A good discovery call is faster when the account structure, checkout tools, and desired customer experience are clear. Do not send sensitive documents through the public contact form.
01Business and activity
Prepare legal entity and DBA names, ownership, operating states, licenses where relevant, website or storefront details, products, sales channels, and expected volume. Share sensitive records only through a provider-approved secure process.
02Current checkout
List POS name and version, terminal models, device ownership, receipt options, average ticket, refunds, tips, and the way payments reconcile today.
03Questions for the quote
Ask about eligible methods, complete fee schedule, equipment, reserves, funding, return and dispute rules, integration scope, contract length, support, and launch testing.