{time: MMMM Do YYYY}
[Critical Info]
Business Name:
FSR or QSR:
-Is your restaurant fast casual counter service or full service (QSR v FSR)?
-What is the customer order flow?
-Do you do delivery or online ordering?
DM Name:
Current POS:
-Who are you using for your current POS?
Pain Points?
-What’s the #1 thing you would change about your current POS?
Deal breakers?
-“If Square can’t do X, I’m not switching.”
Current hardware setup/ # of terminals:
-How many terminals do you have?
[Helpful Info]
DM Role:
Number of Locations:
Annual Rev:
Monthly GPV:
-How much in credit cards do you process monthly?
-What is your average transaction size?
How much do you pay each month for the software?
Current Processor:
-Who are you using for credit card processing?
-Do you get chargebacks?
-Do you know your rate?
-Can you send statements prior to the meeting? Or have them at the meeting?
Timeline to switch?
-Are you in a contract?
-When does that end?
# Employees:
-How many employees do you have?
-Who are you using for payroll?
-Are you using anyone outside of your POS for reporting or employee management?
Other platforms/Tools
-Do you have any third party systems integrated into your POS?
-What other systems are you using to manage your business? (Example: Mailchimp for Marketing, 5 Star Loyalty, ADP for Payroll? Homebase for scheduling? etc.)
Timeline
-What is your timeline for making a switch to a new platform?
Push hard to get the seller to have statements ready for the call at hand