Cold Calling
Prospecting
Objection Handling
Competitors
Know your Acryonm's
100

What is a good call-to-action to a cold call?

Would it make sense to schedule a quick call to see if we can streamline your payments process?

100

Ideal Subject Line for someone using ConnectBooster

Thinking of sticking or twisting from ConnectBooster?


Is ConnectBooster holding back your cash flow?

Hate 3 year long contracts with ConnectBooster?

100

How to over come: We are already using WisePay, we are set

Totally understand. Many of our customers came from WisePay. How has the client feedback been on the portal so far? Whats the adoption of the portal so far?

100

What two Payment Processor offering financing?

Alternative Payments and FlexPoints

100

What does DSO?

Days Sales Outstanding
200

20 second pitch to overcome a gatekeeper

Hi, I help finance teams automate payment collection and simplify receivables. It’s something [CFO/Controller Name] would likely find valuable

200

What can you personalize in the first sentence of your cold email to grab their attention?

Mention their company name, recent news, role-specific pain, or tech stack (e.g., “Saw your website direct clients to pay online using WisePay — curious if collections got any easier?”)

200

What is the best response to "send me an email"?

Happy to! Just so I send something relevant, what in my email could convince you to take a meeting?

200

What two Payment Processor integrate with Datagate?

Alternative Payments and ConnectBooster

200

What does MSA stand for?

Managed Service Agreement

300

What does the L in the ALTPAY sales metholdology stand for & what is one question you can ask in a cold call related to the "L"

Leading & Lagging Pain Paints.

What is your biggest challenge with the way you receive payments today?

300

What are 3 things to differentiate your email from your competitors?

1. Personalization; from website, Linkedin, or conference conversation
2. Referencing Competitors in the space leveraging AltPay
3. Clear call to action


300

What is the best way to respond to "I'm not interested".

Got it—many folks say that before realizing how much time they can save. Mind if I ask what you’re using today?

300

Which payment processor hids ACH in their checkout experience?

FlexPoints

300

What does T+1 mean?

T = Date the payment was sent
+1 = 1 BD for payout to hit MSPs bank account

400

30 second elevator pitch with the words automation and simplify

AltPay helps finance teams automate receivables and simplify collections—saving hours of reconciliation and improving cash flow without adding extra overhead

400

What is one way to tie a company's recent news into a 20 sec pitch? Do the pitch.

"Congrats on your recent acquisition—growth like that can really put strain on receivables. We help companies convert offline payments online efficiently, without requiring you to teach your clients how to adopt another complex portal"

400

How would you respond to "We are prioritizing other projects"?

Tell me more. 


Totally fair. Curious, do you see payment collection as a current bottleneck, or more of a backburner item?

400

What 2 payment processor integrate with Sage Intacct?

Alternative Payments and ConnectBooster

400

What does BaaS stand for?

Banking as a Service

500

30 AltPay Story not including any feature pitch.

We exist because of the holes we found in the AR products in the MSP market. Our primary focus is innovating. We soley rely on our Partners feedback, ideas, and support to build the best platform and long term relationships.

OR

AltPay was founded to solve the headache of B2B payments. We saw how outdated and manual the process was, so we built a platform that’s modern, easy to use, and truly designed for finance teams

500

What is one financial metrics you can mention to get a CFOs attention?

Days Sales Outstanding (DSO)
Cash Conversion Cycle
Operating Cash Flow

500

What is the 3 step Objection Handling Framework?

1. Understand

2. Summarize
3. Recommend

500

Name 3 or more processors that offer same day payouts?

FlexPoint
Stripe
Quickbooks
Alternative Payments (additional cost)

500

What does IC stand for?

Interchange Rate