Get Paid with Stripe Cheat Sheet. How to accept payments over the phone with Stripe!

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1 Get Paid with Stripe Cheat Sheet How to accept payments over the phone with Stripe!

2 Hi, I m Heather Stephens and I help consultants, coaches, and service providers get clients through digital marketing. Welcome and congratulations on making the wise choice to download the Get Paid with Stripe cheat sheet! If you re looking to accept credit card payments over the phone, Stripe is the way to go. You ll see an increase in your conversion rate when you start to capture your clients payment information right away at the very moment they re excited about working with you and ready to get started! Here is your click-by-click guide to getting paid with Stripe! To Your Success! Heather Stephens Table of Contents: How to Accept Payments from Clients Over the Phone with Stripe: 3 Adding a Client to Stripe 4 Charging a Client for a Subscription in Stripe: 8 Processing a One-time Payment in Stripe: 13 Free Business Breakthrough Strategy Session 14 More About the Free Strategy Session Wise Owl Marketing wiseowlmktg@gmail.com Page!2

3 How to Accept Payments from Clients Over the Phone with Stripe: 1. First, you need to set up a Stripe account. This is fairly straight forward to create an account and verify your and phone. Be sure to fill out the Stripe "Activate Your Account" information with your business details, tax ID, and bank routing information Wise Owl Marketing wiseowlmktg@gmail.com Page!3

4 Adding a Client to Stripe 2. Next, you will want to create a test customer. You need to do this step before you can create a subscription. Click on [Customers] in the Stripe sidebar and then on the [+ Create your first customer] button Wise Owl Marketing wiseowlmktg@gmail.com Page!4

5 3. Enter your customer details and click [Create Customer]. 4. Then click on the customer's to open up the customer detail window Wise Owl Marketing Page!5

6 5. From this window, you can add a credit card, process a payment or add a subscription for your client. Let's first add a card by clicking on the [+ add a card] button Wise Owl Marketing wiseowlmktg@gmail.com Page!6

7 6. Enter the credit card details and click on [More options]. 7. Enter your client's name and billing address, then click [add card] Wise Owl Marketing Page!7

8 Charging a Client for a Subscription in Stripe: 8. Next, we will create a subscription. Click on [Subscriptions] in the sidebar and then the [+ New] button in the top right Wise Owl Marketing wiseowlmktg@gmail.com Page!8

9 9. Add your customer to the subscription plan by clicking [+ Add a customer]. 10. [Select] the customer you want to add to the subscription Wise Owl Marketing wiseowlmktg@gmail.com Page!9

10 11. Next, click [+ Add a plan] to create your subscription. 12. Enter the details of your subscription plan including the price and interval. Then click [Create plan] Wise Owl Marketing wiseowlmktg@gmail.com Page!10

11 13. Finally, click on [Create Plan] to finish creating your subscription plan. 14. If you are adding a client to a subscription you've already created, you can click on [Add] to select your preferred subscription Wise Owl Marketing wiseowlmktg@gmail.com Page!11

12 15. Remember to click [Create subscription] to charge your client and activate the subscription payments Wise Owl Marketing Page!12

13 Processing a One-time Payment in Stripe: Go to the customer detail section (step 4 above) and then clicking on [Payment]. Enter the payment amount, description and click [Charge customer] Wise Owl Marketing wiseowlmktg@gmail.com Page!13

14 Surprise Bonus Free Business Breakthrough Strategy Session Let's explore your business, goals, website & marketing funnel and create a tailored strategy to help you reach your income goals this year! Apply for Your FREE Strategy Session 2017 Wise Owl Marketing wiseowlmktg@gmail.com Page!14

15 More About the Free Strategy Session... Your Business Breakthrough Strategy Session will be about minutes! Together, we will outline a customized plan to help you reach your income goals by solving the three biggest problems that most service based business owners face: 1. Traffic: How to steadily attract your ideal clients who are looking for the transformation you provide and are ready to buy. 2. Conversion: How to make sure you have a system that takes traffic and converts it into paying customers. 3. Cash: How to add recurring monthly revenue to your business model so you can serve your clients at the highest level and protect your cash flow. You will walk away with a plan to repurpose resources you already have or know which resources you need to create to implement the strategy to grow your business by 3, 4 even 5 times without increasing the amount of time you spend in your business. Apply for Your FREE Strategy Session Heather Stephens is a website designer & marketing strategist who specializes in helping service-based business owners get more clients through online marketing, but her clients will tell you she's a website fairy godmother who makes business dreams come true Wise Owl Marketing wiseowlmktg@gmail.com Page!15