CSD wasdiscussedandreviewedConfirmedcustomer'sbest point ofcontactinformationRegisteredcustomer forToast ClassroomProcessingPayroll sessionDiscussedonboardingprocess andsequencingfor add onsSet cleartimeline andscheduledappointmentsRegisteredcustomer forToastClassroom TipsManagersessionConfirmedbasicPayrollinformationDiscussedpaycheckoptionsDiscussedPayroll <>POSintegrationwith customerFree!Consultedon thecustomer'stimelineRequestedpreviousproviderlogin infoOC useddeck andcoveredall slidesDigitalNew HireprocessexplainedConfirmedcustomercompletedRIDDefined andset clearexpectationswith thecustomerCSD wasdiscussedandreviewedConfirmedcustomer'sbest point ofcontactinformationRegisteredcustomer forToast ClassroomProcessingPayroll sessionDiscussedonboardingprocess andsequencingfor add onsSet cleartimeline andscheduledappointmentsRegisteredcustomer forToastClassroom TipsManagersessionConfirmedbasicPayrollinformationDiscussedpaycheckoptionsDiscussedPayroll <>POSintegrationwith customerFree!Consultedon thecustomer'stimelineRequestedpreviousproviderlogin infoOC useddeck andcoveredall slidesDigitalNew HireprocessexplainedConfirmedcustomercompletedRIDDefined andset clearexpectationswith thecustomer

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