Merchant Discovery Worksheet

Business profile

Business name: ____________________

Industry and products or services: ____________________

Locations and operating model: ____________________

Payment workflow

Monthly volume and average ticket: ____________________

Channels: in person, online, invoice, phone, or recurring

Current processor and what is not working: ____________________

Software, integrations, and device models: ____________________

Launch needs

Device quantities, required integrations, training needs, and target date: ____________________

Recent statements available: ____________________

Any unusual fulfillment, subscription, or dispute considerations: ____________________

Next step

Request a statement review at review@micamp.com, equipment guidance at equipment@micamp.com, or application instructions at applications@micamp.com. Refer specialized opportunities to prevets@micamp.com.