Review andupdate yourpersonalcall guideHelp a clientlist theirbusiness inReserve withGoogleGive a clientthe link to theSetupChecklistCompanionRemind aclient about thepost trainingsurveys on thefinal check inUse the ADHandoffverbiage in afinal check-incallShow a clienthow to adjustthe start date,and pro-rate acontractLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulCheck yourclients'conversionstatus prior totheir trainingcallHelp a clientsell a contractin thebusiness appUse positivelanguage whenbooking a clientout "My soonestavailability is.."Help answera question intheOnboardingchatSpeak toMBU onDemand foran UltimateclientIn cancellation,call a client onyourcancellation listto try and getthem inHelp a clientorder hardwareto complementtheir merchantaccountGive kudos toa sales rep fortheir help, orfor a great salethey madeHelp a clientrespond totheir LC fortheir brandedappReview theapp dashboardwith a clientwho has abranded appReview the"MerchantTrainingHandoff" inSharePointWalk a clientthrough a $1charge to testtheir MAPaccountEncourageclients toemail you withany questionsbetween callsGet 0 EOWerrors formore thanone weekGet aclientlogged intoMB OneShow a clientwithout MAP, howto document theirCC transactions intheir siteLink Help Suitearticles in thesetup checklistto help clientswith their actionitemsReview andupdate yourpersonalcall guideHelp a clientlist theirbusiness inReserve withGoogleGive a clientthe link to theSetupChecklistCompanionRemind aclient about thepost trainingsurveys on thefinal check inUse the ADHandoffverbiage in afinal check-incallShow a clienthow to adjustthe start date,and pro-rate acontractLeave a Sabaimpression forsomeone whohas beenHumble &HelpfulCheck yourclients'conversionstatus prior totheir trainingcallHelp a clientsell a contractin thebusiness appUse positivelanguage whenbooking a clientout "My soonestavailability is.."Help answera question intheOnboardingchatSpeak toMBU onDemand foran UltimateclientIn cancellation,call a client onyourcancellation listto try and getthem inHelp a clientorder hardwareto complementtheir merchantaccountGive kudos toa sales rep fortheir help, orfor a great salethey madeHelp a clientrespond totheir LC fortheir brandedappReview theapp dashboardwith a clientwho has abranded appReview the"MerchantTrainingHandoff" inSharePointWalk a clientthrough a $1charge to testtheir MAPaccountEncourageclients toemail you withany questionsbetween callsGet 0 EOWerrors formore thanone weekGet aclientlogged intoMB OneShow a clientwithout MAP, howto document theirCC transactions intheir siteLink Help Suitearticles in thesetup checklistto help clientswith their actionitems

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