First Month Membership

Building an Inside Sales Team (Video Course)

This course includes lessons on operating excellence, lead generation, minimum expectations, and much more.

Recruiting Tactics (Video Course)

This course covers everything from recruiting ads to follow up tactics that will dramatically increase the quantity and quality of your recruiting leads.

The Compliance Trifold

This trifold was designed to educate the merchant on compliance and explain why Non-Cash Adj and other line item programs on debit and credit are no longer compliant. This will be branded with your company logo and color scheme.

Surcharging Trifold

This trifold was designed to explain compliant surcharging to a merchant. If you offer compliant surcharging, this will be branded with your company logo and color scheme.

Dual Pricing Trifold

This trifold brochure was designed to explain dual pricing to a merchant. We have kept in generalized so that you can use this tri-fold for a variety of differential pricing approaches. If you offer this type of program, this will be branded with your company logo and color scheme.

Recruiting eBook

This eBook was designed to help you in your recruiting process. It helps a potential applicant understand how payments works, the opportunity the industry provides, and requirements needed to take the next step.

Recruiting W2 Agents PDF

This strategy document, pulled from James' consulting practice outlines every step of the recruiting process.

Recruiting Ad (copy)

You can customize this ad template and use this in your recruiting efforts on indeed and other platforms.

Mastermind Session with James and other ISO executives

You will have a 1 hour mastermind group session with James and other ISO executives. There will be a limit of 10 participants, in each group session, so you will have time to share challenges you are facing and brainstorm ideas for improvement.

Structuring Sub Agent Agreements (Course by Charles Bishota)

Charles Bishota discusses the sub agent agreements in this recorded, 30 min insight video. He also provides a template outlining the important things to cover in your agreements along with common mistakes to avoid. This content will help you build your agreements with sub-agents (W2 & 1099) and Referral partners in a way that is mutually beneficial but protects your interests.