CoveredtheirpurchasedXC packageConfirmedcustomercan logininto XCaccountFree!Confirmedcustomeris enrolledfor webinarLeveragingXC KOCslide deckEnrolledcustomerinwebinarsAddressedcustomerquestionsSet upfollow upexpectationsDemo'daddingin usersEncouragedcustomer toupload aninvoice onthe callReferencedAdminCornerDemo'duploadinginvoicesExplainednavigationpanelOutlinedonboardingprocess forcustomerSet up aFollow UpMeeting withCustomerDemo'd XCdashboard tocustomerCoveredtheirpurchasedXC packageConfirmedcustomercan logininto XCaccountFree!Confirmedcustomeris enrolledfor webinarLeveragingXC KOCslide deckEnrolledcustomerinwebinarsAddressedcustomerquestionsSet upfollow upexpectationsDemo'daddingin usersEncouragedcustomer toupload aninvoice onthe callReferencedAdminCornerDemo'duploadinginvoicesExplainednavigationpanelOutlinedonboardingprocess forcustomerSet up aFollow UpMeeting withCustomerDemo'd XCdashboard tocustomer

XC Kickoff Call with a... - 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. Covered their purchased XC package
  2. Confirmed customer can login into XC account
  3. Free!
  4. Confirmed customer is enrolled for webinar
  5. Leveraging XC KOC slide deck
  6. Enrolled customer in webinars
  7. Addressed customer questions
  8. Set up follow up expectations
  9. Demo'd adding in users
  10. Encouraged customer to upload an invoice on the call
  11. Referenced Admin Corner
  12. Demo'd uploading invoices
  13. Explained navigation panel
  14. Outlined onboarding process for customer
  15. Set up a Follow Up Meeting with Customer
  16. Demo'd XC dashboard to customer