Use the ADHandoffverbiage in afinal check-incallReview the"MerchantTrainingHandoff" inSharePointReview andupdate yourpersonalcall guideUse positivelanguage whenbooking a clientout "My soonestavailability is.."Help answera question intheOnboardingchatIn cancellation,call a client onyourcancellation listto try and getthem inHelp a clientrespond totheir LC fortheir brandedappShow a clientwithout MAP, howto document theirCC transactions intheir siteHelp a clientlist theirbusiness inReserve withGoogleGet aclientlogged intoMB OneLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsCheck yourclients'conversionstatus prior totheir trainingcallWalk a clientthrough a $1charge to testtheir MAPaccountEncourageclients toemail you withany questionsbetween callsShow a clienthow to adjustthe start date,and pro-rate acontractHelp a clientorder hardwareto complementtheir merchantaccountLeave 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 theSetupChecklistCompanionReview theapp dashboardwith a clientwho has abranded appSpeak toMBU onDemand foran UltimateclientGet 0 EOWerrors formore thanone weekHelp a clientsell a contractin thebusiness appUse the ADHandoffverbiage in afinal check-incallReview the"MerchantTrainingHandoff" inSharePointReview andupdate yourpersonalcall guideUse positivelanguage whenbooking a clientout "My soonestavailability is.."Help answera question intheOnboardingchatIn cancellation,call a client onyourcancellation listto try and getthem inHelp a clientrespond totheir LC fortheir brandedappShow a clientwithout MAP, howto document theirCC transactions intheir siteHelp a clientlist theirbusiness inReserve withGoogleGet aclientlogged intoMB OneLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsCheck yourclients'conversionstatus prior totheir trainingcallWalk a clientthrough a $1charge to testtheir MAPaccountEncourageclients toemail you withany questionsbetween callsShow a clienthow to adjustthe start date,and pro-rate acontractHelp a clientorder hardwareto complementtheir merchantaccountLeave 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 theSetupChecklistCompanionReview theapp dashboardwith a clientwho has abranded appSpeak toMBU onDemand foran UltimateclientGet 0 EOWerrors formore thanone weekHelp a clientsell a contractin thebusiness app

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