Week 3 and 4: How to Make Sure the Standard Actually Holds
Weekly reviews, exception tracking, and getting your markets to learn from each other.
Your Weeks 3–4 Quick Review
Know what to focus on and what to watch for.
Use the dropdowns below to quickly review what to focus and watch for during Weeks 3 and 4. This is your go-to reference for keeping the standard on track, whether you’re running your weekly review, checking in on your exception log, or preparing for the Month 2 scorecard.
Perform Your Weekly Market Review
Run this every week, same day, same format.
Use your tool:
The Implementation Checklist Shows where each market stands on platform setup, training completion, and advertiser onboarding. Anything incomplete gets addressed now, not at the monthly scorecard. This serves as the system of record for accounts not yet on electronic payments, ensuring every exception is documented, tracked, and actively managed to maintain adoption of the new standard.
Stay Ahead of the Scorecard
Your monthly corporate scorecard review begins in Month 2. The most successful markets are monitoring performance throughout the month, not reviewing it for the first time the day before.
Your Customer Success Manager will provide your scorecard. If you have not yet received it, please contact your CSM.
Keep your eye on the metrics that will dictate your scorecard:
- EI%: The percentage of invoices delivered electronically
- PayNow Merchant Payment %: The percentage of payment volume received electronically
If either metric stalls, use your Exception Log to identify gaps and prioritize corrective action. The scorecard should never be a surprise. It should be a reflection of progress you’ve been tracking all along.
Market Review and Marketing
Your leading markets have already worked through what your lagging markets are currently navigating: resistant advertisers, AE hesitation, fee objections. That experience is your best resource right now.
If you’re a champion market: make yourself available. A phone call, a shared script, a quick conversation goes a long way.
If you’re a lagging market: reach out. The answers are already inside your organization.
Making Accountability and Goal Setting a Priority
This includes:
- Weekly reviews are on a fixed cadence
- Advertisers and agencies that have not adopted electronic payments are being actively worked on and moved through the conversion process
- Champion and lagging markets have connected at least once
- No checklist items are more than one week overdue
Resources for This Phase
- PayNow Electronic Payment Policy Implementation Checklist – your weekly review anchor
- Internal Communications Templates – Template D for monthly progress updates as you move into Month 2
- PayNow Electronic Payment Standards Guide – reference for any team member who needs a refresher
