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For the NextPay sales team

Everything you need to sell, quote, and close — in one place.

New to the team? Follow the steps below. Know what you need? Search it or filter by product. Pricing, order forms, training, battlecards and tools — all here.

Start here — your sales workflow

New to selling these products? Walk it left to right. Click a step to see just those resources.
Stage
Product
Type
New to the team

Start here

My Dashboard

Your ramp-up checklist and what's left to complete, plus immediate steps to grow your portfolio. Progress saves automatically — great place for new reps to start.

Open my dashboard

Agent Knowledge Base

The complete new-agent reference guide — platform overview, your 4-step onboarding, tech stack, product placement, Shift4 / Square / SIP portals, call flow, prospecting and incentives. Start here on day one.

Open the knowledge base

Agent Quiz & Knowledge Checks

Test what you know — interactive questions for every Knowledge Base section plus a product-training bank. Instant right/wrong feedback, explanations and live scoring. Ace it before your first day in the field.

Take the quiz
Pitch & close

In front of the merchant

Prospecting Questions

The top 10 discovery questions to ask a merchant — uncover their pain and set up the cost-savings conversation in their own words.

Open the questions

Prospecting Scripts

Word-for-word openers, voicemails and walk-in talk-tracks — building out per product so you always know what to say first. Cold call, door and follow-up scripts in one place.

Open the scripts

Objection Handling Live

The top objections reps hear — "I'm happy with my service," "I'm in a contract," "I work with my bank" — with proven rebuttals to answer every one.

Open objection handling

Competitor Battlecards Live

Where we win and exactly what to say against the systems you'll hit most — hardware & price vs Clover/Toast, plus Square, Toast, Stripe, Heartland/Fiserv and the local bank.

Open battlecards

Current Promotions

Active offers to win the deal now — Shift4 Dine's $5K switch incentive, Clover placement, and Square financing. Lead with these to kill the cost objection.

See current offers
Product, service & pricing

Know what you sell

Quick Reference Guide

Best-fit processor for every merchant type at a glance — Clover, Square, Shift4, SwipeSimple or NextPay Custom. Match the business to the right product fast.

Open the guide

Pricing & Fee Programs Live

The fee programs you pitch — dual pricing, cash discount, surcharge, IC+ and flat rate. What each is, how it saves the merchant, and exactly how to sell it.

Open pricing center

Product Knowledge

A quick sell-sheet for every product — who it's best for, the key features, and the talk-track to pitch it. Your cheat-sheet before any demo.

Open product knowledge

Product Catalog Live

Browse the full lineup by product type — POS, terminals, gateways, invoicing — with the existing compare engine and spec pages your customers see.

Browse catalog
Analyzers & calculators

Quote the deal

Statement Analyzers Live

Find and read a prospect's current statement, then surface their effective rate — the Clover statement guide, rate analyzer and statement decoder, all in one place.

Open statement analyzers

Calculators Live

Price the deal and show the upside — the profitability calculator, Shift4 Flat Rate Plus calculator and the NextPay Rewards calculator, together in one spot.

Open calculators
Get it boarded

Submit & paperwork

Submit a Deal & Processes

Per-product playbook: where the order form lives, the exact steps to submit, what to have ready, turnaround, and who to call. Built product-by-product since every one submits differently.

Open the playbook

Document Library

One organized shelf for every PDF, deck, flyer, application, script and form — sorted by product and type. Filterable and searchable; we add files and links one at a time as you send them.

Open the library
Look the part

Marketing & brand

Build Your Marketing Assets

Make what you hand a prospect — business card, industry flyers and postcards — in minutes. Add your name and contact info once, then print or save a PDF yourself. Personalized one-pagers coming next.

Build my assets

Brand Assets & Logo Kit

Official NextPay logos for web, social, email, print, flyers and apparel — color, white and mono versions, social avatars and favicons. Grab the right file or download the whole kit.

Open brand assets

Lead Generation & Marketing

Standard resources for every rep — scripts, proposals, flyers and marketing assets — plus optional Enhanced tools at agent pricing: live transfers, warm lists, paid ads and NextLink.

Open lead gen & marketing
Get better, sell more

Grow your skills & pipeline

NextPay Training Academy

Our own branded sales training — a 6-week curriculum of lessons and quizzes on how to sell, with progress tracking. Skills and technique, not product specs.

Enter the Academy

Agent Mindset

"My pipeline. My paycheck. My power." The daily self-talk and discipline that keeps your funnel full and your numbers up.

Open the mindset reminder

Field Sales Action Plan

The field playbook — map your territory, build trust, push volume, and close. Daily/weekly targets and example zone rotations.

Open the plan

Grow Your Portfolio Live

Immediate, high-leverage steps to drive growth — referrals, follow-ups, partnerships and outreach habits that compound. Track them on your dashboard.

See growth steps

Networking & Partnerships Coming soon

How to network and who to partner with — referral partners, complementary businesses, and local groups that feed you deals. Build your pipeline beyond cold outreach.

Coming soon

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