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Merchant Services / Payment Processing: Best Referral Sources

Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.

Get your list

The rooms for merchant services providers, the next meeting dates, and who to ask for when you walk in.

Your top referral sources
  1. Bookkeeper
  2. Insurance Property & Casualty
  3. Attorney Business & Corporate
  4. Business Banker
  5. Medical Billing & Practice Management
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Start here

Your one-page action plan

Five partners, what starts the work for each one, and the three rooms to be in. Print it and keep it in the car.

Networking plan: Merchant Services / Payment Processing

The five people who should be sending you clients

  1. Bookkeeper (They send you work)
    Shared trigger: somebody starts a company
  2. Insurance Property & Casualty (They send you work)
    Shared trigger: somebody starts a company
  3. Attorney Business & Corporate (They send you work)
    Shared trigger: somebody starts a company
  4. Business Banker (They send you work)
    Shared trigger: somebody starts a company
  5. Medical Billing & Practice Management (They send you work)
    Shared trigger: somebody starts a company

The three rooms to be in

  1. LinkedIn groups & local B2B communities: Your partners are in this room: bookkeepers, P&C insurance agents, and business attorneys.
  2. Software & platform user groups: Your partners are in this room: bookkeepers, medical billing companies, and IT and managed service providers.
  3. Your city or county chamber of commerce: Your partners are in this room: bookkeepers, P&C insurance agents, and business attorneys.
Or have it emailed to you ↑
The people

Who should be sending you clients

Ranked by what starts the job, not by who sounds close to your trade. When something happens that makes people need merchant services providers, who else gets a call that same week?

Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.

  1. 1 Bookkeeper They send you work Trigger: somebody starts a company 80 match strength out of 100
  2. 2 Insurance Property & Casualty They send you work Trigger: somebody starts a company 77 match strength out of 100
  3. 3 Attorney Business & Corporate They send you work Trigger: somebody starts a company 76 match strength out of 100
  4. 4 Business Banker They send you work Trigger: somebody starts a company 72 match strength out of 100
  5. 5 Medical Billing & Practice Management They send you work Trigger: somebody starts a company 72 match strength out of 100
  6. 6 CPA / Accountant They send you work Trigger: somebody starts a company 71 match strength out of 100
  7. 7 Attorney Intellectual Property They send you work Trigger: somebody starts a company 69 match strength out of 100
  8. 8 IT Services / Managed IT Two-way Trigger: somebody starts a company 69 match strength out of 100
  9. 9 Restaurant / Food Service They send you work Trigger: somebody starts a company 68 match strength out of 100
  10. 10 Commercial Property Manager They send you work Trigger: a business signs a lease or opens a location 68 match strength out of 100

Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑

The rooms

Where those people actually are

Ranked by how many of your best partners are in the room, and how much work each one can send you. Give someone nine choices and they pick none, so we have marked the one to start with.

  1. 1 LinkedIn groups & local B2B communities Your pick Your partners are in this room: bookkeepers, P&C insurance agents, and business attorneys. Online community · Always on · Free · ~3 hrs/month Chapter finder →
  2. 2 Software & platform user groups Your partners are in this room: bookkeepers, medical billing companies, and IT and managed service providers. Vendor & supply chain · Quarterly · Free · ~2 hrs/month
  3. 3 Your city or county chamber of commerce Your partners are in this room: bookkeepers, P&C insurance agents, and business attorneys. Chamber of commerce · Monthly · Under $500/yr · ~4 hrs/month Chapter finder →
  4. 4 Vistage Your partners are in this room: business attorneys, business bankers, and CPAs. Paid peer group · Monthly · $2,000+/yr · ~8 hrs/month Chapter finder →
  5. 5 State CPA society Your partners are in this room: bookkeepers and CPAs. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  6. 6 State bar practice sections Your partners are in this room: business attorneys and IP attorneys. Your partners' association · Quarterly · Under $500/yr · ~2 hrs/month Chapter finder →
  7. 7 EO (Entrepreneurs' Organization) Your partners are in this room: business attorneys and IP attorneys. Paid peer group · Monthly · $2,000+/yr · ~8 hrs/month Chapter finder →
  8. 8 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Weekly · $500–$2,000/yr · ~8 hrs/month · One seat per category Chapter finder →

Let us be straight with you. For merchant services providers, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.

These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑

Your seat

Is your seat open?

Prime Time takes one Merchant Services / Payment Processing per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.

Add your ZIP code in the form above to see which seats are open. Go to the form ↑

Want this as a list you can act on?

Send it to yourself: the partners above, the rooms ranked for merchant services providers, and the next meeting dates for your area.

Send me my list