How to sell square

How to Sell Square: Step-by-Step Guide to Starting and Closing Your First Deals

May 04, 20263 min read

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How to Sell Square: Step-by-Step Guide to Starting and Closing Your First Deals

How do you actually sell Square, and what does the process look like from getting started to signing your first deals?

If you’ve been searching for how to sell Square, how the Square reseller opportunity works, or how to start offering Square to businesses, this is where most people get stuck.

They understand the opportunity…

But they don’t know what to do next.

Step 1 — Learn the Opportunity and Get Started

Your first step is simple:

👉 Learn the more details about the Square reseller opportunity and apply here:
https://modern.ezdirectsales.com

Why This Step Matters

You’re not just selling payment processing anymore in 2026.

You are offering a modern commerce system that goes far beyond credit card processing.

If you don’t understand that shift, you will struggle.

modern commerce system

Step 2 — Complete Onboarding and Plug In

After watching the details video & applying:

  • Complete agreements

  • Get set up

  • Attend kickoff call

Attend the Kickoff Call

This is where you:

  • Meet the CEO

  • Understand the model

  • Learn expectations

  • Begin the process of moving into Step 3

Step 3 — Get Your Unique Signup Link

You will receive:

Your own Square signup link that racks all sign ups to you!

This allows you to:

  • Send businesses directly

  • Get them approved

  • Track your accounts & get paid passive income monthly on them

Why This Changes Everything

Let’s compare.

Old Way (Traditional Merchant Accounts)

  • Paper or Online Applications

  • Submit proof of Documents (business license, ID, tax returns, bank statements, etc)

  • Underwriting (24–72+ hours)

  • Equipment shipping (2–5 days)

New Way (Square Sign Up Link Model)

  • Sign up online

  • Approved in minutes

  • Start taking payments instantly from their phone, tablet, or computer

traditional merchant account vs Square

This is a MASSIVE shift in the speed to sign up and begin accepting payments.

Step 4 — Start Offering Square to Businesses

Now that you've completed steps 1 through 3 you now have everything you need.

You can walk into businesses and offer Square directly

What Makes Selling Square Easy

You are offering:

  • Same pricing

  • Same product

  • Same Value

  • Same experience

As what they already see online. You are offering an already established and trusted brand from day 1. No one is going to ask "Who is Square?" OR "Square, never heard of them."

What Types of Businesses Is Square Best For?

Square works across multiple industries. Just to name a few of the most common industry types Square is a good fit for:

Food & Beverage

  • Coffee shops

  • Restaurants

  • Food trucks

  • Bars

Retail

  • Clothing stores

  • Grocery

  • Wine & liquor

Beauty & Self Care

  • Salons

  • Barbers

  • Nail studios

Services Based Businesses

  • Contractors

  • Cleaning

  • Automotive

  • HVAC

  • Pressure Cleaning

And so many more unlisted business types and industries, including online businesses and home based too. This gives you unlimited opportunity.

different business types using Square

The New Way to Sell (This Is Key)

Stop saying:

“Let me save you money”

Start asking:

  • “How are you running your (pain point) using your current business system?”

  • “What systems are you using for (name the known industry pain point you can solve)?”

Become a consultant. Find known pain points for specific industry types that you know Square has a solution for. But the key is, allow the business to identify the pain points together with you, vs simply walking in only talking about all the features that you're excited about.

Why Training and Support Matter

Square does NOT train you to sell.

That’s where most people fail.

What We Provide

  • Training calls

  • Support

  • Accountability

Learn more or get started:
https://morepie.com/apply-ez

Watch This Breakdown (How It Works)

Internal Resources to Learn Faster


Frequently Asked Questions

How do you sell Square?

You get set up, receive a link, and help businesses implement the system.

Do you need experience?

No, but you must learn and stay consistent.

How fast can you start?

Within days after onboarding.

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Final Thought

This is simple.

Not easy—but simple.

The steps:

  1. Learn

  2. Set up

  3. Get your link

  4. Talk to businesses

Download the full breakdown in my book "The New Rules of Merchant Sales":

The new rules of merchant sales


Join the Square reseller opportunity:
https://modern.ezdirectsales.com

Joe Wagner is a leader in the merchant services and modern payments industry, with over 16 years of experience helping sales professionals and entrepreneurs build recurring income through payment processing and POS systems like Square. He has personally built a six-figure monthly passive income portfolio by placing payment systems in businesses across the United States.

Today, Joe focuses on teaching others how to succeed in the evolving world of modern commerce—combining sales skills, business systems, and mindset to help individuals create long-term financial freedom. Through his content, training, and partnerships, he provides real-world strategies for building passive income without upfront investment.

Joe is also the author of "The New Rules of Merchant Sales" & "If I Lost It All Today", where he breaks down how the payments industry is changing and how to position early to build a portfolio that can last for years—or even generations.

Joe Wagner

Joe Wagner is a leader in the merchant services and modern payments industry, with over 16 years of experience helping sales professionals and entrepreneurs build recurring income through payment processing and POS systems like Square. He has personally built a six-figure monthly passive income portfolio by placing payment systems in businesses across the United States. Today, Joe focuses on teaching others how to succeed in the evolving world of modern commerce—combining sales skills, business systems, and mindset to help individuals create long-term financial freedom. Through his content, training, and partnerships, he provides real-world strategies for building passive income without upfront investment. Joe is also the author of "The New Rules of Merchant Sales" & "If I Lost It All Today", where he breaks down how the payments industry is changing and how to position early to build a portfolio that can last for years—or even generations.

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