[User] Hello. This is Bill.

[Assistant] Hi, Bill. My name is Heather. I work with Transpayments, and I was looking at your guys' website. It looks great, but I noticed that you guys don't have a portal for clients to look at invoices, and I was wondering if you guys looked into that.

[User] I don't have a what A portal for invoices?

[Assistant] Yes, sir.

[User] I don't need that. We we invoice through QuickBooks, and have no problem getting paid.

[Assistant] I'm happy you guys have it all figured out? Are you guys using QuickBooks to also accept, your payments?

[User] No. Most of the time, you you give me a check.

[Assistant] Okay. And then do you guys accept any other forms of payments?

[User] We do.

[Assistant] You guys aren't using QuickBooks to accept those payments?

[User] No.

[Assistant] Okay. Can I ask why you guys are just doing different platforms? Is it just because, like, you've experienced limits or

[User] Well, yes. Fees

[Assistant] fees?

[User] are part of the deal. I don't I don't charge every single customer a fee. I give them a proposal. If I I give them the option, if they wanna pay with a credit card, they have to pay the credit card processing fee.

[Assistant] Mhmm.

[User] I give them the option of paying Venmo, Zelle, with with them paying that fee also. Or they can just write me a check, which is the majority of what we like and what they like. It keeps it simple.

[Assistant] Yeah. I totally agree. Do you guys experience a lot of people trying to use Zelle and Venmo at all, or you guys just kinda push them towards the checks?

[User] Oh, yeah. Lots of them want to. And I like that too because, bam, it's in my account just like that.

[Assistant] Yeah. When you guys are using Zelle and Venmo, do you guys hit any limits?

[User] I think some customers have hit limits where they said my thing will only let me do so much a day. And can I make payments for three or four days in a row? Yeah.

[Assistant] Yeah. I totally get that. My bank is Navy Federal, and it only lets me send two hundred dollars a day. So it's not my favorite.

[User] Oh, no. It's more like more like three thirty five hundred a day or something like that, most of my clients.

[Assistant] Yeah. Yeah. That's why I asked because there's there's crazy limits depending on which bank you guys are working with. When you guys are allowing your clients to pay over that time of, like, over increments. Do you guys find it, like, challenging at all for your accountant to reconcile those checks at all?

[User] No. I'm I have an accountant to keep some with our books, but I am really the bookkeeper.

[Assistant] Got it. I'm happy you don't have to deal with all of that. I just bring this all up because I work for Trust Payments. We're an online banking service for contractors like you guys, and we just help you guys get your money faster, avoid limits, and avoid processing fees from credit cards and stuff like that. It sounds like we

[User] I appreciate you reaching out to me, but I really don't have a need for that service.

[Assistant] yeah. I mean, we're a completely free service to use. I understand that you already have a system set.

[User] How do you how do you get paid then?

[Assistant] Kind of like a bank. So whenever you guys use our form of payment or, like, credit card transactions, Visa pays us out for those. So that's how we get paid. The more you guys use us,

[User] Yeah. What? I have a payment. I have a credit card tried I can take credit cards over the phone or with a swiper on my phone. The the customer has to pay the your three percent fee.

[Assistant] Totally get that. And we're not here to, like, replace anything. I mean, if you still wanted to use those systems and play, you totally can. It's just easier because it's all in one. When you wanna send out those invoices, you just send out a payment link. And then like you said, you already give your customers the option of those different payment points. We have the same ones, checks, ACH, or the credit card. And what's nice is that we integrate with QuickBooks. I'm not sure if that's what your accounting platform is. I believe that's what you said. So

[User] Yes. Yes.

[Assistant] it's just easier for your accountant. It's all in one place for them to just, like, reconcile those checks and those payments.

[User] It said you don't charge me a dime.

[Assistant] No. We are a free platform to use. Yeah.

[User] K. So the the charge comes from you get paid by the my customers when they use that platform. They pay me.

[Assistant] Yeah. So the mhmm. Exactly.

[User] Even if they do ACH from their checking account, they get you get a fee for that too.

[Assistant] No. So, normally, when you use ACH through other platforms, like, if you were to use your QuickBooks, they charge you one percent for every transaction used through ACH, and that's a percentage you have to pay on your client. So to get people to jump over to our platform, we cover that cost. So we don't charge you guys at all for the ACH transactions.

[User] Yes. We're not really using QuickBooks to invoice. I know my bookkeeper would like that, but I don't care what they like. They can they can look they can look at my bank account and see my deposits.

[Assistant] Yeah. So, I mean, I guess it doesn't really affect you, but if you wanted to make it easier, it also makes it easier for collecting those payments for your clients where they don't have to go in every day and max out that amount.

[User] Right. That's a rare occasion. There's only a few that wanna pay with VIN mowers. They don't have to deal with that.

[Assistant] Yeah. I mean, you also you mean yeah. I mean, we just make it easier. It sounds like you understand your system pretty well. I mean, another

[User] Do you wanna send me a you wanna send me an email that I can look at and see if I'm interested?

[Assistant] yeah. I could totally do that. Also, if you have the time, maybe you or your accountant have the time sometime next week, I could jump on a call, a ten a quick ten minute call and just walk you through the product and show you how easy it is.

[User] Yeah. That's fine.

[Assistant] I know that you're you're mainly taking checks, but another feature that we have on our mobile app is you could actually upload those checks while you guys are out on the field so you guys just get your money faster.

[User] So I just I just went to a customer's home, picked up a ten thousand dollar check under the doormat, deposited into my account while driving down the highway with my phone.

[Assistant] I love that they just put it underneath their mat. It sounds like they trust you.

[User] Oh, yeah. Oh, yeah. Yeah.

[Assistant] But

[User] That's the other thing. I've been I've been in business for forty four years, and the majority of my customers are repeat customers.

[Assistant] well, it sounds like you're doing something right, and I love that all your customers are coming back to you. But, yeah, if you have the time, maybe next week, I could jump on a call and just walk you through it. It sounds like you're a busy person.

[User] Yeah.

[Assistant] So it it just be ten minutes of your time.

[User] Yeah. Send me that email first so I can look at it and get familiar.

[Assistant] Totally will do that. Okay. And then can I have your email?

[User] You want it you want my direct you want yeah. It's it's w, s as in Sam, c as in cat, a as in apple, r as in Robert, t as in Tom, h as in Henry, at a o l dot com. That's my direct email email.

[Assistant] Perfect. And then I'll just send some more information over to you so you get us a better idea, and then I'll maybe check back in with you next week.

[User] Alright. What's your name?

[Assistant] Heather.

[User] Thank you, Heather.

[Assistant] Of course, Phil. Thank you for talking to me. You're a pleasure talking to you today. Have a good day.

[User] Thank you. Alright. You too. Alright. Bye bye.


[User] Hi, this is Alex from GreenTech Solutions.

[Assistant] Hi Alex, this is Jamie. How can I help you today?

[User] I was looking at your website and noticed you don't have a customer support chat feature. I work with GreenTech, and we offer a great solution for that.

[Assistant] Oh, really? We've been thinking about adding that. What does your solution offer?

[User] Our chat platform integrates seamlessly with your website and allows customers to get real-time support. It also has features like automated responses for common queries.

[Assistant] That sounds interesting. Do you have any existing clients in our industry?

[User] Yes, we work with several companies in your field. They've seen a significant improvement in customer satisfaction and reduced response times.

[Assistant] Impressive. How does the pricing work for your service?

[User] We have a tiered pricing model based on the number of agents and features you need. I can send you a detailed breakdown if you'd like.

[Assistant] Sure, that would be helpful. Can you also provide some case studies or testimonials?

[User] Absolutely. I'll include some case studies in the email. Would you prefer I send it to this number or an email address?

[Assistant] You can send it to my email: jamie@example.com.

[User] Great, I'll send that over right away. Would you also be interested in a quick demo of the platform?

[Assistant] A demo sounds good. Let's schedule it for next week if possible.

[User] Perfect. I'll send you a calendar invite for the demo. Thanks for your time, Jamie.

[Assistant] Thank you, Alex. Looking forward to it. Bye for now.


[User] Hi, this is Sarah from EcoClean Services.

[Assistant] Hi Sarah, this is Mike. How can I assist you today?

[User] I noticed your company doesn't offer eco-friendly cleaning services. We specialize in green cleaning solutions.

[Assistant] That's interesting. How do your services differ from traditional cleaning?

[User] Our products are non-toxic and better for the environment. We also offer recycling programs for offices.

[Assistant] That sounds great. Can you send me more information?

[User] Sure, I'll email you our brochure and pricing details. What's your email address?

[Assistant] You can send it to mike@example.com.

[User] Perfect. I'll send that over. Would you be interested in a trial service?

[Assistant] Yes, let's set that up. Thanks, Sarah.


[User] Hello, this is David from TechSupport Plus.

[Assistant] Hi David, this is Laura. What can I do for you?

[User] We provide IT support services and noticed you don't have 24/7 support. We can fill that gap.

[Assistant] That's true. What kind of support do you offer?

[User] We handle everything from network issues to software updates, all day, every day.

[Assistant] Impressive. Can you send me a proposal?

[User] Absolutely. I'll email it to you. What's your email?

[Assistant] It's laura@example.com.

[User] Great, I'll send it right away. Let's schedule a follow-up call too.

[Assistant] Sounds good. Talk to you soon.


[User] Hi, this is Rachel from FitLife Gym.

[Assistant] Hi Rachel, this is Tom. What can I help you with?

[User] I saw your company offers wellness programs. We have a corporate membership plan that might interest you.

[Assistant] Tell me more about the plan.

[User] It includes access to all our facilities, classes, and personal training sessions at a discounted rate.

[Assistant] That sounds beneficial. Can you send me the details?

[User] Of course. I'll email you the brochure. What's your email?

[Assistant] It's tom@example.com.

[User] Perfect. I'll send it over. Would you like to schedule a tour of our gym?

[Assistant] Yes, let's do that. Thanks, Rachel.


[User] Hello, this is Mark from GreenThumb Landscaping.

[Assistant] Hi Mark, this is Emily. How can I help?

[User] I noticed your office could use some landscaping improvements. We offer commercial landscaping services.

[Assistant] That's true. What services do you provide?

[User] We handle everything from lawn care to garden design and maintenance.

[Assistant] Can you send me a quote?

[User] Sure. I'll email you our service list and pricing. What's your email?

[Assistant] It's emily@example.com.

[User] Great, I'll send it right away. Would you like to schedule a consultation?

[Assistant] Yes, let's set that up. Thanks, Mark.


[User] Hi, this is Lisa from BrightSmile Dental.

[Assistant] Hi Lisa, this is John. What can I do for you?

[User] We offer corporate dental plans. I noticed your company doesn't have a dental benefit program.

[Assistant] You're right. What does your plan include?

[User] It covers regular check-ups, cleanings, and discounts on other services for all employees.

[Assistant] That sounds good. Can you send me more information?

[User] Of course. I'll email you the details. What's your email?

[Assistant] It's john@example.com.

[User] Perfect. I'll send it over. Would you like to discuss this further next week?

[Assistant] Yes, let's schedule a call. Thanks, Lisa.


[User] Hello, this is Brian from SecureIT Solutions.

[Assistant] Hi Brian, this is Karen. How can I assist you?

[User] We provide cybersecurity services and noticed your website could use better protection.

[Assistant] What kind of protection do you offer?

[User] We offer firewall management, intrusion detection, and regular security audits.

[Assistant] That sounds important. Can you send me a proposal?

[User] Absolutely. I'll email it to you. What's your email?

[Assistant] It's karen@example.com.

[User] Great, I'll send it right away. Would you like to schedule a demo of our services?

[Assistant] Yes, let's do that. Thanks, Brian.


[User] Hi, this is Olivia from TravelEase Agency.

[Assistant] Hi Olivia, this is Daniel. What can I do for you?

[User] We offer corporate travel services. I noticed you don't have a travel management program.

[Assistant] That's true. What services do you provide?

[User] We handle everything from booking flights and hotels to arranging transportation.

[Assistant] Can you send me more information?

[User] Of course. I'll email you our brochure. What's your email?

[Assistant] It's daniel@example.com.

[User] Perfect. I'll send it over. Would you like to discuss this further next week?

[Assistant] Yes, let's schedule a call. Thanks, Olivia.


[User] Hello, this is James from PrintPro Solutions.

[Assistant] Hi James, this is Sophie. How can I help you?

[User] We offer printing services for businesses. I noticed you might need high-quality printing for your marketing materials.

[Assistant] That's correct. What kind of printing do you offer?

[User] We handle everything from business cards to large format printing and custom designs.

[Assistant] Can you send me your pricing and samples?

[User] Of course. I'll email it to you. What's your email?

[Assistant] It's sophie@example.com.

[User] Perfect. I'll send it over. Would you like to see some samples in person?

[Assistant] Yes, let's set that up. Thanks, James.