Where to, today?

Every system, number, and step of the job in one place. Search up top, or jump straight in below.

Quick launch

The doors you pull all day.

SalesforceLeads · FTAs · pipeline AtlasBoarding & opportunities Atlas MapProspecting routes SAR DashboardSigned revenue, live GongRecord your calls XactlyCommissions EmburseGas & expenses OutlookMail & calendar TeamsChat & meetings TrainingAbsorb LMS IncentivesOfficial announcements Employee CenterHR & IT requests

The deal, start to finish

Seven stages. Tap any stage for the full rules on The Process.

1Prospecting 2FTA · log it now 3Demo 4Signing 5Atlas opp 6Boarding & UW 7Install & payout

Your daily playbook

The rhythm that fills a pipeline. Do these every working day. The full game plan lives on Strategy.

Pull 30 doors, 4 of them Snowflake-qualified

150 a week, 20 prepped from the list. Push Genius on every deal conversation; qualified doors get 5 minutes of prep so you walk in knowing the wedge.

Closes

Set 2 net-new FTAs before you wrap up

10 a week, new businesses only. Every FTA set today is a close next week. Log each one in Salesforce as a Task the moment you get it, then confirm the day before.

Next closes

Make 25 cold calls

Fills the gaps between field stops. Calls today are doors tomorrow.

Pipeline

Record every customer interaction in Gong

Keeps you eligible for the monthly Gong drawings and makes the 1:1 coaching real.

Drawings

Ask about Como when the conversation opens

$750 per referral that closes, no cap. See Incentives.

$750/close

The five rules that save deals

Every one of these exists because a deal died without it.

Log the FTA immediately

In Salesforce, as a TASK, not an Event. Whoever logs an FTA on a prospect first owns it, including Inside Sales. Pipeline rules

Set Installed By to HSC before submitting

On the Boarding page under Orders. Miss it and the install team cannot touch the deal, ever. Atlas rules

New opportunity for every location

Never Add Opportunity for location two. New opportunity, new company name, its own MID. Atlas rules

Full legal names, real business phone

"Robert", not "Bob", and never the owner's cell as the DBA phone. Most pends are self-inflicted. Pend prevention

Get a statement at the table

A recent processing statement speeds underwriting and kills the automatic 5-day hold for no-history merchants. One-visit close

Know who runs the deal before you pitch

Restaurants go to a Dealer, Retail Complete goes to SRM, Essentials and Advanced you can keep. Routing a deal

Who to call right now

The four lines that cover most situations. Full directory on Numbers.

Sales Support 888-905-8038 Option 1 Pre or post boarding. Your default first call.

White Glove 888-905-8038 Option 2 Boarding and pre-InstallApp only. Call sparingly.

Genius / Terminal+ 866-646-7648 Handhelds, POS, Terminal+ and Register.

Atlas Support 888-904-5328 When the boarding tool fights back.

The weekly rhythm

So nothing on the calendar surprises you.

Monday: regional call.
Wednesday: DM team call, plus the new hire rookie call.
Once a month: super regional with everyone, replacing that week's regional.
Weekly 1:1: 30-45 minutes with your DM through pipeline and everything else.
Monthly: in-person team event.