Startup Guide1

Startup Guide The Startup Guide lists the steps Data Genesis team trainers and new IBMs should follow to get started in ...

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Startup Guide The Startup Guide lists the steps Data Genesis team trainers and new IBMs should follow to get started in the Multi-Affiliate Compensation Plan and become familiar with our system.

APPLYING TO BECOME AN IBM Apply to become a Data Genesis IBM online at www.datagenesis.com. Click on  Partner with Us |  Become an IBM Partner |  IBM Agreement (pdf), on the right hand side menu. The completed IBM Agreement should be faxed to the Data Genesis National Headquarters at (702.588.5830).

WELCOME TO DATA GENESIS PHONE CALL A Data Genesis Team Member will contact the new IBM upon approval of their application and welcome them to the Data Genesis opportunity. The DG Team Member will ask the new IBM how they want their name to appear on business email and what phone number they want listed.

WELCOME TO DATA GENESIS EMAIL The Corporate Team will send an email to the new IBM’s personal email address providing instructions on how to activate their secure [email protected] address. Note: This is the only time any mail is sent to the IBM’s personal email address. The Welcome to Data Genesis Email also contains an attachment named LIFELINE, a quick reference document containing the new IBM’s Sales ID#, Go Now and Double Go Now Bonus dates, important phone numbers and who to contact for support. Lifeline provides instructions on how to access the password protected IBM Resources section on the DG website, and instructions on how to join conference calls.

(This section purposely left blank) Data Genesis Startup Guide 06.01.2015 FOR INTERNAL USE ONLY — CONFIDENTIAL AND PROPRIETARY TO DATA GENESIS CORPORATION™.

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STARTUP GUIDE

GET YOUR TOOLS AND MATERIALS All new IBMs should attend a startup orientation teleconference and/or schedule a personal consultation with their Enrolling Executive to learn how to access the tools and materials needed to conduct business. New IBMs must have computer access during orientation because many tools and materials will be reviewed or downloaded from the IBM Resources Portal on the Data Genesis website. www.datagenesis.com Partner with Us (on Home Page)  Become an IBM Partner  Login: freedom  Password: money  IBM Resources (Under Become an IBM Partner) You are now on the IBM RESOURCES page. You can download or review a wide range of tools and reference materials.

Reference & Educational Materials — IBM Startup Materials o

Startup Guide (Download first) The Startup Guide is self explanatory. The Startup Guide is a blueprint to review or download most of the tools and materials you will need to operate directly from the IBM Resources section on the website. The Startup Guide will also explain how to access materials not available on the website. Many resources are listed in the IBM Resource Section. The tools and resources below are the most common initially downloaded.

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Navigator and Merchant Questionnaire The Navigator and Merchant Questionnaire are designed to get IBMs in front of a merchant on their first day. Our business is very much an On-The-Job Training type of business. The Navigator will teach the new recruit what they need to say to the merchant. Lead Line Executives or Corporate will help new IBMs to analyze the merchant’s current program and recommend pricing. This provides a natural transition to be able to fly alone. A new IBM who believes they must know everything about the industry before leaving the house will fail 100% of the time. Important: It’s not “Ready, Aim, Fire;” it’s Fire, Ready, Aim.” This is the single characteristic that separates average performers from superstars.

Data Genesis Startup Guide 06.01.2015 FOR INTERNAL USE ONLY — CONFIDENTIAL AND PROPRIETARY TO DATA GENESIS CORPORATION™.

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Program PMA Commission Chart The Program PMA Chart shows upfront commissions (non-residual commission) earned by boarding a new merchant when commissions from terminal leasing are not applicable. PMA Commission (Personal Merchant Acquisition) is in addition to MARC commissions. MARC commissions refer to the Multi-Affiliate Residual Compensation plan.

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Business Card Policy & Order Form The Data Genesis business cards have been approved by the Card Brands (Visa/MasterCard/ Discover) and Sponsor Bank Compliance. Business cards must meet very strict criteria on font size, color, and content, therefore, IBMs must use the business card template and other marketing materials approved by Compliance. Permanent business cards can be ordered directly from our preferred printer. Alternatively, IBMs may opt to purchase a high resolution business card proof to take to a printer of their choice.

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Direct Deposit Form Data Genesis can deposit commissions and residuals directly into your bank account. This is the best way to get paid quickly. Simply download and complete the Direct Deposit Form and fax into Corporate at (702.588.5830). Payments will be sent directly to the account. This process takes approximately 5 to 7 business days to activate.

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Successful Recruiting The methods in this document reflect over 30 years of recruiting experience.

— Reference/Informational Guides o

Glossary of Terms While this document does NOT need to be downloaded it can be pointed out to the new IBM should they come across terms and words unfamiliar to them. (The Glossary of Terms is located in Reference & Education Materials, Reference/Informational Guides).

Data Genesis Startup Guide 06.01.2015 FOR INTERNAL USE ONLY — CONFIDENTIAL AND PROPRIETARY TO DATA GENESIS CORPORATION™.

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FORMS — Merchant Boarding Package The Merchant Boarding Package contains all necessary forms to submit a merchant for approval and installation. o

Merchant Processing Application (MPA) — Standard This is the legal agreement paperwork necessary to sign a merchant account.

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Merchant Processing Application (MPA) — Standard – Example This MPA is a partially filled out example.

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Merchant Processing Application (MPA) — Signature Debit Bundled This is a special kind of MPA used for bundled debit pricing.

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Merchant Processing Application (MPA) — Signature Debit Bundled – Example This MPA is a partially filled out example.

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First Data Confirmation Page Part I: Confirmation Page of the Program Guide must be signed by the merchant acknowledging access to view the complete Merchant Services Program Guide on our website. This single form eliminates having to print the entire 41 pages.

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Data Genesis Confirmation Page This form helps protect you from any potential litigation.

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Terminal/Account Set-up Form This form provides important information needed by the corporate office to build the merchant’s terminal file. It is intended to reduce the amount of work you have to do in the field. Time in the field is valuable and we want to give IBMs as much time as possible to sell rather than follow up on mistakes.

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Terminal Questionnaire Restaurant This form is specific to restaurant terminal set-up.

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Terminal Questionnaire Retail This form is specific to a retail merchant’s terminal set-up.

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Data Genesis Fax Coversheet The Fax Coversheet is used to submit sales applications (MPA), renewals and any changes to existing merchants to the Corporate Office. It can also be used as a check list for required submission documents.

Data Genesis Startup Guide 06.01.2015 FOR INTERNAL USE ONLY — CONFIDENTIAL AND PROPRIETARY TO DATA GENESIS CORPORATION™.

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— Lease Options o

Barclay Lease Agreement Barclay Square Leasing is our preferred leasing company. Use these documents when boarding a new merchant with an equipment lease or adding on leased equipment to an existing merchant.

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FDGL Lease Agreement If First Data Global Leasing will be utilized when boarding a new merchant the lease contract is embedded within the MPA. Use the complete FDGL Agreement when an existing merchant is upgrading current equipment or adding to an existing equipment.

FOLLOWING ORIENTATION Certain tools and resources are purposely not available on the website. These tools and resources can be emailed to you by Corporate. Your Enrolling Executive will recommend the tools s/he recommends for you and when you should request them. To receive these tools or resources email [email protected] Please include the name of your Enrolling Executive and copy them on the email. Your Enrolling Executive’s email address can be found in Lifeline.

Popular Tools and Resources  Barclay Lease Commission Calculator  FDGL Lease Commission Calculator

Data Genesis Startup Guide 06.01.2015 FOR INTERNAL USE ONLY — CONFIDENTIAL AND PROPRIETARY TO DATA GENESIS CORPORATION™.

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