Outlinedonboardingprocess forcustomerEncouragedcustomer toupload aninvoice onthe callDemo'daddingin usersSet up aFollow UpMeeting withCustomerLeveragingXC KOCslide deckFree!CoveredtheirpurchasedXC packageEnrolledcustomerinwebinarsDemo'duploadinginvoicesSet upfollow upexpectationsConfirmedcustomercan logininto XCaccountAddressedcustomerquestionsExplainednavigationpanelReferencedAdminCornerConfirmedcustomeris enrolledfor webinarDemo'd XCdashboard tocustomerOutlinedonboardingprocess forcustomerEncouragedcustomer toupload aninvoice onthe callDemo'daddingin usersSet up aFollow UpMeeting withCustomerLeveragingXC KOCslide deckFree!CoveredtheirpurchasedXC packageEnrolledcustomerinwebinarsDemo'duploadinginvoicesSet upfollow upexpectationsConfirmedcustomercan logininto XCaccountAddressedcustomerquestionsExplainednavigationpanelReferencedAdminCornerConfirmedcustomeris enrolledfor webinarDemo'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. Outlined onboarding process for customer
  2. Encouraged customer to upload an invoice on the call
  3. Demo'd adding in users
  4. Set up a Follow Up Meeting with Customer
  5. Leveraging XC KOC slide deck
  6. Free!
  7. Covered their purchased XC package
  8. Enrolled customer in webinars
  9. Demo'd uploading invoices
  10. Set up follow up expectations
  11. Confirmed customer can login into XC account
  12. Addressed customer questions
  13. Explained navigation panel
  14. Referenced Admin Corner
  15. Confirmed customer is enrolled for webinar
  16. Demo'd XC dashboard to customer