A Simple Look At the Optimal Sales Path

See How It Works.

See how payments can show up earlier in the process, help the buyer keep moving, and give everyone a clear next step from beginning to end.

Here are the statistics:

Only 9%of equipment sales teams lead with a payment.

6XStudies say reps are 6x more likely to closejust by leading with a payment.

Nearly Halfwill choose a less preferred brandif your competitor offers monthly payments.

73%who need financing will not ask for itunless the option is put in front of them.

1

Show payment earlyLead with a payment while the buyer is shopping.

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2

Keep your buyer movingMake every step seamless and uncomplicated.

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3

Automation leads the wayBuyer, dealer, documents, ID, and funding stay connected.

Slide 1 · the big idea

Make affordability part of the sale.

Your buyer sees a payment path rather than hearing about financing at the end.

1

Start the payment conversation online or in person.Website, quote, machine, or front desk.

2

Keep the next step obvious.You and your customer know what happens next.

3

Use automation as a guide.Use technology to enhance the relationship.

In plain English: show payment earlier, make the process easier, and keep the sale moving.

$

1. Show monthly option(s)

The buyer sees a monthly path while they are still deciding what to buy.

→

2. Next steps are clear

Buyer and dealer see what’s needed to complete the process.

→

✓

3. Success within reach

Buyer items, dealer items, documents, ID, and funding stay connected.

Slide 2 · where it starts

Lead the way.

The buyer should not have to ask, “How do I pay for this?” Let the platform and your team lead with payment.

Q

Quote or invoiceShow a sample payment next to the price.

W

Website product pageShow price and payment together while the buyer is shopping.

QR

On the equipmentA round sticker can open the same path.

No matter where the buyer starts, every path leads to the same application.

Quote / invoice

Price + payment + QR

The buyer can scan and continue right from the quote.

$150,000 equipment packageSample payment: $2,824-$3,118/mo

On the equipment

Small round QR sticker

Scan while standing at the machine.

PAYMENT OPTIONS

YOUR EQUIPMENT COMPANY

PRODUCTS RESOURCES CONTACT

PRO SERIES

Pro Series 1000 Widget

Product Code: SS-4500

$150,000.00

ESTIMATED PAYMENTS OF $3,118/MO

GET A QUOTE

Payment shown early, before the buyer leaves the product page.

Slide 3 · show payment

You can give your customer payment options, too.

Use payment to close the sale OR leave it up to your customer.

1

You enter a few detailsCost, time in business, revenue, and credit strength.

2

Your customer sees a responsible payment rangeEnough to understand affordability right away.

3

You send them a link to continue.Email, text, link, or QR code.

This is a planning number, not a final approval. Final payment choices come after review.

Dealer enters

$150,000 cost

3+ years

$1.2M revenue

Good credit

→

Buyer sees

Planning payment range$2,824-$3,118/mo

Your equipment quote is ready.
Tap or scan to continue when you are ready.

Slide 4 · buyer keeps moving

The application adapts to the buyer.

Your buyer only sees the questions and tasks that fit their business.

1

Only ask what is needed.Different business data and scenarios trigger different questions.

2

Save the buyer’s place.Return and restart the process any time and from any device.

3

Your buyer’s next step is a click away.Application, payment choices, missing items, e-sign docs, or ID check.

The buyer can start on a computer, continue on a tablet, and finish on a phone.

How the buyer gets back in

1

Continue your applicationYour place is saved.

2

Payment optionsTap to review and choose.

3

We need a little more information.Securely upload it by clicking here.

4

Your digital documents are readyTap to review and sign.

5

Complete your ID checkTake a photo of your ID and a selfie.

Slide 5 · finish the deal

Sell using payment - without needing a finance department.

Your team owns the sale and experience, automation guides your customer's journey, and we handle the back end.

B

BuyerChoose terms, upload needed items, sign, and complete the ID check.

Y

Your TeamUpload the final invoice and MSO/title if needed.

S

SLSFunds the sale upon completion.

When everything is complete, the dealer gets a clear “ready to fund” notice.

OVERVIEW:

Buyer

A simple checklist

Choose payment option
Upload needed items
Sign documents
ID photo + selfie

Dealer

Close the sale

Final invoice
Title / MSO if needed
Get paid

Automation

Bring it together

Create e-docs
Track completion
Confirm file is ready
Send funding notice

✓ MISSION ACCOMPLISHED → The invoice is funded using the payment information on file.

See it in your world

Get started.

Tell us a little about your company and what you want payment to help your sales team accomplish.