Keep supporting the business
After a Free merchant is signed up and installed, the Agent's job does not end. Stay available, help the merchant understand the system and pay attention to what is happening in the business.
The goal is not to manufacture a reason for an upgrade. The goal is to make sure the merchant can get genuine value from the tier they are using.
Stay connected without pressure
A simple follow-up can be more useful than another sales pitch. Ask how the business is doing, whether the merchant is using the system comfortably and whether anything needs attention.
When there is a real problem, help solve it. When there is no problem, there is no need to force a conversation about upgrading.
Watch for changing needs
A merchant may eventually reach a point where the Free tier no longer fits what the business needs. That change should come from the merchant's situation, not from pressure by the Agent.
- New business activity: The merchant's operations may become more demanding.
- Growing needs: The business may need capabilities available on a paid tier.
- More people involved: Changes in how the business operates can create new requirements.
- Direct questions: If the merchant asks what a paid tier offers, explain it clearly and honestly.
Remember what happens when they upgrade
The signing Agent keeps the claim if the Free merchant upgrades later. Once the merchant becomes a paid subscriber, the normal 50% recurring commission applies to what the merchant pays.
That means an Agent does not need to rush the upgrade. The relationship can develop naturally while the merchant remains Free.
Think long term
Nurturing is about staying useful, not staying pushy. Support the merchant, understand the business and remain connected. If the merchant's needs eventually change, the upgrade conversation can happen at the right time.
A Free merchant may produce no recurring commission today, but the relationship still matters. Good Agents build trust before they build the next sale.
Ready to get started?
Explore our apps and find the right one for your trade.
