DiscussedPayroll <>POSintegrationwith customerDigitalNew HireprocessexplainedRegisteredcustomer forToast ClassroomProcessingPayroll sessionCSD wasdiscussedandreviewedConsultedon thecustomer'stimelineSet cleartimeline andscheduledappointmentsConfirmedcustomercompletedRIDRegisteredcustomer forToastClassroom TipsManagersessionDefined andset clearexpectationswith thecustomerOC useddeck andcoveredall slidesDiscussedonboardingprocess andsequencingfor add onsDiscussedpaycheckoptionsConfirmedbasicPayrollinformationConfirmedcustomer'sbest point ofcontactinformationRequestedpreviousproviderlogin infoFree!DiscussedPayroll <>POSintegrationwith customerDigitalNew HireprocessexplainedRegisteredcustomer forToast ClassroomProcessingPayroll sessionCSD wasdiscussedandreviewedConsultedon thecustomer'stimelineSet cleartimeline andscheduledappointmentsConfirmedcustomercompletedRIDRegisteredcustomer forToastClassroom TipsManagersessionDefined andset clearexpectationswith thecustomerOC useddeck andcoveredall slidesDiscussedonboardingprocess andsequencingfor add onsDiscussedpaycheckoptionsConfirmedbasicPayrollinformationConfirmedcustomer'sbest point ofcontactinformationRequestedpreviousproviderlogin infoFree!

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
  1. Discussed Payroll <> POS integration with customer
  2. Digital New Hire process explained
  3. Registered customer for Toast Classroom Processing Payroll session
  4. CSD was discussed and reviewed
  5. Consulted on the customer's timeline
  6. Set clear timeline and scheduled appointments
  7. Confirmed customer completed RID
  8. Registered customer for Toast Classroom Tips Manager session
  9. Defined and set clear expectations with the customer
  10. OC used deck and covered all slides
  11. Discussed onboarding process and sequencing for add ons
  12. Discussed paycheck options
  13. Confirmed basic Payroll information
  14. Confirmed customer's best point of contact information
  15. Requested previous provider login info
  16. Free!