Your onboarding worksheet
- Your business name and website address.
- The checkout or e-commerce platform your store runs on.
- The processor or gateway you use today, if any.
- A rough idea of monthly card volume. Volume matters for pricing in general: the U.S. Chamber of Commerce CO notes interchange-plus pricing typically offers lower rates above $10,000 a month.
- Optional: a recent processing statement, so the team can see your current costs.
None of this is required to ask a question. It simply makes the first conversation more specific. Never send full card numbers or passwords in a message.