Set cleartimeline andscheduledappointmentsOC useddeck andcoveredall slidesConfirmedbasicPayrollinformationConfirmedcustomer'sbest point ofcontactinformationDiscussedPayroll <>POSintegrationwith customerDefined andset clearexpectationswith thecustomerFree!Consultedon thecustomer'stimelineDigitalNew HireprocessexplainedRequestedpreviousproviderlogin infoDiscussedpaycheckoptionsRegisteredcustomer forToastClassroom TipsManagersessionConfirmedcustomercompletedRIDRegisteredcustomer forToast ClassroomProcessingPayroll sessionDiscussedonboardingprocess andsequencingfor add onsCSD wasdiscussedandreviewedSet cleartimeline andscheduledappointmentsOC useddeck andcoveredall slidesConfirmedbasicPayrollinformationConfirmedcustomer'sbest point ofcontactinformationDiscussedPayroll <>POSintegrationwith customerDefined andset clearexpectationswith thecustomerFree!Consultedon thecustomer'stimelineDigitalNew HireprocessexplainedRequestedpreviousproviderlogin infoDiscussedpaycheckoptionsRegisteredcustomer forToastClassroom TipsManagersessionConfirmedcustomercompletedRIDRegisteredcustomer forToast ClassroomProcessingPayroll sessionDiscussedonboardingprocess andsequencingfor add onsCSD wasdiscussedandreviewed

An EC 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. Set clear timeline and scheduled appointments
  2. OC used deck and covered all slides
  3. Confirmed basic Payroll information
  4. Confirmed customer's best point of contact information
  5. Discussed Payroll <> POS integration with customer
  6. Defined and set clear expectations with the customer
  7. Free!
  8. Consulted on the customer's timeline
  9. Digital New Hire process explained
  10. Requested previous provider login info
  11. Discussed paycheck options
  12. Registered customer for Toast Classroom Tips Manager session
  13. Confirmed customer completed RID
  14. Registered customer for Toast Classroom Processing Payroll session
  15. Discussed onboarding process and sequencing for add ons
  16. CSD was discussed and reviewed