Set up your business
Paperwork, pay, your tools and your first list of names. One focused day.
WHAT YOU DO
- Read and sign your agent agreement, and send us any questions.
- Complete your W-9 and pay setup.
- Install the tracking app and order your kit.
- Write down 20 business owners who already know you.
DONE WHEN
Stuck? A missing link for the agreement, app, certification or kit is ours to fix. Contact us.
Learn the product and the numbers
Get certified, learn how cash discount works, and learn to read an owner’s statement.
WHAT YOU DO
- Work through certification and pass each quiz.
- Practice the one-paragraph cash discount explanation until it’s yours.
- Mark up sample statements: find card sales, find fees, work out the real rate.
- Learn the Clover lineup and which device fits which store.
DONE WHEN
Stuck? If a rule or a statement doesn’t make sense, ask us before you guess. Send a statement and we return an analysis within one business day.
Build your territory and practice
A 100-door list you can walk, and the words practiced until they sound like you.
WHAT YOU DO
- Build a 100-door list from your warm names and the map, grouped into clusters.
- Pick the kinds of stores you’ll start with.
- Record yourself doing the opener, the statement ask and three objections.
- Choose your first cluster for tomorrow.
DONE WHEN
Stuck? If the list feels thin, start with stores you already shop at and the strip centers around them.
Walk doors and collect statements
The first visit has one goal: leave with the owner’s statement or their monthly card number.
WHAT YOU DO
- Walk your cluster: warm names first, then the stores around them.
- Open, ask for the number, show the receipt sheet, ask for the statement.
- Log every door the same day and set the follow-up date.
- Send us each statement, then bring the real numbers back in person.
DONE WHEN
Stuck? Check your scoreboard. Few owner talks means wrong times or wrong stores. Talks but no statements means the opener needs work. The Coach Yourself chapter has the fix for each.
Sign, order and install
Close in the store, place the Clover order with the application, and install the day it arrives.
WHAT YOU DO
- Return with the owner’s real numbers and ask the one question.
- Pick the Clover devices with the fit chart.
- Complete the application and the Clover order in the store.
- Install, test and train with the checklist. Ask for two referrals.
DONE WHEN
Stuck? Approvals, shipping and equipment are ours. Anything outside the toolkit is a special deal: send us the details.
Grow your book
Every store you add stacks on the ones already paying you. Keep the rhythm and let referrals help.
WHAT YOU DO
- Hold your weekly minimums and fill in the scoreboard every Monday.
- Call each new store at 7 days and visit at 30 days.
- Ask every happy owner for two names, and walk them within 48 hours.
- Mix in bigger stores to move up the split table sooner.
DONE WHEN
Stuck? When signed stores slow down, find the one step that broke on your scoreboard and fix that step.