Simply print this form and use it around your office to capture any required information
so you can quickly input the data online OR upload your completed checklist and skip filling out the online form!
Print out the MTC checklist to start the application process.
Use the checklist to collect all of the information and send it to firstname.lastname@example.org.
Complete the online application by entering the information you collected with the checklist.
Your firm must have these 10 requirements to qualify for MTC:
2. Color Laser Printer
4. Laptop or Tablet
5. Email: Company/Domain Specific Address
6. High-Speed Internet at all offices
7. Office Suite Software
8. Appointment/Scheduling Software
9. Quoting Software
10. Accounting Software/Outsources Accounting Services
To reach the MTC Master level, you must meet the 10 core requirements plus an additional 15 requirements.
You MUST meet the 5 requirements below to earn the Master certification:
Electronic Commission Reconciliation*
MAFSI Survey Participation 100%*
Opportunity Tracking Software*
Forecasting Sales Software*
You must have all requirements marked * to be eligible for the Master level. If you have 15+ requirements and do not have the *requirements, you will be at the Expert level.