At‑a‑Glance: Great agents are made, not found. Give them repeatable demos, vertical playbooks, and a tight post‑install plan—and watch close rates and retention climb.
Core Curriculum
- Payments 101: interchange, assessments, effective rate, pricing models.
- POS modules: restaurant (tableside, KDS, online ordering), retail (inventory, barcodes, loyalty).
- Compliance basics: PCI scope, EMV, surcharging vs. dual pricing rules.
Vertical Playbooks
- Restaurants: Speed, tips, menu sync, table turns, KDS.
- Retail: Inventory accuracy, omnichannel, loyalty, CRM.
- Service: Recurring billing, invoices, card‑on‑file.
Demo Best Practices
- Lead with outcomes (fewer steps, faster turns, lower fees), not specs.
- Use real menus/catalogs; show dual pricing receipts where applicable.
- Close with a 90‑day success plan and clear next steps.
Objection Handling (Examples)
- “Rates are lower elsewhere.” Compare effective rate and software savings, not just headline %.
- “Switching is scary.” Map a friction‑light install with on‑site training and first‑week hand‑holding.
- “My POS is fine.” Show time savings in daily tasks (modifiers, inventory, staff scheduling).
Post‑Install Success
- Day 1: device test, menu/catalog validation, tip workflows.
- Week 1: review reports, enable online ordering/loyalty.
- Month 1: KPI check‑in; queue upsells.
MPG Agent Enablement
- Certification tracks, recorded demos, objection flashcards.
- Co‑selling on complex accounts; on‑site launch support.
- Proposal and ROI calculator templates.
FAQ
How long should onboarding take? Most agents are demo‑ready in two weeks with MPG’s curriculum.
What should new agents sell first? Start with a focused vertical—restaurants or retail—before adding others.