Platform demo

Date: 2025-11-24 · Duration: 52.119998931884766 min Organizer: Nader Attendees: jack@paymetrics.io, Nader

Summary

• Platform Accessibility: Owners manage users through three exclusive tabs; sales reps have limited permissions to ensure security.

• Merchant Onboarding Flexibility: Reps can submit partial applications, and owners route merchants to processors without override.

• Comprehensive Merchant Insights: Accounts reveal transaction trends and customizable KPIs; chargeback data sourced via APIs from processors.

• Sales Strategy and Partner Growth: New AI-driven campaigns aim for big client acquisition; goal of $100,000 monthly income by February.

• Market Dynamics: Processor terminations spark opportunities; focus on displaced merchants from competitors and aggressive commission structures.

• Feature Development Focus: Enhancements planned for KPI visibility, equipment management, and AI integrations to streamline partner interactions.

Action Items

• Nader Atrchin Share the demo account and merchant invitation links with Jack and partners (02:00) Keep a wishlist of features Jack wants on the portal and capture feedback for future releases (14:00) Follow-up on post-approval equipment info section development for portal (20:00)

Jack Berry Explore and use the portal to onboard merchants and add reps; reach out with any questions (01:39) Send full package including updated processing statements for merchant underwriting to Michael Wright (50:00) Maintain a feature wish list while navigating the portal for improvements (50:00)

Michael Wright Push on the Alpha deal approval process after receiving merchant statements (50:00) Connect Jack’s various processor applications within the portal including Lucre and EMS (28:00) Support onboarding partners as reps and work on automations for lead and commission tracking (34:00)