Show a clienthow to adjustthe start date,and pro-rate acontractReview andupdate yourpersonalcall guideGet aclientlogged intoMB OneCheck yourclients'conversionstatus prior totheir trainingcallLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsHelp a clientsell a contractin thebusiness appEncourageclients toemail you withany questionsbetween callsGive a clientthe link to theSetupChecklistCompanionReview the"MerchantTrainingHandoff" inSharePointLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulGive kudos toa sales rep fortheir help, orfor a great salethey madeHelp a clientlist theirbusiness inReserve withGoogleSpeak toMBU onDemand foran UltimateclientUse the ADHandoffverbiage in afinal check-incallUse positivelanguage whenbooking a clientout "My soonestavailability is.."Help answera question intheOnboardingchatReview theapp dashboardwith a clientwho has abranded appHelp a clientorder hardwareto complementtheir merchantaccountGet 0 EOWerrors formore thanone weekRemind aclient about thepost trainingsurveys on thefinal check inShow a clientwithout MAP, howto document theirCC transactions intheir siteHelp a clientrespond totheir LC fortheir brandedappIn cancellation,call a client onyourcancellation listto try and getthem inWalk a clientthrough a $1charge to testtheir MAPaccountShow a clienthow to adjustthe start date,and pro-rate acontractReview andupdate yourpersonalcall guideGet aclientlogged intoMB OneCheck yourclients'conversionstatus prior totheir trainingcallLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsHelp a clientsell a contractin thebusiness appEncourageclients toemail you withany questionsbetween callsGive a clientthe link to theSetupChecklistCompanionReview the"MerchantTrainingHandoff" inSharePointLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulGive kudos toa sales rep fortheir help, orfor a great salethey madeHelp a clientlist theirbusiness inReserve withGoogleSpeak toMBU onDemand foran UltimateclientUse the ADHandoffverbiage in afinal check-incallUse positivelanguage whenbooking a clientout "My soonestavailability is.."Help answera question intheOnboardingchatReview theapp dashboardwith a clientwho has abranded appHelp a clientorder hardwareto complementtheir merchantaccountGet 0 EOWerrors formore thanone weekRemind aclient about thepost trainingsurveys on thefinal check inShow a clientwithout MAP, howto document theirCC transactions intheir siteHelp a clientrespond totheir LC fortheir brandedappIn cancellation,call a client onyourcancellation listto try and getthem inWalk a clientthrough a $1charge to testtheir MAPaccount

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