Today I’m going to show you how to set up a payment process… for your customers so  it’s easy for them to make a purchase from you!.

Between all the software tools and payment processing options out there so I’ll show you how to narrow it down to 1 (maybe 2) that work for you!

Because let’s face it, there’s a ton of options out there and it can get confusion knowing how they all work together, or if they even do.

This is an introduction to an ongoing series that will give you step-by-step blueprints for payment processing workflows that you can use in your business.

In other words, I’m gonna show you the off-the-shelf software to use, which merchant account option to use, and how to put it all together so that it absolutely works for you without question.


So to start, a payment workflow is, really,  all about your customer and this covers the process up to, AND AFTER the sale.

It’s an interaction process that follows your customers buying experience.  The workflow itself is a map or blueprint of the steps that you take with your customer from A to Z.

What a Workflow Does

So these blueprints really accomplish to MAIN things 2 things

It gives YOU an SOP and it’s a system that is easy for you to set up, if you’re using the tools contained within the specific workflow that’s laid out for you.

And SECOND, it gives your CUSTOMER an easy way to buy from you.

If you want a real life example just look at Amazon.  Why do you think that they invented “1-Click” ordering?  Because it makes purchasing from them extremely easy!

So all you need to do is pick a workflow based on the software tools that you have right now, or pick a workflow that you like and get those software tools so you can execute the workflow.

And I’ll shows you how to connect everything and make it work.

The Importance of Customer Experience

Because it’s not JUST about having a way for your customers to pay you, it’s about:

  • Having a professionally designed page that converts
    • A nice page co

Here’s a perfect example:

Recently I purchased a woodworking tool off of ETSY and when the package arrived and I opened it up,  seller had not just included the product that I bought, but also included some extras along with a hand written thank you note! Pretty cool!

The extras were a packet of carpenters pencils along with a recipe for lemon morange pie!  I mean, talk about unexpected

Now, I didn’t personally bake the pie or use the recipe just cause that’s not really my forte, but I very much appreciated the gesture and the pencils got put to good use!

The last 10 things or so that I’ve purchased online, I received the product and it was par for the course.  Just status quo. I got my product and that was it…. BUT I remembered this specific seller because they did that little extra bit, and it was enough that if I ever need anything that they sell again, you better believe that I will go back to them.  

About the Workflow

Each workflow is a multi-step process and the core idea is to go the extra mile for your customers.

Since the workflow is aimed at giving your customer the best possible buying experience, ask yourself, what would exceed my customers expectations?

Do they get a welcome packet, a thank you email or text, a personal video message, or do they get a letter in the mail?  Do they get something special from you above and beyond what they would expect?

Going the extra mile sets you apart from your competition in a very good way, so why NOT do it?

Selecting Your Workflow

To select the workflow that is right for you depends on what you sell, how your business operates and other variables of your business that are unique to you

So in each video there will be a PDF worksheet that you can download and follow.

Some are fully automated with software and others have more manual steps.

Some are more of an investment in software and others are nearly free.

Naturally all of these are more than JUST putting up a single payment page.

On the PDF you find the asset list, the blueprint, and a list of questions along with suggested industries that the workflow can be used in, … and all of this is to help you decide if this workflow is ideal for you and your business.   

There is no right or wrong here, it’s whatever works for you.

Step 1 is the asset list.

Within each workflow video you’ll get an assets list and that will contain the software and hardware tools required to make the workflow happen

So all you have to do is just sign up for those software accounts and you’re ready to follow along and connect everything.

And all the guesswork is eliminated. You don’t have to wonder if software A works with merchant account B for example.  

If they’re both in the same workflow, you know they’ll work together!

Step 2 is the blueprint itself

So this set of instructions that shows you how all the software pieces fit together and in what order.

If there’s a landing page first, and an order page 2nd that’s connected to the gateway and merchant account for example, the blueprint lays that out for you.

whether this email system integrates with that checkout software or Payment Gateway or whether that website builder does recurring payments, or automatically sends an email invoice…. That’s all done-for-you.

Item 3 is the list of questions/suggested use cases

Suggested uses are industries and business types that a workflow is ideal for.

So when you watch a workflow video, if you like the design and style of the website pages, and the process in general, just download the blueprint and the plans and put it in play!

Of course the process of making a payment is at the core of every workflow so we’re going to be talking about payment pages, merchant account options, website gateways and lots of other software tools!

Here’s what it looks like – a sample workflow

This is a sample diagram of what one of the workflows could like.

#1 The asset list you see the

You’ll see that certain sections have specific instructions on what each website page does and along with it, in some cases, links to videos that show you how to set up each element of the workflow!

#2 Some of the available workflows are premium and there is a cost for them because I am giving you HTML design code for example in order to make your checkout page look a certain way


All the workflows are showcased here so be sure to bookmark this page and as they are released, they will be added to this page.

So there are links to the current published workflows, in the description as well as the perminent website page that will showcase all new workflows as they become available so be sure to bookmark that page and give this video a thumbs up if you find one that you like!

Now, one question that you’re probably wondering already is whether you can substitute one software tool for another.   The short answer to that is, possibly, and when there is an easy alternative, I’ll mention it in the directions and video, otherwise it’s best to stick to the exact tools listed in the workflow directions!

Of course if you have questions leave a comment below and I’ll get your question answered.

As for the tools recommended… all of them are systems and software tools that I have used personally or have implemented for a client.

So i’m not just pointing you to software that is out there, I have actually used these tools in the exact way that I am showing you.


You’re new to my channel be sure to give this video a thumbs up, and share it with a friend

And if you want more payment workflow tutorials, be sure to subscribe so you don’t miss any new videos when they’re posted.

If you’re new to my channel be sure to give this video a thumbs up, and share it with a friend who could also benefit!

I publish tutorial style training, how-to videos, and informational videos that are on the topics of payment processing, Merchant accounts, invoicing and other software tools AND payment workflows that tie all of them together!

I’m Brian manning and I’ll see you next time.