Ready Accept - Pitch Script

Friday 2:30 PM - Drew + Justin
Internal only. Do not share this URL. Deck link: /ready-accept/deck
Warm Start
Small talk first. Drew is casual - match his energy. Reference the discovery call, ask about the new website build. Don't jump into the pitch cold.

Hey Drew, good to see you again. How's the site build going? Last time we talked you were deep in Claude Code cranking that out.

Let him talk. He'll probably update on the dev progress. Listen for anything that's changed since discovery.

Awesome. So look, since our last conversation, we went deep on your space. Audited your digital footprint, mapped your competitors, looked at where the real opportunities are. What I want to do today is walk you through what we found and then show you what we'd build for you. Sound good?

Wait for confirmation. Then share screen with the deck.
The Growth Story

So here's what jumped out immediately. You went from $9 in monthly residual to $77K a month in 30 months. On cold calling and word of mouth alone. That's a closing ratio and retention story that most ISOs spend years trying to build. The product works. The personal service model is the moat.

We're not here to fix what's broken. We're here to make sure the internet knows what you've already built.

Because right now? DR 0.2. Zero indexed keywords. Zero reviews. Your Apply Now button routes to Till Payments' form. A $77K/month business has a website that reads like a placeholder. You said it yourself - it's a blank canvas. That's actually good news. No technical debt to untangle.

Why Do Lead Failed
This is important. Drew feels burned. Acknowledge it directly - don't dance around it. Use his own words back to him.

You told us about Do Lead. And look, I want to be straight with you about why that didn't work, because it matters for what we're proposing.

Do Lead ran generic Meta lead forms and routed them to HubSpot. The problem is Meta is a consumer platform - it has no audience signal for "processing volume" or "merchant size." You asked for $100K+ merchants in medical. They got people who don't own a business clicking on free POS ads.

You doubled the budget. You told them unlimited spend for 30 days. And they still couldn't deliver. That's not a budget problem. That's a channel problem.

If Drew asks: "So you're saying Meta won't work at all?"
Meta can work for general brand awareness and high-volume merchant acquisition down the line - the $30K/month coffee shops and salons. But for targeting $100K+ volume merchants specifically? LinkedIn is the move. Job-title targeting, company-size filters - you can get directly to the owner or CFO of businesses at the processing volume you actually want. That's Phase 2.
What Your Competitors Are Doing
Scroll to the competitive matrix in the deck. Let Drew see the table.

Here's your competitive landscape. We looked at Stax, Helcim, Payroc, and Swipesum.

Swipesum
DR 49 - drives 62,390 organic visitors/month
Outperforms Stax (41,167) and Helcim (45,108) despite having lower domain authority. A consultative brand publishing useful content beats bigger processors.

That's your playbook. You don't need to be bigger. You need to be more useful. Swipesum proves that a consultative approach with genuinely helpful content outperforms processors with 50% higher domain authority.

And here's the thing nobody's doing - none of your competitors have a real ISV partnership page. No case studies, no integration guides, no "here's how embedded payments work with your software" content. That's wide open.

ISV Partnerships

You already have one ISV partnership - the hotel software company. You've been working that deal for two and a half years and you closed it. That's proof of concept.

What you don't have is the infrastructure to turn that proof point into a replicable acquisition engine. Three to five ISV relationships could double your merchant count without a single dollar of paid acquisition.

The ISV Math
One ISV partner producing 50 merchants/year
= $1.44M in 4-year residual revenue
50 merchants x $600/month x 48 months = $1,440,000

And here's the kicker - 75% of ISVs are actively looking for a new payment partner right now. The window is open. But Stax, Payroc, and Helcim are all scaling their ISV programs. This window won't stay open forever.

If Drew asks: "How do you know ISVs are looking?"
Industry data shows ISV churn from legacy processors is at an all-time high. The embedded payments model is shifting - ISVs want partners who can support their growth, not just process transactions. Your personal service model is exactly what they're looking for. The hotel software deal you closed proves it.
Uncontested Content
Scroll to the content opportunity section. These are the pieces nobody else is publishing.

We identified five content pieces that have virtually no competition and directly target your ideal prospects.

Number one: "The Complete Guide to Embedded Payments for SaaS Companies." Keyword difficulty of 1. That means we can rank on the first page within 60-90 days. This becomes the pillar page that all your ISV outreach links back to.

Number two: An interchange-plus savings calculator. At $100K/month processing volume, Stripe and Square cost merchants $8,400 to $10,800 more per year than interchange-plus pricing. A calculator that shows them exactly how much they're overpaying? That's a lead magnet that runs forever.

Here's the thing - Drew, you can build the calculator. We brief the content, you build the tool. That's the kind of collaboration that makes this work.

This is a good moment to pause and let Drew react. He'll probably get excited about the calculator idea since he's technical.
The Math to $150K/Month
Scroll to the revenue/funnel section. Drew asked for a "measurable machine" on the discovery call - this is it.

You told us your target is $150K/month by end of year. That means you need 148 net new merchants over 12 months.

Here's what that looks like across three scenarios. Conservative at 2% conversion, you need about 620 leads. Base case at 5%, you need about 250. And with your closing ratio, honestly, the base case is probably conservative.

You asked on the last call for a measurable machine - X dollars in, X dollars out, on a known timeline. That's exactly what this is. Every month we're tracking leads, qualified leads, cost per acquisition, and pipeline value. You'll see it in real time.

Portfolio Valuation Bonus
Every $600/month merchant adds $9K-$18K in asset value
Merchant portfolios trade at 15-30x monthly residuals. PE firms have $2.62T in dry powder targeting ISO acquisitions. Marketing is building the asset, not just the income.

So you're not just building revenue here. Every merchant you sign adds $9,000 to $18,000 in portfolio exit value. The marketing isn't a cost - it's building the asset.

Three Phases
Scroll to the phases section. Dark background, three columns.

Three phases. One objective.

Phase 1 is months 1 through 3. This is the foundation. We build the CRM from scratch in GoHighLevel - pipelines, automations, lead scoring. We set up server-side tracking so we actually know what's working. We coordinate with your site build to make sure it launches SEO-ready. We publish the first two pillar content pieces and start the review generation campaign. Everything builds in parallel.

Phase 2 starts month 4. Now we turn on the growth engine. Google Ads for long-tail merchant keywords. LinkedIn Ads targeting ISV decision makers - CTOs, COOs at software companies. Ongoing content - 2 SEO pieces a month plus vertical landing pages. ISV outreach support with prospect lists and email sequences.

Phase 3 is months 7 through 12. We scale what's working. By this point we have real data - which channels convert, what cost per acquisition looks like, which content ranks. We double down on winners and cut what doesn't work.

Pause here. Let Drew ask questions about the phases before moving to pricing.
The Numbers
Scroll to investment section. This is the moment. Be direct, confident, no hedging. One clean number at a time.

Here's the investment. One clean number for each phase.

Phase 1 is $5,500 a month. Three-month commitment. That covers the full digital audit, CRM build, server-side tracking, SEO foundation, the first content pieces, review generation, and monthly strategy calls. No ad spend yet - we're building the infrastructure first.

Pause. Let it land. Don't rush to Phase 2.

Phase 2 is $12,000 a month management, plus $5,000 a month in ad spend. The ad spend goes directly to Google and LinkedIn - you own all the data and accounts. That covers everything in Phase 1 plus ad management across both platforms, content marketing, ISV outreach support, and full funnel optimization with weekly reporting.

Phase 2 unlocks at month 4 once we've validated the data from the foundation build. You're not locked into it until we've proven the infrastructure works.

12-Month Overview
Months 1-3: $16,500 ($5,500/mo, no ad spend)
Months 4-12: $153,000 ($12,000 mgmt + $5,000 ads x 9)
Total Year 1: $169,500
$124,500 to CFM + $45,000 ad spend

And here's the one number that matters most. One ISV partner producing 50 merchants a year generates $1.44 million in 4-year residual revenue. Total year-1 investment: $169,500. That's an 8x return on a single partnership.

If Drew says: "That's a lot of money."
I hear you. Let me frame it differently. Your average merchant LTV is $28,800. That means you need to close 6 merchants from this program to break even on the full year. With your closing ratio, that's realistic within the first 90 days of Phase 2. Everything after that is profit. And every merchant you sign adds $9K-$18K in portfolio exit value on top.
If Drew says: "Can we start smaller?"
Absolutely. Phase 1 is designed exactly for that. $5,500 a month for 3 months - that's $16,500 to build the entire foundation. At the end of 90 days, you'll have a CRM, tracking stack, SEO foundation, and content that you own completely. If the numbers work, we scale into Phase 2. If they don't, you walk away with everything we built.
If Drew pushes back on Phase 2 price specifically:
Phase 2 is Google plus LinkedIn ad management, ongoing content production, ISV outreach, and full funnel optimization. Those are four distinct service lines. The $12K covers the team executing across all of them so you're not managing four vendors. And the $5K ad spend is yours - goes directly to the platforms, you own the accounts and all the data.
If Drew asks about email marketing:
We have that as an optional add-on - $1,500 a month for merchant acquisition drips, ISV nurture cadences, and cross-sell sequences for your existing portfolio. I know you had concerns about being spammy - we're not talking about blasting your list. These are targeted, behavior-based sequences. But honestly, that can wait until Phase 2 when we have the data to make it work.
Next Steps
Scroll to the CTA section. Dark background, centered. This is the close. Be direct.

You said "keys to the castle, blank canvas." We're ready to build.

The last agency ran generic lead forms on a consumer platform that has no signal for merchant size or processing volume. We're not repeating that mistake.

You give us 90 days to build the foundation. We give you a measurable machine with your name on every piece of it. If the numbers work, scale. If they don't, walk away with a fully built CRM, tracking stack, and content foundation you own completely.

Pause. Let Drew respond. Don't fill the silence. If he's thinking, let him think.
If Drew says he needs to think about it:
Totally understand. Take the time you need. The deck is yours to review - I'll send you the link right after this call. One thing I'd flag though: the ISV content space is uncontested right now. Nobody's publishing the embedded payments guide or the savings calculator. That window is first-mover advantage and it won't stay open forever. When you're ready to move, we can have the onboarding call within a week and start building immediately.
If Drew asks about the contract/commitment:
Phase 1 is a 3-month commitment. Everything we build - CRM, pipelines, tracking, content - you own it all in perpetuity. We go our separate ways, you keep every deliverable. Phase 2 is month-to-month after the initial onboarding. No long-term lock-in. We earn the next month by delivering results in the current one.
If he wants to talk Stripe/payment processing (Peter's pitch):
Hand off to Peter. Drew already expressed interest on the discovery call. Peter: "Like I mentioned last time - on principle, we'll take care of you. Stripe's good. We can make it great. Happy to do a quick comparison after this if you want to see the numbers."
Key Numbers Cheat Sheet
Drew's Revenue
$77K/mo
From $9 in 30 months
Revenue Target
$150K/mo
End of year goal
Merchant LTV
$28,800
$600/mo x 48 months
Referral Bounty
$500
Current merchant-to-merchant program
Do Lead CPA Promise
$125/lead
Never delivered qualified leads
Swipesum Traffic
62,390/mo
DR 49 - beats Stax (DR 72)
Portfolio Multiplier
15-30x
Monthly residual at exit
PE Dry Powder
$2.62T
Targeting ISO acquisitions
Drew's Words to Echo Back
"You have the keys to the castle, blank canvas"
"I cannot stress enough how garbage these people were" (Do Lead)
"I'm looking for a measurable machine - X in, X out"
"I'm not looking for new accounts in general... very specific particular things"
"Quality over quantity. Can't stress that enough."
"This is a side quest" (digital marketing vs. core payments business)
Do NOT Say
- "Special Ad Category" (payment processing is likely not SAC)
- "Meta can't legally target..." (it's a capability gap, not a legal restriction)
- "ConstructionOnline" (that's a different client)
- Anything about email marketing being essential (Drew is resistant - let him come to it)
- Generic phrases like "cutting-edge" or "best-in-class"
Space scroll down   Shift+Space scroll up