Call the merchant comparing rates before they sign with someone else

A comparison-shopped lead

Merchants look for a new processor when something hurts: a rate increase, a held deposit, new hardware, a second location. They fill in forms on several sites at once, and many lead sources sell the same request more than once. Response time decides who gets the first real conversation.

How Peregrine qualifies a merchant

Peregrine calls within seconds, introduces itself as an AI assistant from your company, and asks what your reps would ask first: the type of business, roughly how much they process by card each month, how they take payments today, who they process with, and whether they are under contract. It looks up the business first, so the call stays short.

Merchants who fit are handed to an available rep live, with a one-line summary first. Business types you do not serve can be deal-breakers, so those calls end politely without a transfer. If nobody is free, the merchant gets a callback at a time they choose and your team gets a hot-lead alert.

Every lead source in one place

Give each lead vendor and form its own source, by webhook or the website snippet, and every lead shows where it came from. The dashboard shows time to first call, how many leads were reached and qualified, and how many were handed off live, by source, so you can see which vendors are worth paying for.

A typical first call

A restaurant owner fills in a rate-comparison form after their processor raised fees. Seconds later Peregrine calls, introduces itself as an AI assistant from your company, and asks how they take payments, roughly what they run by card each month, who they process with and whether they are under contract. The owner is talking to one of your reps two minutes after submitting the form, while the other providers are still in their queues.

What to measure

Track median time to first call, reach rate and the share of merchants handed off live, for each lead vendor. Then follow them into your own numbers: applications submitted and accounts boarded. Lead sources that rarely reach a rep are the ones to renegotiate or drop.

Setting it up

Write the profile first: the business types you serve, the monthly card volume that makes an account worth a rep's time, and the deal-breakers. Add the reps who take transfers with their hours, or one sales line. Then connect your lead sources and send a test lead with your own phone number.