Implementation Call Qualification

This qualification form helps us understand your organization's financial infrastructure needs and recommend the appropriate implementation tier. We will review your submission and contact you to schedule a strategy call.

What this enables: A structured assessment of your revenue structure, payment frequency mapping, current system weaknesses, reporting gaps, and a tailored implementation recommendation.

What to Expect

Review Period

We review your qualification within 2-3 business days

Strategy Call

Diagnostic call to assess your infrastructure needs

Implementation Proposal

Customized proposal with deployment timeline and tier recommendation

Organization Information

Approximate number of active members currently in your organization
Note: Organizations with 100+ active members typically benefit most from our financial infrastructure.
Total amount collected monthly from all members (dues, donations, fees, etc.)
Note: This helps us recommend the appropriate transaction processing tier.
How many people will need administrative access to the system?
Why this matters: Successful implementation requires leadership alignment on digital financial infrastructure adoption.

Decision Maker Contact

We will contact the decision maker directly to schedule the strategy call.

Any additional information about your organization or requirements
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