Common questions.
Will I be required to switch processors?
No. The Trailhead Review™ is diagnostic. If your current setup is the right fit, we will tell you and explain why.
How long does the review take?
Most merchants can share what we need in under 10 minutes. We typically follow up with your review within one to three business days.
Can you review multiple locations?
Yes. We can review a single location or a multi-location group. Let us know the count when you submit.
What happens to my uploaded documents?
We store them securely and use them only to prepare your review. We never request card numbers, CVV, PIN codes, passwords, or customer lists.
Can you help if I already use Clover, Toast, Square, or another major platform?
Yes. We review your setup regardless of provider and often recommend keeping the platform you already use.
Is the Trailhead Payment Health Score™ a credit score?
No. It is an advisory framework that summarizes five areas of your merchant setup — Costs & Fees, Contract & Terms, POS & Equipment, Software & Integrations, and Support & Growth Readiness — on an A–F scale. It is not underwriting or a credit decision.
Do you guarantee savings?
No. Savings depend on your specific setup, volume, and mix. We show the evidence and let you decide.
What does a review cost?
Nothing. The Trailhead Review™ is free and carries no obligation to change anything.
Do I have to upload a statement?
No. You can answer a short set of questions instead. A statement makes the cost analysis more precise, so we will ask for one if you decide to go further.
How do I reach a person?
Email Trailheadpayments@gmail.com or book a call from the Contact page. A Trailhead advisor responds directly — there is no ticket queue.
Still have a question?
Start a review, or just email us — we answer either way.