
Welcome to Issue #017 of The Outerchange, the weekly briefing for payment processing agents who want more leverage behind their efforts prospecting and closing processing deals.
The goal every Friday is simple: Give you angles, outside the box ideas, tools, and ammo that help you close more deals without adding more hours.
If you're looking for "is my dual pricing signage compliant"… wrong inbox.
In today's edition:
🚀 How to let Claude run your LinkedIn outreach while you knock doors
🔥 You're posting to the wrong crowd and how to fix it
📡 The 5-touch digital route that mirrors a real one
🎯 Resources, tools & useful things
🤣 Meme template of the week
Let's rock n roll 🚀

LINKEDIN LEAD GENERATION
👀 Claude can do sales outreach for you on LinkedIn, if you know how to teach it.

Digital door knocking works. You already know that. The problem is it eats the exact hours you should be spending in front of merchants or on the phone. Nobody has time (unless you already sell online primarily) to manually open 40 LinkedIn profiles, read each one, figure out an angle, and write a personal message that doesn't sound like every other rep sliding into their DMs. So you either do it badly and fast, or well and slow. Most agents pick badly and fast, then wonder why nobody replies and go complain in groups (ironically, online lol) that online selling doesn’t work.
✅ The Solution:
There are two tools from Anthropic (the company that makes Claude AI) that change this. Claude Cowork is a desktop agent that does actual work for you, not just chat. Claude in Chrome is a browser extension that can see a webpage, click, type, and fill things out on your behalf. Pair them and you've got something that can sit on LinkedIn, read a prospect's profile the way you would, and draft outreach in your voice while you're standing in a strip mall parking lot.
It is not magic and it is not fully hands-off (you approve what it does at first), but it turns an hour of grunt work into a ten minute review session.
🛠️ Build It:
Train your Claude on your foundation doc first and company knowledge (like you would a new sales rep). Your offer, your niche, your tone, who you're targeting. Garbage in, garbage out (like we covered in Issue #014). It can't write in your voice if it's never met you and it doesn’t know how to sell like you unless you train it. Good AI is good because of it’s training and context, not magic.
Give it the job in plain English. Something like: "Open these 20 LinkedIn profiles (scrape them with Apollo or sales navigator or Apify), read each one, and for every person draft a connection note and a follow-up message that references something specific about their business. Keep my voice direct and human, never salesy." Experiment with not sending a connection note, you’ll typically get more people accepting your requests.
Let Chrome do the clicking while Cowork does the thinking. It pulls what it sees on each profile and writes the drafts into a doc for you.
You review and send. This is the part you do not skip. You read every draft, fix the two that are off, and hit send yourself. The AI gets you 90% there. You're the one who actually knows the room and spots something you might need to change.
⭐ The Outcome:
You wake up, run this with your coffee, and walk out the door with 20 personalized LinkedIn touches already drafted for the merchants you actually want. You knock doors all day. The digital prospecting happened in the time it took to review it. That's the whole point of this newsletter: more output, not more hours.
Heads up, these are paid Claude features (the $20/mo plan gets you in the door) and it's beta, so keep an eye on it while it works. The rabbit hole goes way deeper than this, but we need to start somewhere if you are new to AI automation work.
SOCIAL MEDIA MARKETING
🔥 You're posting to the wrong room

Quick gut check. You post about payments, your offer, a win you had this week. The likes roll in. The comments are encouraging. Feels good.
Now look at who's actually engaging. Other agents. ISOs. Sal, the guy selling a list of “leads” he sold to 38 other people that month. A processor rep you met at a conference. The same payments people who already know exactly what you do and will never, ever be your customer.
You're not posting into a void. You're posting into a room full of your own competitors, and they're clapping for you.
Here's why it happens. Your whole social audience got built through the industry. Every friend request, every group, every connection over the years has been other payments people. So when you post, the algorithm shows it to the people most likely to engage, which is them. Merchants never see it. You could write the best content of your life and it lands in front of zero buyers.
Posting harder doesn't fix this. Re-seeding your audience does.
In a typically non entertaining industry, payments, your audience gets built through engaging outward, not posting inward. Comments, DMs, friend requests aimed at the people you actually want as customers. Spend 15 minutes a day commenting on local business owners' posts. Send friend requests to merchants in your area or from a niche fb grou[, not reps in your niche. Join the local small business groups, not the payments groups. Slowly, the makeup of who sees your stuff shifts from competitors to customers.
It's not fast. But six months from now you want a feed full of merchants seeing your wins, not a feed full of agents you're competing against for the same MIDs.
Stop performing for the people who can't buy from you.
If you want a daily habit that I use, add 20 people a day in the industry you want to target. You’ll thank yourself a year from now.
DIGITAL DOOR KNOCKING
🎯 The 5-touch digital route that mirrors a door knocking routine

When you door knock, you don't knock once, get a "not now," and cross the business off forever. You drive past it five more times. You catch the owner on a better day. Persistence in the field is just understood.
So why does the average digital door knock die after one unanswered message?
Treat a digital prospect the way you'd treat a physical route. Same business, hit five different ways over about ten days, each touch a little warmer than the last:
Touch 1 (Day 1): Friend request or connection. No message. Just show up in their world.
Touch 2 (Day 3): A genuine, non-pitch comment on something they posted. You're a real person now, not a stranger in their DMs. “Hey, seen that corvette you posted yesterday. Was it a 73’ or a 74’ splitback?”
Touch 3 (Day 5): The DM. Lead with curiosity, not a rate. "Saw a couple [their industry] spots near you get hit with a fee increase this month, you seeing the same?" (Stealing the statement opener from Issue #013, digital version.)
Touch 4 (Day 7): A voice note. 15-30 seconds, friendly, references their business by name. Almost nobody sends these, which is exactly why they land (Issue #002 idea).
Touch 5 (Day 10): A short email with a Loom walking through where a business like theirs usually overpays. Value first, ask second.
Five touches. One prospect. Ten days. Same patience you bring to a physical route, just pointed at a screen. Most agents quit after touch one and call digital prospecting dead. It's not dead. They just knocked once and left.
At the end of the day, more touchpoints and attention (digital little billboards with your name everywhere) get you more deals.
🎯 Resources, Tools & Useful Things
⚙️ Leverage: An app for payment agents that gets the owners name before walking into a business. Message me for an account. Props to the 50+ agents/ISOs that started using this last week!
⚙️ Fathom (free) — AI notetaker that records and transcribes your sales calls and Zoom demos for free. Feed the transcript to AI afterward to write your follow-up and proposal. Cheaper than the tools everyone names.
🔑 Wingman - Lead generation, AI and marketing systems built for payments agents and ISOs.


✌️That’s all folks!
Before you go :
Have an idea you want to discuss or need help with something? Reply to this email with your question.
💰 Need Payments Marketing, Lead Generation or AI Automation? Go to my website and book a call.
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