Free!Consultedon thecustomer'stimelineDiscussedonboardingprocess andsequencingfor add onsConfirmedbasicPayrollinformationOC useddeck andcoveredall slidesConfirmedcustomer'sbest point ofcontactinformationDiscussedPayroll <>POSintegrationwith customerRegisteredcustomer forToast ClassroomProcessingPayroll sessionDefined andset clearexpectationswith thecustomerCSD wasdiscussedandreviewedDigitalNew HireprocessexplainedDiscussedpaycheckoptionsRequestedpreviousproviderlogin infoSet cleartimeline andscheduledappointmentsRegisteredcustomer forToastClassroom TipsManagersessionConfirmedcustomercompletedRIDFree!Consultedon thecustomer'stimelineDiscussedonboardingprocess andsequencingfor add onsConfirmedbasicPayrollinformationOC useddeck andcoveredall slidesConfirmedcustomer'sbest point ofcontactinformationDiscussedPayroll <>POSintegrationwith customerRegisteredcustomer forToast ClassroomProcessingPayroll sessionDefined andset clearexpectationswith thecustomerCSD wasdiscussedandreviewedDigitalNew HireprocessexplainedDiscussedpaycheckoptionsRequestedpreviousproviderlogin infoSet cleartimeline andscheduledappointmentsRegisteredcustomer forToastClassroom TipsManagersessionConfirmedcustomercompletedRID

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