Verified leads: Business owners unhappy with their current processor, ready to talk statements, rates and equipment. Exclusive to you.
Restaurant group · 3 locations
Recorded qualification call and full notes, delivered to your CRM.
Every claim on this page is backed the same way: Recorded client reviews where their own sales team walks through the deals that closed. In merchant services the math is residual math: A signed merchant pays you every month the account stays on your book, so one real conversation with an owner who’s ready to move is worth a stack of shared leads that four other agents are already dialing.
We message owners and controllers inside your ICP, confirm the processing volume, the current setup, what triggered the shopping and the timeline on a recorded call, and the merchants ready for a statement review land in your CRM with full notes for your closers.
A merchant lead makes three stops on the way to your CRM or calendar: Targeted outreach, lead screening and handoff. Those stops build a direct line between a merchant’s frustration with their current processor and your team’s intake and sales process.
Merchants close to leaving their current processor, reached at a scale no agent team can cover, in the channel they respond to: Their inbox.
Before delivery, our in-house verification team screens each merchant for needs and intent to confirm they’re sales-ready.
Your CRM gets each double-verified appointment with a live notification. Return anything outside the scope we agreed within 10 days and pay nothing.
Every merchant lead is held to the same standard, and one that misses it is free. The multi-step process behind it scores and screens each merchant for needs and intent. Whether they got repriced, opened a new location, outgrew their equipment or finally read the fees, the lead arrives in your CRM already sales-qualified.
Once merchant leads reach your CRM, three levers move the outcome: Lead intent, handoff and the follow up process. We pull all 3 with you, backed by decades of B2B lead generation and sales experience.
Why is the merchant shopping? A reprice, a contract ending, new locations, equipment they’ve outgrown? What’s their monthly card volume, and are they card-present, online or both? Will they sit for a statement review? Each of those questions is settled before the lead hits your pipeline. The standing promise: Sales-ready intent. They want to talk about their processing.
The handoff is where merchant leads are won or dropped, so we make it complete. Every note that helps your team pick up the sale is attached: Who they last spoke with on our side, who processes them today, rough monthly volume, what set them off, their preferred contact. Pick up where we left off.
Your follow-up is our business too: Once a merchant lead is in your CRM we coach a data-backed 20 touchpoint process, with call cadences, email sequences, SMS routines and messaging that works. In this business the agent who gets the statement first usually writes the deal. We keep your business by making the program work, so we’ll hold your sales team accountable, and that’s a good thing.
If a merchant lead we send isn’t sales-ready qualified, you don’t pay. You get a 10-day window to return any lead that doesn’t match or exceed our quality promise.
Our merchant services clients hold us to a 2:1 to 5:1 ROAS. We build toward that from day one. We model lead price against your residual per account and average account life, because a merchant that stays on your book three years is worth far more than the lead’s sticker price. Our people bring decades of combined B2B lead generation and sales experience, plus what your team needs from a program to scale it.
We know how this vertical really works: Most merchant leads on the market are resold until the merchant stops answering, and books built on rate alone bleed attrition. So we screen for a reason to switch beyond price, and we hand you what the merchant told us so your statement review starts warm. If lowering filters to lower CPL is most aligned with your shop, we’ll tell you. Our north star is account retention and growth for our clients, and it starts before we kick off.
Our merchant leads are priced so your residual math works and keeps working as you scale. The math only works one way: If you don’t win, we don’t win. Here’s a benchmark of going rates in the merchant services lead space today.
| What you’re buying | Typical 2026 price | The catch |
|---|---|---|
| Raw merchant lists (UCC and SIC data) | $0.10 – $2 | Names and numbers only; no signal anyone wants to switch |
| Shared merchant services leads | $20 – $60 | Resold to multiple agents; merchants stop answering by the third call |
| Exclusive sales-qualified merchant leads | $50 – $200 | Range depends on volume filters and how strict the qualification bar really is |
| Telemarketing appointment retainers | $4,000 – $12,000 / mo | Billed every month whether or not results show up |
The number that matters is the math against residuals. One merchant account can pay its lead price back every month for years, and verified intent to switch is what moves that number, not sticker price.
How Upcision bills: Per sales-qualified merchant lead, scoped to your ICP and offer. No retainers, no setup fees, and a 10-day return window on any lead that misses the bar.
Get your per-lead priceYes. Every lead we deliver is exclusive to you, including against competitors in your category.
Exclusive sales-qualified merchant processing leads run $50 to $200 in 2026, depending on volume filters. Shared merchant leads cost $20 to $60 but are resold to multiple agents. Upcision bills by the lead against your ICP, no retainers, 10-day return window; the table on this page shows the going rates.
Willingness to review their setup is part of the screening call. The statement itself is your close motion; our notes tell you what they process, who has the account today and what set them shopping, so the review starts warm.
You set the filters: Monthly card volume, industry, card-present versus online, single or multi-location. We build targeting around the book you want to write.
Our in-house team confirms who processes them today, rough monthly volume, what triggered the shopping and the timeline on a recorded call before anything reaches your CRM.
If a lead doesn’t match the criteria we agreed on, flag it within 10 days and it doesn’t count against you. The qualification call is recorded, so there’s no argument.
Shared leads are sold to several agents and the merchant gets hammered until they stop answering. Every lead here is exclusive, verified on a recorded call and delivered to one client: You.
Yes. Merchant processing companies are one of the verticals we run, alongside credit card processing, payroll and bookkeeping. Recorded reviews from clients sit on our case studies page.
If you write merchant accounts and your team can run statement reviews, tell us your ICP and close rate. If we can keep your pipeline full we’ll say so, and if we can’t we’ll say that too, with the guarantee behind every lead.
Book a Consultation