Describe How You Would Like To Be Introduced Via Email
Hi [Referral Name],
I’d like to introduce you to Rob Jaycox, co-owner of PayWise Solutions. Rob partners with business owners to evaluate payment processing structures, uncover hidden fees, and implement compliant, transparent solutions tailored to the business.
His background in finance and business operations allows him to explain processing in a clear, practical way—especially for owners who want clarity without complexity.
I believe this would be a valuable connection and will let you take it from here. Rob can be reached at rob@paywisesolutions.net or 314-548-9388.
Best regards,
[Referrer Name]
What is your "why"? Why do you do what you do?
I want to see businesses succeed at controlling their expenses by not getting taken advantage of by greedy processing companies and hidden fee structures and rates.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
“If there were a way to potentially reduce fees or improve transparency without disrupting your business, would you be open to a conversation?”
“I work with a local company, PayWise Solutions, that helps business owners understand and optimize their processing. Would you like me to make an introduction?”
“If you could improve transparency or reduce fees, is that something you’d prioritize this year?”
Unique Selling Proposition
PayWise Solutions goes where other processors don’t and won’t. They are actively out in the public marketing for you and your business, and actually trying to help see you grow and succeed.
About me
O’Fallon Chamber Ambassador
Veteran-USMC
20 years in Financial Industry