Weekly assessment
Four-week assessment
| Metric | Weekly | Four weeks |
|---|
Six-month portfolio assessment
Monthly cohorts earn advances on activation, residuals beginning the following month, and illustrative true-ups starting three months later.
| Month | Active merchants | Advances | Residuals | True-ups | Total |
|---|
Accumulated portfolio income
Scenario comparison
Four-week results at the selected daily visit volume. Each funnel stage rounds to a whole number.
Your five-hour field day
| Travel between shops | 45 minutes |
| Business visits and introductions | 3 hours |
| Longer owner conversations | 45 minutes |
| CRM notes and immediate follow-ups | 30 minutes |
| Total | 5 hours |
At 20–25 visits per day, use short introductions in tightly clustered locations, with full technology reviews scheduled separately. The five hours include travel and recovery breaks as needed.
Where to focus
Start with independently owned general repair and tire shops. Expand into transmission, collision/body, detailing, and automotive specialty operations. Plan compact Baton Rouge corridors such as Airline Highway, Florida Boulevard, and Choctaw Drive. Lead with a complimentary technology review, not only processing rates.