Welcome to The Outerchange, the newsletter for payment processing agents who want to learn different techniques when it comes to marketing, lead generation, automation and AI.

The goal of each Friday issue is simple. Give you more ammo to close more deals.

If you’re looking for “Is this dual pricing signage compliant”…

Wrong inbox.

In today’s edition:

Let’s rock n roll 🚀

⚠️ The Friction:

Door knocking works. I still do it. It’s direct. It’s high trust. And probably the quickest way to a local sale still. But most agents are running it inefficiently. The pattern is predictable. You stop by. The owner isn’t there. Or they are, but they’re busy. You have a decent conversation. They say, “Come back next week.” You exchange cards.

Then what?

You toss the card in the car console. You mean to follow up. You might even circle back once. After that, it fades. Not because the deal was bad. Because there was no system behind it. The inefficiency isn’t the door or the pitch. It’s everything that happens after you walk away.

✅ The Solution:

The goal isn’t to knock more doors. It’s to increase the yield from the doors you already touch. Instead of thinking in terms of activity, think in terms of extraction. Every door you knock creates surface area. Most agents only extract one shot from it. An operator installs a simple stack behind the field work:

You’re not replacing the grind. You’re feeding it steroids.
Same effort. Higher output.

🛠️ Build It:

Start with capture. Every door you knock gets logged. Immediately. Not later in the truck. Not that night. Right after the conversation.

You don’t need a complex CRM. You need a simple pipeline that forces clarity. When the owner isn’t there, that’s one stage. When you speak to them and they show interest, that’s another. When they tell you to come back next week, that becomes a scheduled follow-up…not a mental reminder or written on your phone in the notes section.

The point isn’t sophistication or “insert AI buzz word here” lol. It’s organizing your business and elimination of memory holes. If a conversation lives in your head, it’s already half lost.

Once capture is consistent, layer in structured follow-up.

Instead of relying on physically circling back as your ONLY second touch, install a basic 72-hour sequence. A short message a couple hours after you leave keeps the interaction warm. A brief email the next morning with a case study and some options (not full on pricing) reinforces credibility and reminds them why you stopped in. A light nudge a few days later with an automated voicemail drop forces a decision — either move forward or push it out.

You’re not automating persuasion. You’re automating presence. These automated things should be IN ADDITION to a phone call or you stopping by. Just make sure to remove the prospect from a workflow if you get in touch with them outside your CRM actions.

This alone will revive conversations that would have otherwise disappeared and get you an extra 1-2 deals every month.

💼 Things To Keep In Mind:

• Automation should feel human. If your follow-up reads AI robotic, no bueno.
• This stack enhances door knocking, it doesn’t replace it.
• Log every interaction immediately.
• Measure success after few weeks before making drastic changes

⭐ The Outcome:

If you knock 25 doors in a week and normally close one account, that’s your baseline. Now imagine you don’t increase your doors at all. But your follow-up is structured. Nothing slips. Conversations stay warm.

You don’t need a dramatic improvement for this to matter. Turning one close into two changes the math of your year. It compounds quietly. Same hours. Same fuel. Same conversations. Better outcome because you leveraged some tech (like you tell your merchants to do lol).

Door knocking isn’t outdated. Unsystemized door knocking is. Layer this behind what you’re already doing. Then keep knocking.

PS…If you're a builder or want to build automations like these, I use Highlevel. It’s marketing customization is top notch. If you're not a builder and want someone to build it for you, let me know. I do it daily.

Most agents are placing a QR code on a business card or flyer saying “Scan this code to go to our website” when the website is listed right below the code 😂

Instead, do this: Have the QR code go to a calculator only page with a button that has them book a call or follow up appointment if they’re interested. This way, you actually have a chance at converting those couple people that take your card.

Have a headline above the QR code that says something like “Scan this to see your potential savings without ever talking to a sales rep”. This is low friction for them, and the savings numbers should provoke them just enough to call ya back.

Bonus points - In addition to adding to your everyday business card, create a card for this QR code to stand by itself (like a golden ticket from Willy Wonka)

Most agents close an account and move on. Operators turn every win into an asset. I built a custom GPT that converts your raw deal notes into a structured, professional case study you can use in:

• Email follow-ups
• Landing pages
• PDF sales decks
• Referral partner material

You answer a short set of questions about the merchant: industry, problem, savings, solution, outcome and it generates a clean, well-written case study with proper structure and credibility tone.

Instead of saying, “We saved them money,” you’ll have documented results you can reuse across your marketing and sales process.

Use the tool for free at this ChatGPT link. Copy/Paste the below message to get started in the GPT: Develop A New Case Study

Before you go, just a few public service announcements: