square account?"

Once with the decision maker

Agent: "Great, I'll be quick. A lot of businesses start on Square because it's easy — but then the fees climb, funds get held, and there's nobody to call when something breaks. We keep the easy part and fix the rest: the same kind of simple system, a real rate we can match or beat, dual pricing to wipe out the fees, and an actual specialist on your account. How much are you running through Square a month?"

Leading questions

  • "Have you ever had Square hold or freeze your deposits?"
  • "What's Square charging you — still 2.6% and change per tap, plus a higher online rate?"
  • "If you could keep the simplicity but stop paying those fees, would that be worth comparing?"

Close

Agent: "Send me a recent Square summary and I'll show you exactly what you'd keep. 15 minutes today or tomorrow?"

Objections & responses

"Square is easy — I like it."
"Totally, and you keep that feel. We're not asking you to run something clunky; we match the ease and cut the cost, with support you just don't get from Square."
"Switching is a hassle."
"We migrate your items and train your team for free. Most owners are up and running without missing a beat."
"I don't process enough for it to matter."
"Even at lower volume the fees add up — and the bigger win is no surprise holds and a real person on your account. Let's just look at the numbers."

Opening

Agent: "Hi, this is [your name] with NextPay Business Solutions — do you handle the payments and POS for the business?"

Once with the decision maker

Agent: "Perfect, quick one. Clover's a great system — and we place Clover too. The difference is the rate behind it. A lot of Clover merchants are locked into whoever sold it to them and paying more than they need to, plus app fees. We can put you on Clover, or keep the one you have, with dual pricing so your processing drops to near zero. What are you paying now?"

Leading questions

  • "Who set up your Clover, and are you locked into their processing?"
  • "How much are you running a month, and are you on flat rate or tiered pricing?"
  • "Would it help to keep Clover but cut the processing cost to almost nothing?"

Close

Agent: "Let me run a free side-by-side on your statement — same Clover experience, better economics. Today or tomorrow for 15 minutes?"

Objections & responses

"I already have Clover."
"Even better — you may not need new hardware. It's the processing behind it that we fix, and the review's free."
"Isn't Clover locked to my processor?"
"Sometimes it is, sometimes not — I'll check your device. If it's locked, we'll show you whether the savings justify a swap, and we cover the transition."
"I'm happy with my rep."
"Keep the relationship — but rates change. If we can't beat it, you've lost nothing. If we can, you'll want to know."

Opening

Agent: "Hi, this is [your name] with NextPay Business Solutions — are you the owner or the manager who handles the register and inventory?"

Once with the decision maker

Agent: "Thanks. I work with retail and convenience businesses — boutiques, liquor and grocery, specialty shops — and owners always want two things: tighter inventory and lower card fees. We've got POS systems built exactly for that: Quantic for retail and restaurants, Korona for high-SKU inventory like liquor and convenience, and NRS for convenience stores and bodegas — all with dual pricing so the processing fees basically go away. What do you carry, and what are you running on now?"

Leading questions

  • "How are you tracking inventory today — is it accurate, or a bit of a guessing game?"
  • "How much are you processing a month, and what are the fees running you?"
  • "Would a system built for your kind of inventory, plus near-zero processing fees, be worth a look?"

Close

Agent: "Let me match you to the right one and run a free cost-savings review. 15 minutes today or tomorrow?"

Objections & responses

"My current system works."
"Good — does it give you real-time inventory and low fees? If it already does both, you're set. If not, the review's free."
"Inventory setup sounds painful."
"We do the build, import your products, and train your staff — that part's on us."
"I run a small shop."
"These scale down just fine, and the fee savings matter most when margins are tight. Let's just see your numbers."

Opening

Agent: "Hi, this is [your name] with NextPay Business Solutions — do you handle the online or invoiced payments for the business?"

Once with the decision maker

Agent: "Great. I work with businesses that take payments online, over the phone, or by invoice — e-commerce, B2B, anything recurring. We set you up on a modern gateway — FluidPay, NMI, Authorize.net or iPOSPays — with a virtual terminal, recurring billing, tokenization and dual pricing, and we match or beat your current rate. Are you selling online, invoicing, or both?"

Leading questions

  • "What gateway or platform are you on now, and what does it cost you monthly?"
  • "Do you do any recurring or B2B billing, where surcharging or dual pricing could help?"
  • "Are you happy with your current fraud and tokenization setup?"

Close

Agent: "Let me scope it and run a quick cost comparison on your statement. 15 minutes this week?"

Objections & responses

"I'm integrated with my current gateway."
"Most of these are developer-friendly and support the same integrations — NMI and Authorize.net especially. We confirm compatibility before anything moves."
"My developer handles payments."
"Perfect — loop them in. We make their life easier with clean APIs and tokenization, and we lower the cost."
"Online fees are just the cost of doing business."
"They don't have to be — dual pricing and the right gateway claw a lot of that back. Let's quantify it on your real numbers."

Opening

Agent: "Hi, this is [your name] with NextPay Business Solutions — are you the person who handles how you take card payments?"

Once with the decision maker

Agent: "Quick one — not everybody needs a big POS. If you just need to take cards reliably, we've got simple countertop and mobile terminals — PAX and Dejavoo — set up with dual pricing so your processing fees drop to near zero. It's the easiest switch there is. What are you using to run cards today?"

Leading questions

  • "Countertop, wireless, or do you take payments on the go?"
  • "How much are you processing a month, and what's the effective rate?"
  • "If the new terminal paid for itself in fee savings, would you make the swap?"

Close

Agent: "Let me get you the right terminal and run a free statement review. Today or tomorrow?"

Objections & responses

"My terminal works fine."
"Keep using it until ours arrives — this is about the rate behind it. The review's free and takes ten minutes."
"I don't want any downtime."
"Zero downtime — we ship it preconfigured and walk you through it; you swap it in minutes."
"Is there a contract?"
"We focus on earning the business with the savings, not locking you in. Let me show you the numbers."

Opening

Agent: "Hi, this is [your name] with NextPay Business Solutions — are you the owner, or the one who handles billing and getting paid?"

Once with the decision maker

Agent: "Thanks. I work with service businesses — home services, contractors, shops that invoice — and the pattern's always the same: getting paid takes too long and the card fees eat the margin. We set you up with invoicing and field tools like FieldPulse, Field Work and LQPay, plus QuickBooks integration, so you can quote, schedule, invoice and collect in one place — with dual pricing so the fees come off your plate. How are you billing customers today?"

Leading questions

  • "How long does it usually take you to get paid after a job?"
  • "Are you using QuickBooks or anything to manage jobs and invoices?"
  • "Would getting paid faster, with the fees covered, be worth 15 minutes?"

Close

Agent: "Let me show you the workflow and run a quick savings review. Does this week work?"

Objections & responses

"I already use QuickBooks."
"Perfect — we integrate with it, so you keep your books and just get faster payments and lower fees on top."
"My customers pay by check."
"Many still will — this just makes card and ACH easy and surcharge-friendly for the ones who want it, so you get paid quicker."
"I'm not very techy."
"These are built for the field, not the office — and we set it all up and train you. You'll send your first invoice the same day."

Shift4 Dine outreach texts — personalize [Client's Name] and [Your Name], then send. Tap Copy to grab one.

Text 1

Hi [Client's Name], I hope all is well! We've launched a new POS system, Shift4 Dine, with 0% processing fees, $5k to switch, and a flat rate under $100/month. It includes free onboarding, installation, training, and go-live support. Can we schedule a demo to show you more? Best, [Your Name]

Text 2

Hey [Client's Name], excited to share our new POS system, Shift4 Dine! It offers 0% processing fees, $5k to switch, and a flat rate under $100/month, along with free onboarding and support. Interested in a quick demo? Cheers, [Your Name]

Text 3

Hi [Client's Name], we've got a great new POS system called Shift4 Dine that could save you a lot! 0% processing fees, $5k to switch, and a flat rate under $100/month. Free onboarding, installation, and support included. Can we set up a demo? Thanks, [Your Name]

Text 4

Hi [Client's Name], I wanted to introduce you to Shift4 Dine, our new POS system with 0% processing fees, $5k incentive to switch, and a flat rate under $100/month. It comes with free onboarding, installation, training, and go-live support. Up for a demo? Best, [Your Name]

Text 5

Hello [Client's Name], I hope you're well! Check out our new POS system, Shift4 Dine — 0% processing fees, $5k to switch, and a flat rate under $100/month. Plus, free onboarding, installation, training, and support. Can we schedule a quick demo? Best regards, [Your Name]

Shift4 Dine outreach emails — subject + body. Personalize the brackets and send.

Email 1

Subject: Discover Shift4 Dine: 0% Fees, $5k to Switch, & More!Hi [Client's Name], I hope you're doing well! We're thrilled to introduce our new POS system, Shift4 Dine. It offers 0% processing fees, a $5k incentive to switch, and a flat rate under $100/month. Additionally, we provide free onboarding, installation, training, and go-live support. I'd love to schedule a quick demo to show you how Shift4 Dine can benefit your business. Are you available for a brief call this week? Best regards, [Your Name]

Email 2

Subject: Upgrade to Shift4 Dine – Save on Processing Fees!Hi [Client's Name], I'm excited to share that we've launched a new POS system called Shift4 Dine. It features 0% processing fees, a $5k incentive to switch, and a flat rate under $100/month. Plus, we offer free onboarding, installation, training, and go-live support. Could we set up a quick demo to explore how Shift4 Dine can optimize your operations? Let me know a time that works for you. Best, [Your Name]

Email 3

Subject: New POS System: Shift4 Dine – Let's Schedule a Demo!Dear [Client's Name], I hope this message finds you well. We have an amazing new POS system, Shift4 Dine, which could be a game-changer for your business. It includes 0% processing fees, a $5k incentive to switch, and a flat rate under $100/month, along with free onboarding, installation, training, and go-live support. Can we schedule a demo to show you all the benefits Shift4 Dine has to offer? Best regards, [Your Name]

Email 4

Subject: Interested in 0% Processing Fees? Meet Shift4 Dine!Hi [Client's Name], I hope you're having a great day! We've just launched Shift4 Dine, our new POS system with 0% processing fees, a $5k incentive to switch, and a flat rate under $100/month. We also provide free onboarding, installation, training, and go-live support. I'd love to walk you through how Shift4 Dine can streamline your payment processing. Can we schedule a quick demo? Thank you, [Your Name]

Email 5

Subject: Exciting News: New POS System Shift4 Dine – Let's Connect!Hi [Client's Name], I wanted to share some exciting news with you! We've introduced Shift4 Dine, a new POS system that offers 0% processing fees, a $5k incentive to switch, and a flat rate under $100/month. It also comes with free onboarding, installation, training, and go-live support. Could we schedule a demo to discuss how Shift4 Dine can benefit your business? Let me know your availability. Best wishes, [Your Name]

Introduction

Agent: "Good [morning/afternoon], my name is [Your Name] with NextPay Business Solutions, where we specialize in empowering businesses like yours with comprehensive, customized merchant services. May I start by asking what your current setup for payment processing is?"

Identify needs

Listen to their setup & pain points, then:

Agent: "That's very insightful, thank you. It sounds like you're looking to improve [their pain point — fees, speed, customer experience]. Many of our clients faced the same thing, and I'd love to show you how we can make a real difference."

Present the value

  • Advanced technology — the latest POS systems and gateways: fast, reliable, secure.
  • Lower fees — transparent pricing with competitive rates that cut processing costs.
  • Customer support — a dedicated team to resolve any issue quickly.

Benefit: "You don't just save on costs — you improve the checkout experience, which drives higher satisfaction and repeat business."

Handle objections

Agent: "I understand switching providers can feel daunting. Our onboarding is streamlined, and we offer flexible terms with no hidden fees — we make the transition as smooth as possible for you and your team."

Call to action & close

Agent: "What I'd love to do next is schedule a short demo so you can see it in action. How does early next week look? You'll get a firsthand look at how easily it integrates with your current operations."

Close: "Thank you for considering NextPay Business Solutions for your merchant services. We're dedicated to giving you the best solutions and service in the industry — I look forward to our next steps together."