Blueprint Playbook for Sola Payments

Who the Hell is Jordan Crawford?

Founder of Blueprint. I help companies stop sending emails nobody wants to read.

The problem with outbound isn't the message. It's the list. When you know WHO to target and WHY they need you right now, the message writes itself.

I built this system using government databases, public records, and 25 million job posts to find pain signals most companies miss. Predictable Revenue is dead. Data-driven intelligence is what works now.

The Old Way (What Everyone Does)

Your GTM team is buying lists from ZoomInfo, adding "personalization" like mentioning a LinkedIn post, then blasting generic messages about features. Here's what it actually looks like:

The Typical Sola Payments SDR Email:

Subject: Transform Your Payment Processing Hi {{FirstName}}, I noticed your company is in the payment processing space and wanted to reach out. At Sola Payments, we help merchants like you optimize transaction costs and reduce chargebacks through our specialized 4-team support model and PayFac solutions. We've helped companies like yours reduce processing fees by up to 30% while improving customer experience. Do you have 15 minutes next week to discuss how we can help your business?

Why this fails: The prospect is an expert. They've seen this template 1,000 times. There's zero indication you understand their specific situation. Delete.

The New Way: Intelligence-Driven GTM

Blueprint flips the approach. Instead of interrupting prospects with pitches, you deliver insights so valuable they'd pay consulting fees to receive them.

1. Hard Data Over Soft Signals

Stop: "I see you're hiring compliance people" (job postings - everyone sees this)

Start: "Your FinCEN MSB #1234567 registered November 15th - 4 of 6 MSBs from that week already switched processors due to chargeback handling" (government database with record number + pattern detection)

2. Mirror Situations, Don't Pitch Solutions

PQS (Pain-Qualified Segment): Reflect their exact situation with such specificity they think "how did you know?" Use government data with dates, record numbers, registration IDs.

PVP (Permissionless Value Proposition): Deliver immediate value they can use today - analysis already done, counterparty information already pulled, patterns already identified - whether they buy or not.

Sola Payments Overview

Company: Sola Payments

Core Problem: Merchants struggle with impersonal, complex payment processing that lacks strategic guidance and personalized support, limiting their ability to optimize transactions, resolve disputes, and monetize payments effectively.

Target ICP: Mid-market to enterprise ISVs, software platforms, and high-risk merchants (50-5000+ employees) who need PayFac solutions for payment monetization, have complex integration requirements, or face high chargeback rates in verticals like iGaming, forex, alcohol, and e-commerce.

Primary Persona: VP of Product / Head of Monetization (for platforms), with secondary buyers including CRO, CFO, Director of E-commerce, and Platform Product Manager - decision-makers responsible for payment processing revenue, transaction cost optimization, and merchant/customer experience in payment flows.

Sola Payments Plays: Intelligence-Driven Outreach

These messages demonstrate precise understanding of the prospect's situation (PQS) or deliver immediate actionable value (PVP). Every claim traces to specific data sources with verifiable record numbers.

PVP Public + Internal Strong (9.4/10)

TTB Alcohol Dispute Settlement Intelligence

What's the play?

Cross-reference TTB alcohol permit holders with court payment dispute filings, then pull the counterparty's litigation history to identify settlement patterns and provide attorney contact information for expedited resolution.

Why this works

You're surfacing information that dramatically accelerates dispute resolution. Knowing the counterparty settles 67% of cases at 73% of original amount within 45 days transforms a potentially 180+ day legal battle into a quick negotiation. The settlement attorney contact is immediately actionable.

Data Sources
  1. TTB Alcohol Beverage Permittees List - permittee_name, permit_number, address
  2. Court Payment Dispute Records - disputed transaction amount, filing date, counterparty identification
  3. Counterparty Litigation History - previous dispute patterns, settlement rates, attorney contacts

The message:

Subject: Your disputed transaction counterparty settles 67% of cases The counterparty in your $127K December dispute (Vintage Imports LLC) has a pattern: 4 settlements out of 6 total disputes filed, average settlement at 73% of original amount within 45 days. I have their settlement attorney's email and phone. Want me to send it?
DATA REQUIREMENT

This play requires pulling multiple court records for the counterparty, calculating settlement patterns, and finding attorney contact information through legal databases or public court filings.

This synthesis is proprietary - competitors cannot replicate without doing extensive legal record research per prospect.
PVP Public + Internal Strong (9.3/10)

TTB Alcohol Dispute Counterparty Intelligence

What's the play?

Pull court records for alcohol beverage permittees with payment disputes, then provide detailed counterparty information including contact details and transaction specifics to enable direct settlement conversations.

Why this works

Providing the actual counterparty names, contact information, and transaction dates eliminates weeks of legal discovery. The prospect can immediately reach out for direct settlement, potentially saving thousands in legal fees and months of litigation time.

Data Sources
  1. TTB Alcohol Beverage Permittees List - permittee_name, permit_number
  2. Court Dispute Records - chargeback filings, transaction amounts, counterparty identification

The message:

Subject: Your $127K dispute - want the counterparty's settlement history? I pulled the December 3rd court filing for your $127K disputed transaction and found the counterparty (Vintage Imports LLC) has settled 4 of 6 previous disputes within 45 days. I have their settlement attorney's contact info and typical resolution terms. Want me to send it?
DATA REQUIREMENT

Requires pulling court dispute records, identifying counterparty, cross-referencing their litigation history, and finding settlement patterns with attorney contact information.

This level of legal record synthesis is unique and cannot be replicated by competitors without extensive research per individual prospect.
PVP Public + Internal Strong (9.1/10)

NFA Forex Repeat Chargeback Filer Intelligence

What's the play?

Cross-reference NFA forex platform registrations with court chargeback records to identify repeat filers who've filed multiple disputes against the same platform, then provide their contact information and transaction details for direct settlement outreach.

Why this works

Repeat filers represent the highest-cost dispute scenarios. Identifying the actual customer names (Sarah Chen, Michael Torres, David Kim) with their chargeback counts enables immediate direct settlement conversations, potentially saving tens of thousands in legal fees per dispute.

Data Sources
  1. NFA BASIC Database - firm_name, nfa_id, registration_status
  2. Court Chargeback Records - customer identification, filing dates, transaction amounts

The message:

Subject: The 3 customers who filed multiple chargebacks against you I found 3 customers who filed 2+ chargebacks against you in the past 6 months - Sarah Chen (2), Michael Torres (3), David Kim (2). I have their contact info, transaction dates, and amounts if you want to reach out for direct settlement. Should I send the details?
DATA REQUIREMENT

Requires synthesis of court/chargeback records with customer transaction data to identify repeat filers, extract contact information, and map filing patterns.

This synthesis of legal records with transaction data is proprietary and cannot be replicated without extensive court record research.
PVP Public + Internal Strong (8.9/10)

NFA Forex Chargeback Pattern Analysis

What's the play?

Pull court records for NFA-registered forex platforms with multiple chargeback disputes, then analyze patterns by state, transaction size, and timing to provide actionable fraud prevention insights.

Why this works

Showing the actual pattern (9 of 12 chargebacks from 3 states within 48 hours of $5K+ withdrawals) provides immediate fraud rule tuning opportunities. The prospect can implement state-based holds or withdrawal thresholds based on their own historical patterns.

Data Sources
  1. NFA BASIC Database - firm_name, nfa_id
  2. Court Chargeback Records - transaction size, customer location, filing timeline

The message:

Subject: Your 12 Q4 chargebacks - want the pattern analysis? I mapped your 12 Q4 2024 chargeback disputes by transaction size, customer location, and filing timeline. 9 of 12 came from 3 states (NY, CA, FL) within 48 hours of large withdrawals over $5K. Want the full pattern breakdown to prevent Q1 repeats?
DATA REQUIREMENT

Requires pulling court chargeback records, extracting transaction details, and mapping patterns by state, amount, and timing for the specific prospect.

This pattern analysis synthesis is proprietary and requires real data analysis that competitors cannot replicate without extensive court record research.
PVP Public + Internal Strong (8.7/10)

NFA Forex Dispute Counterparty Intelligence

What's the play?

Pull court records for NFA-registered forex platforms with chargeback disputes, then provide the full counterparty list with names, amounts, filing dates, and contact information for repeat filers who might settle directly.

Why this works

Providing the actual list of 12 disputes with counterparty details eliminates legal discovery costs. Identifying the 3 repeat filers who might settle directly provides immediate action items that could save tens of thousands in legal fees.

Data Sources
  1. NFA BASIC Database - firm_name, nfa_id
  2. Court Chargeback Records - counterparty names, amounts, filing dates

The message:

Subject: 12 dispute filings - want the counterparty list? I pulled your Q4 court records and found 12 chargeback disputes with counterparty details (names, amounts, filing dates). I can send you the full list with contact info for the 3 repeat filers who might settle directly. Want me to email it?
DATA REQUIREMENT

Requires pulling and synthesizing court records with chargeback dispute filings, extracting counterparty information, and identifying repeat filers for the specific prospect.

This legal record synthesis is proprietary and cannot be replicated by competitors without extensive court research per prospect.
PVP Public + Internal Strong (8.3/10)

SEC Crowdfunding Payment Monetization Modeling

What's the play?

Pull SEC Form Funding Portal filings for crowdfunding platforms, extract their transaction volumes and fee structures, then model 4 different payment monetization approaches based on how similar platforms actually charge, with exact compliance language and projected revenue ranges.

Why this works

The prospect gets a ready-to-implement spreadsheet comparing 4 real-world fee structures with compliance language pulled from actual SEC filings. The revenue projections ($28K-46K) are specific to their volume and provide clear ROI justification.

Data Sources
  1. SEC Regulation Crowdfunding - Funding Portals List - portal_name, sec_file_number, transaction volumes
  2. SEC Form Funding Portal Filings - fee disclosure language, investor fee structures from FundAmerica, SeedInvest, StartEngine, Republic

The message:

Subject: I modeled 4 payment fee structures for your $2.3M volume I pulled your SEC filing ($2.3M processed in 2024) and modeled 4 different investor fee structures based on how FundAmerica, SeedInvest, StartEngine, and Republic actually charge. Each model includes exact language, compliance considerations, and projected annual revenue ($28K to $46K range). Want the comparison spreadsheet?
DATA REQUIREMENT

Requires pulling fee disclosure language from multiple SEC Form Funding Portal filings for similar-sized portals and building a comparison model with compliance considerations.

This synthesis of multiple SEC filings into a ready-to-use model is proprietary and demonstrates real work done on the prospect's behalf.
PQS Public + Internal Strong (8.1/10)

TTB Permit Renewal Under Dispute Pressure

What's the play?

Cross-reference TTB alcohol permit expiration dates with court payment dispute filings for the same entity to identify permit holders facing renewal with active financial disputes that could be flagged by TTB.

Why this works

Creating urgency by connecting two unrelated data points (permit renewal + active disputes) that the prospect may not have connected themselves. TTB flagging during renewal could delay or jeopardize their license, making dispute resolution suddenly time-sensitive.

Data Sources
  1. TTB Alcohol Beverage Permittees List - permittee_name, permit_number, permit_issue_date (for calculating expiration)
  2. Court Payment Dispute Records - disputed transaction amounts, filing dates, resolution status

The message:

Subject: Your TTB permit renewal coming up March 2025 Your TTB Basic Permit #12-CA-0045678 expires March 31st, 2025 and court records show you have 2 unresolved payment disputes totaling $214K. TTB can flag permit renewals when financial disputes are active. Is someone coordinating the dispute resolution before renewal?
DATA REQUIREMENT

Requires tracking TTB permit expiration dates (calculated from issue dates) and cross-referencing with court payment dispute filings for the same legal entity.

This synthesis of regulatory timelines with litigation records is proprietary and demonstrates deep research into the prospect's specific situation.
PVP Public + Internal Okay (7.8/10)

SEC Crowdfunding Peer Fee Structure Comparison

What's the play?

Pull SEC Form Funding Portal filings for similar-volume crowdfunding platforms to extract their exact fee structures, compliance language, and transaction splits, then provide a comparison document showing how peers monetize payments.

Why this works

The prospect gets ready-to-use compliance language and fee structure templates from actual SEC filings of peers. They can model their own fees after proven structures without hiring expensive compliance consultants.

Data Sources
  1. SEC Regulation Crowdfunding - Funding Portals List - portal_name, sec_file_number
  2. SEC Form Funding Portal Filings - fee disclosures for FundAmerica (1.5%), SeedInvest (1.75% + $25), StartEngine (2.0% tiered)

The message:

Subject: 3 portals your size monetizing payments - want their structures? I found 3 SEC crowdfunding portals processing similar volume to your $2.3M who've added payment revenue: FundAmerica (1.5% investor fee), SeedInvest (1.75% + $25), StartEngine (2.0% tiered). I have their exact fee disclosures, transaction splits, and compliance language from their SEC filings. Should I send you the comparison?
DATA REQUIREMENT

Requires pulling and comparing fee structures from multiple SEC Form Funding Portal filings for similar-sized portals.

This synthesis of regulatory filings is somewhat proprietary but could be replicated by competitors with research effort.
PVP Public + Internal Okay (7.7/10)

FinCEN MSB Fraud Pattern Checklist

What's the play?

Track FinCEN MSB registrations to identify newly registered MSBs in their first 180 days, then provide a fraud detection checklist based on the 23 most common fraud patterns observed across MSB customers during this critical window.

Why this works

The "23 most common patterns" is concrete and suggests real data collection across multiple MSBs. Providing a ready-to-use checklist delivers immediate value even if they don't respond or buy.

Data Sources
  1. FinCEN MSB Registrant Search - registration_date, legal_name, msb_id
  2. Internal MSB Customer Data - aggregated fraud patterns tracked post-onboarding across 40+ MSB customers

The message:

Subject: Your MSB registration - want the first 90-day fraud playbook? Your FinCEN MSB #1234567 went active November 15th, putting you at day 87 of the critical first 180 days. I built a fraud detection checklist specifically for new MSBs based on the 23 most common fraud patterns we've seen in days 90-180. Want me to send it?
DATA REQUIREMENT

Assumes internal data tracking fraud patterns across new MSB customers in their first 180 days of operation, with pattern identification and categorization.

This aggregated fraud pattern data from your MSB customer base is proprietary, though the checklist itself could be generic fraud prevention advice.
PVP Public + Internal Okay (7.6/10)

FinCEN MSB Cohort Processor Switching Intelligence

What's the play?

Track FinCEN MSB registrations by cohort (same week) and monitor payment processor changes through website checkout flows, Terms of Service updates, or payment badges to identify which processors the cohort switched FROM and why.

Why this works

Peer comparison is powerful. Learning that 4 of 6 MSBs from the same registration week already switched processors creates FOMO and suggests the prospect might face similar issues. The "why they switched" information is valuable competitive intelligence.

Data Sources
  1. FinCEN MSB Registrant Search - registration_date, legal_name, msb_id
  2. Website Payment Badge Monitoring - tracking changes in payment processor logos/badges on MSB websites
  3. Terms of Service Change Detection - monitoring updates to payment processing language

The message:

Subject: 6 MSBs registered your week - 4 already changed processors You registered as FinCEN MSB #1234567 on November 15th alongside 6 other new MSBs in your vertical. 4 of those 6 switched payment processors within 120 days due to chargeback handling issues. Want the list of which processors they switched FROM and why?
DATA REQUIREMENT

Requires tracking MSB registrations plus monitoring payment processor changes through website payment badges, Terms of Service updates, or checkout flow changes over time.

This longitudinal tracking of processor switching is moderately proprietary but the "why they switched" claim might be hard to verify without direct conversations.

What Changes

Old way: Spray generic messages at job titles. Hope someone replies.

New way: Use public data to find companies in specific painful situations. Then mirror that situation back to them with evidence.

Why this works: When you lead with "Your FinCEN MSB #1234567 registered November 15th - 9 of 12 Q4 chargebacks came from 3 states within 48 hours of $5K+ withdrawals" instead of "I see you're in the payments space," you're not another sales email. You're the person who did the homework.

The messages above aren't templates. They're examples of what happens when you combine real data sources with specific situations. Your team can replicate this using the data recipes in each play.

Data Sources Reference

Every play traces back to verifiable public data. Here are the sources used in this playbook:

Source Key Fields Used For
FinCEN MSB Registrant Search legal_name, dba_name, registration_date, msb_activities, states_of_operation, number_of_branches Identifying newly registered Money Services Businesses and cryptocurrency exchanges entering chargeback spike windows
TTB Alcohol Beverage Permittees List permittee_name, permit_type, permit_number, address, state, permit_issue_date Identifying alcohol producers/distributors with high-value transaction disputes and permit renewal pressures
NFA BASIC Database firm_name, nfa_id, registration_status, disciplinary_history, city, state Identifying forex trading platforms with extreme chargeback exposure and regulatory complexity
SEC Regulation Crowdfunding - Funding Portals List portal_name, sec_file_number, website, registration_date, finra_membership_status Identifying crowdfunding platforms monetizing payments sub-optimally
Court Payment Dispute Records disputed_amount, filing_date, counterparty_identification, resolution_status Tracking chargeback disputes, identifying repeat filers, and analyzing settlement patterns
Internal Chargeback Pattern Data chargeback_rates_by_vertical, dispute_timelines, fraud_patterns_post_onboarding Providing aggregated benchmarks and fraud detection patterns across customer base