This bingo card has a free space and 24 words: Identify an outcome with a client and make a plan to work toward it, Make a verbal contract with a client centered around their desired outcome, Ask a client to try and train their staff after your Daily Use call, Add a task for a client's desired outcome in their Setup Checklist, Help get a client logged into their app dashboard, Make sure a client has a branded app tab in their MB site, Connect with an LC to help a client through their launch process, Learn how to check who a client's LC is and their launch status, Pre book a post grad, Read the post grad training content in available time, Bookmark the post grad quick content guide, Send a post grad pre call email, Introduce a client to their AD Rep, CC the AD rep on a training completed email, Read the THOR article about setting up dynamic pricing, Help a client set up dynamic pricing, Use the new tech warm transfer, Help a client get logged into the peer community, Remind a client about our cancellation policy, Reach our late cancellation goal of 15%, Try a new healthy snack/meal!, Go on a walk/hike/run/bike ride, Sep. 19th is "Talk like a Pirate Day" embrace your inner pirate and Patronize a local business with your new wellness card.
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