Launch KitMonths 2 to 5: Execution and reinforcement
Monthly corporate scorecard reviews keep progress visible and markets accountable. Champion markets keep mentoring the ones behind, and targeted advertiser outreach moves the remaining check payers to electronic.

This is where results become visible, and where accountability keeps every market moving
The kickoff is behind you. The standard is in place. Months 2 through 5 are about one thing: making sure it holds across every market, every month, without exception. Three things drive this phase.
- 1
Monthly corporate scorecard review
Every month, every market’s numbers are on the table: EI percentage, PayNow merchant payment volume and outstanding exceptions. Corporate reviews, follows up on what’s off track and recognizes what’s working. Markets that are behind get support and a clear expectation to close the gap before the next review. Track your two numbers weekly so the scorecard is never a surprise.
- 2
Champion markets continue mentoring
The mentoring relationships that started in Weeks 3 and 4 stay active through this entire phase. A monthly check-in between business managers, a shared note on what’s working, a quick call when something gets stuck. No market should solve the same problem in isolation.
- 3
Targeted advertiser outreach
Your exception log tells you exactly who to call: every account still on checks, how long they’ve been there and which AE owns the relationship. Work through it systematically and prioritize by volume. Use guest checkout links, pre-payments and the collections tool to make switching easy. For accounts that continue to resist, escalate to the GM at the 60-day mark.
What good looks like by Month 5
- Monthly scorecard reviews run on a fixed cadence
- Every market is making measurable progress toward the EI% and PayNow payment volume goals set in Week 1 (recommended benchmark: 90% EI and 40% PayNow payment volume)
- The exception log is current and actively maintained
- Champion and lagging markets are in regular contact
- Top check-paying accounts have been personally contacted by AEs