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How do I get my customer's credit card details without charging them?

by Snow_Predator
7 replies
Hey folks

I'm setting up personal 1-on-1 coaching, where my customers get to ask me 5 questions via email. I want to be able to see their questions before I decide to charge them.

Is there any way my customers can give me their payment details, but they only get charged if I approve it?

Can I do this directly with Paypal? What about with Rapid Action Profits? Or some other software, or Clickbank?

Thanks!
#card #charging #credit #customer #details
  • Profile picture of the author radhika
    There is an option for 'Trial' version/product (days or months etc) in many services like 2co. Not sure about Paypal though. You can use that option so your customer enters his details with PP and you can decide whether to take him to real service option or cancel order.

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  • Profile picture of the author Jassen
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    • Profile picture of the author Snow_Predator
      Originally Posted by Jassen View Post

      Charge something nominal for the privilege of getting to ask you the five questions, like $1. That gives you an excuse to collect credit card info, and also gives them some slight "skin in the game". Frank Kern does this to sell coaching, and charges a $700 deposit for the initial call, then refunds it. This eliminates tire kickers and gets you the cc info.
      Thanks everyone.

      What's a good payment processor I can do this with?
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  • Profile picture of the author Brent Stangel
    Charge something nominal for the privilege of getting to ask you the five questions, like $1.
    I agree. I promote numerous coaches and most are using this method.

    There are too many freebie seekers that have no problem wasting your time. This will eliminate most of them.
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  • Profile picture of the author Rok Solid
    Another completely different approach I've seen a few coaches use would be to pre-qualify prospects with a survey. You can use https://www.surveymonkey.com/ or https://podio.com/ to do this for free.

    Then from the people who qualify you get them on Skype for 30 mins and offer them coaching for a fee (larger than you could probably charge via email)

    Create a private Facebook group and put coaching clients in there. Members will often answer questions for you
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  • Profile picture of the author ErinWalsh
    Paypal does allow trials, and I'm assuming you have the power to cancel a customer's account.
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  • Profile picture of the author Coby
    I've also seen some people charge $0.01 for a "trial" and they say right up front that it's simply to confirm that the credit card is good and active.

    Cheers,
    Coby
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  • Profile picture of the author TheCodex
    Just get a legitimate merchant account and hook up with a payment gateway then authorize, but don't settle the transactions.

    The way you asked it makes this a little tricky, one you can't just keep their payment details as that's not PCI compliant, but your gateway can... Just keep in mind that when you do you're hooked to your gateway by the hip. By law they have to move the data to another PCI compliant organization when requested, but they may not be exactly rapid with doing so...

    If you want more help PM me.

    Cheers
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