The LQ Pay Sales Process is designed to guide potential clients smoothly from initial contact to full integration of the LQ Pay system. Below is a step-by-step overview of the process:

Step 1: Scheduling the Demo

• Action: The agent initiates contact with the potential client and schedules a product demonstration with the sales rep.

• Tool: Calendly link. 

• Additional Tasks:

  • Present pricing details to the client.

  • Submit the Opportunity Registration Form to document the prospect and allow Vivid Health to track the sales progress.

Step 2: Workflow Review Call

• Action: A Workflow Review Call is scheduled to understand the practice's current payment processes and requirements.

• Objective: Ensure that the LQ Pay system aligns with the practice’s needs and address any specific workflow questions or concerns the client might have.

Step 3: Onboarding with Vivid Health

• Action: Begin the onboarding process for the merchant with Vivid, the payment processing partner. Fill out LQ Pay paperwork.

• Tasks:

  • Set up merchant accounts.

  • Ensure all necessary documentation and compliance requirements are met.

  • Provide initial training and support to the client for using Vivid’s services.

  • Fill out LQ Pay paperwork.

Step 4: Scheduling LINQ Installation

• Action: Schedule the installation of the LINQ device with LQ Pay's installation team.

• Objective: Finalize the setup and integration of LQ Pay into the client's practice.

• Tasks:

  • Coordinate with the client to determine a suitable time for installation.

  • Install and test the system to ensure it operates smoothly within the practice's workflow.

This structured approach ensures that each potential client receives personalized attention and support throughout the sales process, from initial demonstration to full system installation and operational use.

LQ Pay Sales Process.pdf