• 1
    Developing an effective strategy

    We work with your business to develop a strategy to implement recurring billing into your business or with your current software.

  • 2
    Implement your plan

    With a complete plan mapped out we mobilize our support team to start the transfer of data and training of your team.

  • 3
    Convert, Test and Train

    Once your program is in place we mobilize our on-boarding team to step into action to implement your recurring payment initiatives.

  • 1. Developing an effective strategy

    • Developing an
    effective strategy

    During our discovery phase we will work through questions identifying some of the problem areas you are experiencing in your business regarding payments.

    • Look at your current payment methods
    • Analyze your current workflow
    • Work with your admin team

  • 2. Implement your plan

    • Implement your plan

    Once we have identified your plan we work with your operations team to identify all touch points within your organization that will need to work with for implementing your recurring payment plan.

    • Establish timeline with key members of staff
    • Work with your policies and procedures
    • Determine either using agreements or Invoicing

  • 3. Convert, Test and Train

    • Convert, Test and Train

    Our final phase is to have our on-boarding team convert your data and work with your team to answer any questions and launch your program.

    • Test to make sure conversion is accurate
    • Continual training with all staff
    • Your success is our success