CSD wasdiscussedandreviewedOC useddeck andcoveredall slidesDefined andset clearexpectationswith thecustomerDigitalNew HireprocessexplainedDiscussedPayroll <>POSintegrationwith customerConfirmedbasicPayrollinformationRequestedpreviousproviderlogin infoDiscussedpaycheckoptionsFree!Confirmedcustomer'sbest point ofcontactinformationDiscussedonboardingprocess andsequencingfor add onsSet cleartimeline andscheduledappointmentsRegisteredcustomer forToast ClassroomProcessingPayroll sessionRegisteredcustomer forToastClassroom TipsManagersessionConfirmedcustomercompletedRIDConsultedon thecustomer'stimelineCSD wasdiscussedandreviewedOC useddeck andcoveredall slidesDefined andset clearexpectationswith thecustomerDigitalNew HireprocessexplainedDiscussedPayroll <>POSintegrationwith customerConfirmedbasicPayrollinformationRequestedpreviousproviderlogin infoDiscussedpaycheckoptionsFree!Confirmedcustomer'sbest point ofcontactinformationDiscussedonboardingprocess andsequencingfor add onsSet cleartimeline andscheduledappointmentsRegisteredcustomer forToast ClassroomProcessingPayroll sessionRegisteredcustomer forToastClassroom TipsManagersessionConfirmedcustomercompletedRIDConsultedon thecustomer'stimeline

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