Remind 5 clientsabout self-helpresources(Support/LearningCenter)Introduceyourself toa new hire(any office)Leave animpressionfor a peerUpdateDynamicPricingexperimentstatuses for allclientsCollaboratewith a salesrep or givea shout-outGet at least 1client to optinto DynamicPricingShare aDynamicPricing tipwith a peerBuild yourschedule for2019 (Pro tips- #TDL 11/14)Givesomeone ahigh-five forbeingawesomeHelp acustomer setup a HolidayIntro Offer orPromo CodeIntroduceyourself to anOS in anotheroffice (Skype,Zoom or Glip)Talk to yourteam leadaboutOnboardingcertificationsReview alltabs on theScorecardfor 3 clientsAudit yourownBoardingTrackers /DashboardReview andoptimize a client’sMB App listingwith them(THORSday11/29)Explore theMINDBODYLearningCenter (#TDL11/14)ExploretheFrederickDashboardComplete theperformanceappraisaltraining inSabaParticipate inthe GratitudeChallenge(WellnessTeam)Share gift cardstats and bestpractices witha client (#TDL11/21)LinkFrederickto yourdemo siteSubmit yourperformanceappraisal inSaba by12/14Share End ofYear bestpractices witha client (#TDL11/21)ReviewTechnologyPartnerresources(#TDL 11/21)Remind 5 clientsabout self-helpresources(Support/LearningCenter)Introduceyourself toa new hire(any office)Leave animpressionfor a peerUpdateDynamicPricingexperimentstatuses for allclientsCollaboratewith a salesrep or givea shout-outGet at least 1client to optinto DynamicPricingShare aDynamicPricing tipwith a peerBuild yourschedule for2019 (Pro tips- #TDL 11/14)Givesomeone ahigh-five forbeingawesomeHelp acustomer setup a HolidayIntro Offer orPromo CodeIntroduceyourself to anOS in anotheroffice (Skype,Zoom or Glip)Talk to yourteam leadaboutOnboardingcertificationsReview alltabs on theScorecardfor 3 clientsAudit yourownBoardingTrackers /DashboardReview andoptimize a client’sMB App listingwith them(THORSday11/29)Explore theMINDBODYLearningCenter (#TDL11/14)ExploretheFrederickDashboardComplete theperformanceappraisaltraining inSabaParticipate inthe GratitudeChallenge(WellnessTeam)Share gift cardstats and bestpractices witha client (#TDL11/21)LinkFrederickto yourdemo siteSubmit yourperformanceappraisal inSaba by12/14Share End ofYear bestpractices witha client (#TDL11/21)ReviewTechnologyPartnerresources(#TDL 11/21)

Onboarding Bingo - December - 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Remind 5 clients about self-help resources (Support/Learning Center)
  2. Introduce yourself to a new hire (any office)
  3. Leave an impression for a peer
  4. Update Dynamic Pricing experiment statuses for all clients
  5. Collaborate with a sales rep or give a shout-out
  6. Get at least 1 client to opt into Dynamic Pricing
  7. Share a Dynamic Pricing tip with a peer
  8. Build your schedule for 2019 (Pro tips - #TDL 11/14)
  9. Give someone a high-five for being awesome
  10. Help a customer set up a Holiday Intro Offer or Promo Code
  11. Introduce yourself to an OS in another office (Skype, Zoom or Glip)
  12. Talk to your team lead about Onboarding certifications
  13. Review all tabs on the Scorecard for 3 clients
  14. Audit your own Boarding Trackers / Dashboard
  15. Review and optimize a client’s MB App listing with them (THORSday 11/29)
  16. Explore the MINDBODY Learning Center (#TDL 11/14)
  17. Explore the Frederick Dashboard
  18. Complete the performance appraisal training in Saba
  19. Participate in the Gratitude Challenge (Wellness Team)
  20. Share gift card stats and best practices with a client (#TDL 11/21)
  21. Link Frederick to your demo site
  22. Submit your performance appraisal in Saba by 12/14
  23. Share End of Year best practices with a client (#TDL 11/21)
  24. Review Technology Partner resources (#TDL 11/21)