AE Resources
Below is a growing list of resources that you will find helpful while building out your territory:
Merchant sign-up
Use this form when signing up merchants in your territory
Fast Start sign-up
Use this payment form when signing up merchants for Fast Start
Meetup scheduling
Use this form when scheduling a student group meetup
The Movement design assets
Use these assets, icons, logos, etc. for any printing, social media, etc. promotions you wish to create
Merchant and Student Group tracking sheet
Use this tracking sheet for building your targeted merchant and student group lists
Morning check-in
Be sure to fill this out each morning when meeting with your partner so that your trainer can assist you in hitting your goals
Merchant sign-up script
Use this script as a template to sign merchants up to the platform via phone or in-person
Adding merchants into your CRM
Watch this tutorial video to learn how to add merchants into your CRM
Activation Laminate
Use this as a visual aid when doing the activation appointment with your merchants
Activation appointment script
Use this script as a template when doing the activation appointment with your merchants
Fast Start presentation
Use this slides as a visual aid when pitching the Fast Start opportunity with your merchants
Fast Start script
Use this script as a template when pitching Fast Start with your merchants
Transaction demo
Use this demo to show merchants how an in-person transaction works during your activation appointment
Transaction demo script
Use this script to explain to merchants how an in-person transaction works during your activation appointment
Transaction demo video
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.
Student group outreach templates
Use these outreach templates when reaching out to student groups over email, LinkedIN, social media or phone
Student meetup presentation
Use these slides as a visual aid when pitching the meetup opportunity with student groups
Student meetup script
Use this script as a template when pitching the meetup opportunity with student groups
Eventbrite tutorial
This is a tutorial to show you how to setup Eventbrite when planning the meetup with a student group
Student pre-meetup presentation
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
Student group referral best practices
Use these best practices and outreach templates when attempting to get references to additional student groups
Post Meetup Merchant Overview
Use these talking points when meeting with merchants before and after each meetup to upgrade their Fast Start level
CRM Meetup Set up
These are the instructions on how to schedule and set up a meetup from your CRM
Student Group Post-Meetup
Use this document as a reference/checklist when you meet up with the student group after the meetup
Fundraiser flier
Use this flier on the day of the meetup so that students can create their account before checking out
Meetup Event Day Planning
Use this document as a reference to ensure the cashiers and students are prepared for the meetup
Explanation of The Movement's mission
Use this document as a reference when you are explaining The Movement's mission to others.
1-1 Templates
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