Adapt Merchant Services (AdaptMS) was founded in 2012 with a vision that was ahead of its time. The company was launched in conjunction with Adapt POS, an ambitious project that aimed to merge restaurant-focused point-of-sale (POS) software with integrated...
Resource Center
Our Referral Agent Resource Center
Welcome to the Resource Center where we turn merchant account mysteries into child’s play. Get ready to unlock the secrets becoming an effective referral agent and tackle those pesky questions that keep you up at night.
Networking for Sales Reps: How to Find New Merchant Clients Offline
In an industry dominated by digital outreach and cold emails, nothing beats the power of in-person networking for building trust and closing deals. If you're selling merchant accounts, you need to be where the business owners are—shaking hands, making connections, and...
Overcoming Objections: Turning ‘No’ into an Opportunity
In this training video, Todd, a business development expert, walks you through the most common objections you’ll face when selling merchant services and how to turn them into opportunities. From handling brush-offs like “I’m not interested” to overcoming real...
Objection Handling Q&A for Referral Agents
Q: How should I respond when a prospect says, "I'm not interested"?A: This is often a knee-jerk reaction rather than a real objection. Instead of walking away, try to engage them with a curiosity-driven question: “Out of curiosity, what would make this worth your...
Getting Started as a Referral Agent – Questions & Answers
1. What is the value that I'm bringing to them? How am I helping them? How much will they be saving? Examples of how they will save on a single transaction, a day, a month. The main value you bring is personal connection and service. You’re not just a voice on the...