Help a clientorder hardwareto complementtheir merchantaccountReview andupdate yourpersonalcall guideReview the"MerchantTrainingHandoff" inSharePointHelp a clientlist theirbusiness inReserve withGoogleHelp answera question intheOnboardingchatLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulReview theapp dashboardwith a clientwho has abranded appGet aclientlogged intoMB OneCheck yourclients'conversionstatus prior totheir trainingcallHelp a clientsell a contractin thebusiness appRemind aclient about thepost trainingsurveys on thefinal check inHelp a clientrespond totheir LC fortheir brandedappEncourageclients toemail you withany questionsbetween callsShow a clientwithout MAP, howto document theirCC transactions intheir siteShow a clienthow to adjustthe start date,and pro-rate acontractWalk a clientthrough a $1charge to testtheir MAPaccountSpeak toMBU onDemand foran UltimateclientUse the ADHandoffverbiage in afinal check-incallGet 0 EOWerrors formore thanone weekIn cancellation,call a client onyourcancellation listto try and getthem inGive kudos toa sales rep fortheir help, orfor a great salethey madeGive a clientthe link to theSetupChecklistCompanionLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsUse positivelanguage whenbooking a clientout "My soonestavailability is.."Help a clientorder hardwareto complementtheir merchantaccountReview andupdate yourpersonalcall guideReview the"MerchantTrainingHandoff" inSharePointHelp a clientlist theirbusiness inReserve withGoogleHelp answera question intheOnboardingchatLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulReview theapp dashboardwith a clientwho has abranded appGet aclientlogged intoMB OneCheck yourclients'conversionstatus prior totheir trainingcallHelp a clientsell a contractin thebusiness appRemind aclient about thepost trainingsurveys on thefinal check inHelp a clientrespond totheir LC fortheir brandedappEncourageclients toemail you withany questionsbetween callsShow a clientwithout MAP, howto document theirCC transactions intheir siteShow a clienthow to adjustthe start date,and pro-rate acontractWalk a clientthrough a $1charge to testtheir MAPaccountSpeak toMBU onDemand foran UltimateclientUse the ADHandoffverbiage in afinal check-incallGet 0 EOWerrors formore thanone weekIn cancellation,call a client onyourcancellation listto try and getthem inGive kudos toa sales rep fortheir help, orfor a great salethey madeGive a clientthe link to theSetupChecklistCompanionLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsUse positivelanguage whenbooking a clientout "My soonestavailability is.."

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