Show a clienthow to adjustthe start date,and pro-rate acontractRemind aclient about thepost trainingsurveys on thefinal check inReview the"MerchantTrainingHandoff" inSharePointUse the ADHandoffverbiage in afinal check-incallHelp answera question intheOnboardingchatLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulGive a clientthe link to theSetupChecklistCompanionReview theapp dashboardwith a clientwho has abranded appHelp a clientorder hardwareto complementtheir merchantaccountLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsShow a clientwithout MAP, howto document theirCC transactions intheir siteCheck yourclients'conversionstatus prior totheir trainingcallSpeak toMBU onDemand foran UltimateclientUse positivelanguage whenbooking a clientout "My soonestavailability is.."In cancellation,call a client onyourcancellation listto try and getthem inHelp a clientlist theirbusiness inReserve withGoogleEncourageclients toemail you withany questionsbetween callsGet aclientlogged intoMB OneWalk a clientthrough a $1charge to testtheir MAPaccountGet 0 EOWerrors formore thanone weekHelp a clientrespond totheir LC fortheir brandedappReview andupdate yourpersonalcall guideHelp a clientsell a contractin thebusiness appGive kudos toa sales rep fortheir help, orfor a great salethey madeShow a clienthow to adjustthe start date,and pro-rate acontractRemind aclient about thepost trainingsurveys on thefinal check inReview the"MerchantTrainingHandoff" inSharePointUse the ADHandoffverbiage in afinal check-incallHelp answera question intheOnboardingchatLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulGive a clientthe link to theSetupChecklistCompanionReview theapp dashboardwith a clientwho has abranded appHelp a clientorder hardwareto complementtheir merchantaccountLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsShow a clientwithout MAP, howto document theirCC transactions intheir siteCheck yourclients'conversionstatus prior totheir trainingcallSpeak toMBU onDemand foran UltimateclientUse positivelanguage whenbooking a clientout "My soonestavailability is.."In cancellation,call a client onyourcancellation listto try and getthem inHelp a clientlist theirbusiness inReserve withGoogleEncourageclients toemail you withany questionsbetween callsGet aclientlogged intoMB OneWalk a clientthrough a $1charge to testtheir MAPaccountGet 0 EOWerrors formore thanone weekHelp a clientrespond totheir LC fortheir brandedappReview andupdate yourpersonalcall guideHelp a clientsell a contractin thebusiness appGive kudos toa sales rep fortheir help, orfor a great salethey made

August Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Show a client how to adjust the start date, and pro-rate a contract
  2. Remind a client about the post training surveys on the final check in
  3. Review the "Merchant Training Handoff" in SharePoint
  4. Use the AD Handoff verbiage in a final check-in call
  5. Help answer a question in the Onboarding chat
  6. Leave a Saba impression for someone who has been Humble & Helpful
  7. Give a client the link to the Setup Checklist Companion
  8. Review the app dashboard with a client who has a branded app
  9. Help a client order hardware to complement their merchant account
  10. Link Help Suite articles in the setup checklist to help clients with their action items
  11. Show a client without MAP, how to document their CC transactions in their site
  12. Check your clients' conversion status prior to their training call
  13. Speak to MBU on Demand for an Ultimate client
  14. Use positive language when booking a client out "My soonest availability is.."
  15. In cancellation, call a client on your cancellation list to try and get them in
  16. Help a client list their business in Reserve with Google
  17. Encourage clients to email you with any questions between calls
  18. Get a client logged into MB One
  19. Walk a client through a $1 charge to test their MAP account
  20. Get 0 EOW errors for more than one week
  21. Help a client respond to their LC for their branded app
  22. Review and update your personal call guide
  23. Help a client sell a contract in the business app
  24. Give kudos to a sales rep for their help, or for a great sale they made