ConfirmedbasicPayrollinformationOC useddeck andcoveredall slidesConfirmedcustomer'sbest point ofcontactinformationRequestedpreviousproviderlogin infoConsultedon thecustomer'stimelineDiscussedpaycheckoptionsRegisteredcustomer forToastClassroom TipsManagersessionConfirmedcustomercompletedRIDDigitalNew HireprocessexplainedSet cleartimeline andscheduledappointmentsDiscussedonboardingprocess andsequencingfor add onsFree!CSD wasdiscussedandreviewedDiscussedPayroll <>POSintegrationwith customerRegisteredcustomer forToast ClassroomProcessingPayroll sessionDefined andset clearexpectationswith thecustomerConfirmedbasicPayrollinformationOC useddeck andcoveredall slidesConfirmedcustomer'sbest point ofcontactinformationRequestedpreviousproviderlogin infoConsultedon thecustomer'stimelineDiscussedpaycheckoptionsRegisteredcustomer forToastClassroom TipsManagersessionConfirmedcustomercompletedRIDDigitalNew HireprocessexplainedSet cleartimeline andscheduledappointmentsDiscussedonboardingprocess andsequencingfor add onsFree!CSD wasdiscussedandreviewedDiscussedPayroll <>POSintegrationwith customerRegisteredcustomer forToast ClassroomProcessingPayroll sessionDefined 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. Confirmed basic Payroll information
  2. OC used deck and covered all slides
  3. Confirmed customer's best point of contact information
  4. Requested previous provider login info
  5. Consulted on the customer's timeline
  6. Discussed paycheck options
  7. Registered customer for Toast Classroom Tips Manager session
  8. Confirmed customer completed RID
  9. Digital New Hire process explained
  10. Set clear timeline and scheduled appointments
  11. Discussed onboarding process and sequencing for add ons
  12. Free!
  13. CSD was discussed and reviewed
  14. Discussed Payroll <> POS integration with customer
  15. Registered customer for Toast Classroom Processing Payroll session
  16. Defined and set clear expectations with the customer