the movement
CORE Training
(Community Outreach and Relations Engineer)

Congratulations and welcome!

As an up and coming leader in the Movement's sales organization, you'll be helping small businesses fight back against the giant superstores and ecommerce platforms.

In the process, you'll have the opportunity to enjoy some income in the short-term while learning critical skills and developing business relationships, enabling you to generate significant earnings and career growth within the platform and beyond.

You'll also achieve the satisfaction that your efforts are directly aiding in the fight against income inequality, and the climate crisis, helping to make the world a better place.
Let's get started!
You'll want to complete each phase in the following order:
1
Prepare your list of merchants
Compile a list of at least 75 merchants that are within walking distance (2 miles) to your school.

Tip: Focus on merchants that appeal to students (for example, food, entertainment and inexpensive retail).

Using Yelp.com and/or Google Maps, type in your school's address and sort your search results based on distance from the school's address.

Save the following information on each merchant into a spreadsheet (for your records):

  • Business name
  • Business phone number
  • Business address
  • Facebook page URL for business (you may need to visit merchant's website for this)
  • Business/Manager email or contact page URL from merchant's website
    2
    Sign up merchants
    Before you contact a merchant, check to see if the merchant is in the CRM (www.CRM.college).

    If the merchant isn't in the CRM, be sure to add them before proceeding. Learn how (video)

    To sign up a merchant, you'll need to speak to the decision-maker (almost always the manager or owner) by:

    1. Calling the merchant on the phone (view call script)

    2. Or contacting them via email and Facebook if you're unable to reach them by phone (view email templates)

    With each contact attempt and/or success, leave notes and/or update the merchant's information in the CRM.
    3
    Activate merchants

    Before your first appointment, you'll want to print and laminate the following items:


    A. Your appointment checklist

    B. Your 2-sided laminate (11" x 17" or larger, with rounded corners)


    You can laminate the above items at many Office Depot, Staples, Fedex, UPS, Office Max and other stores.


    Review your appointment checklist prior and during your appointment.


    The objective of the appointment is to introduce ourselves to the merchant – with the intent of building a long-term, trusting and lasting relationship, as well as:


    1. Explain how the program works (laminate front)


    2. Apply merchant consumables


    3. Demonstrate the transaction process (use demo.CRM.college)


    4. Plant some seeds for the future (laminate back)


    Wrap up after the appointment:

    • Upload photos of merchant consumables applied to window and counter
    • Activate merchant in CRM

    For full details, review merchant activation training (video) and follow-up guide

    4
    Digitize Merchants
    Coming soon
    5
    Boost Merchants
    Coming soon
    Frequently Asked Questions
    What merchants should I target? >>
    You'll want to target merchants that are within walking distance to the school so that students that live on (or close to) campus can easily access them.

    Since we are focused on attracting college students, we recommend that you only focus on merchants that appeal to students.

    Best Business Types
    Privately Owned not Corporate
    Deliverable Products not Solely Online
    Many transactions (10+/day) not few transactions (>5/day)
    Potential for Rental Products not 100% Consumables

    Examples: local restaurants, food trucks, gift shops, fast service food, vape stores, beauty supply stores, book stores, video game stores, brewery, print shops, florist, candy shop, CBD, computer repair, clothing boutique, local grocery stores, coffee shops, and so many more!

    Location, Location, Location
    • You’ll want to stay within a focused territory to maximize your time. This will ensure that you are not driving long distances between appointments when you are visiting.
    • Best locations are those that have multiple businesses in close proximity: malls, food courts, shopping centers, town centers, etc. This will provide foot traffic.
    • The best businesses are also those around other attractions that students like: parks, shopping, entertainment (trampoline park, escape room, movie theater, bowling), sporting events
    • The closer to a university/college, the better. However, pay attention to high schools in your area as well. More students, more discounts given, more money for you.
    What are some best practices when contacting merchants? >>
    • K.I.S.S. (Keep It Simple Stupid): Avoid going in depth over the phone. The more information you give, the more questions you will be asked. When asked a question, KISS, and then move on
    • Work Smart: Building focused lists within your larger list can help you be more efficient. For example, put businesses that open at 9am in one list and businesses that open at 11am in another list. That way you know who to call if you’re starting at 9am
    • Call Times: Best times are typically 9am-11am & 2pm-4pm
    • Keep Notes: Be diligent with keeping track of WHO you spoke with, WHEN is the best time to call back, and WHAT information you were able to gather on the call
    • Numbers Game: The more calls you make, the more appointments you will schedule, the more activations you will complete
    • Never Waste A Call: No matter who you’re able to speak with, make the most of that conversation and ask questions
    Watch someone make a few calls: CLICK HERE
    Should I visit merchants in-store to sign them up? >>
    In order to sign up a merchant, you'll need to speak to the decision-maker (almost always the manager or owner).

    Managers are not always at their stores or restaurants; therefore, we highly recommend calling, emailing or messaging them on Facebook, as opposed to visiting in-person, as that allows you to contact many more merchants, with less time and effort.
    How can I get in touch with merchants on Facebook? >>
    In addition to calling and emailing a merchant, we've found that most managers are active on their Facebook pages, which provides you with another opportunity to get in touch with them.

    In our experience a short message asking for the manager's contact information works really well: "Hello, does your manager have an email address that you can provide me?"
    Do you have a simple spreadsheet that I can use to keep track of my merchants and their current status? >>
    Yes. You can use this template here: https://docs.google.com/spreadsheets/d/1UC2NDDcPmoOypOEIA07Lv6nGdOs4ep0yINTiBNnD39A/edit#gid=0

    Alternatively, you can also add each merchant into your CRM and update their status as you sign up and activate the merchant.
    How do I get help or guidance? >>
    Reach out to your Manager; they are experts at sales and marketing, and always delighted to help!
    What does the color coding of my merchants mean in my CRM? >>
    Merchants in your back-office are color coded in the following manner:

    • Grey: Merchant has not been submitted to be activated yet
    • Light blue: Merchant has been requested (by you) to be activated, but is waiting for final approval by the company
    • Yellow: Merchant has an issue that you need to resolve (view the merchant notes to see what that issue is)
    • White: Merchant has been activated and is being promoted to students
    How much time should I allot for a merchant activation appointment? >>
    Merchant activations typically take 15-20 minutes.