Client Profile
B2B Payment Processing
Zero monthly fees, zero PCI fees, zero statement fees - only 2.7% + 25¢ per transaction
$12M ARR
500,000+ SMB retailers and restaurants
Standing out in the most commoditized industry
The Problem: Everyone Claims "Better Rates"
In payment processing, everyone fights over 0.1% rate differences. But our client had a KILLER OFFER: absolutely zero monthly fees while competitors charge $50-500/month.
The challenge? Getting anyone to believe it and pay attention.
Our Approach: Massive TAM, Smart Qualification
Layer 1: Build the Entire Universe
We didn't look for fancy signals. We built a list of:
- Every restaurant in target cities (183,000)
- Every retail store under $10M revenue (247,000)
- Every service business accepting payments (156,000)
- Every e-commerce store on Shopify (89,000)
Total potential TAM: 675,000 businesses
Layer 2: AI Qualification at Scale
Our AI analyzed each business to qualify/disqualify:
Qualify:
- Small enough to feel monthly fees ($50K-500K monthly processing)
- Using mainstream processors (Square, Stripe, Clover)
- Independent businesses (not franchises with corporate deals)
- Active and growing (not dying businesses)
Disqualify:
- Too small (<$10K/month processing)
- Too large (>$1M/month - have negotiated rates)
- Franchises (corporate payment deals)
- Already using a zero-fee processor
This filtered 675,000 → 89,000 qualified prospects
Layer 3: 1:1 Personalized Messaging Around the Killer Offer
The offer was unbeatable. Our AI made it relevant to each prospect's specific situation:
To a restaurant with 4.8 Yelp rating and "family-owned" in bio:
Tony,
With a 4.8 rating and lines out the door on weekends, betting you process $60-80K/month at Antonio's.
Square's taking $179/month before you swipe a card. Plus 2.9% on every transaction.
We charge zero monthly fees. Just 2.7% + 25¢. You'd save ~$2,200/year.
Family restaurants like Antonio's deserve to keep that money. Worth discussing?
To a boutique posting Instagram stories about "Small Business Saturday":
Sarah,
Loved your Small Business Saturday post about keeping money local. Ironic that Clover takes $89/month from Bella Boutique whether you sell anything or not.
Local shops switching to us save $1,000-2,000/year. Zero monthly fees, just pay when you sell.
Want to keep more money in the neighborhood?
To an e-commerce store running Facebook ads for seasonal products:
Mike,
Saw you're pushing hard on Facebook ads for the holiday season. Between ad costs and Shopify's monthly fees + 2.9%, margins must be tight.
PureSupplements.com switched from Shopify Payments to us. Same integration, but saving $400/month they now put into more ads.
Quick math: $400/month saved = $80 more daily ad budget. Interested?
Results
Campaign Performance
- Qualified businesses:89,000
- Emails sent:67,000
- Responses:2,345 (3.5%)
- Meetings booked:52
- Meetings attended:48
Conversion Results
- Requested proposals:31
- Switched processors:22
- Average savings:$180/month
- New MRR:$50,490
- Annual revenue:$605,880
Client Quote
"We tried being clever. Turns out businesses just want to save money on fees. Your system helped us reach 89,000 qualified prospects with that simple message. The 3.5% response rate shocked us."
Why This Worked
No fancy signals. No complex inference. Just:
Massive TAM
Properly qualified 675,000 → 89,000
Clear Differentiator
Everyone understands (zero monthly fees)
Simple Math
$150/month saved = $1,800/year
Key Learning
In commoditized industries with huge TAMs, you don't need fancy intelligence. You need:
- Proper qualification at scale
- Clear, simple differentiation
- Messaging that states the value clearly
Sometimes the boring approach works best.
Ready for Scale Campaigns That Convert?
See how our massive TAM approach can help you reach qualified prospects at scale with clear, simple messaging.
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