Discussedonboardingprocess andsequencingfor add onsOC useddeck andcoveredall slidesDiscussedpaycheckoptionsRegisteredcustomer forToast ClassroomProcessingPayroll sessionDiscussedPayroll <>POSintegrationwith customerFree!ConfirmedcustomercompletedRIDDefined andset clearexpectationswith thecustomerDigitalNew HireprocessexplainedRegisteredcustomer forToastClassroom TipsManagersessionConfirmedcustomer'sbest point ofcontactinformationSet cleartimeline andscheduledappointmentsCSD wasdiscussedandreviewedConfirmedbasicPayrollinformationConsultedon thecustomer'stimelineRequestedpreviousproviderlogin infoDiscussedonboardingprocess andsequencingfor add onsOC useddeck andcoveredall slidesDiscussedpaycheckoptionsRegisteredcustomer forToast ClassroomProcessingPayroll sessionDiscussedPayroll <>POSintegrationwith customerFree!ConfirmedcustomercompletedRIDDefined andset clearexpectationswith thecustomerDigitalNew HireprocessexplainedRegisteredcustomer forToastClassroom TipsManagersessionConfirmedcustomer'sbest point ofcontactinformationSet cleartimeline andscheduledappointmentsCSD wasdiscussedandreviewedConfirmedbasicPayrollinformationConsultedon thecustomer'stimelineRequestedpreviousproviderlogin info

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