Link Help Suitearticles in thesetup checklistto help clientswith their actionitemsWalk a clientthrough a $1charge to testtheir MAPaccountUse positivelanguage whenbooking a clientout "My soonestavailability is.."Review theapp dashboardwith a clientwho has abranded appHelp a clientorder hardwareto complementtheir merchantaccountGet aclientlogged intoMB OneRemind aclient about thepost trainingsurveys on thefinal check inGive a clientthe link to theSetupChecklistCompanionHelp answera question intheOnboardingchatHelp a clientrespond totheir LC fortheir brandedappCheck yourclients'conversionstatus prior totheir trainingcallHelp a clientsell a contractin thebusiness appShow a clientwithout MAP, howto document theirCC transactions intheir siteGive kudos toa sales rep fortheir help, orfor a great salethey madeReview the"MerchantTrainingHandoff" inSharePointIn cancellation,call a client onyourcancellation listto try and getthem inShow a clienthow to adjustthe start date,and pro-rate acontractReview andupdate yourpersonalcall guideGet 0 EOWerrors formore thanone weekSpeak toMBU onDemand foran UltimateclientHelp a clientlist theirbusiness inReserve withGoogleEncourageclients toemail you withany questionsbetween callsUse the ADHandoffverbiage in afinal check-incallLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsWalk a clientthrough a $1charge to testtheir MAPaccountUse positivelanguage whenbooking a clientout "My soonestavailability is.."Review theapp dashboardwith a clientwho has abranded appHelp a clientorder hardwareto complementtheir merchantaccountGet aclientlogged intoMB OneRemind aclient about thepost trainingsurveys on thefinal check inGive a clientthe link to theSetupChecklistCompanionHelp answera question intheOnboardingchatHelp a clientrespond totheir LC fortheir brandedappCheck yourclients'conversionstatus prior totheir trainingcallHelp a clientsell a contractin thebusiness appShow a clientwithout MAP, howto document theirCC transactions intheir siteGive kudos toa sales rep fortheir help, orfor a great salethey madeReview the"MerchantTrainingHandoff" inSharePointIn cancellation,call a client onyourcancellation listto try and getthem inShow a clienthow to adjustthe start date,and pro-rate acontractReview andupdate yourpersonalcall guideGet 0 EOWerrors formore thanone weekSpeak toMBU onDemand foran UltimateclientHelp a clientlist theirbusiness inReserve withGoogleEncourageclients toemail you withany questionsbetween callsUse the ADHandoffverbiage in afinal check-incallLeave a Sabaimpression forsomeone whohas beenHumble &Helpful

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