Residual Playbook

Residual Playbook is the mobile home base for merchant services sales agents building a book of business in the field. Access your full training library, connect with other agents, and get answers from the team — from your phone, between appointments. WHAT’S INSIDE Training Library Work through structured courses covering merchant prospecting, walking into a business cold, statement analysis, handling objections, and closing. Modules are broken into short lessons you can finish in a parking lot before your next stop. Your progress syncs across devices, so you can start a lesson on desktop and finish it on mobile. Guerrilla Marketing Playbooks Step-by-step field guides in the Agent Academy for generating merchant conversations outside of door knocking — local groups, marketplace listings, short-form video, direct outreach, and referral partnerships. Each playbook includes scripts, templates, and post examples you can adapt the same day. Agent Community Post questions, share what’s working in your territory, and compare notes with agents at every experience level. Browse discussion spaces in the daily chat organized by topic so you can find the thread you need instead of scrolling. Deal Support Bring a live opportunity in the daily chat and get input from experienced agents and the support team. Ask about a specific merchant type, a competitor’s proposal, or an objection you got stuck on. Live Sessions & Events Join scheduled calls, trainings, and Q&A sessions. Add events to your calendar and get reminders so you don’t miss one. Direct Messaging Message other members and the team one-on-one. Push Notifications Get notified when someone replies to your post, when new training drops, or when a live session is starting. Control what you’re notified about in settings. WHO IT’S FOR Agents who are new to merchant services and want a structured path to their first accounts. Experienced agents who want a community and a support bench behind them. Anyone building a portfolio of merchant accounts and looking for a system instead of guesswork. GETTING STARTED Questions? Reach us at partners@residualplaybook.com