Audit yourownBoardingTrackers /DashboardGet at least 1client to optinto DynamicPricingExplore theMINDBODYLearningCenter (#TDL11/14)ExploretheFrederickDashboardStrike upconversationwith an OS inanother office(Skype, Zoomor Glip)Givesomeone ahigh-five forbeingawesomeRemind 5 clientsabout self-helpresources(Support/LearningCenter)Build yourschedule for2019 (Pro tips- #TDL 11/14)LinkFrederickto yourdemo siteReview alltabs on theScorecardfor a clientReview andoptimize a client’sMB App listingwith them(THORSday11/29)Introduceyourself toa new hire(any office)Share aDynamicPricing tipwith a peerUpdateDynamicPricingexperimentstatuses for allclientsHelp acustomer setup a HolidayIntro Offer orPromo CodeComplete theperformanceappraisaltraining inSabaLeave animpressionfor a peerParticipate inthe GratitudeChallenge(WellnessTeam)Collaboratewith a salesrep or givea shout-outShare gift cardstats and bestpractices witha client (#TDL11/21)ReviewTechnologyPartnerresources(#TDL 11/21)Share End ofYear bestpractices witha client (#TDL11/21)Talk to yourteam leadaboutOnboardingcertificationsSubmit yourperformanceappraisal inSaba by12/14Audit yourownBoardingTrackers /DashboardGet at least 1client to optinto DynamicPricingExplore theMINDBODYLearningCenter (#TDL11/14)ExploretheFrederickDashboardStrike upconversationwith an OS inanother office(Skype, Zoomor Glip)Givesomeone ahigh-five forbeingawesomeRemind 5 clientsabout self-helpresources(Support/LearningCenter)Build yourschedule for2019 (Pro tips- #TDL 11/14)LinkFrederickto yourdemo siteReview alltabs on theScorecardfor a clientReview andoptimize a client’sMB App listingwith them(THORSday11/29)Introduceyourself toa new hire(any office)Share aDynamicPricing tipwith a peerUpdateDynamicPricingexperimentstatuses for allclientsHelp acustomer setup a HolidayIntro Offer orPromo CodeComplete theperformanceappraisaltraining inSabaLeave animpressionfor a peerParticipate inthe GratitudeChallenge(WellnessTeam)Collaboratewith a salesrep or givea shout-outShare gift cardstats and bestpractices witha client (#TDL11/21)ReviewTechnologyPartnerresources(#TDL 11/21)Share End ofYear bestpractices witha client (#TDL11/21)Talk to yourteam leadaboutOnboardingcertificationsSubmit yourperformanceappraisal inSaba by12/14

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