NextPay Sales Hub

Welcome back

Everything you need to work a deal from first conversation to signed merchant — in one place.

START HERE New to NextPay? Open the Training Academy — your first-week checklist, the core sales motion, and the agent quiz. →

🧭 Work a new dealStart here

Questions · products · pricing · next steps

🧾 Review a statementMeet or beat

Effective rate · build the beat · projections

📤 Submit a dealClose it

Checklists · required docs · where to send

✍️ Proposal Studio

Proposals · NextLink

📖 Sales Playbook

Scripts · battlecards

📣 Marketing & Brand

Cards · flyers · signature

📁 Resource Library

Docs · FAQ · portals · leads

⏰ Next steps due

Open pipeline →

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🕘 Recent deals

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Discovery call sheet & quick tools

Reusable templates and checklists — discovery sheet, first 5 deals tracker, and more.

→ Open Quick Sales Tools ↗ — print the Discovery Call Sheet, track your first five deals, and find other templates.

The NextPay sales process

Every deal moves through the same path. Each step has a page in the sidebar.

Step	What you do	Where
1 · Prospect	Identify the business type and open the playbook	Deal Navigator · Industry Playbooks
2 · Discovery	Ask the right questions — volume, ticket, pain, current processor	Deal Navigator
3 · Solution	Match products (POS / terminal / gateway / invoicing) and placement	Deal Navigator · Products
4 · Pricing	Pick the pricing model, check buy rates, estimate your residual	Pricing & Buy Rates
5 · Statement	Meet-or-beat their statement, or run startup projections	Statement Review
6 · Proposal	Build and send the proposal — it assembles live as you type	Proposal Studio
7 · Submit	Package docs and submit the deal	Submit a Deal
8 · Live	Merchant installed & processing — log them in your book	My Merchants