Payment and fintech companies · Lead generation
Count the merchant who took a first live payment, not the one who filled the form.
Lead generation for a payment or fintech company is bringing in sellers and finance teams worth a sales conversation and following them from signup to the first live transaction. GullySales sorts enquiries by true source, chases applications stuck in KYC, and measures merchants live instead of forms filled.
A 90-minute audit call and a written, scored report. Turnaround, reporting and term are agreed in writing after the audit.

What lead generation means
Lead generation is the combined work of every channel that brings in a new enquiry, whether from search, adverts, referrals or a stall at an exhibition. GullySales runs these channels together and reports the number of enquiries each one produced, not the activity behind it.
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- Email marketing for payment and fintech companies
- Buyer personas for payment and fintech companies
- Sales process for payment and fintech companies
- Website development for payment and fintech companies
- Reputation management for payment and fintech companies
Sales and marketing for payment and fintech companies, the overview.
Last updated 6 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.
For payment and fintech companies
Where it usually goes wrong, and what we would do.
“A signup is not a lead until the documents arrive”
Most self-serve signups stall at PAN, GST or bank proof. Counting them as leads hides the real queue, which is applications nobody is chasing.
“Students, shoppers and job seekers fill your forms too”
A contact form attracts people wanting a refund, a job or a free API key for a college project, and they crowd out the merchant who wrote in the same hour.
“Partner and reseller leads have no owner”
A bank officer, an ERP vendor or a web agency passes a merchant to you, nobody records who sent whom, and the partner never hears what happened.
What we do
What we deliver for payment and fintech companies.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
Lead sources defined and recorded
Website signup, sales call, partner referral, plugin listing, event and inbound WhatsApp each logged in the CRM with where the merchant came from.
Result: You know which door brings live merchants.
A qualified lead written down
Business type, platform in use, payment methods wanted and papers ready, agreed with sales before any lead is counted.
Result: Nobody argues about the number at the end of the quarter.
A tracker for applications stuck in onboarding
A named person contacts every application stopped at a missing document, with a short list of what is needed and a note in the record.
Result: A merchant who stalled gets help instead of silence.
A filter for the wrong enquiries
Refund complaints, job applications and support questions routed to the right inbox with an automatic reply linking to help pages.
Result: Sales sees merchants only.
A partner referral register
Each partner, the merchants they sent, the status of each, and a note back to the partner, kept in the CRM.
Result: Partners keep sending merchants because they hear what happened.
Report against the baseline
Signups, KYC completed, merchants live and first payments by source, set against the baseline recorded before work began.
Result: You can see which source brings merchants who actually trade.
How the result is measured
- Enquiries generated
- Cost per enquiry
- Enquiries by source
Recorded as a baseline before work starts, so every later report has an honest comparison.
Where enquiries come from
The ways a merchant or finance head reaches a payment company, and what to record when each arrives.
- Self-serve signup on the website
- Record the time, the page they came from and the stage reached. Send a message listing the papers needed, and mark the application stuck if none arrive.
- A call to the sales line
- Note the caller's business, platform and what prompted the call, and ask what they use now. Send the document list on WhatsApp straight after, and log the call.
- A message on the business WhatsApp number
- Treat it as a lead only if it is about accepting payments. Reply as a person, record the number, and move refund and support questions to the support inbox.
- A plugin or app-store listing
- Tag every signup with the platform it came from. A developer who installs a plugin and stalls needs a setup guide, not a sales call.
- A referral from a bank officer, accountant or web agency
- Log the referrer and the merchant together, and tell the referrer how the application ended, so they keep sending merchants your way.
- An enterprise request from a procurement form
- Record the company, who asked and which review is pending: security, legal or finance. Reply with the response folder, and note who owns each answer.
Who it is for
This is written for these payment and fintech companies.
- Payment gateways and aggregators for online sellers
- UPI and QR providers with soundboxes and card machines for shops
- Prepaid wallet and card issuers working with a partner bank
- Digital lenders and buy-now-pay-later apps working with a bank or NBFC
- B2B payment, vendor payout and payables platforms
- Payroll, expense and corporate card tools for companies
- Cross-border payment and remittance platforms
- Neobanks and current account apps for startups and small businesses
Not for
It is not the right fit if.
- You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
- You need enquiries by next week and have nobody to answer them.
- You want posts and reach reported, not enquiries and orders.
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Free audit call
90 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.
After the call
Written, scored report
Six areas scored, fixes ranked by return and cost. If you want our help, the scope, the fee and the reporting come with it, in writing.
Before work starts
Baseline recorded
Enquiries by source, reply time, conversion and cost per order, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the work runs for payment and fintech companies
- 1
Assess
In the free audit we trace where last quarter's live merchants came from, how many signups reached a first payment, and what a developer finds when searching for your documentation.
- 2
Make trust checkable
A trust page, a rate page and policy copy your compliance head has approved, so a cautious buyer can verify you without a call.
- 3
Clear the path to the first live payment
Signup stages recorded, missing documents chased by a named person, and a reply routine for merchants who write in stuck.
- 4
Bring in the right buyers
Documentation, comparison pages and campaigns aimed at the developers, finance heads and the accountants and agencies who choose for them.
- 5
Count live merchants
Merchants live, first payments taken and enquiries by source, read against the baseline, with the channels that bring only signups cut.
Proof
What happened when owners fixed this.
Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.
Chord Road Hospital
- Situation
- Patients who knew the hospital trusted it. Patients who searched for a department or a treatment in the area did not find it.
- What we did
- Website rebuilt around patient needs
- Search visibility
- Social media on a schedule
- Review management
- Result
- Organic traffic increased 60% within six months
- Online appointment bookings increased 40%
- Social following grew 45%, and engagement on it rose 70%
Hotel Felicity Inn
- Situation
- A traveller compares three hotels on a phone and books one. The website was not built for that.
- What we did
- The site rebuilt around booking
- Photography and one look
- Search work for destination searches
- Content a traveller reads
- Result
- Online bookings increased 35%
- Organic traffic increased 50% within six months
- Positive reviews on Google and TripAdvisor increased 30%
Also worked with
Curtain Label · Difesa Security Services · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · SB Engineering · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
The offer
Start with a free audit of how you sell.
It is useful on its own, whether or not you hire us.
What you receive
- A 90-minute call with the person who will do the work
- A written, scored report on the six places orders leak
- Every fix ranked by what it returns and what it costs
- The one thing to do first, and why
- An honest line on whether you need outside help at all
- If you do, the scope and the fee in writing
No invoice. No obligation. No sales script.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Should we buy lists of merchants?
The same merchant signs up three times. Which counts?
How do we count a merchant who came through a field visit or a bank officer?
What counts as qualified for a lending or buy-now-pay-later product?
Can we say 'instant settlement' or 'zero fees' on the website?
Do we need to publish our rate card?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
From the blog
Further reading for payment and fintech companies.
- 7 min read · 21 Sept 2026How to write LinkedIn ad copyThe reader is a named professional in a work feed who can see exactly who you are, and the click is expensive. So the first line's job is to send the wrong job titles away.
- 7 min read · 21 Sept 2026How to advertise to sales heads, who see the playbook comingA sales head runs the same sequences you are about to send them. They buy on a missed number, a hiring problem or a handover, and only what they can defend upward.
- 7 min read · 9 Sept 2026How a home automation dealer gets more leads and projectsA home automation dealer wins projects through architects, interior designers and builders, a showroom buyers can try, and advertising aimed at people building or renovating now.
More for payment and fintech companies
Everything else we would do for you.
- SEO for payment and fintech companies
- Content marketing for payment and fintech companies
- PPC ads for payment and fintech companies
- Email marketing for payment and fintech companies
- Buyer personas for payment and fintech companies
- Sales process for payment and fintech companies
- Website development for payment and fintech companies
- Reputation management for payment and fintech companies
- AEO for payment and fintech companies
Or start from the overview: sales and marketing for payment and fintech companies.
Your next practical step
Get a free audit of how you sell, and a scored report of where the work is.
90 minutes. A written, scored report. No invoice and no obligation.