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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 6/23/2022 4:20 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 9157
Template/Type: Brandon Time
Title/Caption: Email and tech support
Start Date/Time: 6/23/2022 1:30 pm
End Date/Time: 6/23/2022 3:00 pm
Main Status: Active

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Notes:

Huge email back and forth with the underwriters at Trinity Payment Solutions. We are in the process of switching merchant processors. They had a number of questions about our business model and how we do certain things. They wanted clarification on billing practices, pricing, and contracts. Spent quite a bit of time giving them answers and explaining what we do. I went into tons of details and provided links, logins, screenshots, statements, etc. Just for fun - we are a high-end SaaS (software as a service) company, dealing with operations and accounting. We have a standard package that we use and then do custom work on top of that. Mini elevator pitch.