Course Overview:
This comprehensive training course is designed to equip Trade Development Representatives (TDRs) with the essential skills and knowledge to successfully onboard, activate, and retain merchants. The course is structured into four detailed modules, each focusing on a critical aspect of the merchant lifecycle.
Module Summaries:
- Introduction to Merchant Onboarding: Covers the importance of onboarding, merchant segmentation, necessary preparations, detailed onboarding steps, and practical exercises for hands-on experience.
- Merchant Activation: Emphasizes the significance of activation, steps to activate merchants, tools and techniques, real-world case studies, and practical activation exercises.
- Merchant Retention Strategies: Focuses on the importance of retention, building relationships, identifying and addressing issues, creating loyalty programs, utilizing tools and resources, and practical retention exercises.
- Advanced Techniques and Best Practices: Provides advanced onboarding techniques, innovative activation methods, strategies for sustaining long-term relationships, case studies from industry leaders, and scenario-based exercises for applying advanced techniques.
Additional Components:
- Includes quizzes, a final certification exam, and continuous feedback
- Resource Library: Offers guides, templates, videos, and webinars
Implementation:
Delivery Method: Combines online interactive modules with in-person workshops.
Duration: 1 week in total, with each module spanning 1 hour.
Enrollment: Open for all TDRs, mandatory for new hires, and optional for existing representatives.
Conclusion:
The course aims to provide TDRs with the necessary skills to enhance the merchant onboarding, activation, and retention processes, driving business performance and customer satisfaction through structured learning and practical application.
- Teacher: System Administrator