ONBOARDING QUESTIONNAIRE: Movement Merchant Sign-Ups Bundle

Introduction: Contact Details & General Overview.

Learning a bit more about your professional contact details, business info, and current situation & goals.

Full Name*

First

Last

Business Email*

Direct Phone Number*

Website (if applicable)

What is the name of your University?*

Defining Your Lead Hand-Off Process

Do you already have some type of online Calendar we can use for scheduling?*

It will be easiest if we can book Appointments directly into your Google Calendar / iCal / Outlook or to a Calendly-type scheduling app. Are you already using something like that?

Yes, I have a Calendar we’re using.
No, we’re not using a Calendar.

Which type of Calendar are you using?*

Google Calendar.
Apple Calendar / iCal.
Outlook Calendar.
Calendly.
Other.

How would you like to be notified of new Leads?*

Text me the Leads.
Email me the Leads.

What is the best Phone Number for us to send Text Notifications?*

What is/are the best Email Addresses for us to send Email Notifications?*

Separate multiple Email Addresses with commas (if you need to send notifications to more than one).

Do you have your Movement Back-Office Info handy?*

To add new Merchants directly into your Movement Back-Office (at movement.college/CustomerSignIn), we will need your login info. If you don’t have it handy, we can get it from you later.

Yes, I have my Movement Back-Office login handy.
No, I don’t know it off the top of my head, can you get it from me later?

Movement Back-Office Username*

This is most likely going to be your Email Address.

Movement Back-Office Password*

Do you have a particular Email Account in mind from which we can send Follow Up Emails?*

We’ll use this email to send (i) After-Call Emails (when we need to send something to the Decision Maker), as well as (ii) Ongoing Follow Up Emails. Do you have an Email Address we could use?

Yes, I have an Email Address in mind for this task.
No, I don’t have a particular Email Address to use.

Email Address:*

Email Password:*

Movement Merchant Sign-Up – New Client Onboarding Questionnaire

Please Complete This Brief Questionnaire to Help Us Streamline Your Launch

Introduction: Contact Details & General Overview.

Defining Your Lead Hand-Off Process