The AgentFirst Podcast

We're Not Eating at Applebees


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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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The AgentFirst PodcastBy Justin Volrath