Speak toMBU onDemand foran UltimateclientGive a clientthe link to theSetupChecklistCompanionEncourageclients toemail you withany questionsbetween callsIn cancellation,call a client onyourcancellation listto try and getthem inGet 0 EOWerrors formore thanone weekRemind aclient about thepost trainingsurveys on thefinal check inLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsHelp a clientorder hardwareto complementtheir merchantaccountUse positivelanguage whenbooking a clientout "My soonestavailability is.."Help a clientlist theirbusiness inReserve withGoogleGive kudos toa sales rep fortheir help, orfor a great salethey madeLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulCheck yourclients'conversionstatus prior totheir trainingcallHelp a clientsell a contractin thebusiness appGet aclientlogged intoMB OneReview andupdate yourpersonalcall guideHelp answera question intheOnboardingchatReview theapp dashboardwith a clientwho has abranded appUse the ADHandoffverbiage in afinal check-incallShow a clienthow to adjustthe start date,and pro-rate acontractWalk a clientthrough a $1charge to testtheir MAPaccountReview the"MerchantTrainingHandoff" inSharePointShow a clientwithout MAP, howto document theirCC transactions intheir siteHelp a clientrespond totheir LC fortheir brandedappSpeak toMBU onDemand foran UltimateclientGive a clientthe link to theSetupChecklistCompanionEncourageclients toemail you withany questionsbetween callsIn cancellation,call a client onyourcancellation listto try and getthem inGet 0 EOWerrors formore thanone weekRemind aclient about thepost trainingsurveys on thefinal check inLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsHelp a clientorder hardwareto complementtheir merchantaccountUse positivelanguage whenbooking a clientout "My soonestavailability is.."Help a clientlist theirbusiness inReserve withGoogleGive kudos toa sales rep fortheir help, orfor a great salethey madeLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulCheck yourclients'conversionstatus prior totheir trainingcallHelp a clientsell a contractin thebusiness appGet aclientlogged intoMB OneReview andupdate yourpersonalcall guideHelp answera question intheOnboardingchatReview theapp dashboardwith a clientwho has abranded appUse the ADHandoffverbiage in afinal check-incallShow a clienthow to adjustthe start date,and pro-rate acontractWalk a clientthrough a $1charge to testtheir MAPaccountReview the"MerchantTrainingHandoff" inSharePointShow a clientwithout MAP, howto document theirCC transactions intheir siteHelp a clientrespond totheir LC fortheir brandedapp

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