Company number*
Meeting
Outcome needed
Sam Sales (Demo)
Address: 1 Example Street, EX1 2AB Sampletown
Meeting date: 23-06-2026 15:00
Company name: Sample Beauty & Spa Ltd
Customer name: Jordan Sample
Company phone number: +44 7700 900123
Contact phone number: +44 7700 900123
Current provider: Provider A
Booker notes:
Demo record — dummy data only. Definite sale; customer wants to switch their standalone card machine to Flatpay. Processes ~55k a year on the current machine. Name of owner: Jordan Sample. Business number: 00. Direct number: +44 7700 900123. Current provider: Provider A. TPV (annual): 55k. Current terminal integrated: no. Will have access to statement: yes. Other info: —
LeadDesk ID: DEMO-0000-0000-DUMMY-0001
Expected monthly turnover*
Sole trader
Outcome*
Rescheduled date*
Product
Price check*
Flatpay offered rate (%)*
Upfront fee
Number of terminals*
Customer wants surcharge
Payout frequency
Current provider
Temporary discount
Amex
Seller notes
Saved
Details
Delivered
Sales person
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Name: —
Registration number: —
Contact person: —
Customer address: —
Email: —
Phone number: —
Expected volume: —
Transaction fee: —
Created date: —
Sales date: —
Revenue since start: —
Assigned terminals: —
Hardware IDs:
Setup installation
Link expired
Delivery
Expected delivery date
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Status
Comments
Is this a seasonal customer?
Cancelled old provider?
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Email *
First name *
Last name *