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We're Not Eating at Applebees

Episode 12 of the AgentFirst podcast, hosted by AgentFirst, titled "We're Not Eating at Applebees" was published on April 3, 2024 and runs 27 minutes.

April 3, 2024 ·27m · AgentFirst

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In this episode, Jon and Justin talk about the roles referrals play in building a growing and healthy payments portfolio. Along the way, they cover:

  • Setting sales goals and reverse engineering the activities needed to achieve them (appointments, calls, etc.)
  • Tracking ratios to understand your sales funnel performance
  • The importance of networking and joining groups like Chambers of Commerce 
  • Being specific when asking contacts for referrals
  • Following up with merchants after install to earn trust and referrals
  • Warm calling businesses around your appointments
  • Having referral partners beyond the usual suspects

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