AE Resources
Below is a growing list of resources that you will find helpful while building out your territory:
Use this form when signing up merchants in your territory
Use this payment form when signing up merchants for Fast Start
Use this form when scheduling a student group meetup
Use these assets, icons, logos, etc. for any printing, social media, etc. promotions you wish to create
Use this tracking sheet for building your targeted merchant and student group lists
Be sure to fill this out each morning when meeting with your partner so that your trainer can assist you in hitting your goals
Use this script as a template to sign merchants up to the platform via phone or in-person
Watch this tutorial video to learn how to add merchants into your CRM
Use these slides when meeting with merchants
The new manual for Merchant AEs
In addition to the transaction demo, feel free to share this video with your merchants and their cashiers to see how to do a transaction.
Use these outreach templates when reaching out to student groups over email, LinkedIN, social media or phone
Use these slides as a visual aid when pitching the meetup opportunity with student groups
Use this script as a template when pitching the meetup opportunity with student groups
This is a tutorial to show you how to setup Eventbrite when planning the meetup with a student group
This is a tutorial to show to the student group when educating the group how to create their Movement accounts and run transactions at the meetup
Use these best practices and outreach templates when attempting to get references to additional student groups
Use these talking points when meeting with merchants before and after each meetup to upgrade their Fast Start level
These are the instructions on how to schedule and set up a meetup from your CRM
Use this document as a reference/checklist when you meet up with the student group after the meetup
Use this flier on the day of the meetup so that students can create their account before checking out
Use this document as a reference to ensure the cashiers and students are prepared for the meetup
Use this document as a reference when you are explaining The Movement's mission to others.
Use these templates as a guideline for the agendas on your 1-1s with your direct reports
Need help?
Contact your trainer or reach us at support@movement.college
Contact your trainer or reach us at support@movement.college