DiscussedpaycheckoptionsDiscussedonboardingprocess andsequencingfor add onsOC useddeck andcoveredall slidesRequestedpreviousproviderlogin infoSet cleartimeline andscheduledappointmentsConsultedon thecustomer'stimelineConfirmedbasicPayrollinformationRegisteredcustomer forToastClassroom TipsManagersessionFree!Registeredcustomer forToast ClassroomProcessingPayroll sessionDigitalNew HireprocessexplainedDefined andset clearexpectationswith thecustomerDiscussedPayroll <>POSintegrationwith customerConfirmedcustomercompletedRIDConfirmedcustomer'sbest point ofcontactinformationCSD wasdiscussedandreviewedDiscussedpaycheckoptionsDiscussedonboardingprocess andsequencingfor add onsOC useddeck andcoveredall slidesRequestedpreviousproviderlogin infoSet cleartimeline andscheduledappointmentsConsultedon thecustomer'stimelineConfirmedbasicPayrollinformationRegisteredcustomer forToastClassroom TipsManagersessionFree!Registeredcustomer forToast ClassroomProcessingPayroll sessionDigitalNew HireprocessexplainedDefined andset clearexpectationswith thecustomerDiscussedPayroll <>POSintegrationwith customerConfirmedcustomercompletedRIDConfirmedcustomer'sbest point ofcontactinformationCSD 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. Discussed paycheck options
  2. Discussed onboarding process and sequencing for add ons
  3. OC used deck and covered all slides
  4. Requested previous provider login info
  5. Set clear timeline and scheduled appointments
  6. Consulted on the customer's timeline
  7. Confirmed basic Payroll information
  8. Registered customer for Toast Classroom Tips Manager session
  9. Free!
  10. Registered customer for Toast Classroom Processing Payroll session
  11. Digital New Hire process explained
  12. Defined and set clear expectations with the customer
  13. Discussed Payroll <> POS integration with customer
  14. Confirmed customer completed RID
  15. Confirmed customer's best point of contact information
  16. CSD was discussed and reviewed