August 28, 2025 • 14 mins
We explore how waiting for client payments creates unnecessary stress and how a unified payment system can transform this frustrating experience into a seamless process that benefits both businesses and clients.
• Delayed payments create ripple effects throughout a business, tying up capital and making planning difficult
• Businesses often spend 5-10 hours weekly just chasing payments, time that could be used for growth and innovation
• Payment friction isn't always about clients being unwilling to pay but about clunky, inconvenient processes
• A unified payment platform integrates invoicing, collecting, and tracking in one place, eliminating system-hopping
• Text-to-pay functionality allows clients to complete payments instantly on their phones, dramatically reducing delays
• Having payments flow through a single system creates a reliable source of truth and provides clear financial visibility
• The mental bandwidth freed up when payments happen seamlessly allows businesses to focus on growth opportunities
Ready to stop playing the waiting game with payments? Explore how a unified platform like Pinnacle could be your next step toward making payments feel as natural, clear, and authentic as the rest of your business operations.
Discover how Pinnacle Ai can revolutionize your business operations. Our AI-driven CRM is designed to eliminate inefficiencies, automate tasks, and empower entrepreneurs to focus on growth and innovation. Visit https://getpinnacle.ai to learn more and unlock the full potential of your business today.
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
So tell me if this sounds familiar.
You've done great work, theclient's happy, you send off the
invoice and then, well,crickets Right.
Just that sort of digital voidfeeling.
You're stuck in thisfrustrating waiting game,
wondering when that payment'sactually going to land, or even
if yeah, it's a classic scenario.
It really is.
(00:20):
Almost every business ownerknows this feeling.
You did your part.
Now you're just hoping themoney shows up.
It feels like getting paidshould be the easiest part,
shouldn't it?
Speaker 2 (00:29):
It absolutely should.
Speaker 1 (00:30):
But yeah, for so many it turns into this major
headache.
Ok, let's unpack this a bit foryou.
Speaker 2 (00:36):
Well, it's more than just a headache, really.
It's a systemic thing that hitsthe core health of a business
Cash flow, I mean, that's thelifeblood right.
Speaker 1 (00:45):
Totally.
Speaker 2 (00:46):
So delays aren't just , you know, inconvenient.
They ripple out, create realstress.
It ties up your capital, makesit harder to start new projects,
slows down growth.
Planning becomes well, reallydifficult.
And what's fascinating here?
I think it's not always theclient being unwilling, often
it's just the process is clunky,it's inconvenient for them.
(01:08):
Ah okay, so they put it off.
It creates this sort of mentalload.
You know they need to pay, butthe friction involved just
pushes it down the list.
And today's customers theyexpect quick, easy options.
If your process isn't likenatural and clear, you're kind
of asking for delays.
Speaker 1 (01:26):
That makes total sense.
Less friction is always better,and well, that's exactly what
we're getting into today how atruly unified solution can make
payments feel simple and fast,right, taking it from a chore to
just, you know, a smooth partof how you operate.
We're going to explore how oneplatform can handle the
invoicing, the collecting, thetracking all in one place.
See how cutting through thatclutter really helps the
(01:48):
business.
Speaker 2 (01:49):
Yeah, let's do it.
Speaker 1 (01:49):
Let's really think about that typical waiting game.
You send an email invoice,maybe just the standard PDF.
And then you just wait and hope, hope it doesn't get lost in
their inbox or go to spam orjust, you know, get missed.
Speaker 2 (02:02):
Yeah, the hope strategy, not ideal.
Speaker 1 (02:04):
Not ideal at all.
Days pass, maybe weeks, andsuddenly you're the one
following up, sending thatlittle reminder email.
Speaker 2 (02:11):
The gentle mud.
Speaker 1 (02:12):
Right, then maybe another one, and pretty soon it
feels like you're chasing people, doesn't it?
Speaker 2 (02:16):
It does and it's awkward.
Speaker 1 (02:17):
Super awkward those just checking in emails or calls
.
They can actually strain therelationship you built with the
client.
All because the payment processitself created this unnecessary
friction.
Speaker 2 (02:31):
That friction, that tension, it's very real and it
has a cost.
You hear businesses spendingwhat?
Five, 10 hours a week,sometimes just on chasing
payments.
Speaker 1 (02:40):
Wow, that much yeah.
Speaker 2 (02:41):
Easily, Sometimes more, and that's time you could
be using for well anything elseGrowing the business, serving
clients better.
Speaker 1 (02:48):
Strategy innovations Wow.
Speaker 2 (02:50):
That much to jump on new opportunities.
If you're always worrying aboutthe next payment, it's hard to
look ahead.
It really slows things down.
Speaker 1 (03:06):
Project timelines get pushed.
It just makes running thingssmoothly so much harder.
Speaker 2 (03:11):
Fundamentally yes.
Speaker 1 (03:12):
So okay, what if that whole picture could just change
?
What if getting paid felt morenatural, clearer, more authentic
to how you actually work?
Speaker 2 (03:23):
That's the goal, right, and that's where this
idea of a streamlined, unifiedapproach comes in.
Imagine one single platformwhere everything payment-related
happens.
Speaker 1 (03:32):
No more juggling different tools like one for
invoices, another for processing, another for tracking.
Speaker 2 (03:37):
Exactly.
No more juggling, just onecentral place, yeah, one system.
Speaker 1 (03:41):
Okay, I like the sound of that.
How does that actually work?
What are the key parts?
Speaker 2 (03:46):
Well, it translates into some really practical
features.
Speaker 1 (03:48):
Take invoicing for example, being able to create
and send invoices directly fromyour CRM, your customer
relationship management system,where all the client info
already is.
Speaker 2 (03:57):
Precisely so.
The invoice isn't this separatetask you do somewhere else.
It's an organic part ofmanaging that customer.
You create professional lookinginvoices right there.
Speaker 1 (04:07):
Okay, right away.
That sounds like it cuts out alot of hassle.
No copying details back andforth.
Speaker 2 (04:13):
None of that, it just flows.
Speaker 1 (04:15):
But what about getting the customer to actually
, you know, pay quickly?
Speaker 2 (04:19):
That's where something like text to pay comes
in.
It's pretty powerful.
Think about sending a securepayment link straight to their
phone via SMS.
Speaker 1 (04:27):
Oh wow, so they just get a text.
Speaker 2 (04:29):
Yep.
They get a text, tap the linkand can pay instantly right from
their phone, super convenientfor them.
Speaker 1 (04:34):
I can see that Everyone instantly right from
their phone, super convenientfor them.
Speaker 2 (04:36):
I can see that Everyone's on their phone anyway
.
Exactly, and that conveniencefactor, it's huge.
We're mobile first.
Now this removes almost all thefriction no logins to remember,
no cards to dig out.
It's right there, makes sense.
And what's interesting here ishow it taps into well,
psychology.
Making it that easy drasticallycuts down on that.
(04:56):
I'll do it later.
Speaker 1 (04:56):
Procrastination which yeah often turns into way later
or never.
Speaker 2 (05:00):
Right.
It encourages completing thetask because it's simple, it
feels natural.
Speaker 1 (05:04):
And way later is exactly what businesses are
trying to avoid.
Okay, what else?
You mentioned other tools.
Speaker 2 (05:09):
Yeah, another really useful one is checkout links.
These are basically simplepayment buttons you can put
almost anywhere.
Speaker 1 (05:16):
Like on a website.
Speaker 2 (05:17):
On your website, for sure, yeah, but also think like
in an email newsletter, maybe asocial media post, or even built
right into your sales processonline.
The payment option is justthere, exactly when the
customer's ready.
Speaker 1 (05:31):
Ah, so you meet them where they are.
Speaker 2 (05:33):
Precisely.
You adapt to their journeyinstead of forcing them down one
specific path.
Making payment accessiblethrough all these different
touch points they already use,it just optimizes for faster,
more natural payment.
It lines up with making thewhole communication clearer and
authentic.
Speaker 1 (05:48):
Okay, so payments are coming up faster, hopefully.
How do you keep track of it allwithin this one system?
Speaker 2 (05:54):
Good question.
That brings us to pipelinetracking.
This lets you actually see thepayments moving alongside your
deals or projects in real time.
Speaker 1 (06:02):
So like a visual overview.
Speaker 2 (06:04):
Yeah, exactly A clear live view of what's pending,
what's paid, where every singletransaction stands in your
workflow.
No more guessing games.
Speaker 1 (06:12):
That sounds incredibly useful for just
knowing where things standfinancially.
Speaker 2 (06:16):
It's invaluable For management, for forecasting.
You get an immediate pulse onyour financial health without
digging through differentspreadsheets or systems.
It connects your sales activitydirectly to your cash flow.
You move from being reactive toproactive.
Speaker 1 (06:31):
And I imagine keeping records is easier too.
Speaker 2 (06:34):
Absolutely.
That's the automaticrecord-keeping piece.
It ensures all the paymentdetails, the communication
history, every status update.
It all stays tied right to thatcustomer's record in the CRM.
Speaker 1 (06:45):
Ah, so you get the full picture in one place.
Speaker 2 (06:47):
The full picture, Not just what they bought but how
they paid, when they paid, everymessage sent about it.
It really simplifies managingthat client relationship and
reduces errors.
Honestly, no more hoppingbetween systems trying to piece
things together.
Speaker 1 (07:00):
It creates that single source of truth everyone
talks about.
Speaker 2 (07:03):
Exactly which is powerful for consistency, for
building trust and just runningthings smoothly.
Speaker 1 (07:08):
Okay, this all sounds great in theory.
Let's make it concrete.
Walk me through like areal-world example, step by step
.
Speaker 2 (07:15):
Sure, let's imagine you just finished a call with a
client, great conversation,they've agreed to your service,
you're feeling good, okay, soinstead of switching tasks,
opening up email drafted aninvoice attaching a PDF
no-transcript where you just logthe details of that call.
(07:35):
Right there, you click sendinvoice.
That's it from your end for nowsimple enough what happens for
the client?
Almost instantly their phonebuzzes.
It's a text message.
Contains that securepersonalized payment link we
talked about okay, maybe they'reout grabbing coffee, maybe just
sitting at their desk, doesn'tmatter.
They tap the link, glance atthe details, choose their
(07:55):
payment method card, banktransfer, whatever setup and
boom payment done in seconds.
Speaker 1 (08:01):
Wow, okay, that is fast.
Speaker 2 (08:03):
It is, and then back on your end, the benefits are
immediate.
Like what you get an instantnotification payment received.
The system automatically logsthat payment, updating the
client's record and your salespipeline.
Speaker 1 (08:15):
It updates too.
Speaker 2 (08:16):
Automatically Moves that deal stage forward, marks
it as paid, whatever yourprocess is.
So zero chasing, no back andforth, no, just checking in,
just a smooth, naturaltransaction Clear, authentic,
good for everyone.
Speaker 1 (08:31):
That sounds significantly better than the
old way.
Speaker 2 (08:34):
It really is a different world.
Speaker 1 (08:36):
Now let's contrast that because lots of businesses
they do use different tools.
Right, they might have theirCRM, then maybe QuickBooks for
invoicing, stripe for payments.
Speaker 2 (08:45):
Exactly, that's a very common setup Relying on
multiple integrations,third-party tools bolted
together.
Speaker 1 (08:51):
It's like trying to build something complex with
parts from different kits,hoping they all fit.
Speaker 2 (08:55):
That's a good analogy and while it can work, it
definitely introduces complexity, potential failure points too.
Each integration needs lookingafter.
Data might not sync instantlyor perfectly.
Speaker 1 (09:06):
Yeah, I can see that you end up manually checking
things.
Speaker 2 (09:09):
Often, yes, Manually reconciling information between
systems, which takes time,invites errors.
We see issues like data lag,maybe even security concerns at
those connection points.
It can actually end up costingmore in the long run managing
all those pieces.
It's common, but it'sdefinitely not optimized for
clarity or efficiency.
Speaker 1 (09:30):
Right, and that's the key difference here, isn't it
With something like Pinnacle?
It's built in, it's connectedright into the core system, the
CRM.
Speaker 2 (09:37):
Precisely.
It's not an add-on you'retrying to connect.
It's native part of theplatform itself.
Speaker 1 (09:41):
So instead of that patchwork quilt of tools you're
hoping play nice together.
Speaker 2 (09:46):
You get one cohesive system.
Everything just flows naturally.
So Way less hassle for thebusiness owner and, crucially, a
much clearer, more accurate,real-time view of finances and
customer interactions.
It just removes thatoperational friction.
Speaker 1 (10:00):
That unified approach , that single source of truth.
It feels like more than justconvenience.
Speaker 2 (10:06):
Oh, it absolutely is.
It's a strategic advantageHaving all that data, from first
contact to final payment, inone consistent place.
It ensures data integrity,reduces errors, gives you that
holistic view.
That kind of consistency buildstrust, both internally and with
your clients.
Speaker 1 (10:22):
So this really takes us to the bigger picture benefit
, doesn't it?
It stops being just aboutmaking payments easier.
It's about payments kind offading into the background,
becoming a seamless, almostinvisible part of how you work.
Speaker 2 (10:36):
Perfectly put.
Speaker 1 (10:37):
Instead of that nagging question constantly
buzzing around who owes me money?
Have they paid yet?
Yeah, I know the answer isright there, Anytime you look.
Speaker 2 (10:45):
And that shift is huge.
It moves you from constantlyreacting to overdue payments to
proactively managing your cashflow with confidence.
Speaker 1 (10:53):
Which must free up so much mental energy.
Speaker 2 (10:55):
Immense amounts.
And think about the customerside again.
You've made it incredibly easyfor them no hopes to jump
through.
They can pay the moment theydecide to, the moment they're
ready.
That convenience encouragesprompt payment, which actually
strengthens the relationship.
Speaker 1 (11:09):
Let's use another quick example, maybe something
really simple like a smallfitness studio.
Speaker 2 (11:13):
Okay, yeah, good one.
Speaker 1 (11:15):
Owner signs up a new member, they're excited, ready
to go.
So right there, maybe on atablet in the studio, using the
same system they use for classschedules and member details.
Speaker 2 (11:26):
The core system.
Speaker 1 (11:27):
They just send that text to pay link for the first
month's membership.
Okay, member gets the textwhile they're still there, maybe
filling out a form, taps thelink pays on their phone.
Done.
Membership active paymentlogged.
Speaker 2 (11:40):
And the beauty is that payment record lives right
alongside their class bookings,their waiver status, everything
For the owner.
There's no delay, no wonderingif the payment went through, no
need to check a separate bankstatement later and match it up.
It's just smooth, Smooth,natural.
The customer feels confident.
Setup was easy and the businessowner feels steady, secure.
They can focus on welcoming thenew member, not chasing an
(12:04):
invoice.
Speaker 1 (12:05):
So okay, wrapping this up, what does all this
really mean for you, thelistener?
It means getting paid.
Doesn't have to be that waitinggame, that source of stress.
It's about turning this majorfriction point collecting money
(12:27):
into something smooth, reliable,almost effortless.
When you can send, collect andtrack payments all in one spot,
intuitively, it just frees up somuch time and, frankly, mental
space Makes the whole operationfaster, simpler, more reliable.
Speaker 2 (12:34):
Which really raises an important question for any
business owner, I think.
Speaker 1 (12:37):
What's that?
Speaker 2 (12:38):
How much more could you actually get done, how much
more growth, more innovationcould happen if you weren't
constantly bogged down bypayment hassles and chasing
money.
Think about the real cost ofthose delays not just dollars,
but lost opportunities, divertedfocus, that mental bandwidth it
needs up.
What could you do if you gotall that back?
Speaker 1 (12:57):
That is a powerful thought, something definitely
worth considering.
So if you're listening and yourecognize that struggle with
delayed payments, if you'retired of the follow up emails,
If you want to spend more timegrowing.
Exactly More time growing, lesstime reminding.
Then maybe exploring a unifiedplatform like Pinnacle could be
a really valuable next step foryou.
It's about making payments feelas natural, clear and authentic
(13:19):
as the rest of.
So tell me if this sounds familiar.
You've done great work, theclient's happy, you send off the
invoice and then, well,crickets Right.
Just that sort of digital voidfeeling.
You're stuck in thisfrustrating waiting game,
wondering when that payment'sactually going to land, or even
if yeah, it's a classic scenario.
It really is.
(00:20):
Almost every business ownerknows this feeling.
You did your part.
Now you're just hoping themoney shows up.
It feels like getting paidshould be the easiest part,
shouldn't it?
Speaker 2 (00:29):
It absolutely should.
Speaker 1 (00:30):
But yeah, for so many it turns into this major
headache.
Ok, let's unpack this a bit foryou.
Speaker 2 (00:36):
Well, it's more than just a headache, really.
It's a systemic thing that hitsthe core health of a business
Cash flow, I mean, that's thelifeblood right.
Speaker 1 (00:45):
Totally.
Speaker 2 (00:46):
So delays aren't just , you know, inconvenient.
They ripple out, create realstress.
It ties up your capital, makesit harder to start new projects,
slows down growth.
Planning becomes well, reallydifficult.
And what's fascinating here?
I think it's not always theclient being unwilling, often
it's just the process is clunky,it's inconvenient for them.
(01:08):
Ah okay, so they put it off.
It creates this sort of mentalload.
You know they need to pay, butthe friction involved just
pushes it down the list.
And today's customers theyexpect quick, easy options.
If your process isn't likenatural and clear, you're kind
of asking for delays.
Speaker 1 (01:26):
That makes total sense.
Less friction is always better,and well, that's exactly what
we're getting into today how atruly unified solution can make
payments feel simple and fast,right, taking it from a chore to
just, you know, a smooth partof how you operate.
We're going to explore how oneplatform can handle the
invoicing, the collecting, thetracking all in one place.
See how cutting through thatclutter really helps the
(01:48):
business.
Speaker 2 (01:49):
Yeah, let's do it.
Speaker 1 (01:49):
Let's really think about that typical waiting game.
You send an email invoice,maybe just the standard PDF.
And then you just wait and hope, hope it doesn't get lost in
their inbox or go to spam orjust, you know, get missed.
Speaker 2 (02:02):
Yeah, the hope strategy, not ideal.
Speaker 1 (02:04):
Not ideal at all.
Days pass, maybe weeks, andsuddenly you're the one
following up, sending thatlittle reminder email.
Speaker 2 (02:11):
The gentle mud.
Speaker 1 (02:12):
Right, then maybe another one, and pretty soon it
feels like you're chasing people, doesn't it?
Speaker 2 (02:16):
It does and it's awkward.
Speaker 1 (02:17):
Super awkward those just checking in emails or calls
.
They can actually strain therelationship you built with the
client.
All because the payment processitself created this unnecessary
friction.
Speaker 2 (02:31):
That friction, that tension, it's very real and it
has a cost.
You hear businesses spendingwhat?
Five, 10 hours a week,sometimes just on chasing
payments.
Speaker 1 (02:40):
Wow, that much yeah.
Speaker 2 (02:41):
Easily, Sometimes more, and that's time you could
be using for well anything elseGrowing the business, serving
clients better.
Speaker 1 (02:48):
Strategy innovations Wow.
Speaker 2 (02:50):
That much to jump on new opportunities.
If you're always worrying aboutthe next payment, it's hard to
look ahead.
It really slows things down.
Speaker 1 (03:06):
Project timelines get pushed.
It just makes running thingssmoothly so much harder.
Speaker 2 (03:11):
Fundamentally yes.
Speaker 1 (03:12):
So okay, what if that whole picture could just change
?
What if getting paid felt morenatural, clearer, more authentic
to how you actually work?
Speaker 2 (03:23):
That's the goal, right, and that's where this
idea of a streamlined, unifiedapproach comes in.
Imagine one single platformwhere everything payment-related
happens.
Speaker 1 (03:32):
No more juggling different tools like one for
invoices, another for processing, another for tracking.
Speaker 2 (03:37):
Exactly.
No more juggling, just onecentral place, yeah, one system.
Speaker 1 (03:41):
Okay, I like the sound of that.
How does that actually work?
What are the key parts?
Speaker 2 (03:46):
Well, it translates into some really practical
features.
Speaker 1 (03:48):
Take invoicing for example, being able to create
and send invoices directly fromyour CRM, your customer
relationship management system,where all the client info
already is.
Speaker 2 (03:57):
Precisely so.
The invoice isn't this separatetask you do somewhere else.
It's an organic part ofmanaging that customer.
You create professional lookinginvoices right there.
Speaker 1 (04:07):
Okay, right away.
That sounds like it cuts out alot of hassle.
No copying details back andforth.
Speaker 2 (04:13):
None of that, it just flows.
Speaker 1 (04:15):
But what about getting the customer to actually
, you know, pay quickly?
Speaker 2 (04:19):
That's where something like text to pay comes
in.
It's pretty powerful.
Think about sending a securepayment link straight to their
phone via SMS.
Speaker 1 (04:27):
Oh wow, so they just get a text.
Speaker 2 (04:29):
Yep.
They get a text, tap the linkand can pay instantly right from
their phone, super convenientfor them.
Speaker 1 (04:34):
I can see that Everyone instantly right from
their phone, super convenientfor them.
Speaker 2 (04:36):
I can see that Everyone's on their phone anyway
.
Exactly, and that conveniencefactor, it's huge.
We're mobile first.
Now this removes almost all thefriction no logins to remember,
no cards to dig out.
It's right there, makes sense.
And what's interesting here ishow it taps into well,
psychology.
Making it that easy drasticallycuts down on that.
(04:56):
I'll do it later.
Speaker 1 (04:56):
Procrastination which yeah often turns into way later
or never.
Speaker 2 (05:00):
Right.
It encourages completing thetask because it's simple, it
feels natural.
Speaker 1 (05:04):
And way later is exactly what businesses are
trying to avoid.
Okay, what else?
You mentioned other tools.
Speaker 2 (05:09):
Yeah, another really useful one is checkout links.
These are basically simplepayment buttons you can put
almost anywhere.
Speaker 1 (05:16):
Like on a website.
Speaker 2 (05:17):
On your website, for sure, yeah, but also think like
in an email newsletter, maybe asocial media post, or even built
right into your sales processonline.
The payment option is justthere, exactly when the
customer's ready.
Speaker 1 (05:31):
Ah, so you meet them where they are.
Speaker 2 (05:33):
Precisely.
You adapt to their journeyinstead of forcing them down one
specific path.
Making payment accessiblethrough all these different
touch points they already use,it just optimizes for faster,
more natural payment.
It lines up with making thewhole communication clearer and
authentic.
Speaker 1 (05:48):
Okay, so payments are coming up faster, hopefully.
How do you keep track of it allwithin this one system?
Speaker 2 (05:54):
Good question.
That brings us to pipelinetracking.
This lets you actually see thepayments moving alongside your
deals or projects in real time.
Speaker 1 (06:02):
So like a visual overview.
Speaker 2 (06:04):
Yeah, exactly A clear live view of what's pending,
what's paid, where every singletransaction stands in your
workflow.
No more guessing games.
Speaker 1 (06:12):
That sounds incredibly useful for just
knowing where things standfinancially.
Speaker 2 (06:16):
It's invaluable For management, for forecasting.
You get an immediate pulse onyour financial health without
digging through differentspreadsheets or systems.
It connects your sales activitydirectly to your cash flow.
You move from being reactive toproactive.
Speaker 1 (06:31):
And I imagine keeping records is easier too.
Speaker 2 (06:34):
Absolutely.
That's the automaticrecord-keeping piece.
It ensures all the paymentdetails, the communication
history, every status update.
It all stays tied right to thatcustomer's record in the CRM.
Speaker 1 (06:45):
Ah, so you get the full picture in one place.
Speaker 2 (06:47):
The full picture, Not just what they bought but how
they paid, when they paid, everymessage sent about it.
It really simplifies managingthat client relationship and
reduces errors.
Honestly, no more hoppingbetween systems trying to piece
things together.
Speaker 1 (07:00):
It creates that single source of truth everyone
talks about.
Speaker 2 (07:03):
Exactly which is powerful for consistency, for
building trust and just runningthings smoothly.
Speaker 1 (07:08):
Okay, this all sounds great in theory.
Let's make it concrete.
Walk me through like areal-world example, step by step
.
Speaker 2 (07:15):
Sure, let's imagine you just finished a call with a
client, great conversation,they've agreed to your service,
you're feeling good, okay, soinstead of switching tasks,
opening up email drafted aninvoice attaching a PDF
no-transcript where you just logthe details of that call.
(07:35):
Right there, you click sendinvoice.
That's it from your end for nowsimple enough what happens for
the client?
Almost instantly their phonebuzzes.
It's a text message.
Contains that securepersonalized payment link we
talked about okay, maybe they'reout grabbing coffee, maybe just
sitting at their desk, doesn'tmatter.
They tap the link, glance atthe details, choose their
(07:55):
payment method card, banktransfer, whatever setup and
boom payment done in seconds.
Speaker 1 (08:01):
Wow, okay, that is fast.
Speaker 2 (08:03):
It is, and then back on your end, the benefits are
immediate.
Like what you get an instantnotification payment received.
The system automatically logsthat payment, updating the
client's record and your salespipeline.
Speaker 1 (08:15):
It updates too.
Speaker 2 (08:16):
Automatically Moves that deal stage forward, marks
it as paid, whatever yourprocess is.
So zero chasing, no back andforth, no, just checking in,
just a smooth, naturaltransaction Clear, authentic,
good for everyone.
Speaker 1 (08:31):
That sounds significantly better than the
old way.
Speaker 2 (08:34):
It really is a different world.
Speaker 1 (08:36):
Now let's contrast that because lots of businesses
they do use different tools.
Right, they might have theirCRM, then maybe QuickBooks for
invoicing, stripe for payments.
Speaker 2 (08:45):
Exactly, that's a very common setup Relying on
multiple integrations,third-party tools bolted
together.
Speaker 1 (08:51):
It's like trying to build something complex with
parts from different kits,hoping they all fit.
Speaker 2 (08:55):
That's a good analogy and while it can work, it
definitely introduces complexity, potential failure points too.
Each integration needs lookingafter.
Data might not sync instantlyor perfectly.
Speaker 1 (09:06):
Yeah, I can see that you end up manually checking
things.
Speaker 2 (09:09):
Often, yes, Manually reconciling information between
systems, which takes time,invites errors.
We see issues like data lag,maybe even security concerns at
those connection points.
It can actually end up costingmore in the long run managing
all those pieces.
It's common, but it'sdefinitely not optimized for
clarity or efficiency.
Speaker 1 (09:30):
Right, and that's the key difference here, isn't it
With something like Pinnacle?
It's built in, it's connectedright into the core system, the
CRM.
Speaker 2 (09:37):
Precisely.
It's not an add-on you'retrying to connect.
It's native part of theplatform itself.
Speaker 1 (09:41):
So instead of that patchwork quilt of tools you're
hoping play nice together.
Speaker 2 (09:46):
You get one cohesive system.
Everything just flows naturally.
So Way less hassle for thebusiness owner and, crucially, a
much clearer, more accurate,real-time view of finances and
customer interactions.
It just removes thatoperational friction.
Speaker 1 (10:00):
That unified approach , that single source of truth.
It feels like more than justconvenience.
Speaker 2 (10:06):
Oh, it absolutely is.
It's a strategic advantageHaving all that data, from first
contact to final payment, inone consistent place.
It ensures data integrity,reduces errors, gives you that
holistic view.
That kind of consistency buildstrust, both internally and with
your clients.
Speaker 1 (10:22):
So this really takes us to the bigger picture benefit
, doesn't it?
It stops being just aboutmaking payments easier.
It's about payments kind offading into the background,
becoming a seamless, almostinvisible part of how you work.
Speaker 2 (10:36):
Perfectly put.
Speaker 1 (10:37):
Instead of that nagging question constantly
buzzing around who owes me money?
Have they paid yet?
Yeah, I know the answer isright there, Anytime you look.
Speaker 2 (10:45):
And that shift is huge.
It moves you from constantlyreacting to overdue payments to
proactively managing your cashflow with confidence.
Speaker 1 (10:53):
Which must free up so much mental energy.
Speaker 2 (10:55):
Immense amounts.
And think about the customerside again.
You've made it incredibly easyfor them no hopes to jump
through.
They can pay the moment theydecide to, the moment they're
ready.
That convenience encouragesprompt payment, which actually
strengthens the relationship.
Speaker 1 (11:09):
Let's use another quick example, maybe something
really simple like a smallfitness studio.
Speaker 2 (11:13):
Okay, yeah, good one.
Speaker 1 (11:15):
Owner signs up a new member, they're excited, ready
to go.
So right there, maybe on atablet in the studio, using the
same system they use for classschedules and member details.
Speaker 2 (11:26):
The core system.
Speaker 1 (11:27):
They just send that text to pay link for the first
month's membership.
Okay, member gets the textwhile they're still there, maybe
filling out a form, taps thelink pays on their phone.
Done.
Membership active paymentlogged.
Speaker 2 (11:40):
And the beauty is that payment record lives right
alongside their class bookings,their waiver status, everything
For the owner.
There's no delay, no wonderingif the payment went through, no
need to check a separate bankstatement later and match it up.
It's just smooth, Smooth,natural.
The customer feels confident.
Setup was easy and the businessowner feels steady, secure.
They can focus on welcoming thenew member, not chasing an
(12:04):
invoice.
Speaker 1 (12:05):
So okay, wrapping this up, what does all this
really mean for you, thelistener?
It means getting paid.
Doesn't have to be that waitinggame, that source of stress.
It's about turning this majorfriction point collecting money
(12:27):
into something smooth, reliable,almost effortless.
When you can send, collect andtrack payments all in one spot,
intuitively, it just frees up somuch time and, frankly, mental
space Makes the whole operationfaster, simpler, more reliable.
Speaker 2 (12:34):
Which really raises an important question for any
business owner, I think.
Speaker 1 (12:37):
What's that?
Speaker 2 (12:38):
How much more could you actually get done, how much
more growth, more innovationcould happen if you weren't
constantly bogged down bypayment hassles and chasing
money.
Think about the real cost ofthose delays not just dollars,
but lost opportunities, divertedfocus, that mental bandwidth it
needs up.
What could you do if you gotall that back?
Speaker 1 (12:57):
That is a powerful thought, something definitely
worth considering.
So if you're listening and yourecognize that struggle with
delayed payments, if you'retired of the follow up emails,
If you want to spend more timegrowing.
Exactly More time growing, lesstime reminding.
Then maybe exploring a unifiedplatform like Pinnacle could be
a really valuable next step foryou.
It's about making payments feelas natural, clear and authentic
(13:19):
as the rest of.
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