You've Learned the Business. Now Lets Scale It.
The Next Steps in Building Your Merchant Sales Business
Missed follow-ups, scattered leads, and untracked activity can stall your growth. EZ MerchantTracker shows you where you stand, while Portfolio Building Coaching helps you stay accountable, improve your execution, and build your portfolio.
Free to join. Get updates and an early look when details are ready.
COMING SOON...
Tools Built For Execution
Practical systems engineered to eliminate guesswork, enforce relentless daily accountability, and give merchant sales professionals pipeline clarity.
COMING SOON
EZ MerchantTracker
Purpose-built operational software designed specifically for payment sales. Replaces disconnected spreadsheets with streamlined activity capture, deal lifecycle tracking, and comprehensive pipeline visibility.
- Granular daily sales activity logging & outreach cadence metrics
- Dual-view pipeline stages for individual agents and organization leaders
- Deal stage velocity monitoring to isolate closing bottlenecks instantly
- Centralized merchant portfolio and statement submission tracking
COMING SOON
Portfolio Builder Coaching
Direct execution critique and rigorous pipeline inspection. Tailored for producers and sales managers who demand direct accountability, live pitch reviews, and proven closing frameworks.
- Structured weekly pipeline inspection and honest deal velocity audits
- Field objection dissection and merchant pitch angle optimization
- Enforceable activity frameworks for team managers and agency builders
- High-ticket statement analysis and enterprise negotiation tactics
THE PRODUCTION REALITY
You Can’t Improve What
You Aren’t Paying Attention To.
Most field agents don't struggle because they lack drive or sales acumen. They struggle because they are flying completely blind on their daily metrics. When you ask how for the specific details of their activity, success rates, and pipeline details they don't have the answers.
ROADMAP & METHODOLOGY
The Next Step In Your Growth
Scaling a merchant services portfolio is a predictable 4-stage progression. Start with free community knowledge and direct sales infrastructure, then step up into automated tracking and high-performance coaching.
- 100% Free foundational education via Merchant Sales University
- No-cost sales pipeline infrastructure via EZ Direct Sales
- Institutional-grade portfolio analytics with EZ MerchantTracker (Waitlist)
- Elite operational guidance to maximize residual valuation
FOUNDER'S PERSPECTIVE
A Note From Joe Wagner
"I spent months asking independent agents what would actually move the needle in their daily pipelines. The answer wasn't another generic sales pitch or complicated CRM: they needed raw, uncompromising clarity on their numbers and accountability."
Every tool in this ecosystem was mapped directly from those conversations. When you take the guesswork out of pipeline measurement, you stop second-guessing your activity and start scaling your book with deliberate confidence. We are building this for the professionals who treat merchant services as a high-performance career, not a side gig.
— Joe Wagner
Joe Wagner
MERCHANT SERVICES ENTREPRENEUR | EDUCATOR
Building practical sales tracking frameworks for modern ISOs and independent sales professionals.
EXCLUSIVE EARLY ACCESS
Get On the Waiting List
I’ll share progress, availability, and the details when they’re ready. Tell me what kind of help you’re interested in so we can build around your workflow.
- First access to the Free Merchant Analytics Dashboard
- Direct feedback line with Joe Wagner during rollout
- Tailored feature roadmap based on agent feedback
- Guaranteed priority status with zero obligation
Start Scaling Your Business with Tracking And Accountability
NEXT STEPS & ALTERNATE PATHS
Don't Wait To Start Building
If you’re new, start learning now. When you’re ready, explore partnerships.
PRIORITY ACCESS
EZ Merchant Tracking & Coaching
Secure your founding spot on the waitlist for software release updates and pilot features.
FREE ACADEMY
Merchant Sales University
Sharpen your core sales skills with foundational video training, scripts, and merchant closing tactics.
Partner TOGETHER
EZ Direct Sales
Explore partnership models, ISO alignment, and agency syndication programs designed for volume.
100% Free Resources • Direct Executive Access • Built for High-Volume Agents