Week 1 is all about getting clear on where you stand.

Before your markets can move toward electronic payment, you need to know your starting point: which markets are leading, which are lagging, and what needs to happen first. This week is about building that foundation so everything that follows has direction and accountability behind it.

Here’s what to focus on.

3 Quick Steps for Week 1:

1. Pull your baseline numbers.

Two metrics matter:

  1. Your Electronic Invoicing percentage and
  2. Your PayNow merchant payment percentage.

If you need help pulling them, your Marketron Client Success Manager can assist. And if the numbers are lower than you’d like, that’s exactly why the program exists.

Low numbers are an opportunity, not failure.

2. Identify your champions and your lagging markets.

Champion markets will mentor the ones still ramping up. For markets that are behind, lead with coaching, not pressure.

Your job is to give them clarity and tools, and the numbers will follow.

Kickoff Communication Templates

Start the program with a clear and consistent message from leadership. This resource includes four communication templates designed to support the rollout of your electronic invoicing and payment standardization initiative.

For Week 1, review, customize, and send Template A and Template B to the appropriate audiences. These communications introduce the program, explain its objectives, and establish expectations across the organization.

The remaining templates will be used later in the rollout as reinforcement communications. For now, focus on distributing Templates A and B to build alignment and momentum across all markets.

Download, customize, and send both templates A & B this week.

DOWNLOAD THE TEMPLATE

What’s Next?

Week 2: Kickoff and Training

With your baseline established and Week 1 communications complete, it’s time to align your team and prepare for execution.

Before moving to Week 2, schedule your required training session with your Customer Success Manager. This session will help you build your rollout plan and prepare your markets for adoption.

Once training is scheduled, continue to Week 2.

HEAD ON INTO WEEK 2
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