Walk a clientthrough a $1charge to testtheir MAPaccountHelp a clientorder hardwareto complementtheir merchantaccountShow a clientwithout MAP, howto document theirCC transactions intheir siteRemind aclient about thepost trainingsurveys on thefinal check inLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsSpeak toMBU onDemand foran UltimateclientHelp a clientsell a contractin thebusiness appShow a clienthow to adjustthe start date,and pro-rate acontractGet aclientlogged intoMB OneLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulUse positivelanguage whenbooking a clientout "My soonestavailability is.."In cancellation,call a client onyourcancellation listto try and getthem inHelp answera question intheOnboardingchatGive a clientthe link to theSetupChecklistCompanionUse the ADHandoffverbiage in afinal check-incallHelp a clientrespond totheir LC fortheir brandedappReview andupdate yourpersonalcall guideGet 0 EOWerrors formore thanone weekEncourageclients toemail you withany questionsbetween callsReview theapp dashboardwith a clientwho has abranded appReview the"MerchantTrainingHandoff" inSharePointHelp a clientlist theirbusiness inReserve withGoogleGive kudos toa sales rep fortheir help, orfor a great salethey madeCheck yourclients'conversionstatus prior totheir trainingcallWalk a clientthrough a $1charge to testtheir MAPaccountHelp a clientorder hardwareto complementtheir merchantaccountShow a clientwithout MAP, howto document theirCC transactions intheir siteRemind aclient about thepost trainingsurveys on thefinal check inLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsSpeak toMBU onDemand foran UltimateclientHelp a clientsell a contractin thebusiness appShow a clienthow to adjustthe start date,and pro-rate acontractGet aclientlogged intoMB OneLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulUse positivelanguage whenbooking a clientout "My soonestavailability is.."In cancellation,call a client onyourcancellation listto try and getthem inHelp answera question intheOnboardingchatGive a clientthe link to theSetupChecklistCompanionUse the ADHandoffverbiage in afinal check-incallHelp a clientrespond totheir LC fortheir brandedappReview andupdate yourpersonalcall guideGet 0 EOWerrors formore thanone weekEncourageclients toemail you withany questionsbetween callsReview theapp dashboardwith a clientwho has abranded appReview the"MerchantTrainingHandoff" inSharePointHelp a clientlist theirbusiness inReserve withGoogleGive kudos toa sales rep fortheir help, orfor a great salethey madeCheck yourclients'conversionstatus prior totheir trainingcall

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