Remind aclient about thepost trainingsurveys on thefinal check inGive a clientthe link to theSetupChecklistCompanionGet 0 EOWerrors formore thanone weekHelp a clientrespond totheir LC fortheir brandedappHelp a clientsell a contractin thebusiness appLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulReview theapp dashboardwith a clientwho has abranded appUse the ADHandoffverbiage in afinal check-incallIn cancellation,call a client onyourcancellation listto try and getthem inWalk a clientthrough a $1charge to testtheir MAPaccountShow a clientwithout MAP, howto document theirCC transactions intheir siteLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsReview andupdate yourpersonalcall guideEncourageclients toemail you withany questionsbetween callsHelp answera question intheOnboardingchatCheck yourclients'conversionstatus prior totheir trainingcallGive kudos toa sales rep fortheir help, orfor a great salethey madeHelp a clientorder hardwareto complementtheir merchantaccountHelp a clientlist theirbusiness inReserve withGoogleUse positivelanguage whenbooking a clientout "My soonestavailability is.."Review the"MerchantTrainingHandoff" inSharePointShow a clienthow to adjustthe start date,and pro-rate acontractGet aclientlogged intoMB OneSpeak toMBU onDemand foran UltimateclientRemind aclient about thepost trainingsurveys on thefinal check inGive a clientthe link to theSetupChecklistCompanionGet 0 EOWerrors formore thanone weekHelp a clientrespond totheir LC fortheir brandedappHelp a clientsell a contractin thebusiness appLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulReview theapp dashboardwith a clientwho has abranded appUse the ADHandoffverbiage in afinal check-incallIn cancellation,call a client onyourcancellation listto try and getthem inWalk a clientthrough a $1charge to testtheir MAPaccountShow a clientwithout MAP, howto document theirCC transactions intheir siteLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsReview andupdate yourpersonalcall guideEncourageclients toemail you withany questionsbetween callsHelp answera question intheOnboardingchatCheck yourclients'conversionstatus prior totheir trainingcallGive kudos toa sales rep fortheir help, orfor a great salethey madeHelp a clientorder hardwareto complementtheir merchantaccountHelp a clientlist theirbusiness inReserve withGoogleUse positivelanguage whenbooking a clientout "My soonestavailability is.."Review the"MerchantTrainingHandoff" inSharePointShow a clienthow to adjustthe start date,and pro-rate acontractGet aclientlogged intoMB OneSpeak toMBU onDemand foran Ultimateclient

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