Post Payment Capture! What happens next?

After closing on the product, and after closing on the price and terms, it is now time to tell the new client,  what to do and what to expect.

Sales Rep

  • Great, so here is what we need to do to get you started.
  • First, I need the total number of users
  • Second billing address

Sales Rep

  • Which Credit card would you like to put it on.


  • Provide the payment method and give information…

Sales Rep

  • confirm the information by reading back the CC#
  • Tell the prospect what he should expect now.


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