Audit yourownBoardingTrackers /DashboardBuild yourschedule for2019 (Pro tips- #TDL 11/14)Share aDynamicPricing tipwith a peerGet at least 1client to optinto DynamicPricingReview alltabs on theScorecardfor a clientShare End ofYear bestpractices witha client (#TDL11/21)Submit yourperformanceappraisal inSaba by12/14Leave animpressionfor a peerStrike upconversationwith an OS inanother office(Skype, Zoomor Glip)Talk to yourteam leadaboutOnboardingcertificationsRemind 5 clientsabout self-helpresources(Support/LearningCenter)Introduceyourself toa new hire(any office)Collaboratewith a salesrep or givea shout-outExploretheFrederickDashboardHelp acustomer setup a HolidayIntro Offer orPromo CodeUpdateDynamicPricingexperimentstatuses for allclientsComplete theperformanceappraisaltraining inSabaExplore theMINDBODYLearningCenter (#TDL11/14)LinkFrederickto yourdemo siteReviewTechnologyPartnerresources(#TDL 11/21)Givesomeone ahigh-five forbeingawesomeParticipate inthe GratitudeChallenge(WellnessTeam)Review andoptimize a client’sMB App listingwith them(THORSday11/29)Share gift cardstats and bestpractices witha client (#TDL11/21)Audit yourownBoardingTrackers /DashboardBuild yourschedule for2019 (Pro tips- #TDL 11/14)Share aDynamicPricing tipwith a peerGet at least 1client to optinto DynamicPricingReview alltabs on theScorecardfor a clientShare End ofYear bestpractices witha client (#TDL11/21)Submit yourperformanceappraisal inSaba by12/14Leave animpressionfor a peerStrike upconversationwith an OS inanother office(Skype, Zoomor Glip)Talk to yourteam leadaboutOnboardingcertificationsRemind 5 clientsabout self-helpresources(Support/LearningCenter)Introduceyourself toa new hire(any office)Collaboratewith a salesrep or givea shout-outExploretheFrederickDashboardHelp acustomer setup a HolidayIntro Offer orPromo CodeUpdateDynamicPricingexperimentstatuses for allclientsComplete theperformanceappraisaltraining inSabaExplore theMINDBODYLearningCenter (#TDL11/14)LinkFrederickto yourdemo siteReviewTechnologyPartnerresources(#TDL 11/21)Givesomeone ahigh-five forbeingawesomeParticipate inthe GratitudeChallenge(WellnessTeam)Review andoptimize a client’sMB App listingwith them(THORSday11/29)Share gift cardstats and bestpractices witha client (#TDL11/21)

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.


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