Link Help Suitearticles in thesetup checklistto help clientswith their actionitemsWalk a clientthrough a $1charge to testtheir MAPaccountHelp a clientorder hardwareto complementtheir merchantaccountGet aclientlogged intoMB OneHelp answera question intheOnboardingchatReview the"MerchantTrainingHandoff" inSharePointReview andupdate yourpersonalcall guideRemind aclient about thepost trainingsurveys on thefinal check inIn cancellation,call a client onyourcancellation listto try and getthem inShow a clienthow to adjustthe start date,and pro-rate acontractUse positivelanguage whenbooking a clientout "My soonestavailability is.."Show a clientwithout MAP, howto document theirCC transactions intheir siteEncourageclients toemail you withany questionsbetween callsGive kudos toa sales rep fortheir help, orfor a great salethey madeReview theapp dashboardwith a clientwho has abranded appHelp a clientlist theirbusiness inReserve withGoogleGive a clientthe link to theSetupChecklistCompanionHelp a clientrespond totheir LC fortheir brandedappLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulHelp a clientsell a contractin thebusiness appCheck yourclients'conversionstatus prior totheir trainingcallGet 0 EOWerrors formore thanone weekSpeak toMBU onDemand foran UltimateclientUse the ADHandoffverbiage in afinal check-incallLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsWalk a clientthrough a $1charge to testtheir MAPaccountHelp a clientorder hardwareto complementtheir merchantaccountGet aclientlogged intoMB OneHelp answera question intheOnboardingchatReview the"MerchantTrainingHandoff" inSharePointReview andupdate yourpersonalcall guideRemind aclient about thepost trainingsurveys on thefinal check inIn cancellation,call a client onyourcancellation listto try and getthem inShow a clienthow to adjustthe start date,and pro-rate acontractUse positivelanguage whenbooking a clientout "My soonestavailability is.."Show a clientwithout MAP, howto document theirCC transactions intheir siteEncourageclients toemail you withany questionsbetween callsGive kudos toa sales rep fortheir help, orfor a great salethey madeReview theapp dashboardwith a clientwho has abranded appHelp a clientlist theirbusiness inReserve withGoogleGive a clientthe link to theSetupChecklistCompanionHelp a clientrespond totheir LC fortheir brandedappLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulHelp a clientsell a contractin thebusiness appCheck yourclients'conversionstatus prior totheir trainingcallGet 0 EOWerrors formore thanone weekSpeak toMBU onDemand foran UltimateclientUse the ADHandoffverbiage in afinal check-incall

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