Walk a clientthrough a $1charge to testtheir MAPaccountShow a clienthow to adjustthe start date,and pro-rate acontractRemind aclient about thepost trainingsurveys on thefinal check inGive kudos toa sales rep fortheir help, orfor a great salethey madeReview the"MerchantTrainingHandoff" inSharePointLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsGet aclientlogged intoMB OneUse positivelanguage whenbooking a clientout "My soonestavailability is.."Encourageclients toemail you withany questionsbetween callsReview theapp dashboardwith a clientwho has abranded appHelp a clientsell a contractin thebusiness appHelp a clientrespond totheir LC fortheir brandedappHelp answera question intheOnboardingchatLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulCheck yourclients'conversionstatus prior totheir trainingcallUse the ADHandoffverbiage in afinal check-incallHelp a clientorder hardwareto complementtheir merchantaccountReview andupdate yourpersonalcall guideGet 0 EOWerrors formore thanone weekGive a clientthe link to theSetupChecklistCompanionSpeak toMBU onDemand foran UltimateclientHelp a clientlist theirbusiness inReserve withGoogleIn cancellation,call a client onyourcancellation listto try and getthem inShow a clientwithout MAP, howto document theirCC transactions intheir siteWalk a clientthrough a $1charge to testtheir MAPaccountShow a clienthow to adjustthe start date,and pro-rate acontractRemind aclient about thepost trainingsurveys on thefinal check inGive kudos toa sales rep fortheir help, orfor a great salethey madeReview the"MerchantTrainingHandoff" inSharePointLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsGet aclientlogged intoMB OneUse positivelanguage whenbooking a clientout "My soonestavailability is.."Encourageclients toemail you withany questionsbetween callsReview theapp dashboardwith a clientwho has abranded appHelp a clientsell a contractin thebusiness appHelp a clientrespond totheir LC fortheir brandedappHelp answera question intheOnboardingchatLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulCheck yourclients'conversionstatus prior totheir trainingcallUse the ADHandoffverbiage in afinal check-incallHelp a clientorder hardwareto complementtheir merchantaccountReview andupdate yourpersonalcall guideGet 0 EOWerrors formore thanone weekGive a clientthe link to theSetupChecklistCompanionSpeak toMBU onDemand foran UltimateclientHelp a clientlist theirbusiness inReserve withGoogleIn cancellation,call a client onyourcancellation listto try and getthem inShow a clientwithout MAP, howto document theirCC transactions intheir site

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