Check yourclients'conversionstatus prior totheir trainingcallRemind aclient about thepost trainingsurveys on thefinal check inLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsUse positivelanguage whenbooking a clientout "My soonestavailability is.."Get 0 EOWerrors formore thanone weekLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulReview the"MerchantTrainingHandoff" inSharePointReview andupdate yourpersonalcall guideShow a clienthow to adjustthe start date,and pro-rate acontractEncourageclients toemail you withany questionsbetween callsHelp answera question intheOnboardingchatGive kudos toa sales rep fortheir help, orfor a great salethey madeReview theapp dashboardwith a clientwho has abranded appHelp a clientrespond totheir LC fortheir brandedappIn cancellation,call a client onyourcancellation listto try and getthem inHelp a clientorder hardwareto complementtheir merchantaccountGet aclientlogged intoMB OneWalk a clientthrough a $1charge to testtheir MAPaccountHelp a clientlist theirbusiness inReserve withGoogleSpeak toMBU onDemand foran UltimateclientHelp a clientsell a contractin thebusiness appGive a clientthe link to theSetupChecklistCompanionUse the ADHandoffverbiage in afinal check-incallShow a clientwithout MAP, howto document theirCC transactions intheir siteCheck yourclients'conversionstatus prior totheir trainingcallRemind aclient about thepost trainingsurveys on thefinal check inLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsUse positivelanguage whenbooking a clientout "My soonestavailability is.."Get 0 EOWerrors formore thanone weekLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulReview the"MerchantTrainingHandoff" inSharePointReview andupdate yourpersonalcall guideShow a clienthow to adjustthe start date,and pro-rate acontractEncourageclients toemail you withany questionsbetween callsHelp answera question intheOnboardingchatGive kudos toa sales rep fortheir help, orfor a great salethey madeReview theapp dashboardwith a clientwho has abranded appHelp a clientrespond totheir LC fortheir brandedappIn cancellation,call a client onyourcancellation listto try and getthem inHelp a clientorder hardwareto complementtheir merchantaccountGet aclientlogged intoMB OneWalk a clientthrough a $1charge to testtheir MAPaccountHelp a clientlist theirbusiness inReserve withGoogleSpeak toMBU onDemand foran UltimateclientHelp a clientsell a contractin thebusiness appGive a clientthe link to theSetupChecklistCompanionUse the ADHandoffverbiage in afinal check-incallShow a clientwithout MAP, howto document theirCC transactions intheir site

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