Walk a clientthrough a $1charge to testtheir MAPaccountEncourageclients toemail you withany questionsbetween callsHelp a clientrespond totheir LC fortheir brandedappHelp answera question intheOnboardingchatCheck yourclients'conversionstatus prior totheir trainingcallHelp a clientsell a contractin thebusiness appLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulGive a clientthe link to theSetupChecklistCompanionGet 0 EOWerrors formore thanone weekRemind aclient about thepost trainingsurveys on thefinal check inIn cancellation,call a client onyourcancellation listto try and getthem inUse positivelanguage whenbooking a clientout "My soonestavailability is.."Link Help Suitearticles in thesetup checklistto help clientswith their actionitemsReview andupdate yourpersonalcall guideUse the ADHandoffverbiage in afinal check-incallSpeak toMBU onDemand foran UltimateclientHelp a clientlist theirbusiness inReserve withGoogleReview the"MerchantTrainingHandoff" inSharePointGive kudos toa sales rep fortheir help, orfor a great salethey madeShow a clienthow to adjustthe start date,and pro-rate acontractReview theapp dashboardwith a clientwho has abranded appShow a clientwithout MAP, howto document theirCC transactions intheir siteHelp a clientorder hardwareto complementtheir merchantaccountGet aclientlogged intoMB OneWalk a clientthrough a $1charge to testtheir MAPaccountEncourageclients toemail you withany questionsbetween callsHelp a clientrespond totheir LC fortheir brandedappHelp answera question intheOnboardingchatCheck yourclients'conversionstatus prior totheir trainingcallHelp a clientsell a contractin thebusiness appLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulGive a clientthe link to theSetupChecklistCompanionGet 0 EOWerrors formore thanone weekRemind aclient about thepost trainingsurveys on thefinal check inIn cancellation,call a client onyourcancellation listto try and getthem inUse positivelanguage whenbooking a clientout "My soonestavailability is.."Link Help Suitearticles in thesetup checklistto help clientswith their actionitemsReview andupdate yourpersonalcall guideUse the ADHandoffverbiage in afinal check-incallSpeak toMBU onDemand foran UltimateclientHelp a clientlist theirbusiness inReserve withGoogleReview the"MerchantTrainingHandoff" inSharePointGive kudos toa sales rep fortheir help, orfor a great salethey madeShow a clienthow to adjustthe start date,and pro-rate acontractReview theapp dashboardwith a clientwho has abranded appShow a clientwithout MAP, howto document theirCC transactions intheir siteHelp a clientorder hardwareto complementtheir merchantaccountGet aclientlogged intoMB One

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