When you introduce a client, you are putting your reputation behind the company that takes it from there. The payment setup, implementation, support, and relationship that follow should make you glad you made the introduction.
How involved you want to stay determines which partner model makes the most sense.
Some partners want to build a payments business. Some want to make an introduction and get back to their own work. Others need a program for an entire organization.
Start with the role you actually want. We can build the relationship from there.
Build a book
For people who want to actively sell payments, point of sale, and related Phase 3 services while building merchant relationships of their own.
You stay involved in the sales process. Phase 3 helps with the payment stack, applications, underwriting communication, implementation, and ongoing merchant support based on the opportunity.
Make the introduction
For accountants, consultants, bankers, web agencies, software providers, business advisors, and other professionals who see payment opportunities but do not want to become payment salespeople.
Make the introduction, choose how involved you want to stay, and let Phase 3 handle the appropriate payment, point of sale, or Digital conversation from there.
Build a program
For organizations that want a structured payment, point of sale, or Digital program for members, franchisees, locations, or businesses across a larger network.
We can work through the program structure, merchant experience, rollout, support expectations, and commercial terms around the actual organization.
If you want to sell, start with the Agent model. If you mainly want to make introductions, start with Referrals. If you represent a group of businesses, start with an Association or Franchise conversation.
Compensation, residual rights when applicable, merchant relationships, portfolio terms, support, and what happens later should not depend on somebody remembering a sales conversation.
The agreement for your partner model should tell you how the relationship actually works.
The applicable agreement should define how compensation works, which merchant relationships qualify, how payments are calculated, and what reporting is available.
For partner models that include residual compensation, the agreement should define when residuals are earned, how they are paid, and what conditions apply if the merchant continues processing.
If sale, transfer, buyout, or portfolio rights apply to the relationship, those terms should be defined before the business is built rather than negotiated after the fact.
If succession, estate, beneficiary, or other continuation rights apply to the partner model, the written agreement should explain how they work.
The agreement should make clear how Phase 3 works with merchants you introduce, what role you keep, and how the relationship is handled after the introduction.
Know who handles applications, implementation, payment and equipment support, and the ongoing merchant relationship before you put your name behind the introduction.
Before you refer a merchant, understand the terms that actually apply to the way you are partnering with Phase 3.
Tell us what you are trying to fix or improve. We will tell you what should stay, what is worth changing and where Phase 3 can help.
Sometimes the honest answer is nothing.