SCHEDULE A MERCHANT SERVICES CONSULTATION

Speak With aMerchant Specialist About Your Business

Choose a convenient time to talk through yourpayment-processing needs with a knowledgeablemerchant-services specialist.

  • ✓ Book through the approved GoHighLevel calendar
  • ✓ Ask AI Max before you book
  • ✓ Upload a statement first if you choose
ASK AI MAX SCHEDULE A CONSULTATIONSEND A MESSAGE
BOOK A CONSULTATION
ASK AI MAX
UPLOAD STATEMENT FIRST

Speak With a Merchant Specialist About YourBusiness

Sometimes the fastest way to make a good payment-processing decision is to talk through the business with aknowledgeable person. This page gives merchants a simple way to book a consultation through the approvedGoHighLevel calendar and arrive at the conversation with the right information already organized.
Quick Answer: What happens during a merchant-services consultation?
A merchant-services consultation is a conversation about how the business currently accepts payments, what isworking, what needs improvement and which payment-processing or POS options may be worth evaluating.

How the Consultation Process Works

1

Choose a Time
Select an available appointment time from theapproved GoHighLevel calendar

2

Tell Us About YourBusiness
Provide basic business andcontact information so the specialist can prepare.

3

Optional Statement Review
If you already process cards,use the dedicated statement analysis workflow first if useful.

4

Meet Your Specialist
Discuss your payment setup,goals, questions and appropriate next steps.

5

Move Forward
Apply, compare solutions orcontinue the conversation at your own pace

What We May Discuss

Current Processing
Processor, payment channels,equipment and general processingexperience.
Business Needs
Industry, locations, monthly volume,average ticket and growth plans.
POS & Equipment
Terminals, POS systems, mobileacceptance, online checkout or virtualterminal.
Statement Review
Current processing statement results ifthe merchant used the dedicatedanalysis software
Application Readiness
What information or documents maystill be needed before an applicationcan be submitted.
Next Steps
Apply, request additional information,compare options or schedule a followup.

Ask AI Max Before You Book

AI Max can ask a few general questions before scheduling so the merchant is routed to the most appropriateconsultation type. It can also explain what to have ready, help the merchant decide whether to upload astatement first and provide a concise qualification summary for the live specialist when technically feasible.
AI Max - Consultation Guide
• Identify merchant type
• Clarify the reason for the call
• Collect non-sensitive prep details
• Route to the right calendar or specialist
• Explain what to have ready
Important Boundary
AI Max supports scheduling and general qualification. Thelive consultation remains a human conversation, andsensitive underwriting information stays inside secureapplication tools.

Recommended Booking Form Fields

AI Max - Consultation Guide
• First and last name
• Email address
• State
• Approximate monthly processing volume
• Current processor, if applicable
• Optional note for the specialist
AI Max - Consultation Guide
• Business name
• Phone number
• Business / industry type
• Primary reason for the consultation
• Preferred meeting method if more than one is offered
Keep scheduling simple and secure
The booking form should collect only information needed to prepare for the consultation. Sensitive banking, identityand underwriting information belongs inside the secure application, not the calendar form.

Optional: Upload a Statement Before the Meeting

Existing merchants can be offered a direct link to the Free Merchant Statement Analysis workflow before theconsultation. The specialized software performs the technical analysis. The resulting information can helpmake the scheduled conversation more focused, but the merchant should be free to book a consultationwithout uploading a statement.
Quick Answer: What happens during a merchant-services consultation?
A merchant-services consultation is a conversation about how the business currently accepts payments, what isworking, what needs improvement and which payment-processing or POS options may be worth evaluating.
BOOK A CONSULTATION
ASK AI MAX
UPLOAD STATEMENT FIRST

Optional: Upload a Statement Before the Meeting

• Create or update the contact when the appointment is booked.
• Add the consultation to the appropriate GoHighLevel calendar.
• Tag the lead by source, merchant type and primary interest where appropriate.
• Send an immediate confirmation with date, time and meeting details.
• Send reasonable reminder messages according to consent and communication settings.
• Attach or preserve the AI Max qualification summary where technically feasible.
• Create a follow-up task or workflow after the consultation based on outcome.

Frequently Asked Questions

Do I have to apply before scheduling a consultation?
No. A merchant should be able to schedule a conversation before deciding whether to apply.
Should I upload my processing statement before the call?
It can be helpful if you already process cards, but it should be optional. The dedicated statement-analysis software performs the technical review.
Can AI Max schedule the appointment for me?
AI Max can guide the scheduling process and route you to the correct calendar. The actual booking should be confirmed through the connected calendarworkflow
What should I have ready for the consultation?
Basic information about your business, current payment setup, approximate processing volume, equipment needs and any questions you want todiscuss
Will the consultation guarantee approval or pricing?
No. The consultation is for evaluation and planning. Approval, pricing and account terms remain subject to the applicable processor and underwritingprocess.

Choose a Time That Works for You

Book a merchant consultation, ask AI Max a question, or upload your current statement first.

BOOK A CONSULTATION | ASK AI MAX | UPLOAD STATEMENT FIRST