GATEKEEPER

This is [Your Name]. I’m in the Settlement Services department which is part of the Interchange division, here at Merchant Services.

I need to speak with [Full Name] or [Whoever set up the merchant account] about a couple of aspects of the current merchant account.

DECISION MAKER

[NAME]…  [YOUR NAME]. I’m in the Settlement Services department which is part of the Interchange division, here at Merchant Services.

Do you have a moment to speak with me regarding your share of the 5.54 billion dollar antitrust settlement against Visa and MasterCard last year?

First, I need to inform you that our calls are recorded for Quality Assurance, Training Purposes, and Fraud Prevention.

THE REASON FOR THE CALL

Just a quick update on where we’re at with things…The federal court granted final approval to the $5.5-billion-dollar anti-trust settlement against Visa and Mastercard and you ARE a member of the affected class, and as a current account holder, we sent out a mailer to the business roughly ninety days ago regarding your entitlement. 

That’s why I’m reaching out to you!

NEXT STEPS

So, now that the proceedings are coming to an end, one of the trusted advisors over in Settlement Services needs to meet with you over there at your location to perform the required site survey and determine how to best structure the entitlements to maximize what your business will receive from the settlement.

Of course, the entitlements include a monetary disbursement that we estimate to be between three and eight thousand dollars.  It just depends on your average monthly sales from credit and debit cards.

I’ll be able to give you a better estimate in a moment, but first I must read some court-mandated disclosures to you.

While claims forms are not yet available, your Regional VP will assist you with Pre-registering during the meeting and later submitting the claims form on your behalf when it becomes available. Of course, there is No-cost to you for providing this service and Class Members need not sign up for any third-party service that charges a fee in order to participate in any monetary relief. Additional No-cost assistance will also be available from the Class Administrator and Class Counsel during the claims-filing period. You can also go to the court-appointed website for additional information at paymentcardsettlement.com

Now, with your help, let’s put together an estimate of what the business will receive from the settlement. So, the claims period ran from 2004 to 2019. Tell me, were you processing cards back in 2004?   IF NO:  What year did you start processing cards?

OK, and what’s a good monthly sales average from card payments in 2019?  A best-guess will work. Would you say a good average is around 30 thousand a month, more like 50 thousand, over a hundred  What’s a good ballpark?

NOTE: Select the YEAR and VOLUME from the dropdowns in the CRM.

Alright, based on those numbers, we estimate your entitlement to be: [$]

VPs HAVE UNPUBLISHED ENTITLEMENTS

I have more good news [Name]. As a national settlement services facilitator, we have access to hundreds of unpublished entitlements from court settlements with large service providers. So, our trusted advisors will, most likely, find additional benefits and entitlements available to you based on the provider. Potentially, saving you thousands in expense from, as many as, six different business services that you use every day.

In fact, since 1994 our trusted advisors have helped countless businesses recover millions in refunds and entitlements from Banks, Telecoms, ISPs, and even Software and Cloud Services providers.   Does that make sense?

So, let me give you a couple of examples of why this is important to you.

Back in Sep of 2019 a lawsuit against Comcast was settled for fifteen million dollars.

As a result, class members benefit from: 20% to 50% savings on existing services.

In another example, AT&T reached a settlement, in 2021, stemming from allegations that customers, with unlimited data plans, were subject to data throttling.

As a result, class members benefit from: No-cost Internet or Mobility Services for one year.

So, does that give you a better understanding of what we do and how this benefits your business? 

CURRENT SERVICE PROVIDERS

Let me ask you this… Are you using Comcast for your internet now or are you still using AT&T?   

[Open Service Providers Tab]

OK, do you use them for phone service as well? IF NO: OK, who do you use now?

Additionally, it’s highly likely that our trusted advisors can eliminate as-many-as four levels of retail markup on the current processing account.

As a result, class members benefit from: 30% to 50% in processing fees, moving forward.

Are you with me so far?                           (Click Booking Button Now)

SET A TIME

My job is to SET-A-TIME.

I SET-A-TIME for the VP from Settlement Services to meet with you at your location. Of course, they’ll perform the required site survey and determine how to best structure the entitlements to maximize your result from the settlement.

So let me ask you this,  Do you prefer mornings or afternoons to, MAKE your meetings?

(Schedule in the CRM)

Hmm, let’s see…  looks like I don’t have anything until…

Okay… so I do have a [ ____ AM/PM on ____ day ] and a [ ____ AM/PM on ____ day ] which one works better for you?

Alright, I submitted the request, it will be just one moment – I just want to make sure no one else grabbed it first.

[PAUSE] Okay! We got it! And [NAME], would you please confirm your business address for me?

Also, please do me a huge favor and remember to have your last two processing statements along with a bill for your Phone and Internet service. If you have Mobility service under the business you can include that as well.       Okay, any final questions for me?

So you are all set for ____ AM/PM on ____ day at [business address]. Lastly, would you like a test and/or email confirmation for the meeting?

Now [NAME], do me one last favor and please enjoy the rest of your day and we’ll se you, on ­­­­____ day!