Merchants can tell within ten seconds whether you know anything about their business. A little research changes the tone of the whole call.
What to look for
- What the business does and where it is
- A website or listing that matches the lead
- Reviews or news that tell you how things are going
- Anything that does not match what the merchant said
Let AI do the first pass
AI can look a business up online and summarize what it finds in seconds, so reps spend their time on the call, not on searching.
Use it to open
"I saw you run a two location bakery in Tampa, congrats on the second spot." That opener earns more time than any script.
Stay careful
AI summaries can be wrong. Confirm on the call, and let bank statements be the real check.
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