Prepared for ClearPay Processing
November 3, 2026 · KlientBoost
Growth Plan ● Direct to merchants ● First six months

Reach merchants who love their software and not their rates.

The integrations are built, and the rate gap is real. We test one or two software-defined verticals on Meta, with ads and a page built for each. If a signed merchant pays back inside six months, we widen it.

~3% + 25¢
What embedded software payments charge, as you put it
$15K to $25K
Lifetime profit on one signed merchant
6 months
Your payback rule on each signed merchant

What We Heard

From our October 29 call, in your words and your numbers.

Today, new merchants come through your reps.

"We've never done any direct marketing to merchants."Alan Slutzky, ClearPay Processing, October 29 call

The hard part is built. Keep the software, change the rate.

Auto repair
  • Tekmetric
  • AutoLeap
  • ShopBoss
Field service
  • Housecall Pro
  • Jobber
  • GorillaDesk
Beauty and wellness
  • Vagaro
Payments write back to the merchant's softwareNo hardware to installA rate 50 to 70% lower, with faster settlement
"You love your software, but you don't love your rates."Alan Slutzky, ClearPay Processing, October 29 call

One merchant, by your math.

$30K
Average monthly card volume per merchant
1.25%
Margin on that volume, your conservative case
$25K
Lifetime profit, your upper case
3 years
Average account life

Worked out live on the call, so treat them as approximate. Your base case was $15,000 lifetime. Card-fee pass-through on about half your merchants, plus auto repair's higher volume, takes it to about $25,000. All profit, not revenue.

Break even in six months at up to $4,167 per signed merchant.

$25,000
Lifetime profit per signed merchant, your upper case
$4,167
Most it can cost to sign one and break even in six months
"We need to break even after six months. That's not uncommon."Alan Slutzky, ClearPay Processing, October 29 call

$25,000 over 36 months is about $694 a month, and six months of that is $4,167. Your $15,000 base case puts the line at $2,500.

NextOur PlanSix months to break-even pace.

Our Plan

Test one or two verticals. Every test is built the same way.

Six months to break-even pace.

Months 1-2Establish baselineLaunch the tracking, the page and the first ads. Learn what a lead costs and how many close.
Months 3-4Optimize off baselineCut what doesn't book, push what does. At month three, we decide which ads, audiences and verticals stay.
Months 5-6Achieve break-even paceEnough signed merchants a month to pay back inside six months. If it holds, the second vertical is next.

This is the ideal path. We start with no data, so months one and two set the real one. Months count from access, and our team schedules the kickoff once the agreement is signed.

Start with one vertical, or run two side by side.

Auto repair: start hereTekmetric, AutoLeap and ShopBoss.
Field service: second testHousecall Pro, Jobber and GorillaDesk. Your tightest integrations, with no double entry on Housecall Pro and GorillaDesk.
Beauty and wellness: laterVagaro. One integration, so a smaller test. We would hold it until the first two prove out.
Why auto repair first
  • Card volume runs above your $30,000 average, so each signed shop is worth more and leaves more room under your six-month break-even.
  • You already integrate with three of the big four shop systems, so one page serves all three.
  • Shops are quiet in December, which you said might be a good time for them to make a change.

Every test includes the same three pieces.

Audience and messaging on MetaWe build the audience of shop owners on Facebook and Instagram, and the message names the software they run.The Reach Ratio™
Creative testingOne ad idea per software, tested against each other. Each month we keep the winners and replace the rest.The Creative Quilt
A landing pageOne page per vertical, with a two-question form. The visitor books a 15-minute savings analysis on the page.Thank You Page Next Steps

Under all three, conversion tracking follows every lead to a signed merchant, and signed merchants go back to Meta so it finds more shops that sign.

What we commit to

  • Every lead tracked from ad click to signed merchant
  • Cost per signed merchant against your break-even line, every month
  • A read on which ads, audiences and verticals are working by the end of month three

Deliberately not in scope

  • Google Search, for now. The search demand is small, so it's a later add-on
  • LinkedIn. Shop owners and technicians aren't there in numbers
  • Sales follow-up and demos. Your team owns the close
  • Rep collateral and leave-behinds. That stays with your team
NextAuto Repair, Up CloseThe test, worked through for mechanics.

Auto Repair, Up Close

What one test looks like, with auto repair shops as the example.

Shops search for their software by name. Rarely for a new way to pay.

Tekmetric
37,000
AutoLeap
2,400
Auto repair payments
About 210

Monthly U.S. searches, Ahrefs estimates pulled November 2, 2026. Most searches for the software itself are shops logging in. Paid search stays a small add-on for later, not the launch channel.

See the detail
  • The payment searches combine auto repair payment processing (80), Tekmetric payments (70), auto repair credit card processing (40), Tekmetric credit card processing (10) and credit card processing for auto repair shops (10).
  • AutoLeap payments, ShopBoss payments and auto repair merchant services show no measurable volume.

So we build the audience instead of waiting for it.

The Reach Ratio™
1Broad reachShop owners across the U.S. The ad names their software, so the right owners stop and the rest scroll past.
2Your merchants as a seedAuto repair shops you already process for, so Meta finds more like them, where its rules allow.
3RetargetingAnyone who watched an ad or visited the page sees what they'd save while keeping their software.
4Signed merchants backMeta learns which shops sign, not just which ones fill out a form.
Air cover for your reps

Your reps already have shops in the pipeline. Pool their open deals into a private audience and those shops see ClearPay in their feed while the rep works the deal, so the next call isn't the first time they've heard of you. It runs inside the same campaign and budget.

Meta may treat payment ads as financial services, which limits some targeting. We confirm it at setup.

One audience, an ad for each software.

The Tekmetric ad"Keep Tekmetric. Change the rate."
The AutoLeap ad"Keep AutoLeap. Change the rate."
The ShopBoss ad"Keep ShopBoss. Change the rate."

Meta can't tell us which software a shop runs, so all three ads go to the same audience and each owner stops for the one that names their software. Results by ad show which software's shops respond. All three land on one auto repair page that names their software back to them. If you have lists of shops by software, we split them out.

What it could look like. Concepts for display purposes only.

The Tekmetric ad, in three Meta sizesFor display purposes only
Concept ad: Keep Tekmetric. Change the Rate.
The auto repair page, top of the pageFor display purposes only
Concept landing page for auto repair shops

Mockups in your brand. The software names, the rate claims and the savings example are yours to approve before anything runs. The savings example is illustrative only. Photo by Shixart1985, CC BY 2.0.

What we won't promise

  • A cost per lead or close rate before the first two months run. Nobody has this data yet, us included
  • Full targeting on day one, until Meta's category for payment ads is confirmed
  • That every vertical works. That's why we test one first

Why we still like this

  • The integrations are built, which is the hard part
  • A clear rate gap to sell against
  • December is quiet in auto, in your words a good time for a shop to make a change
NextInvestmentThree ways to start.

Investment

Monthly and one-time fees are separate numbers. Ad spend is billed by Meta, on top.

Three ways to start. We recommend Prove auto repair.

How each option adds up
LineOption 1Option 2Option 3
Meta management$2,000$2,000$2,000
Performance creativeTier 1, $1,500Tier 2, $3,000Tier 3, $5,000
Conversion trackingIncludedIncludedIncluded
A month$3,500$5,000$7,000
Landing page, one time$2,000$2,000$4,000 (two pages)
Offline conversion tracking, one time$1,500$1,500$1,500
One time$3,500$3,500$5,500
Ad spend, billed by Meta$5,000$5,000$10,000

Meta management is $2,000 a month up to $20,000 in monthly ad spend, then 10% of spend. The first term is three months and renews three months at a time.

Why the fee is the fee

On a test this size, the fee is a big share of spend. That's the cost of running it right: the strategy, the Meta management, and a creative team building new ads every month, which you told us you don't have in-house. The management fee stays flat until $20,000 a month in spend, so its share drops as the test works and spend grows.

NextQuestionsThe answers that set the next steps.

Questions

Your answers set the next steps.

Six answers that shape the first month.

1Do you have lists of shops by the software they run?If not, can those lists be bought? Your current auto repair merchants count too. With lists, we can split the ads by software and show Meta real shops to find more of. Without them, one audience and the ads do the sorting.
2Can we name Tekmetric, AutoLeap and ShopBoss, and show their logos, in ads?The ads are built around naming the software. If not, they lead with the integration and the rate instead. Rate claims also need your compliance OK before anything runs.
3Would your reps share their open deals?That decides whether air cover for your reps runs from the first month.
4Who calls a new lead back, and how fast?Inbound is new for you, and a lead that waits goes cold. This decides whether the test can work.
5Where will leads live?Your CRM lets signed merchants flow back to Meta, so it learns which shops sign.
6Auto repair first, or field service?This sets the first page and the first ads. We recommend auto repair.
Next step

Pick the starting option and answer what you can. We send the agreement in writing, and our team schedules the kickoff once it's signed.