AIPower
1. Describe the business
Prepare your company name, registration location, website and a clear explanation of your products or services. Identify which entity contracts with the customer.
2. Explain your customers and markets
List the countries you sell to, the currencies customers expect and how goods or services are delivered.
3. Outline the payment profile
Gather expected monthly volume, average order value, refund practices and any existing processing history. Use actual records where available and clearly label forecasts.
4. Document your current challenge
Explain what you want to improve: checkout experience, market access, operational processes or integration requirements.
5. Clarify the commercial questions
Ask about eligibility, fees, settlement timing, reserves, support responsibilities and the documents required for review. Confirm the applicable terms before committing.
Keep forecasts clearly separated from historical records, and confirm document requirements with the reviewing provider.