Working with Brian


My services start with the merchant account and payment system and from there we expand into custom payment system for your retail, mobile or online needs of your business.

If you need a way to sell your products and services online, then the next step is to set up a marketing funnel to properly showcase and sell your products and services.

The tools listed on this page are my MAIN recommendations and they are used as part of the marketing funnel  or payment workflow process that I set up for my clients.

 So take a look and click on the service you want help with and let’s start making sales online!


Merchant Accounts

Get a merchant account that fits your business. Rates, fees and functionality that is tailored to your business a set up specifically for you.  At the end of every sales effort, is a payment of some sort so a proper merchant account is essential.

Marketing Funnels

A marketing funnel is essential to selling your products and services online. Click to watch a detailed video of just one type of marketing funnel that I’ve labeled as a Payment Workflow. The simple idea of this funnel: efficient payment collection

Marketing Automation

One of the key ingredients to a great marketing strategy is to develop your customer value ladder. I’ll help you design and create your own customer ascension path specific to your products and services. 

CardPointe by CardConnect

CardPointe by CardConnect is the #1 merchant account and payment processing solution for all of my clients.

It handles online payments, billing plans, mobile transaction and much, much more.

Whether you're accepting payments online, in-store (retail location) or in the filed through a mobile device CardConnect has a single platform that integrates all of the channels together into one seemless processing solution.

I am a registered ISO partner, which means that I can get you special pricing and access to terminals discounts and access to special campaigns.  When you allow me and my team to set up your account, I'll give you access to custom code and free configuration of the Hosted Payment Page by CardPointe!

  • Track all payments through the reporting tab and get access to instant transaction management through the CardPointe mobile app
  • Automatically store customer profiles with the Virtual Terminal in a secure fashion so you can charge future invoices and future orders for repeat customers.
  • Use the Hosted-for-you payment page by CardPointe that comes FREE with all accounts so you don't have to spend a dime paying a programmer to build a page for you!
  • Get access to best-in-class security with point to point encryption, chargeback management and PCI compliance to keep all of your data and your customers data safe!

Keap Pro and Infusionsoft by Keap

Infusionsoft is THE most important tool that I use in my business and have done so since 2013!

It's the #1 all-in-one CRM and advanced marketing automation platform.  Infusionsoft CRM and email marketing system, is what my entire business is built around and when coupled with landing page builders like ClickFunnels and LeadPages it's a powerful combination.

I am a certified partner, which means that I can get you discounts and access to special campaigns.  When you sign up with me, I am also going to give you access to  2 of my best email follow up campaigns and I'll even configure them for you so all you have to do is press "play"!
  • Track and manage every important detail of your business including data from your leads and your customers
  • Automatically follow up with smart campaigns that are tailored to the needs of your prospects
  • Online calendar and booking software - online appointment links and scheduling software that integrates with your Google calendar
  • My best automation campaigns including lead magnet and lead generation campaigns, client onboarding campaigns, and my "Big News" flash sale campaign.

FormStack Form Builder

Save time and hassle with Formstack's intuitive online form builder and advanced features. Create powerful forms, automate workflows, streamline your document generation, and more. You can also save hours of time by importing forms from other builders.

Why waste hours waiting for your developer to code your online form for you when you can just build it yourself in minutes? Formstack makes this possible with our easy-to-use website form builder and advanced features. Collect payments, gather customer data, and automate your day-to-day tasks in just a few clicks. Data collection and management have never been this painless. Don’t believe us? Demo our product now!

I am a certified partner, which means that I can get you discounts and access to special forms and discounts.

  • Design online forms with ease using the simple drag and drop interface. No need to worry about your technical skills. It just takes a few clicks.
  • Embed forms on landing pages and social media to reach more customers and boost submissions. All of our forms are mobile-friendly out of the box.
    Improve performance by testing your online forms to see what converts.
  • You can even pinpoint the areas that need improvement with deep data insights.
  • Let multiple users manage and share form submissions. All changes to your forms update in seconds so your team can stay informed with the Data Routing feature.


Send me a message

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1075 Broad Ripple Ave
Suite 340
Indianapolis IN 46220

Office hours

Available & Online 8:00am – 5:00pm

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