Help a clientlist theirbusiness inReserve withGoogleGet aclientlogged intoMB OneHelp a clientsell a contractin thebusiness appCheck yourclients'conversionstatus prior totheir trainingcallLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsUse positivelanguage whenbooking a clientout "My soonestavailability is.."Encourageclients toemail you withany questionsbetween callsShow a clienthow to adjustthe start date,and pro-rate acontractReview theapp dashboardwith a clientwho has abranded appUse the ADHandoffverbiage in afinal check-incallHelp a clientrespond totheir LC fortheir brandedappHelp a clientorder hardwareto complementtheir merchantaccountGet 0 EOWerrors formore thanone weekHelp answera question intheOnboardingchatSpeak toMBU onDemand foran UltimateclientShow a clientwithout MAP, howto document theirCC transactions intheir siteReview the"MerchantTrainingHandoff" inSharePointReview andupdate yourpersonalcall guideWalk a clientthrough a $1charge to testtheir MAPaccountIn cancellation,call a client onyourcancellation listto try and getthem inLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulGive kudos toa sales rep fortheir help, orfor a great salethey madeRemind aclient about thepost trainingsurveys on thefinal check inGive a clientthe link to theSetupChecklistCompanionHelp a clientlist theirbusiness inReserve withGoogleGet aclientlogged intoMB OneHelp a clientsell a contractin thebusiness appCheck yourclients'conversionstatus prior totheir trainingcallLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsUse positivelanguage whenbooking a clientout "My soonestavailability is.."Encourageclients toemail you withany questionsbetween callsShow a clienthow to adjustthe start date,and pro-rate acontractReview theapp dashboardwith a clientwho has abranded appUse the ADHandoffverbiage in afinal check-incallHelp a clientrespond totheir LC fortheir brandedappHelp a clientorder hardwareto complementtheir merchantaccountGet 0 EOWerrors formore thanone weekHelp answera question intheOnboardingchatSpeak toMBU onDemand foran UltimateclientShow a clientwithout MAP, howto document theirCC transactions intheir siteReview the"MerchantTrainingHandoff" inSharePointReview andupdate yourpersonalcall guideWalk a clientthrough a $1charge to testtheir MAPaccountIn cancellation,call a client onyourcancellation listto try and getthem inLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulGive kudos toa sales rep fortheir help, orfor a great salethey madeRemind aclient about thepost trainingsurveys on thefinal check inGive a clientthe link to theSetupChecklistCompanion

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